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Added to YB: 2026-02-17

Pitch date: 2026-02-13

ABNB [neutral]

Airbnb, Inc.

+3.06%

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 for stays, experiences, and services worldwide.

Market Cap

$74.5B

Pitch Price

$122.08

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

Show full summary:
Airbnb Earnings

ABNB (earnings): Q4 rev $2.78B (+12% YoY) beat, GBV $20B (+16% YoY) strongest in 2yrs; Q1'26 guide $2.59-2.63B (+15% YoY) beat; nights +10%, ADR +6%. Hotels growing 2x platform rate. AI handling 30% tickets. FY25 FCF $4.6B (38% margin), $3.8B buybacks. BUT EPS $0.56 missed -15%, net margin 12.3% (-6.3pp YoY), take rate down 0.5pp

Read full article (6 min)