Watching Airbnb’s stock these past few weeks has been a bit nerve-racking. The earnings were “fine,” but the guidance wasn’t exactly inspiring, and the fact they missed on EPS makes me wonder if growth is slowing more than they want to admit.
What worries me most is how much the company is juggling at once - AI features, expansion into new regions, trying to keep travel demand strong while the economy feels shaky. All of that sounds great on paper, but it also means a lot can go wrong. If bookings cool off or costs creep up, the stock could easily lose momentum.