Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-23
ABNB [bullish]
Airbnb, Inc.
-0.41%
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
$75.7B
Pitch Price
$132.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.24
P/E
31.30
EV/Sales
5.47
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.
Read full article (1 min)