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Added to YB: 2025-11-12

Pitch date: 2025-11-06

ABNB [neutral]

Airbnb, Inc.

+5.03%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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)