Jeff Bezos Investments in 2025: 12 Companies Bezos Is Investing In

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4. Airbnb Inc. (NASDAQ:ABNB)

Number of Hedge Fund Investors: 54

Jeff Bezos Stock Portfolio’s Airbnb Inc. (NASDAQ:ABNB) has outperformed expectations, with its latest earnings report for Q4 2024 showing a 12% year-over-year sales growth. The biggest surprise was the company’s solid EBIT margin, which prepares it for future growth. Looking ahead, the firm is expected to boost its sales by 11% in 2025, with profit margins rising from 23% to 26%.

Despite a recent spike in stock price following the earnings announcement, Airbnb Inc. (NASDAQ:ABNB) is currently regarded as slightly overvalued. However, the business remains a strong compounding machine with substantial free cash flow. Management has also started a buyback program, which is gradually lowering the share count.

Airbnb Inc. (NASDAQ:ABNB) is constantly improving its platform, with plans to launch over 500 new features and updates in the forthcoming summer release. The company’s portfolio now contains 8 million listings and 5 million hosts, ensuring its continued growth. Although the stock has been stabilizing for three years, it is projected that a further boost in profitability will propel it to new all-time highs, making it an excellent long-term investment opportunity.

Susquehanna boosted Airbnb Inc. (NASDAQ:ABNB)’s price objective to $200 from $160 and maintained a positive recommendation on the stock. The company reported a successful fourth quarter, attributed to healthy travel demand and certain internal product upgrades. While the outlook was slightly lower than expected, this was mostly due to calendar effects and FX challenges, and management noted that favorable demand patterns would continue beyond 2025.

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