Inside the research
Airbnb, Inc.
ABNB Research profile · latest available data
Price overview
$157.47
▲ +6.08 (+4.0%)
| 52w hi | $190.50 |
|---|---|
| 52w lo | $111.54 |
| Vol | 5.48M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.21
| Short | +0.29 |
|---|---|
| Medium | +0.14 |
| Long | +0.16 |
computed 2026-09-27
Key fundamentals
Airbnb, Inc.
Consumer Cyclical · Travel Services
| Market cap | $94.29B |
|---|---|
| Enterprise value | $83.27B |
| Trailing P/E | 35.95x |
| Forward P/E | 25.45x |
| EV / EBITDA | 30.16x |
| P / S (ttm) | 7.17x |
| Profit margin | 20.4% |
| Return on equity | 34.5% |
| Revenue growth | +16.5% |
| Earnings growth | +33.4% |
| Debt / equity | 32.00 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.30 | |
| Sector | -0.03 | |
| Technical | +0.15 | |
| Earnings | +0.00 | |
| Sentiment | +0.05 |
macro × 1.00 · 2026-09-27
Business overview
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide. The company's marketplace connects hosts and guests online or through mobile devices to book spaces, experiences, and services. It also offers gift cards. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 1.26 |
|---|---|
| Corr SPX | 0.54 |
| Annual vol | 37.5% |
| Annual ret | +16.0% |
| Sharpe | 0.43 |
| Max DD | -34.5% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $154.10 |
|---|---|
| High / Low | $181.00 / $110.00 |
| Median | $156.00 |
| Analysts | 36 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 18 | |
| Hold | 18 | |
| Sell | 2 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-08 | Wells Fargo | → Overweight |
| 2026-05-08 | UBS | → Neutral |
| 2026-05-08 | Susquehanna | → Positive |
| 2026-05-08 | RBC Capital | → Outperform |
| 2026-05-08 | JP Morgan | → Neutral |
| 2026-05-08 | Evercore ISI Group | → Outperform |
Officers & Board
| Director | James Manyika since 2023 |
|---|---|
| Director | Amrita Ahuja since 2021 |
| Director | Angela Ahrendts since 2019 |
| Director | Kenneth Chenault since 2018 |
| Director | Alfred Lin since 2012 |
| Director | Jeffrey D. Jordan since 2011 |
| Director | Joe Gebbia since 2008 |
| Director | Nathan Blecharczyk since 2008 |
| CEO | Brian Chesky since 2008 |
| Manager | Brian Chesky current |
| Founder | Brian Chesky current |
| Founder | Joe Gebbia current |
| Founder | Nathan Blecharczyk current |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Earnings Release, Exhibits | read |
| 2026-06-11 | Shareholder Vote | read |
| 2026-05-07 | Earnings Release, Exhibits | read |
| 2026-03-16 | Material Agreement, Material Obligation… | read |
| 2026-02-12 | Earnings Release, Exhibits | read |
| 2025-11-21 | Officer / Director Change | read |
| 2025-11-06 | Earnings Release, Exhibits | read |
| 2025-08-06 | Earnings Release, Exhibits | read |
| 2025-06-09 | Shareholder Vote | read |
| 2025-05-01 | Earnings Release, Exhibits | read |
| 2025-02-13 | Earnings Release, Exhibits | read |
| 2024-11-07 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Lin Alfred | C | 4.11M | — | |
| 2026-08-11 | Lin Alfred | J | 4.11M | — | |
| 2026-08-11 | Lin Alfred | C | 538.09K | — | |
| 2026-08-11 | Lin Alfred | J | 541.49K | — | |
| 2026-08-11 | Lin Alfred | J | 102.75K | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 10 |
| Top-5 share | 94.8% |
| HHI | 2,496 (moderate) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $2.60B | 18.15M |
| AQR Capital Management | $1.52B | 10.62M |
| Fidelity / FMR LLC | $960.76M | 6.71M |
| Citadel Advisors | $676.95M | 4.73M |
| Capital Research / Capital World | $447.36M | 3.13M |
| Renaissance Technologies | $220.75M | 1.54M |
| Millennium Management | $66.31M | 463.37K |
| Bridgewater Associates | $33.91M | 236.94K |
| Ark Invest | $21.22M | 148.32K |
| T. Rowe Price Group | $456.09K | 3.19M |
As of 2026-06-30
Connections
Subsidiarys: MOBI, Luxury Retreats International Inc.
SEC Filings
The Long Run
FY 2021–2025 · 5 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $11.10B | +16.7% | |
| Operating income | $2.55B | +81.2% | |
| Net income | $2.51B | +15.2% | |
| Cash from ops | $4.65B | +20.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $152.18 | $158.64 | $151.18 | $157.47 | 5.48M |
| Sep 24 | $150.70 | $153.97 | $149.68 | $151.39 | 8.59M |
| Sep 23 | $159.52 | $160.20 | $149.00 | $149.58 | 13.68M |
| Sep 22 | $169.08 | $169.60 | $160.70 | $161.81 | 4.96M |
| Sep 21 | $166.56 | $167.97 | $164.70 | $166.84 | 3.30M |
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