ABNB's Q4 2023 RPO accelerated 17% YoY, signaling robust forward demand elasticity. FCF expansion and persistent travel tailwinds make a sub-$140 downside breach improbable by May 2026. 90% NO — invalid if global recession impacts discretionary spend >20%.
ABNB's Q4 2023 RPO accelerated 17% YoY, signaling robust forward demand elasticity. FCF expansion and persistent travel tailwinds make a sub-$140 downside breach improbable by May 2026. 90% NO — invalid if global recession impacts discretionary spend >20%.