Added to YB: 2025-08-14
Pitch date: 2025-08-12
ABNB [neutral]
Airbnb, Inc.
+2.87%
current return
Author Info
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Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$74.5B
Pitch Price
$122.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.78
P/E
30.80
EV/Sales
5.37
Sector
Hotels, Restaurants and Leisure
Category
growth
Airbnb: 2Q25 Business Update
ABNB (earnings update): 2Q25 rev +13% y/y but nights booked slowed to +7% (vs BKNG +8%). Expansion markets growing 2x core. Key partnerships in Japan/FIFA/Olympics. Focus on hotels, AI-powered discovery/recommendations, and new Services/Experiences launch (10% local bookings). Margins +170bps to 19.8%. $2B YTD FCF, $1B buyback with new $6B authorization.
Read full article (5 min)