Added to YB: 2025-11-12
Pitch date: 2025-11-06
ABNB [neutral]
Airbnb, Inc.
+5.03%
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
$125.50
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
Q3 2025 Earnings - Airbnb (ABNB)
ABNB (earnings): Q3 rev $4.1B (+10% YoY) beat, GBV +14% to $23B, nights +9%. EPS $2.21 missed -4.3%. Margins compressed: GM 86.6% (-90bps), EBITDA 50.1% (-240bps) on higher S&M spend. FCF margin strong 32.9% (+420bps). New Experiences/Services gaining traction. Q4 guide $2.66-2.72B in-line. $857M buybacks in Q3.
Read full article (8 min)