Jim Cramer expressed hesitation toward investing in Airbnb (ABNB) amid rising interest rates and economic uncertainty, stating he's unwilling to 'stick his neck out' at this time. The comment underscores growing caution in the consumer discretionary and real estate sectors.
- Jim Cramer expressed caution toward Airbnb (ABNB), stating he’s unwilling to take significant risk at this time.
- ABNB stock trades at $168 as of December 13, 2025, down 12% from its 52-week high.
- Airbnb reported Q3 revenue of $1.53 billion, up 10% YoY, but missed EPS expectations by $0.02.
- Rising interest rates and inflation are pressuring consumer discretionary spending and hospitality REITs.
- Hospitality-focused REITs like HST have underperformed the S&P 500 by over 8% in Q4 2025.
Jim Cramer, widely recognized financial commentator, voiced skepticism about Airbnb Inc. (ABNB) during a recent market update, citing heightened macroeconomic risks. Cramer emphasized that despite the company’s strong long-term fundamentals, current market conditions make him reluctant to take a substantial position. He noted that rising interest rates and lingering inflation concerns are pressuring consumer discretionary spending, which directly impacts travel and short-term rentals. Airbnb’s stock has experienced volatility in 2025, with shares trading at approximately $168 per share as of December 13, down nearly 12% from its 52-week high. The company reported third-quarter revenues of $1.53 billion, a 10% year-over-year increase, but missed analyst expectations for adjusted earnings per share by $0.02. These figures highlight a growing divergence between top-line growth and profitability pressures. The warning comes as several major REITs focused on hospitality and travel infrastructure have seen declining investor interest. Stocks such as Apollo Global Management’s lodging REITs and Host Hotels & Resorts (HST) have underperformed the broader S&P 500 by over 8% in the last quarter. Analysts suggest that elevated borrowing costs are constraining capital deployment in the sector, reducing both expansion and acquisition activity. Cramer’s sentiment may influence short-term trading patterns, particularly among retail investors who follow his commentary closely. The caution could amplify downward pressure on ABNB and related equities, especially in the current environment of tightening monetary policy and slowing consumer demand.