Added to YB: 2026-02-18
Pitch date: 2026-02-14
ABNB [neutral]
Airbnb, Inc.
+3.06%
current return
Author Info
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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
Airbnb 4Q25: Business Update
ABNB (earnings): Rev +12% y/y to $2.8B (reaccelerating), GBV +16% y/y (strongest in 2yrs). Product iterations ('Project Why') driving hundreds of millions in incremental revenue. New features like Reserve Now Pay Later boosting conversions. Op profit flat at $2.5B despite 10% rev growth due to AI/Experiences investment. Well-insulated from AI disruption: exclusive inventory, reviews/ratings moat, direct traffic brand strength. Risk: future AI agents could compress margins if traffic shifts away from direct bookings.
Read full article (4 min)