Airbnb, Inc. (ABNB - Free Report) ended the recent trading session at $141.10, demonstrating a +2.57% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.05%. Elsewhere, the Dow gained 0.46%, while the tech-heavy Nasdaq lost 0.64%.
Shares of the company witnessed a loss of 3.04% over the previous month, trailing the performance of the Consumer Discretionary sector with its loss of 2.45%, and the S&P 500's gain of 0.61%.
Market participants will be closely following the financial results of Airbnb, Inc. in its upcoming release. The company plans to announce its earnings on August 6, 2026. The company is expected to report EPS of $1.2, up 16.5% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $3.58 billion, showing a 15.6% escalation compared to the year-ago quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.92 per share and a revenue of $13.97 billion, signifying shifts of +22.08% and +14.09%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for Airbnb, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection has moved 0.08% higher. Airbnb, Inc. currently has a Zacks Rank of #4 (Sell).
Investors should also note Airbnb, Inc.'s current valuation metrics, including its Forward P/E ratio of 27.97. This denotes a premium relative to the industry average Forward P/E of 16.39.
One should further note that ABNB currently holds a PEG ratio of 1.47. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Leisure and Recreation Services industry currently had an average PEG ratio of 1.36 as of yesterday's close.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 67, finds itself in the top 28% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Airbnb, Inc. (ABNB - Free Report) closed the most recent trading day at $137.57, moving -1.77% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 1.21%. Elsewhere, the Dow saw a downswing of 0.97%, while the tech-heavy Nasdaq depreciated by 2.15%.
The stock of company has fallen by 3.01% in the past month, lagging the Consumer Discretionary sector's loss of 0.92% and the S&P 500's gain of 0.42%.
The investment community will be closely monitoring the performance of Airbnb, Inc. in its forthcoming earnings report. The company is scheduled to release its earnings on August 6, 2026. The company is forecasted to report an EPS of $1.2, showcasing a 16.5% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $3.58 billion, showing a 15.6% escalation compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.92 per share and a revenue of $13.97 billion, indicating changes of +22.08% and +14.14%, respectively, from the former year.
Any recent changes to analyst estimates for Airbnb, Inc. should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.08% increase. Airbnb, Inc. currently has a Zacks Rank of #4 (Sell).
Valuation is also important, so investors should note that Airbnb, Inc. has a Forward P/E ratio of 28.48 right now. This represents a premium compared to its industry average Forward P/E of 16.53.
It is also worth noting that ABNB currently has a PEG ratio of 1.5. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Leisure and Recreation Services industry stood at 1.4 at the close of the market yesterday.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 83, placing it within the top 34% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow ABNB in the coming trading sessions, be sure to utilize Zacks.com.
Nathan Blecharczyk, Chief Strategy Officer at Airbnb, Inc. (ABNB -2.81%), disposed of 17,692 shares of Class A Common Stock on July 20, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$2.6 millionShares sold13,615Shares gifted4,077Post-transaction shares (total)94,001Post-transaction shares (directly held)81,631Post-transaction shares (indirectly held)12,370Post-transaction value$13.62 millionTransaction value based on SEC Form 4 weighted average sale price ($145.43); post-transaction value based on July 20, 2026, market close ($144.94).
Key questionsWhat was the technical nature of this disposal?
The transaction involved the exercise of 17,692 options that were immediately converted into shares and disposed of via an indirect trust. This resulted in a 59% reduction in the insider's indirect Class A equity, while his direct stake of 81,631 shares was preserved.What is the insider's remaining beneficial ownership?
Following these transactions, the insider's total beneficial ownership stands at 94,001 Class A shares. However, he remains heavily invested via ~45.7 million indirect derivative securities, including Class B Common Stock, which is convertible into Class A shares on a one-to-one basis.How did the Rule 10b5-1 plan influence the timing?
The sales and gifts were pre-arranged under a trading plan adopted on Aug. 28, 2025. Such plans allow insiders to diversify their portfolios on a schedule set months in advance, minimizing the discretionary timing of transactions relative to current market volatility.What was the stock's performance context on the date of the trade?
As of July 20, 2026, the stock had a one-year return of 4%. The weighted average execution price of $145.43 per share was slightly higher than the market close of $144.94 on the same day.Company OverviewMetricValueShare Price (as of market close 2026-07-21)$144.10Market Capitalization$83.1 billionRevenue (TTM)$12.6 billionNet Income (TTM)$2.5 billionCompany SnapshotAirbnb operates a global digital marketplace that connects hosts offering accommodations and unique local experiences with guests seeking travel services, generating revenue primarily through booking commissions and service fees on transactions conducted through its online and mobile platforms.The company's business model leverages a two-sided marketplace structure, earning revenue by taking a percentage of each booking transaction while maintaining minimal capital expenditure through its asset-light approach to accommodation provision.Airbnb's primary customers include leisure and business travelers worldwide seeking alternative accommodations, as well as property owners and hosts looking to monetize their residential spaces and generate supplementary income.Airbnb is a leading global digital marketplace for short-term lodging and experiential travel services, with a market capitalization of $83.1 billion and TTM revenue of $12.6 billion. The company's competitive advantage derives from its extensive network of hosts, diverse inventory spanning multiple accommodation types, and integrated platform technology that facilitates seamless cross-border transactions. With 8,200 employees and operations spanning numerous international markets, Airbnb has established itself as a transformative force in the travel and hospitality sector through its innovative marketplace model.
What this transaction means for investorsI don’t believe this transaction is anything for Airbnb shareholders to worry about. The sales and gifts are part of a trading strategy set up last year and don’t really indicate any timing around the company’s share price or operational performance.
Investors are better off focusing on Airbnb’s actual operations, which appear to be in the midst of a solid turnaround, despite the stock’s price largely being flat over the last few years. The company just grew sales by 18% in its last quarter and is guiding for low-to-mid-teens growth for the full year. Most importantly, in my opinion, Airbnb’s diversification into experiences appears to be gaining traction.
Management explained that “almost a quarter of new guests who book an Experience go on to book a stay or a service, and about one in three people who book an Experience book a stay within 90 days.” Trading at 28 times forward earnings, Airbnb’s double-digit growth and experiences potential could be reasonably priced.
Personally, I still hold shares of Airbnb but have paused adding to them, as I’d like to see sales growth reaccelerate or stock-based compensation reined in a bit more.
Andra AP fonden raised its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 15.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 101,030 shares of the company’s stock after acquiring an additional 13,330 shares during the quarter. Andra AP fonden’s holdings in Airbnb were worth $12,758,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in ABNB. Merit Financial Group LLC raised its position in Airbnb by 72.1% during the fourth quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after purchasing an additional 13,818 shares during the period. North Dakota State Investment Board purchased a new position in shares of Airbnb in the 4th quarter worth approximately $2,785,000. North Star Asset Management Inc. increased its position in shares of Airbnb by 13.4% during the 4th quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock valued at $10,663,000 after purchasing an additional 9,294 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp increased its position in shares of Airbnb by 18.3% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company’s stock valued at $30,305,000 after purchasing an additional 34,573 shares during the last quarter. Finally, Danske Bank A S raised its holdings in Airbnb by 11.0% during the 4th quarter. Danske Bank A S now owns 235,557 shares of the company’s stock valued at $31,970,000 after buying an additional 23,422 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.
Insider Buying and Selling In related news, Director Joseph Gebbia sold 2,460 shares of the stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $150.00, for a total transaction of $369,000.00. Following the completion of the sale, the director owned 2,595,119 shares of the company’s stock, valued at $389,267,850. This represents a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $148.01, for a total value of $555,037.50. Following the sale, the chief financial officer owned 445,290 shares of the company’s stock, valued at approximately $65,907,372.90. This represents a 0.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,231,864 shares of company stock worth $308,474,278 in the last three months. 27.21% of the stock is owned by company insiders.
Analysts Set New Price Targets A number of research firms have weighed in on ABNB. Jefferies Financial Group boosted their price objective on shares of Airbnb from $160.00 to $175.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada restated an “outperform” rating and issued a $173.00 target price on shares of Airbnb in a report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $170.00 price target on shares of Airbnb in a research note on Friday, May 8th. HSBC lowered shares of Airbnb from a “hold” rating to a “hold” rating in a research report on Monday, May 4th. Finally, Susquehanna raised their price objective on shares of Airbnb from $150.00 to $170.00 and gave the stock a “positive” rating in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $159.65.
Read Our Latest Analysis on ABNB
Airbnb Stock Down 0.6% Shares of NASDAQ ABNB opened at $144.10 on Wednesday. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $150.88. The firm has a market capitalization of $86.85 billion, a price-to-earnings ratio of 35.49, a PEG ratio of 1.55 and a beta of 1.14. The stock has a 50 day moving average price of $139.46 and a 200 day moving average price of $134.52. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The firm had revenue of $2.68 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the firm earned $0.24 earnings per share. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. Sell-side analysts expect that Airbnb, Inc. will post 4.92 earnings per share for the current year.
Airbnb Profile (Free Report)
Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.
Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.
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Amova Asset Management Americas Inc. lessened its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 58.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 309,717 shares of the company’s stock after selling 441,712 shares during the quarter. Amova Asset Management Americas Inc. owned 0.05% of Airbnb worth $39,080,000 at the end of the most recent reporting period.
Several other hedge funds have also recently modified their holdings of ABNB. Transamerica Financial Advisors LLC boosted its stake in Airbnb by 143.6% in the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares in the last quarter. ORG Partners LLC increased its stake in Airbnb by 97.0% during the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 96 shares in the last quarter. Entrust Financial LLC purchased a new position in shares of Airbnb in the fourth quarter worth $27,000. Aventura Private Wealth LLC purchased a new position in shares of Airbnb in the fourth quarter worth $29,000. Finally, Meeder Asset Management Inc. lifted its stake in shares of Airbnb by 96.3% during the first quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock worth $27,000 after buying an additional 105 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.
Insider Activity In related news, Director Joseph Gebbia sold 2,460 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $150.00, for a total transaction of $369,000.00. Following the sale, the director directly owned 2,595,119 shares of the company’s stock, valued at approximately $389,267,850. This represents a 0.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Kenneth I. Chenault sold 8,346 shares of the firm’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $150.00, for a total transaction of $1,251,900.00. Following the sale, the director owned 40,879 shares in the company, valued at approximately $6,131,850. This represents a 16.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,256,652 shares of company stock worth $312,089,856 over the last 90 days. Company insiders own 27.21% of the company’s stock.
Airbnb Price Performance Shares of ABNB opened at $144.94 on Tuesday. The business’s 50-day moving average is $139.29 and its two-hundred day moving average is $134.46. The company has a market capitalization of $87.36 billion, a P/E ratio of 35.70, a P/E/G ratio of 1.56 and a beta of 1.14. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $150.88. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.62 billion. Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period last year, the firm earned $0.24 EPS. Research analysts predict that Airbnb, Inc. will post 4.92 earnings per share for the current year.
Analyst Ratings Changes Several equities analysts recently issued reports on ABNB shares. Wedbush began coverage on Airbnb in a research report on Thursday, July 16th. They issued a “neutral” rating and a $152.00 target price on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $170.00 price target on shares of Airbnb in a research report on Friday, May 8th. Tigress Financial dropped their price target on Airbnb from $200.00 to $185.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Weiss Ratings raised Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, May 12th. Finally, Truist Financial raised their price objective on Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a research note on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $159.65.
View Our Latest Research Report on Airbnb
Airbnb Profile (Free Report)
Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.
Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.
Further Reading Five stocks we like better than Airbnb The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding ABNB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Airbnb, Inc. (NASDAQ:ABNB – Free Report).
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Joseph Gebbia, a Director at Airbnb, Inc. (ABNB 1.20%), sold 236,601 shares of Class A Common Stock on July 15, 2026, and July 16, 2026, for a total transaction value of $35.5 million, according to this SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$35.5 millionShares sold (indirectly held)236,601Post-transaction shares2,096,256Post-transaction shares (directly held)2,738Post-transaction shares (indirectly held)2,093,518Post-transaction value$309.83 millionTransaction value based on SEC Form 4 weighted average sale price ($150.17); post-transaction value based on July 16, 2026, market close ($147.80).
Key questionsWhat was the primary mechanism for this disposition?
The sale was executed according to a Rule 10b5-1 trading plan established on Feb. 27, 2026. These plans allow insiders to schedule stock trades in advance to mitigate concerns regarding the use of material non-public information.How does this affect Joseph Gebbia's remaining exposure?
Following the sale of ~237,000 shares, the director continues to hold ~2.1 million shares. The vast majority of these holdings, totaling 2,093,518 shares, are held indirectly via the Sycamore Trust, while a residual 2,738 shares are held directly.What is the current valuation context for the transaction?
The shares were sold at a weighted average price of $150.17, while Airbnb shares were priced at $147.80 as of the July 16, 2026, market close. The company's stock had delivered an 8% return over the 12 months preceding the transaction.What are the fundamental characteristics of the company?
As of the transaction period, Airbnb reported trailing twelve-month revenue of $12.6 billion and net income of $2.5 billion. The San Francisco-based travel services company maintains a market capitalization of $86.6 billion and employs approximately 8,200 people.Company OverviewMetricValueShare Price (as of market close 2026-07-16)$147.80Market Capitalization$86.6 billionRevenue (TTM)$12.7 billionNet Income (TTM)$2.5 billionCompany SnapshotAirbnb operates a global digital marketplace that enables hosts to list accommodations ranging from private rooms and primary residences to vacation homes, generating revenue through booking commissions and service fees from guests worldwide.The company's business model leverages a two-sided platform that connects supply (hosts offering accommodations) with demand (guests seeking lodging), capturing value through transaction-based fees on each completed booking.Airbnb's primary customers include leisure and business travelers seeking alternative accommodations, as well as property owners and hosts looking to monetize residential spaces in a global market.Airbnb operates as a leading global digital marketplace for short-term lodging and experiences, with a market capitalization of $86.6 billion and TTM revenue of $12.6 billion. The company's competitive advantage derives from its expansive network of hosts, proprietary technology platform, and brand recognition in the travel services sector. As of the most recent period, Airbnb maintains a strong financial position with TTM net income of $2.5 billion, demonstrating the profitability of its asset-light, commission-based business model.
What this transaction means for investorsIt would be more encouraging if Airbnb’s largest shareholders were keen to retain all their shares. That said, this insider sale probably isn’t anything to get worked up about. It was conducted through a trading plan set in motion nearly five months earlier. The important thing to remember about these plans is that they can usually be terminated if an insider believes that great news could become public knowledge in the near future.
Airbnb will release results from the second quarter of 2026 after the market closes on Aug. 6, 2026. During the first quarter, the online reservation business reported gross booking value that soared 19% year over year, or 13% excluding the benefits of a weaker dollar.
It looks like the jump in booking value came on the heels of significant price increases or a shift toward higher-priced accommodation. The number of nights and seats booked rose just 9% year over year to 156.2 million.
Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Airbnb. The Motley Fool has a disclosure policy.
Airbnb, Inc. (ABNB - Free Report) ended the recent trading session at $145.89, demonstrating a -1.29% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 1.01%. Elsewhere, the Dow saw a downswing of 0.77%, while the tech-heavy Nasdaq depreciated by 1.4%.
Prior to today's trading, shares of the company had gained 3.78% outpaced the Consumer Discretionary sector's gain of 1.27% and the S&P 500's gain of 0.32%.
The investment community will be paying close attention to the earnings performance of Airbnb, Inc. in its upcoming release. The company is slated to reveal its earnings on August 6, 2026. The company is forecasted to report an EPS of $1.19, showcasing a 15.53% upward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $3.58 billion, indicating a 15.69% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $4.91 per share and a revenue of $13.97 billion, demonstrating changes of +21.84% and +14.14%, respectively, from the preceding year.
Investors should also take note of any recent adjustments to analyst estimates for Airbnb, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.13% lower within the past month. At present, Airbnb, Inc. boasts a Zacks Rank of #4 (Sell).
In the context of valuation, Airbnb, Inc. is at present trading with a Forward P/E ratio of 30.11. For comparison, its industry has an average Forward P/E of 17, which means Airbnb, Inc. is trading at a premium to the group.
One should further note that ABNB currently holds a PEG ratio of 1.59. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Leisure and Recreation Services industry had an average PEG ratio of 1.45 as trading concluded yesterday.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. Currently, this industry holds a Zacks Industry Rank of 102, positioning it in the top 42% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Airbnb, Inc. (ABNB - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this company have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The Zacks Leisure and Recreation Services industry, to which Airbnb belongs, has lost 4.2% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Airbnb is expected to post earnings of $1.19 per share for the current quarter, representing a year-over-year change of +15.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $4.91 for the current fiscal year indicates a year-over-year change of +21.8%. This estimate has changed -0.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.77 indicates a change of +17.6% from what Airbnb is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Airbnb.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Airbnb, the consensus sales estimate of $3.58 billion for the current quarter points to a year-over-year change of +15.7%. The $13.97 billion and $15.43 billion estimates for the current and next fiscal years indicate changes of +14.2% and +10.4%, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $2.68 billion in the last reported quarter, representing a year-over-year change of +17.9%. EPS of $0.26 for the same period compares with $0.24 a year ago.
Compared to the Zacks Consensus Estimate of $2.62 billion, the reported revenues represent a surprise of +2.16%. The EPS surprise was -16.13%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Airbnb is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Airbnb. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Joseph Gebbia, the co-founder and current director at Airbnb, Inc. (ABNB 0.14%), sold 265,000 shares of the company on July 13, 2026. SEC Form 4 filing.
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Transaction summaryMetricValueTransaction value$38.6 millionShares sold (indirectly held)265,000Post-transaction shares (total)2,332,857Post-transaction shares (directly held)2,738Post-transaction shares (indirectly held)2,330,119Post-transaction value$341.37 millionTransaction value based on SEC Form 4 weighted average sale price ($145.50); post-transaction value based on July 13 market close ($146.33).
Key questionsWhat were the mechanics of this share disposition?
Joseph Gebbia conducted the sale of 265,000 shares exclusively through the Sycamore Trust. This activity was governed by a Rule 10b5-1 plan established in February 2026, which allows corporate insiders to set a predetermined schedule for selling stock to avoid potential conflicts arising from material non-public information.How does this impact the director's remaining equity position?
After the sale, the director continues to hold a significant interest in the company through ~2.3 million shares held indirectly via Sycamore Trust. Including the 2,738 shares held directly, the total beneficial ownership is valued at $341.37 million based on the market close on the day of the transaction.What is the current market context for the stock?
The shares were sold at $145.50 per share, while the stock has recorded a one-year return of about 4% as of the July 13 transaction date. As of the July 14 market close, the share price was $146.54, corresponding to a total market capitalization of $87 billion for the San Francisco-based travel services company.What are the fundamental characteristics of the company?
The firm manages a global marketplace connecting hosts and guests for accommodations and local experiences. It reported trailing twelve-month revenue of $12.6 billion and net income of $2.5 billion, supporting a workforce of 8,200 employees.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$146.54Market Capitalization$87.0 billionRevenue (TTM)$12.6 billionNet Income (TTM)$2.5 billionCompany SnapshotAirbnb operates a global digital marketplace that connects hosts offering accommodations and local experiences with guests seeking travel services, generating revenue primarily through booking commissions and service fees on transactions across its online and mobile platforms.The company's business model leverages a peer-to-peer marketplace structure, monetizing through host service fees and guest service charges while maintaining minimal capital requirements as a technology-enabled intermediary.Airbnb's primary customers include leisure and business travelers seeking alternative accommodations, as well as property owners and experience providers looking to monetize their assets to a global audience.Airbnb is a leading global marketplace for short-term lodging and experiential travel services, with a market capitalization of $87.0 billion and trailing twelve-month (TTM) revenue of $12.6 billion. The company has established a significant competitive advantage through its network effects, diverse inventory spanning 220+ countries and regions, and proprietary technology platform that facilitates seamless transactions between hosts and guests. With 8,200 employees and strong profitability metrics (TTM net income of $2.5 billion), Airbnb has demonstrated resilience and growth in the travel and hospitality sector.
What this transaction means for investorsInvestors rarely want an insider to be selling shares of their company. But there are many reasons an insider may sell that have nothing to do with their outlook on the stock’s direction. These can include meeting a tax bill or paying a large personal expense.
Though Gebbia didn’t cite a reason for the sale, the fact that it was done under a preexisting trading plan mitigates the bearishness of the $39 million sale. Investors may be comforted by the fact that studies show insider sales predict a share price decline in the subsequent 30 days less than half the time.
Still, insiders with a trading plan aren’t compelled to follow through on a planned sale. They can cancel a trade provided they are not acting on insider information. If Gebbia was exceedingly bullish on Airbnb shares, he had that option.
Nevertheless, the outlook for Airbnb is good. Wall Street expects the business to post high-teens revenue and earnings growth from new services and increased travel in its core markets. An acceleration in active listings in Latin America and the Asia Pacific is helping too.
For its first quarter fiscal 2026. Airbnb posted revenue of $2.68 billion, up 12% from the prior-year period, beating consensus and management guidance. The revenue increase reflected greater booked nights and the growth of the company's Reserve Now, Pay Later feature. With 2026 sales seen rising 15% to almost $14 billion, with $3.6 billion net income, the outlook appears bullish for shares, regardless of Gebbia’s sale.
Airbnb founder and CEO thinks the success of tokenizing real-world assets depends on trust embedded in the governance and trustworthiness of the hosting system itself.
Airbnb, Inc. (ABNB - Free Report) ended the recent trading session at $148.62, demonstrating a +1.18% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.42%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq added 0.29%.
The company's stock has climbed by 12.24% in the past month, exceeding the Consumer Discretionary sector's gain of 0.02% and the S&P 500's gain of 2.2%.
The investment community will be closely monitoring the performance of Airbnb, Inc. in its forthcoming earnings report. The company is scheduled to release its earnings on August 6, 2026. On that day, Airbnb, Inc. is projected to report earnings of $1.19 per share, which would represent year-over-year growth of 15.53%. In the meantime, our current consensus estimate forecasts the revenue to be $3.58 billion, indicating a 15.69% growth compared to the corresponding quarter of the prior year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4.91 per share and revenue of $13.97 billion. These totals would mark changes of +21.84% and +14.16%, respectively, from last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Airbnb, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Airbnb, Inc. is currently a Zacks Rank #3 (Hold).
Looking at its valuation, Airbnb, Inc. is holding a Forward P/E ratio of 29.89. This valuation marks a premium compared to its industry average Forward P/E of 16.65.
Investors should also note that ABNB has a PEG ratio of 1.57 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Leisure and Recreation Services was holding an average PEG ratio of 1.46 at yesterday's closing price.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. Currently, this industry holds a Zacks Industry Rank of 189, positioning it in the bottom 24% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's second quarter 2026 financial results will be released after market close on August 6, 2026. The company's shareholder letter will be made available on the Airbnb Investor Relations website at https://investors.airbnb.com.
Airbnb will host an audio webcast to discuss its results at 2:00 p.m. PT / 5:00 p.m. ET the same day. The link to the webcast will be made available on the Investor Relations website at https://investors.airbnb.com.
Interested parties can register for the call in advance by visiting https://registrations.events/direct/Q4I66365784. After registering, instructions will be shared on how to join the call.
About Airbnb
Airbnb was born in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown to over 5.5 million hosts who have welcomed over 2.5 billion guest arrivals in almost every country across the globe. Every day, hosts offer unique stays, experiences, and services that make it possible for guests to connect with communities in a more authentic way.
Airbnb is doubling down on New York City despite its years-long battle with local officials over short-term rental restrictions, buying its first office in the Big Apple.
The San Francisco-based home-sharing giant paid $81.5 million for the landmarked property at 281 Park Ave. South in Manhattan’s Gramercy neighborhood, the Wall Street Journal first reported.
An Airbnb spokesperson confirmed to The Post that the company purchased the building and said the transaction closed Wednesday.
Airbnb has purchased 281 Park Ave. South in Manhattan for $81.5 million, marking the short-term rental giant’s first New York City office building. Penske Media via Getty Images The six-story, 42,500-square-foot Beaux-Arts building will serve as a dedicated hub for Airbnb’s New York workforce, which numbers more than 600 employees in the region.
“This building reflects our long-term commitment to the city and will be home to one of our largest employee hubs outside of San Francisco,” Airbnb CEO and co-founder Brian Chesky said in a statement.
“We’re excited to keep investing in the city and the people who make it extraordinary,” Chesky added.
The sale comes as Airbnb continues to push city and state officials to loosen New York’s stringent restrictions on short-term rentals.
Local Law 18, which took effect in 2023, dramatically tightened enforcement of the city’s long-standing limits on short-term rentals by requiring hosts to register with the city and forcing booking platforms to verify registrations before processing reservations.
Supporters of the law argued it was necessary to preserve New York’s housing stock and prevent residential buildings from functioning as unlicensed hotels.
Airbnb’s newly acquired office at 281 Park Ave. South sits just north of Manhattan’s Gramercy Park. NurPhoto via Getty Images Airbnb has countered that the restrictions deprive residents of supplemental income and have failed to address the city’s housing affordability crisis.
According to the Journal, Airbnb contributed $10 million last year to its Affordable New York political action committee, which spent more than $1.3 million opposing mayoral candidates Zohran Mamdani, Brad Lander and Scott Stringer, all of whom have been critical of the company.
Despite maintaining a “work anywhere” policy since 2022 that allows employees to work remotely or relocate within the US without a change in pay, Airbnb said it expects to maintain a significant presence in New York for years to come.
Airbnb CEO and co-founder Brian Chesky said the company’s new Manhattan office reflects its “long-term commitment” to New York City. Bloomberg via Getty Images According to the company, many of its New York-based employees prefer to work from the office regularly, prompting the need for a dedicated employee hub.
The building was originally listed for sale in 2022 with an asking price of $135 million, according to Airbnb.
The seller, New York developer Aby Rosen’s RFR, bought the property in 2014. According to the Journal, Airbnb’s purchase price represented roughly a 63% gain over what RFR paid for the building more than a decade ago.
Built in 1894 and renovated in 2019, 281 Park Ave. South previously figured into one of New York’s most notorious recent fraud cases.
Anna Sorokin, who posed as wealthy German heiress Anna Delvey, allegedly used forged financial documents while attempting to lease the building for a private members’ club.
The project never materialized, and Sorokin was convicted in 2019 of defrauding banks, hotels and other businesses.
Airbnb, Inc. (ABNB - Free Report) closed at $142.95 in the latest trading session, marking a -3.93% move from the prior day. This move lagged the S&P 500's daily loss of 0.28%. On the other hand, the Dow registered a loss of 1.09%, and the technology-centric Nasdaq increased by 0.2%.
The company's stock has climbed by 13.28% in the past month, exceeding the Consumer Discretionary sector's gain of 1.44% and the S&P 500's gain of 1.64%.
Market participants will be closely following the financial results of Airbnb, Inc. in its upcoming release. The company is predicted to post an EPS of $1.19, indicating a 15.53% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $3.58 billion, up 15.69% from the year-ago period.
ABNB's full-year Zacks Consensus Estimates are calling for earnings of $4.91 per share and revenue of $13.97 billion. These results would represent year-over-year changes of +21.84% and +14.16%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Airbnb, Inc. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Airbnb, Inc. presently features a Zacks Rank of #3 (Hold).
In the context of valuation, Airbnb, Inc. is at present trading with a Forward P/E ratio of 30.28. This expresses a premium compared to the average Forward P/E of 16.34 of its industry.
Also, we should mention that ABNB has a PEG ratio of 1.6. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Leisure and Recreation Services industry held an average PEG ratio of 1.54.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. Currently, this industry holds a Zacks Industry Rank of 186, positioning it in the bottom 25% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB | ABNB Price Prediction) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move.
At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for the company’s growth story, and was disclosed on the Q1 2026 conference call held by CEO Brian Chesky and CFO Ellie Mertz.
What It Means Gross booking value is the money flowing across the platform before Airbnb takes its cut. Scale on that base is why the top line moves the way it does. The company’s Q1 revenue landed at $2.7 billion, up 18% year over year, beating the high end of prior guidance by two points. Impressively, nights and seats booked rose 9% against a roughly 100 basis point headwind tied to the Middle East conflict, while Airbnb’s average daily rate rose 9%.
The engagement mix explains the acceleration. App bookings reached 63% of total nights, up from 58% a year earlier, and grew 22%. First time bookers grew 10%, the fastest rate since 2022. Reserve Now, Pay Later already accounts for roughly 20% of global GBV after only a few quarters of global rollout.
I think one of the most underrated and overlooked fundamentals is Airbnb’s performance in emerging markets. India origin nights are up around 50% year over year, and Brazil is compounding at over 20%. This is the mechanism behind the $29 billion print.
With profitability moving alongside volume (adjusted EBITDA reached $519 million, up 24%), there’s a lot to like about where Airbnb is headed form here. I think the company’s trailing twelve month free cash flow of $4.5 billion at a 36% margin is also critical to point out at this stage of the company’s growth trajectory.
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Bull Case Airbnb raised its full year 2026 outlook to low to mid teens revenue growth with an adjusted EBITDA margin of at least 35%. That makes sense to me, given the company’s Q2 guidance calls for $3.54 billion to $3.6 billion in revenue, or 14% to 16% year over year. Mertz was direct about the setup: “Underlying demand is strong. Our product improvements are working. Our monetization initiatives are gaining traction.”
Capital return backs the growth story. Airbnb repurchased $1.1 billion of Class A stock in Q1, has $4.5 billion remaining on its authorization, and has bought back $14.8 billion total since Q3 2022, taking the fully diluted count down roughly 9%. The Winter Olympics in Milan drew around 200,000 guests with supply in host markets up roughly 30% and GBV that more than tripled. The 2026 FIFA World Cup, which management calls the largest event in Airbnb history, already has 100,000+ new homes listed across 16 host cities.
Efficiency is the other pillar. Roughly 60% of engineering code is AI co-authored, and Chesky argues that “Airbnb has to move at the speed of AI.” Polymarket traders assign an 84% probability the stock hits $152 in July, and a 49% probability of $160. The analyst consensus price target sits at $156.74.
Bottom Line At a 27 forward earnings multiple on a company throwing off $4.5 billion in trailing free cash flow, the growth flywheel is visible in the numbers. Consumer sentiment has weakened to 44.8 in May 2026, and Q1 EPS of $0.26 missed the $0.31 estimate on a $70 million one time CAMT tax charge. Yet booking volumes, guidance, and capital return are moving in one direction. The forward catalyst is the World Cup activation across 16 cities in three countries. If the growth story is peaking, $29 billion in a single quarter is a strange way to show it.
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Investors who put $1,000 into Airbnb (NASDAQ: ABNB) stock at the start of the 2026 FIFA World Cup have already generated a double-digit return.
In this line, a $1,000 investment made on June 11, 2026, when Airbnb shares traded at $130, would now be worth approximately $1,131 based on the stock’s July 6 closing price of $147.65. The investment gained about $131, representing a return of roughly 13.1% in less than a month.
Airbnb one-month stock price chart. Source: Google Finance The strong Airbnb stock performance has coincided with the company’s role as the official alternative accommodations partner for the 2026 FIFA World Cup, which is being hosted across the United States, Canada, and Mexico.
The expanded 48-team tournament has created what Airbnb describes as the largest single-event demand surge in its history.
The World Cup features 104 matches and is expected to attract millions of fans, with Airbnb projecting more than 380,000 guests will book accommodations through its platform during the tournament, surpassing demand seen during the Paris Olympics.
The tournament has also boosted local economies. In Miami, Airbnb expects about 31,000 guests to generate $384 million in economic output and nearly $20 million in host earnings, while Atlanta could see up to $70 million in economic impact. To meet demand, the company has offered incentives of up to $750 for new hosts.
Alongside its World Cup partnership, Airbnb expanded its platform through its 2026 Summer Release, adding car rentals, airport pickups, grocery delivery, boutique hotels, and enhanced AI-powered tools.
The company has also launched football-themed experiences hosted by former players and introduced select listings across all 16 host cities that include complimentary match tickets, with bookings averaging about $385 per night.
Airbnb stock fundamentals The World Cup boost comes as Airbnb continues to post strong financial results. In the first quarter of 2026, the company reported revenue of $2.68 billion, up 18% year-over-year, while maintaining strong profitability with trailing 12-month earnings per share of about $4.05 and free cash flow margins above 60%.
For the second quarter, Airbnb guided revenue between $3.54 billion and $3.60 billion, representing growth of 14% to 16%, and raised its full-year outlook to low-to-mid-teens expansion.
With earnings due on August 5 and the World Cup entering its final stages, investors will be watching whether tournament-driven demand can support further gains in Airbnb stock.
The travel industry is evolving as consumers choose between digital-first platforms and traditional luxury destinations. Choosing between Airbnb (ABNB +1.22%) and MGM Resorts International (MGM 0.88%) requires weighing tech-driven growth against established physical assets.
Airbnb has redefined lodging by allowing individuals to rent out their homes, creating a massive global inventory without the costs of building hotels. MGM Resorts International anchors its business in massive physical casinos and entertainment hubs that offer experiences beyond just a place to sleep. Both companies are vying for discretionary spending as travel patterns shift in 2026.
The case for AirbnbAirbnb operates a global marketplace connecting over 5 million hosts with guests in over 220 countries and regions in the travel and tourism space. The company relies on a network of hosts to sustain its marketplace for short-term stays and experiences. Key partnerships with payment processors and insurance providers support its AirCover protection for users.
In FY 2025, revenue reached nearly $12.2 billion, up approximately 10.3% year over year. The company reported net income of close to $2.5 billion for the same period. This followed a slightly higher net income of about $2.6 billion in the prior fiscal year.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 0.3x, measuring total debt relative to shareholder equity, while the current ratio is approximately 1.4x. Free cash flow for the year was nearly $4.6 billion. Note that stock-based compensation accounted for roughly 34.3% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
MGM Resorts International operates 16 domestic casino properties and maintains a majority interest in MGM China. It has a multiyear partnership with Major League Baseball and operates the BetMGM sports betting venture. Following the April 2026 divestiture of MGM Northfield Park, the company continues focusing on its core Las Vegas and Macau markets.
During FY 2025, revenue was nearly $17.5 billion, an increase of roughly 1.7% over the previous year. The company reported net income of approximately $206.2 million for the period. This net income figure was lower than the $746.6 million reported in the prior fiscal year.
According to the December 2025 balance sheet, the debt-to-equity ratio is approximately 23.1x, which measures total debt relative to shareholders’ equity. The current ratio is roughly 1.2x, indicating its ability to meet short-term obligations. Free cash flow reached close to $1.7 billion during the fiscal year.
Risk profile comparisonAirbnb faces legal challenges from cities such as Los Angeles and Chicago over rental regulations and pricing. These disputes illustrate the risks posed by regulatory fragmentation and potential operational restrictions in major markets. The platform must also comply with the EU Short-Term Rental Regulation starting in May 2026, while facing competition from Marriott International (MAR +1.26%).
MGM Resorts International manages substantial indebtedness and fixed financial commitments, including lease payments to VICI Properties (VICI +3.50%). These obligations limit operational flexibility and liquidity during economic downturns. Additionally, an acquisition proposal from People Incorporated has led to shareholder investigations and legal uncertainty.
Valuation comparisonMGM Resorts International appears significantly cheaper on a P/S ratio basis, though both companies trade at similar forward P/E multiples based on future earnings estimates.
MetricAirbnbMGM Resorts InternationalSector BenchmarkForward P/E28.7x27.9x93.7xP/S ratio7.1x0.7xn/aSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
The travel industry has been picking up in recent years, post-pandemic. Both Airbnb and MGM are benefiting from that recovery, but which is the better investment in 2026?
Airbnb has a lot going for it. For one thing, its asset-light business model enables it to generate revenue without the capital investment required by traditional hotels. And since it doesn’t own the rental properties, it also avoids many of the costs and risks associated with owning and maintaining real estate. Currently, it partners with over 5 million hosts and has 8 million active listings. But it has been dealing with regulatory issues from cities cracking down on short-term rentals. It trades at a premium, reflecting investors’ optimism regarding its future earnings potential.
MGM operates a variety of property types, including Las Vegas casinos and regional hotels. It also has a stake in BetMGM, an online gaming and tournament poker platform. Las Vegas tourism has been softening recently, and unlike Airbnb, MGM must continue supporting expensive physical properties even during periods of weaker demand.
Between these two companies, I would choose to buy stock in Airbnb. Its asset-light model reduces its risk in times of economic uncertainty and means it can scale up when times are good. That strategy gives it an edge in today’s economy compared to MGM and many other travel stocks, and I think it could pay off for investors despite its high valuation.
Change is in the air -- and it has nothing to do with the weather. Earlier this week, S&P Dow Jones Indices oversaw the removal of telecom titan Verizon Communications from the iconic Dow Jones Industrial Average (^DJI +0.49%) and the addition of Google parent Alphabet. It marked the 54th time since the Dow's inception in May 1896 that a company was added or removed.
But S&P Dow Jones Indices isn't finished. Over the next 12 months, brand-name retailer Nike (NKE +3.18%) should be given the boot, with one of two consumer-facing goliaths -- Tesla (TSLA +0.73%) or Airbnb (ABNB +0.34%) -- serving as logical replacements.
Image source: Getty Images.
The clock is ticking for Nike Arguably, the biggest issue for Nike's tenure as a Dow component is its share price. Unlike the S&P 500 and Nasdaq Composite, which are market-cap-weighted indexes, the Dow Jones Industrial Average is a share-price-weighted index. The higher a company's share price, the more influence it holds within the Dow.
Based on after-hours trading following the release of Nike's fiscal fourth-quarter operating results on June 30, its shares have dipped below $40. Only three Dow components have share prices below $113, and Nike is, by far, the lowest of the bunch. It has minimal influence within the Dow.
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Nike's operating performance isn't doing it any favors, either. Persistent sales weakness in China, spurred by intensifying competition, has weighed on sales, while Nike's initial pivot to direct-to-consumer sales has strained its relationship with wholesalers.
Although Nike has the brand appeal to right the ship, we're likely looking at a multi-year turnaround. This simply won't cut it for a company whose shares have risen by just 21% in nearly 13 years as a Dow component.
Image source: Getty Images.
Expect Tesla or Airbnb to get the call The committee that adds and removes stocks from the Dow aims to have 30 multinational components that represent the U.S. economy. While removing Nike wouldn't necessitate replacing it with another retailer, there's a good likelihood that the committee will stick to a consumer-driven business.
Tesla offers several benefits to the Dow. Its leading electric-vehicle segment provides a direct connection to consumer spending habits. Don't forget that General Motors was a Dow component until June 2009.
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Additionally, Elon Musk's trillion-dollar company would bolster the Dow's energy exposure, which is currently limited to Chevron. Tesla's burgeoning energy generation and storage operations can add utility-esque exposure for an index that has none.
Meanwhile, Airbnb would give the Dow a direct link to an estimated $11.6 trillion travel and tourism industry. Though Walt Disney offers some travel industry connections via its theme parks and cruise ships, Airbnb's travel and hosting platform provides a comprehensive view of consumers' discretionary spending.
Most importantly, Tesla and Airbnb would have a meaningful influence within the Dow given their high share prices of $420.60 (Tesla) and $143.10 (Airbnb), as of the closing bell on June 30. It also doesn't hurt that Tesla's and Airbnb's respective shares have handily outperformed Nike in recent years and offer the Dow the potential for long-term upside.
Sean Williams has positions in Alphabet. The Motley Fool has positions in and recommends Airbnb, Alphabet, Chevron, Nike, Tesla, and Walt Disney. The Motley Fool recommends General Motors and Verizon Communications. The Motley Fool has a disclosure policy.
In the latest close session, Airbnb, Inc. (ABNB - Free Report) was up +2.59% at $145.56. This move outpaced the S&P 500's daily loss of 0.05%. Meanwhile, the Dow lost 0.09%, and the Nasdaq, a tech-heavy index, lost 0.24%.
Prior to today's trading, shares of the company had gained 5.49% outpaced the Consumer Discretionary sector's loss of 2.34% and the S&P 500's loss of 1.42%.
The investment community will be closely monitoring the performance of Airbnb, Inc. in its forthcoming earnings report. It is anticipated that the company will report an EPS of $1.19, marking a 15.53% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $3.58 billion, up 15.69% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4.91 per share and revenue of $13.97 billion. These totals would mark changes of +21.84% and +14.16%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Airbnb, Inc. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Airbnb, Inc. is currently a Zacks Rank #3 (Hold).
Looking at valuation, Airbnb, Inc. is presently trading at a Forward P/E ratio of 28.87. This signifies a premium in comparison to the average Forward P/E of 16.8 for its industry.
Also, we should mention that ABNB has a PEG ratio of 1.52. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The average PEG ratio for the Leisure and Recreation Services industry stood at 1.49 at the close of the market yesterday.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 182, this industry ranks in the bottom 26% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Airbnb, Inc. (ABNB - Free Report) closed at $141.88 in the latest trading session, marking a -1.75% move from the prior day. This change lagged the S&P 500's daily loss of 0.01%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, lost 0.46%.
The company's shares have seen an increase of 9.31% over the last month, surpassing the Consumer Discretionary sector's loss of 1.21% and the S&P 500's loss of 1.4%.
The investment community will be closely monitoring the performance of Airbnb, Inc. in its forthcoming earnings report. The company is predicted to post an EPS of $1.19, indicating a 15.53% growth compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $3.58 billion, up 15.69% from the year-ago period.
ABNB's full-year Zacks Consensus Estimates are calling for earnings of $4.91 per share and revenue of $13.97 billion. These results would represent year-over-year changes of +21.84% and +14.16%, respectively.
Investors might also notice recent changes to analyst estimates for Airbnb, Inc. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Currently, Airbnb, Inc. is carrying a Zacks Rank of #3 (Hold).
Investors should also note Airbnb, Inc.'s current valuation metrics, including its Forward P/E ratio of 29.38. This expresses a premium compared to the average Forward P/E of 17.15 of its industry.
Meanwhile, ABNB's PEG ratio is currently 1.55. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Leisure and Recreation Services industry currently had an average PEG ratio of 1.49 as of yesterday's close.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. This industry currently has a Zacks Industry Rank of 188, which puts it in the bottom 23% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Investors are weighing the asset-light growth of Airbnb (ABNB 1.94%) against the heavy-infrastructure recovery of Carnival (CCL 1.56%). Deciding between these travel giants requires a close look at their diverging paths toward profitability.
Airbnb focuses on a decentralized platform that allows individuals to rent out their homes, while Carnival Corporation & operates a massive physical fleet of cruise ships. Both companies compete for discretionary travel spending but utilize vastly different capital structures and business models. Comparing them helps you see which approach offers better value for your portfolio in 2026.
The case for AirbnbAirbnb operates a global marketplace connecting over 5 million hosts with guests, positioning it as a leader among travel and tourism stocks. The company relies on third-party partners, such as Amazon (AMZN 3.38%), for cloud infrastructure and various payment processors for global transactions. This asset-light model allows the business to scale without the high costs of owning physical properties.
During FY 2025, revenue reached nearly $12.2 billion, up roughly 10.3% from the previous year. The company reported net income of nearly $2.5 billion for the period. This resulted in a net margin of 20.5%, slightly lower than the 23.9% recorded in 2024, as the company navigated shifting market dynamics.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.3x, which means total debt is low relative to shareholder equity. The current ratio stands at nearly 1.4x, suggesting the company has sufficient short-term assets to cover its upcoming liabilities. Free cash flow reached nearly $4.6 billion, but stock-based compensation accounted for roughly 34.3% of operating cash flow, inflating reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for CarnivalCarnival operates one of the largest fleets in the world with more than 90 ships across eight distinct brands. The company serves roughly 13.5 million annual guests and has recently streamlined its global footprint by sunsetting its Australian brand. This operational focus allows the company to maximize its reach across 800 global destinations.
In FY 2025, revenue reached approximately $26.6 billion, up nearly 6.4% from the prior year. This performance led to a net income of roughly $2.8 billion, a significant turnaround from the losses experienced in recent years. The net margin for the year was close to 10.4%, up from the 7.7% achieved in 2024.
According to its November 2025 balance sheet, the company has a debt-to-equity ratio of roughly 2.3x, indicating that its total debt is more than double its shareholder equity. The current ratio is approximately 0.3x, indicating that current liabilities exceed short-term assets, a common feature of capital-intensive industries. Free cash flow totaled nearly $2.6 billion for the year, providing funds for debt reduction.
Risk profile comparisonAirbnb faces significant regulatory hurdles, including the implementation of the EU STR Regulation and potential local bans similar to those seen in New York City. The company is also managing an ongoing dispute with the IRS over a $1.3 billion valuation of intellectual property. Competition from search engines like Alphabet (GOOGL 0.30%) (GOOG 0.84%) and other online travel agencies continues to threaten its market share.
The cruise industry is highly sensitive to fuel price fluctuations and broader macroeconomic trends, such as inflation, that can curb discretionary spending. Carnival also faces strict environmental regulations, such as the EU ETS, which could increase capital costs for fleet upgrades. Additionally, the company is managing complex restructuring risks related to redomiciling its business to Bermuda.
Valuation comparisonCarnival appears significantly cheaper based on its earnings multiples, while Airbnb commands a premium for its high-margin marketplace model. The forward P/E ratio measures the stock price against future earnings estimates, and the P/S ratio compares it to total revenue.
MetricAirbnbCarnival Corporation &Sector BenchmarkForward P/E27.1x12.8x28.6xP/S ratio6.7x1.5xn/aSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
The broader travel industry has seen a significant rebound since the COVID-19 pandemic forced many people to cancel their travel plans. It’s thriving now, and although Carnival and Airbnb operate very different business models, it’s worth comparing them for investment purposes.
Carnival’s cruises are seeing record bookings and occupancy, and the company is generating strong cash flow. It has allocated $1.3 billion to upgrading its existing fleet and destinations, and carries a massive amount of debt – but, importantly, it has been paying down that debt significantly.
Airbnb has become somewhat of a household name and a viable alternative to hotels for travelers. Like Carnival, it has generated strong free cash flow and is benefiting from its asset-light business model. It has faced regulatory challenges recently, particularly in major metropolitan cities and other areas where residents want to reduce short-term rentals.
I see both companies’ stock as good investments for a long-term, diversified portfolio. The volatility inherent in many travel stocks may make conservative investors nervous, but if balanced with investments in other sectors, this is less of a concern. If I had to choose one, it would be Carnival, if only for its lower valuation relative to earnings and continued progress in reducing its debt.
Airbnb, Inc. (ABNB - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned +9.3% over the past month versus the Zacks S&P 500 composite's -1.4% change. The Zacks Leisure and Recreation Services industry, to which Airbnb belongs, has gained 15% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Airbnb is expected to post earnings of $1.19 per share for the current quarter, representing a year-over-year change of +15.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of $4.91 points to a change of +21.8% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $5.77 indicates a change of +17.5% from what Airbnb is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Airbnb.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Airbnb, the consensus sales estimate of $3.58 billion for the current quarter points to a year-over-year change of +15.7%. The $13.97 billion and $15.43 billion estimates for the current and next fiscal years indicate changes of +14.2% and +10.4%, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $2.68 billion in the last reported quarter, representing a year-over-year change of +17.9%. EPS of $0.26 for the same period compares with $0.24 a year ago.
Compared to the Zacks Consensus Estimate of $2.62 billion, the reported revenues represent a surprise of +2.16%. The EPS surprise was -16.13%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Airbnb is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Airbnb. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Airbnb, Inc. (ABNB - Free Report) ended the recent trading session at $142.41, demonstrating a +1.33% change from the preceding day's closing price. This change outpaced the S&P 500's 1.09% gain on the day. Elsewhere, the Dow saw an upswing of 0.14%, while the tech-heavy Nasdaq appreciated by 1.91%.
The company's stock has climbed by 3.68% in the past month, exceeding the Consumer Discretionary sector's gain of 0.45% and the S&P 500's gain of 0.29%.
The upcoming earnings release of Airbnb, Inc. will be of great interest to investors. The company is expected to report EPS of $1.19, up 15.53% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $3.58 billion, up 15.69% from the prior-year quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.91 per share and a revenue of $13.97 billion, indicating changes of +21.84% and +14.16%, respectively, from the former year.
Any recent changes to analyst estimates for Airbnb, Inc. should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Airbnb, Inc. presently features a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Airbnb, Inc. has a Forward P/E ratio of 28.6 right now. This valuation marks a premium compared to its industry average Forward P/E of 16.28.
It's also important to note that ABNB currently trades at a PEG ratio of 1.51. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Leisure and Recreation Services stocks are, on average, holding a PEG ratio of 1.37 based on yesterday's closing prices.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 184, this industry ranks in the bottom 25% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) is positioning itself as a broader travel “one-stop shop” following its Summer 2026 product release last week, according...
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) is positioning itself as a broader travel “one-stop shop” following its Summer 2026 product release last week, according to UBS, which said many of the announced features were either expected or not entirely new. UBS wrote that the update reinforces Airbnb's push beyond its core lodging marketplace toward a more integrated travel platform, drawing comparisons to Booking Holdings' “connected trip” strategy.
Airbnb Chief Business Officer Dave Stephenson spoke to FOX Business about the platform's new travel services including airport rides, grocery delivery, luggage storage, boutique hotels and exclusive experiences.
AuMEGA Metals Ltd (ASX:AAM, TSX:AUM, OTCQB:AUMMF, FRA:FRA: MA30) will hold its 2026 Annual General Meeting in Newfoundland and Labrador, Canada, on May 28, 2026.
The AGM will be conducted as a hybrid meeting, allowing registered shareholders to attend either in person or online.
The meeting will begin at 10:00am Newfoundland Daylight Time, 8:30am Eastern Daylight Time and 8:30pm Western Australia Standard Time.
Registered shareholders attending virtually can access the meeting via Microsoft Teams at the following link:
Teams Meeting ID: 235 063 491 814 82
Passcode: Cx3KG7jp
Shareholders attending virtually are encouraged to log in a few minutes before the scheduled start time.
AuMEGA Metals unveils fully funded 2026 exploration strategy in Newfoundland No doubt, AuMEGA will detail its fully funded 2026 exploration program aimed at expanding resources, making new discoveries and advancing drill-ready targets across its district-scale Cape Ray Shear Zone project in Newfoundland, Canada.
The company said the program will centre on three strategic priorities: growing the Cape Ray gold resource, pursuing new large-scale discoveries and building a pipeline of high-priority drill targets across its broader landholding.
Key focus areas for the 2026 campaign include Cape Ray West and the Isle aux Morts Granite, Bunker Hill and the Cape Ray Resource Corridor.
AuMEGA’s land package covers a significant portion of the Cape Ray Shear Zone, a structurally controlled gold belt considered prospective for both high-grade gold mineralisation and additional discovery opportunities.
Elixir Energy Ltd (ASX:EXR, OTC:ELXPF) has paused flow testing at the Diona-1 exploration well in Queensland’s Surat-Bowen Basin, while the ATP2077 Diona joint venture assesses artificial lift options to accelerate fluid recovery.
Diona-1 has flowed back about 46% of injected stimulation fluid but has not yet naturally reached the targeted 50-60% recovery level required before stabilised testing.
The well has continued to produce gas with near-zero impurities, while the volume of returning stimulation fluid was viewed as positive for reservoir connectivity.
JV moves to artificial lift The joint venture, in which Elixir holds 49% as operator and Xstate Resources Ltd holds 51%, is now assessing artificial lift systems before recommencing flow testing of the gas-condensate resource.
Non-essential equipment is being demobilised to reduce costs while wellhead pressure and fluid levels continue to be monitored.
The JV has also briefed Sproule ERCE to prepare an independently certified Contingent Resource for the 375-square-kilometre Diona sub-block.
Elixir said results to date supported the potential for a new material Permian gas-condensate resource in the Surat-Bowen Basin.
What’s next Managing director and CEO Stuart Nicholls said artificial lift was needed to reach the testing phase and assess ultimate recoveries, while longer-term appraisal was likely to involve multi-stage stimulated horizontal wells.
“Diona-1 has provided valuable information about the recoverability of Elixir’s greater Taroom Trough gas-condensate and light oil resource.
“Installation of artificial lift is necessary to reach the testing phase of the Diona resource and assess ultimate recoveries. Positively, the performance of the Diona-1 well to date has been encouraging given the constant gas flows against the fluid column.
"Ultimately and much like all other areas of the Taroom Trough, multi-staged stimulated horizontal wells are the more optimal drilling and completion strategy. Given the known gas-condensate-bearing reservoirs within the shallower setting of Diona, this can likely be done cost-effectively in the future and would be the logical next appraisal and development step for the Diona resource, where the size of that resource is now under independent assessment.”
He said the known gas-condensate reservoirs at Diona’s shallower setting could likely be developed cost-effectively, with the proximity to the Waggamba pipeline providing a potential fast-to-market pathway.
Solis Minerals Ltd (TSX-V:SLMN, ASX:SLM, OTCQB:SLMFF, FRA:08WA) is preparing to launch its first diamond drilling campaign at the Mandacaru lithium prospect...
Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) has secured the final primary environmental approval required to develop its flagship...
WeRoad, the Milan-based group travel startup, has raised a $58 million Series C round led by Airbnb as it prepares for its first major expansion outside Europe. The funding brings the company’s total capital raised to roughly $100 million and will finance WeRoad’s push into the U.S., beginning with Austin.
The new investment reflects a bet that the next generation of travel companies may look less like booking platforms and more like social platforms designed to facilitate real-world connections.
The U.S. launch also arrives as loneliness, particularly among younger consumers, has become both a public health concern and an emerging business opportunity. When much of the tech industry remains focused on AI, WeRoad is positioning itself as part of the growing “IRL economy,” a category of startups monetizing offline interaction rather than screen time. Companies like Timeleft, 222, and Pie are pursuing similar ideas through dinners, clubs, events, and community-based experiences.
The idea behind WeRoad came from the founders — Paolo De Nadai, Fabio Bin, and Erika De Santi — seeking connection themselves.
“It started from a very personal need. When you finish college and start working, it becomes harder to find people to travel with. Friends were settling down, having kids, moving away, or simply couldn’t align schedules anymore,” De Nadai told TechCrunch. “My co-founder Fabio and I both tried companies offering similar group travel experiences for solo travelers, but while the trips were good, something was missing. The guides were professional local experts, and the groups were mixed in age, and people didn’t really see eye to eye. People were traveling together, but not really connecting.”
Image Credits:WeRoad The founders’ response was to redesign group travel around shared interests. WeRoad trips are primarily designed for younger travelers and grouped around shared interests and travel styles. Customers can book trips through the platform based on themes such as beach vacations or skiing.
“We asked ourselves, ‘What if we created trips for Millennials and Gen Z travelers, bringing together people from the same age groups with shared cultural references but completely different backgrounds, and focused on creating real bonds between them?’” De Nadai added.
Before each trip begins, travelers are added to a WhatsApp group managed by the group leader so members can begin getting to know one another ahead of time. Groups typically include between eight and 15 travelers.
“The biggest concern people have is rarely the destination,” De Nadai said, but usually concerns that they won’t connect with the group. To address that, WeRoad intentionally structures itineraries around social dynamics. More adventurous or collaborative activities are often scheduled early in the trip to help break the ice.
Most itineraries last between 10 and 12 days, though the company has also introduced shorter weekend formats aimed at first-time customers. According to WeRoad, roughly 60% of travelers eventually book another trip.
Additionally, instead of traditional tour guides, WeRoad has “group leaders,” coordinators closer in age to travelers who act more like travel companions. The company now works with more than 4,000 group leaders globally.
“We’re not looking for destination experts, but for people with travel experience and strong soft skills. Can they lead a group, handle tension, adapt when plans change, and help strangers connect?” De Nadai said.
Image Credits:Screenshot from App Store WeRoad has also begun expanding beyond travel itself. In 2025, the company launched WeMeet, an app focused on local in-person gatherings, including dinners, hikes, yoga classes, running groups, after-work drinks, and board game nights. WeRoad says more than 50,000 people attended WeMeet events across 35 cities last year, while the app reached 150,000 downloads.
The company says WeMeet will also play a central role in its U.S. expansion strategy. Rather than immediately scaling nationwide, WeRoad plans to focus on a small number of cities first, beginning with Austin, where it will recruit group leaders, organize local events, and build community partnerships before expanding further.
“We’ll be launching WeMeet events across multiple U.S. cities throughout 2026, starting with Austin because of its incredible energy and vibrant community scene,” De Nadai said.
Whether companies can build lasting businesses around loneliness and social connection remains an open question. But investors are increasingly betting that the demand is real.
WeRoad says it generated €130 million in revenue in 2025, up 30% year over year, while taking more than 100,000 travelers on trips last year alone. Since launching in 2017, the company says it has organized travel for more than 300,000 customers across over 1,000 itineraries globally.
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Airbnb, Inc. (ABNB - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this company have returned -5.8%, compared to the Zacks S&P 500 composite's +5.1% change. During this period, the Zacks Leisure and Recreation Services industry, which Airbnb falls in, has gained 1.1%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Airbnb is expected to post earnings of $1.19 per share, indicating a change of +15.5% from the year-ago quarter. The Zacks Consensus Estimate has changed +2.2% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.91 points to a change of +21.8% from the prior year. Over the last 30 days, this estimate has changed -0.3%.
For the next fiscal year, the consensus earnings estimate of $5.77 indicates a change of +17.5% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +2.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Airbnb.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Airbnb, the consensus sales estimate of $3.58 billion for the current quarter points to a year-over-year change of +15.7%. The $13.97 billion and $15.43 billion estimates for the current and next fiscal years indicate changes of +14.2% and +10.4%, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $2.68 billion in the last reported quarter, representing a year-over-year change of +17.9%. EPS of $0.26 for the same period compares with $0.24 a year ago.
Compared to the Zacks Consensus Estimate of $2.62 billion, the reported revenues represent a surprise of +2.16%. The EPS surprise was -16.13%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Airbnb is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Airbnb. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Image Credits:Michael Nagle / Bloomberg / Getty Images Airbnb CEO Brian Chesky has had enough of merely being an artificial intelligence kingmaker. He now plans to back a new AI lab of his own. The news, broken by Bloomberg and confirmed to TechCrunch by a person familiar with the situation, marks Chesky as one of many Silicon Valley machers who are unsatisfied with the models coming out of the frontier labs.
While Airbnb has adopted AI coding tools, Chesky said last year it hasn’t struck an LLM partnership because existing products weren’t quite ready.
Still, Chesky has plenty of insight. He met Sam Altman in 2006 through Y Combinator, which incubated Airbnb, and stayed in touch. When OpenAI took off, he began meeting regularly with Altman to offer advice about managing a hypergrowth tech company.
Chesky, who was reportedly considered a potential OpenAI board member, helped broker Altman’s return to power after its board of directors fired the CEO for lack of candor. Chesky advised Altman on public relations and rallied support for him among Silicon Valley bigwigs.
Now, however, he appears to be entering competition with his mentee’s company.
It’s not clear what the focus of Chesky’s new AI lab will be, although the Bloomberg article mentions user interaction and design, areas that he has emphasized at Airbnb.
That’s not unlike what Brett Adcock is doing at Hark, the AI lab he launched late last year to develop a novel user interface for an AI assistant, although the startup is also emphasizing hardware products.
Chesky also won’t be going into “founder mode” at this operation; a person familiar with the situation says he will remain as Airbnb’s CEO and not lead the new lab himself. Whoever gets the job will have to contend not only with the other AI labs, but also with a founding chair (we presume) known as a micromanager.
A representative for Airbnb and Chesky declined to comment.
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) is on track to sustain double-digit revenue growth through the end of the decade as its expansion into hotels, travel...
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) is on track to sustain double-digit revenue growth through the end of the decade as its expansion into hotels, travel experiences, and higher take rates adds meaningful incremental revenue, Jefferies said, reiterating a Buy rating on the stock. Analysts at Jefferies project that each of the three growth drivers -- hotels, experiences, and take rate expansion -- could contribute roughly one percentage point to annual revenue growth between 2025 and 2030, underpinning estimates that now sit above Wall Street consensus.
Airbnb continues to show accelerating bookings and revenue growth, outperforming peers despite macro headwinds and a flat share price year-to-date. ABNB's Q1 revenue grew 18% y/y to $2.68B, beating expectations and highlighting strong demand, especially from higher-spending customers. The company is gaining market share versus Booking Holdings and Expedia, supported by product expansion and a robust experiences offering.
The past couple of years have been a rollercoaster ride for Airbnb (ABNB +1.08%) stock investors. The company is widely viewed as a pioneer in the "sharing economy," carving out a successful niche in home rentals and the travel industry. Under the leadership of CEO Brian Chesky, Airbnb has grown from a scrappy start-up to a global travel platform with an ever-expanding suite of stays and experiences.
While the company's performance has been solid, short-term economic concerns have weighed on Airbnb stock, which is treading water so far in 2026. To add insult to injury, Chesky just sold millions of Airbnb shares, making some shareholders justifiably concerned. After all, if the CEO is selling shares, is it time for investors to follow suit?
Let's see what the evidence suggests.
Image source: The Motley Fool.
What's weighing on the stockBefore digging into the details, it's worthwhile to examine the company’s recent performance to see if there’s cause for concern -- and the most recent quarter is a good starting point.
In the first quarter, Airbnb generated revenue that climbed 18% year over year to $2.7 billion. This resulted in diluted earnings per share (EPS) of $0.26, which rose 8%. The company also delivered $1.7 billion in free cash flow (FCF), with a 64% FCF margin -- which shows that Airbnb is highly efficient at converting sales into cash, affording the company a degree of financial flexibility.
Other key business metrics were solid. The company's gross booking value -- which represents the total amount paid by guests for bookings on its platform -- increased 19% to $29.2 billion, while nights and seats booked rose 9% to 156.2 million.
Despite macroeconomic concerns, Airbnb continues to grow at a solid pace.
By the numbersSeveral regulatory filings with the Securities and Exchange Commission (SEC) provided details about the stock sales. Over the past week, Chesky sold a total of 181,316 shares at prices ranging from $134 to $136.14. In all, the sale totaled more than $24.5 million. A sale of that magnitude might make investors a bit concerned, especially since it was the CEO making the sale. It might be easy to reach the conclusion that the chief executive knows something we don't -- but that isn't the case here. A closer look at the filing provides important context.
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Chesky receives a base salary of $1 and is awarded restricted stock units (RSUs) for the vast majority of his compensation. This is a way to tie his compensation to long-term company performance and align his interests with those of Airbnb shareholders. Chesky has been holding these RSUs for more than three years, with these tranches issued in May 2023. Furthermore, vesting of these RSUs depends on the length of the CEO's service and the stock reaching certain price thresholds.
It's also important to note that this is a drop in the bucket compared to the chief executive's total stake, which amounts to roughly 66 million shares of Airbnb stock, which are collectively worth nearly $9 billion. He also controls roughly 32% of the company's voting power.
Finally, the sale was part of a 10b5-1 trading plan, a prearranged plan that allows company insiders to buy or sell shares of stock without running afoul of insider trading rules. This plan was previously arranged, providing investors with assurances that there's nothing nefarious going on here.
The old adageGiven Chesky's sizable sale of Airbnb stock, should investors follow suit? There's an old adage on Wall Street: There are plenty of reasons to sell a stock, but only one reason to buy. In this case, the reason for selling is that this is part of his regular compensation package, and the CEO needed to raise some cash.
Moreover, given that Chesky still holds Airbnb shares worth nearly $9 billion, I don't view the sale as being anything more than him managing his finances.
As a general rule, I would never sell a stock simply because a company executive is selling -- particularly if they still hold a substantial position.
Airbnb, Inc. (ABNB - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned -2.9% over the past month versus the Zacks S&P 500 composite's -1.6% change. The Zacks Leisure and Recreation Services industry, to which Airbnb belongs, has lost 1.9% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Airbnb is expected to post earnings of $1.19 per share, indicating a change of +15.5% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.9% over the last 30 days.
The consensus earnings estimate of $4.91 for the current fiscal year indicates a year-over-year change of +21.8%. This estimate has changed +0.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.77 indicates a change of +17.5% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Airbnb is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Airbnb, the consensus sales estimate of $3.58 billion for the current quarter points to a year-over-year change of +15.7%. The $13.97 billion and $15.43 billion estimates for the current and next fiscal years indicate changes of +14.2% and +10.4%, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $2.68 billion in the last reported quarter, representing a year-over-year change of +17.9%. EPS of $0.26 for the same period compares with $0.24 a year ago.
Compared to the Zacks Consensus Estimate of $2.62 billion, the reported revenues represent a surprise of +2.16%. The EPS surprise was -16.13%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Airbnb is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Airbnb. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) and Airbnb, Inc. (ABNB). But which of these two stocks is more attractive to value investors?
Airbnb, Inc. (ABNB - Free Report) closed at $130.86 in the latest trading session, marking a +1.36% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 1.75%. At the same time, the Dow added 1.86%, and the tech-heavy Nasdaq gained 2.54%.
Shares of the company have depreciated by 2.91% over the course of the past month, underperforming the Consumer Discretionary sector's loss of 1.28%, and the S&P 500's loss of 1.63%.
The upcoming earnings release of Airbnb, Inc. will be of great interest to investors. The company is forecasted to report an EPS of $1.19, showcasing a 15.53% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $3.58 billion, up 15.69% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.91 per share and a revenue of $13.97 billion, signifying shifts of +21.84% and +14.16%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Airbnb, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.19% higher. At present, Airbnb, Inc. boasts a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Airbnb, Inc. has a Forward P/E ratio of 26.27 right now. Its industry sports an average Forward P/E of 15.59, so one might conclude that Airbnb, Inc. is trading at a premium comparatively.
We can additionally observe that ABNB currently boasts a PEG ratio of 1.38. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Leisure and Recreation Services industry was having an average PEG ratio of 1.28.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 195, placing it within the bottom 21% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Better internet connectivity and smartphone technology laid the foundation for the launch of Airbnb (ABNB +1.45%). This company has been a notable success story of the mobile era. In less than two decades, it has become a dominant force in the travel industry.
For the business, the rise has been impressive. But its investors haven't profited lately. Over the past five years, shares have fallen by 11% (as of June 10). While the stock's movements have been choppy, Airbnb has basically traded sideways for years.
Knowing this backdrop might make it a challenge to be bullish about the stock. But long-term investors may recognize this as an opportunity to own a piece of a successful business with a bright future.
Here are three reasons Airbnb is a top growth stock to buy in June.
Image source: The Motley Fool.
Network effects support its powerful position Among the many things Warren Buffett is known for is popularizing the concept of economic moats -- durable characteristics that allow a company to outperform its rivals over extended periods. Moats are among the hallmarks of a high-quality business.
Airbnb can be categorized as such a company. Its most notable moat is that it benefits from a powerful network effect. The business has 5.5 million hosts with 9 million listings on its platform, which constitute the supply side of the equation. On the demand side, it has the attention of vast numbers of travelers -- there have been 2.5 billion guest arrivals in total since 2007.
This two-sided ecosystem provides a better and better value proposition to both hosts and travelers as it grows. Travelers benefit from a vast selection of accommodations. Hosts who join the network or stay connected to it gain access to a growing number of potential customers.
Airbnb's brand is another important facet of its robust competitive position. The company's name has become a verb, indicating its ubiquity in its industry. It's also worth noting that in 2020, 91% of the traffic that came to Airbnb was from direct or unpaid channels, showing just how much brand awareness it has among consumers.
Ongoing innovation drives financial success Airbnb's management team deserves praise for constantly focusing on product innovation, which is critical in supporting ongoing success. This was on full display last year when the business revamped its app layout and introduced experiences and services to the mix.
In May, Airbnb came out with more feature updates. New services include grocery delivery and luggage storage. New experiences include expert-led landmark visits.
The company is also leveraging artificial intelligence to help travelers compare homes and interpret reviews. And the tech is being deployed to streamline the onboarding process for hosts listing properties.
It's encouraging to see that Airbnb's ultimate focus centers on figuring out ways to improve the experience for its user base. This strategic priority is translating into impressive financial performances.
In Q1 2026, gross bookings and revenue increased by 19% and 18%, respectively. The consensus view among analysts is that sales will grow at a solid compound annual rate of 11.9% from 2025 to 2028.
As a scaled and asset-light operation, Airbnb's profits are sizable. Its average quarterly operating margin in the last 12 months was 18.4%.
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The valuation is reasonable Despite consistent net income and rising revenue, Airbnb's stock has failed to deliver positive returns for investors over the past five years. Yet the company is unquestionably better than it was in the past, which is why it presents a worthwhile buying opportunity today.
The stock trades at a reasonable valuation relative to its growth prospects. The forward price-to-earnings (P/E) ratio of 25.3 [https://finance.yahoo.com/quote/ABNB/key-statistics/] is 14% above the S&P 500 index's 22.2 multiple. But consider that Airbnb's diluted earnings per share (EPS) are projected to grow at an annualized rate of 21.1% between 2025 and 2028.
That bottom-line outlook is bolstered by the company's stock buybacks, which are funded by significant free cash flow. Its outstanding share count at the end of the first quarter was almost 4% smaller than 12 months earlier.
For all of these reasons, Airbnb looks like an underappreciated stock to buy this month.
