Added to YB: 2026-02-18
Pitch date: 2026-02-13
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 at 13x FCF, With Growth Accelerating
ABNB (earnings): Q4 GBV +16%, revenue +12% (beat 7-10% guide), accelerating from Q2/Q3. Q1 '26 guide: 14-16% revenue growth, full year low-double-digit+. Reserve Now Pay Later 70% adoption. AI search w/ sponsored listings coming. Adding hotels, experiences, loyalty program testing. $4.6B FCF, trades 13x EV/FCF (20x ex-SBC). Mgmt sees reacceleration continuing beyond Olympics/World Cup tailwinds.
Read full article (5 min)