Professional
Added to YB: 2025-10-24
Pitch date: 2025-09-30
ABNB [neutral]
Airbnb, Inc.
+6.24%
current return
Author Info
No bio for this author
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
$120.85
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
Baron Real Estate Fund Portfolio Holding: Airbnb, Inc.
ABNB (holding update): Leading hospitality platform w/ 8M listings across 220 countries. Q2 robust but shares down on Q3 growth deceleration concerns & 2026 investment impact on cash flow margins. 90% direct traffic = lower acquisition costs. Strong moats: scale, brand, exclusive inventory, trust ecosystem. Free options: Experiences, Services, long-term stays.
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