Added to YB: 2025-08-27
Pitch date: 2025-08-25
ABNB [neutral]
Airbnb, Inc.
-0.71%
current return
Author Info
Long-term Investing is an investment advisor who shares long-term investment ideas in their newsletter. Sign up for the newsletter.
Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$75.1B
Pitch Price
$127.72
Price Target
120.00 (-5%)
Dividend
N/A
EV/EBITDA
24.98
P/E
31.02
EV/Sales
5.42
Sector
Hotels, Restaurants and Leisure
Category
growth
Airbnb - $ABNB
ABNB (earnings update): Q2 beat on revenue $3.1B (+12.7% vs est $3.04B) & EPS $1.03 (vs est 93¢). Growth decelerated but 37% FCF margin, $4.3B FCF. Expansion markets growing 2x core for 6 quarters. New $6B buyback program. Services/Experiences launch showing promise w/ 4.93 rating. Fair value $113-$120 vs $130 current price suggests overvaluation. Est 6-8% annual returns - 'too low, better opportunities elsewhere'
Read full article (13 min)