Added to YB: 2026-08-18
Pitch date: 2026-08-13
ABNB [neutral]
Airbnb, Inc.
-3.09%
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
$108.5B
Pitch Price
$185.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.79
P/E
41.64
EV/Sales
7.52
Sector
Hotels, Restaurants and Leisure
Category
growth
The big comeback of Airbnb (finally!)?
ABNB (earnings): Q2 rev $3.61B (+17% YoY, ~13% FX-neutral), beat guidance; stock +17%, best session since 2020 IPO. Bookings +10%, ADR +5%, GBV +16%. World Cup boost, Experiences +80%, independent hotels growing 3x faster & non-cannibalizing. Adj EBITDA margin 35%. FY26 guide raised to 15%+ growth, 35.5%+ margin. AI cutting costs 16%/booking. Drawback: ~32x fwd earnings, demanding valuation.
Read full article (6 min)