Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-23
ABNB [bullish]
Airbnb, Inc.
+5.94%
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
$82.7B
Pitch Price
$132.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.85
P/E
34.46
EV/Sales
6.04
Sector
Hotels, Restaurants and Leisure
Category
growth
Artisan Value Fund New Position: Airbnb, Inc.
ABNB (new position): Online lodging marketplace w/ ~90% direct bookings, exceptional brand. Stock pressured on moderating US growth, consumer concerns, AI disintermediation fears. Asset-light model: high gross margins, strong ROIC, FCF. Large net cash, aggressive buybacks. Current valuation embeds conservative growth; limited downside, meaningful upside if growth reaccelerates w/ operating leverage.
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