Added to YB: 2025-11-26
Pitch date: 2025-11-24
ABNB [neutral]
Airbnb, Inc.
+9.91%
current return
Author Info
No bio for this author
Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$74.5B
Pitch Price
$114.47
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 Q3 2025 update
ABNB (earnings): Q3 rev +10% YoY, 50% EBITDA margin, $2B adj EBITDA (record high). N&E +9%, GBV +14%. Expansion markets growing 2x core rate. Services decoupling from travel - 50% bookings w/o stays, proving frequency thesis. Hotels pilot gaining momentum as supply gap filler. AI focus on practical utility vs hype. Trading ~20x FCF for monopoly-like asset.
Read full article (10 min)