Added to YB: 2025-05-06
Pitch date: 2025-05-03
ABNB [neutral]
Airbnb, Inc.
+4.08%
current return
Author Info
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Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide.
Market Cap
$69.3B
Pitch Price
$123.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.15
P/E
27.24
EV/Sales
5.01
Sector
Hotels, Restaurants and Leisure
Category
growth
Airbnb 1Q25 Business Update
ABNB (earnings update): Revenue +6% (+11% adj for FX/calendar), down from +12% ex-FX in Q4. GBV slowed to +7% from +13% y/y, signaling potential forward weakness. US/EMEA softened; LatAm/APAC stronger. Margins down 300bps to 1.7%. Core FCF ~$2.1bn. New businesses launching May 13 with $200-250M investment. SuperApp vision could expand TAM significantly.
Read full article (11 min)