Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.
In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.
However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.
Airbnb, Inc. (ABNB - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.
Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Airbnb is 22.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 31.2% this year, crushing the industry average, which calls for EPS growth of 28.3%.
Impressive Asset Utilization RatioAsset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric shows how efficiently a firm is utilizing its assets to generate sales.
Right now, Airbnb has an S/TA ratio of 0.52, which means that the company gets $0.52 in sales for each dollar in assets. Comparing this to the industry average of 0.51, it can be said that the company is more efficient.
While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Airbnb is well positioned from a sales growth perspective too. The company's sales are expected to grow 15.8% this year versus the industry average of 3.2%.
Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Airbnb have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.2% over the past month.
Bottom LineAirbnb has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination indicates that Airbnb is a potential outperformer and a solid choice for growth investors.
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 +16.1% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Leisure and Recreation Services industry, to which Airbnb belongs, has gained 9.6% 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 $2.89 per share for the current quarter, representing a year-over-year change of +30.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.1%.
For the current fiscal year, the consensus earnings estimate of $5.29 points to a change of +31.3% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $6.13 indicates a change of +15.9% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +0.4%.
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 #2 (Buy).
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.
For Airbnb, the consensus sales estimate for the current quarter of $4.75 billion indicates a year-over-year change of +16%. For the current and next fiscal years, $14.17 billion and $15.89 billion estimates indicate +15.7% and +12.2% changes, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $3.61 billion in the last reported quarter, representing a year-over-year change of +16.5%. EPS of $1.37 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $3.58 billion, the reported revenues represent a surprise of +0.81%. The EPS surprise was +14.17%.
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.
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 F 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 #2 does suggest that it may outperform the broader market in the near term.
NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)--American Express® (NYSE: AXP) and Airbnb (NASDAQ: ABNB) today announced an exclusive partnership, bringing over one million Airbnb listings around the world to Amex Travel, significantly expanding the ways eligible U.S. Card Members can plan, book, and earn rewards for travel. Beginning today, eligible U.S. Card Members can now book stays with Airbnb through AmexTravel.com or the Amex Travel App™ and earn Membership Rewards® points on prepaid bookings.
For years, American Express has offered cardholders the chance to book stays at some of the world’s most exclusive luxury hotels through American Express Travel. Starting today, Amex is expanding that program to include a new type of stay: Airbnb.
The credit card company announced a partnership with Airbnb on Thursday that will bring more than 1 million Airbnb listings to Amex Travel. The deal means eligible U.S. cardholders can now book Airbnb properties directly through the American Express Travel website or app, and earn Membership Rewards points on prepaid stays.
But the biggest changes are for American Express Platinum cardholders, who will gain a new way to use their existing $600 annual lodging credit, along with access to a new $250 Airbnb Experiences credit.
American Express is adding more than 1 million Airbnb listingsPreviously, Amex Travel primarily offered traditional hotel accommodations, including more than 3,400 properties across 116 countries through its Fine Hotels + Resorts and The Hotel Collection programs. Adding Airbnb gives the platform a much larger selection of places to stay.
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[Image: Airbnb]“The place you stay often becomes one of the most memorable parts of a trip,” Howard Grosfield, group president, U.S. consumer services at American Express, tells Fast Company. “Our research found that as many as 82% of consumers say where they stay can be as important as the destination itself.”
The partnership also gives Airbnb a new way to reach travelers who are already using American Express to book their vacations.
“Our global community of hosts makes it possible to find the right place for every kind of trip, from a family reunion to a weekend away,” Juan David, global head of partnerships at Airbnb, tells Fast Company. “Amex travelers are some of the world’s most experienced travelers, and we can’t wait to share these amazing Airbnb listings with them.”
American Express is bringing Airbnb into its travel rewards platform.
The companies on Thursday announced a new partnership to bring more than 1 million Airbnb listings to Amex's travel portal and allow cardholders to earn rewards when booking the stays. It does not currently allow members to redeem points to pay for Airbnb bookings.
The launch adds Airbnb rentals to Amex's hotel portfolio, which includes more than 3,400 properties across its Fine Hotels + Resorts and The Hotel Collection programs.
Amex members with either the consumer or business Platinum card can also now apply their $600 annual lodging credit — previously called the hotel credit — to Airbnb's higher-end Luxe stays and take advantage of a new $250 statement credit on eligible Airbnb Experiences after making a Luxe booking.
"We're excited to bring more choice and flexibility to American Express Card Members with this exclusive partnership. Both of our companies exist to help people travel more and better, and this partnership helps people see more of the world by making travel more rewarding," said Juan David Borrero, head of partnerships at Airbnb, in a news release.
Membership points vary by card:
Consumer and Business Platinum Card members earn five times the membership rewards on prepaid Airbnb bookings through Amex Travel. Consumer Classic Green Card members earn three times the points on travel bookings made directly through third-party sites, including Airbnb. Other eligible rewards members earn two times the points on prepaid Airbnb bookings through Amex Travel.The changes come as competition among premium credit cards continues to ramp up.
Last year, American Express raised the annual fee on its premium Platinum card to $895. In turn, it's been investing in cardholder perks such as new lounges in airports and at big-ticket events and experiences as a way to attract more high-paying customers.
Earlier this month, it announced an expansion of its Centurion Lounges, with renovations coming to four existing lounges and new ones planned for Newark Liberty International Airport and London Heathrow Airport. The Newark lounge will be the largest in its network.
The partnership also comes as Americans continue to opt for travel and luxury experiences, even as prices for airfare, gas and hotels rise. Despite higher costs, more than half of Americans reported making no changes to their travel plans this summer, a recent study by travel insurance company Squaremouth found.
Airbnb is taking steps to limit the chores that hosts can require of guests prior to checkout, addressing a long-standing grievance among customers who often pay cleaning fees and are told they must do a list of tasks themselves.
In a new policy update, Airbnb prohibits hosts from mandating that guests strip beds, wash and put away dishes, start laundry, or remove trash from the property. This new guideline will apply to reservations made on or after November 20.
This change comes in response to years of backlash regarding overly burdensome checkout instructions and hefty fines for not disposing of trash. Many guests have voiced their frustrations on social media, questioning why they should be responsible for cleaning tasks after already paying a cleaning fee.
However, some hosts aren’t pleased with the update. Within Airbnb’s community forums, some argue that basic cleaning responsibilities are essential for maintaining sanitary conditions and protecting their properties. They point out that hosts must manage the costs and practical demands of preparing their properties for the next guests.
One host expressed concern that the new policy leans towards a hotel-like model, which detracts from the unique appeal of Airbnb.
“Guests are given complete freedom to be lazy while the hosts bear the risk,” the host wrote. “The major distinction between commercial hotels and my private home is the personal touch. Guests can certainly be expected to wash their dishes or put them in the dishwasher and remove their dirty linens. In exchange, they enjoy a personal connection and a unique environment that a hotel simply can’t provide. Plus, every potential guest has the opportunity to read the listing beforehand and decide what they prefer. If these restrictions are removed, it could lead me to withdraw my listing and bid farewell to Airbnb after twelve years.”
Airbnb has outlined some exceptions to the new policy, though. Hosts may still ask guests to conserve water during droughts or use bear-proof trash containers in areas where wildlife poses a risk.
The policy change highlights the challenge Airbnb faces in balancing the expectations of guests versus hosts, and is another step taken in addressing guests’ concerns. The company faced scrutiny in 2024 over price transparency from hosts tacking on cleaning fees after guests booked their listings. In 2023, the company said more than 260,000 hosts had reduced or eliminated their cleaning fees. In May 2025, Airbnb began displaying total prices — including fees but excluding taxes — by default in search results worldwide.
It will be interesting to see how many hosts decide the new restrictions make Airbnb less attractive as a platform. But the move could also draw in more travelers who want the convenience of a rental without feeling as though they are both paying for housecleaning while still expected to clean the home themselves.
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Airbnb, Inc. (ABNB - Free Report) ended the recent trading session at $173.69, demonstrating a -1.84% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.58%. Meanwhile, the Dow gained 0.69%, and the Nasdaq, a tech-heavy index, added 1.05%.
The stock of company has risen by 9.35% in the past month, leading the Consumer Discretionary sector's gain of 4.63% and the S&P 500's gain of 0.97%.
Investors will be eagerly watching for the performance of Airbnb, Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on November 5, 2026. The company is predicted to post an EPS of $2.89, indicating a 30.77% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $4.75 billion, reflecting a 15.89% rise from the equivalent quarter last year.
ABNB's full-year Zacks Consensus Estimates are calling for earnings of $5.28 per share and revenue of $14.17 billion. These results would represent year-over-year changes of +31.02% and +15.73%, respectively.
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. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. 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, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.11% higher. Airbnb, Inc. currently has a Zacks Rank of #2 (Buy).
Investors should also note Airbnb, Inc.'s current valuation metrics, including its Forward P/E ratio of 33.48. This indicates a premium in contrast to its industry's Forward P/E of 16.35.
It is also worth noting that ABNB currently has a PEG ratio of 2.03. 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 was holding an average PEG ratio of 1.24 at yesterday's closing price.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 96, placing it within the top 40% 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.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Diversify Advisory Services LLC lifted its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 73,815 shares of the company’s stock after purchasing an additional 7,329 shares during the quarter. Diversify Advisory Services LLC’s holdings in Airbnb were worth $12,865,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors also recently modified their holdings of the company. Meeder Asset Management Inc. raised its stake in shares of Airbnb by 96.3% in the first quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock valued at $27,000 after purchasing an additional 105 shares in the last quarter. Pension & Wealth Management Advisors Inc. bought a new position in Airbnb in the third quarter worth $35,000. Main Street Group LTD bought a new position in Airbnb in the first quarter worth $29,000. Western Wealth Management LLC acquired a new stake in Airbnb during the first quarter worth $34,000. Finally, Global Assets Advisory LLC acquired a new stake in Airbnb during the first quarter worth $38,000. Institutional investors and hedge funds own 80.76% of the company’s stock.
Airbnb News Roundup Here are the key news stories impacting Airbnb this week:
Positive Sentiment: Recent momentum is attracting investor attention. Airbnb has gained about 10% over the past two weeks and 17% over the past month. Its asset-light business model, large cash position and potential benefit from higher interest income are being viewed as advantages in the current rate environment. Airbnb recent stock momentum Positive Sentiment: Analyst sentiment and business performance remain supportive. Airbnb recently exceeded quarterly earnings and revenue expectations, with revenue up 16.3% year over year. The company has an average analyst rating of “Moderate Buy,” while its consensus price target of $181.93 remains above recent trading levels. Airbnb analyst ratings and financial results Neutral Sentiment: Short-term rental demand appears healthy in some U.S. markets. A specialized brokerage said it has facilitated more than $500 million in Airbnb and short-term-rental property sales in Florida’s Destin, 30A and Panama City Beach markets. The activity suggests continued investor interest in Airbnb-related properties, though the transactions generate revenue for property sellers and brokers rather than directly for Airbnb. Short-term rental property sales in Florida Negative Sentiment: ETF selling and an executive stock sale could weigh modestly on sentiment. ETFs were net sellers of Airbnb shares on Friday. Separately, Chief Accounting Officer David Bernstein sold 1,369 shares for approximately $230,006, reducing his holdings by 2.91%; because he retained more than 45,000 shares, the transaction is unlikely to materially change the investment outlook. ETF selling of Airbnb shares Airbnb chief accounting officer stock sale Insider Activity In other news, CAO David C. Bernstein sold 1,369 shares of Airbnb stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $168.01, for a total value of $230,005.69. Following the completion of the transaction, the chief accounting officer owned 45,655 shares in the company, valued at approximately $7,670,496.55. The trade was a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $165.18, for a total transaction of $2,248,925.70. Following the completion of the transaction, the insider owned 20,567 shares of the company’s stock, valued at $3,397,257.06. This trade represents a 39.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,550,715 shares of company stock worth $269,396,918 over the last ninety days. Insiders own 27.21% of the company’s stock. Analyst Upgrades and Downgrades Several brokerages have issued reports on ABNB. Robert W. Baird boosted their price target on shares of Airbnb from $175.00 to $200.00 and gave the company an “outperform” rating in a report on Tuesday, September 8th. Jefferies Financial Group increased their price objective on shares of Airbnb from $175.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Royal Bank Of Canada began coverage on shares of Airbnb in a report on Friday, October 2nd. They set an “outperform” rating for the company. Morgan Stanley started coverage on shares of Airbnb in a research report on Wednesday, September 16th. They set an “equal weight” rating and a $170.00 target price on the stock. Finally, Gordon Haskett lifted their target price on shares of Airbnb from $146.00 to $180.00 and gave the company a “hold” rating in a research report on Thursday, September 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Airbnb currently has a consensus rating of “Moderate Buy” and a consensus target price of $181.93.
View Our Latest Report on ABNB
Airbnb Stock Up 0.8% Shares of NASDAQ:ABNB opened at $176.94 on Wednesday. The company’s fifty day moving average is $172.53 and its 200-day moving average is $152.18. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $193.45. The company has a market capitalization of $105.95 billion, a PE ratio of 40.21, a P/E/G ratio of 2.01 and a beta of 1.24.
Airbnb (NASDAQ:ABNB – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business had revenue of $3.61 billion during the quarter, compared to analysts’ expectations of $3.58 billion. During the same quarter last year, the company posted $1.03 EPS. The firm’s revenue for the quarter was up 16.3% on a year-over-year basis. Equities research analysts predict that Airbnb, Inc. will post 5.28 earnings per share for the current fiscal year.
Airbnb Profile (Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.
In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.
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Airbnb, Inc. (NASDAQ: ABNB - Get Free Report) CAO David Bernstein sold 1,369 shares of the business's stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $168.01, for a total transaction of $230,005.69. Following the completion of the transaction, the chief accounting officer owned 45,655 shares
Airbnb (ABNB +1.01%) has mostly been a disappointment for investors after initially surging out of the gate in its 2020 IPO, but in 2026, the stock is finally gaining momentum.
The #1 home-sharing platform has delivered better-than-expected growth, solid margins, and it's leveraging AI to improve user satisfaction. Meanwhile, it is expanding its platform with expanded experiences and guest services offerings.
Over the last two weeks, the stock is up 9.4%, even as the S&P 500 has fallen 1.6%, as the chart below shows.
ABNB data by YCharts
Airbnb's gains have come as the tech sector has tumbled on concerns about an AI bubble and rising interest rates. However, the company has demonstrated its resilience and is well-positioned to thrive in such an environment. Here are three reasons why Airbnb is poised to be a winner in today's stock market.
Image source: Getty Images.
1. It wins on high interest ratesStock investors generally dislike rising interest rates. After all, higher interest rates tend to make the bond market more attractive, leading investors to rotate out of stocks and into bonds. Additionally, higher interest rates put pressure on high-priced stocks like much of the tech sector, as it makes future earnings less valuable due to a higher discount rate in the discounted cash flow.
Normally, a company like Airbnb would be susceptible to that pressure, but the home-sharing leader actually earns significant profit from interest income thanks to the funds it holds in between customer bookings and disbursement. Through the first half of the year, it's earned $363 million in interest income, more than a third of its before-tax profit, and that number is likely to go up as interest rates go up. As of the end of the second quarter, the company held $12.2 billion in "funds receivable and amounts held on behalf of customers," on which it earns interest. That's a substantial advantage of its business model and gives it resilience when many of its tech stock peers are falling in the face of higher interest rates.
2. It won't be disrupted by agentic AIThe launch of Meta Platforms' Muse also exposed a hidden advantage of Airbnb. Unlike its online travel agency (OTA) rivals Expedia and Booking, Airbnb's inventory is mostly specific to its platform. Expedia and Booking, on the other hand, are essentially middlemen, connecting users to hotels and acting as a clearinghouse for hotels that want to get their listings in front of prospective customers.
Tools like Muse make it easy for users to book directly with a given hotel or with the platform that offers the lowest price. It eliminates the friction that might ordinarily lead users to book directly on Expedia and Booking. Airbnb doesn't have this problem, as homestays don't typically offer the option of booking directly. That's one of the benefits Airbnb provides to its hosts, and it should give it an advantage if users continue to adopt AI agents.
ABNB Airbnb$175.46+$1.76 (+1.01%)
NASDAQ · As of 4:00 PM ET 10/19/26
3. The travel sector continues to outperformWhile other discretionary sectors struggle, Airbnb and its travel stock peers have continued to deliver solid growth. Despite concerns about inflation, stock and home values remain at all-time highs, enabling wealthier people to spend on vacations and travel.
A number of other factors support that trend, including record wealth among the baby boomer generation and a preference for spending money on experiences over things among younger adults. Additionally, social media has helped stoke wanderlust, and the pandemic may have convinced people to travel while they have the opportunity.
Those tailwinds might not be permanent for Airbnb, but the current strength of the travel sector shows its advantages over other consumer-facing industries.
Taken together, those three factors make the stock a good bet to continue outperforming.
Airbnb, Inc. (ABNB - Free Report) closed at $175.46 in the latest trading session, marking a +1.01% move from the prior day. This move outpaced the S&P 500's daily gain of 0.41%. At the same time, the Dow lost 0.07%, and the tech-heavy Nasdaq gained 1.11%.
Shares of the company witnessed a gain of 4.5% over the previous month, beating the performance of the Consumer Discretionary sector with its gain of 0.85%, and the S&P 500's gain of 1.46%.
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 November 5, 2026. The company's earnings per share (EPS) are projected to be $2.89, reflecting a 30.77% increase from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $4.75 billion, showing a 15.89% escalation compared to the year-ago quarter.
ABNB's full-year Zacks Consensus Estimates are calling for earnings of $5.28 per share and revenue of $14.15 billion. These results would represent year-over-year changes of +31.02% and +15.63%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Airbnb, Inc. Such recent modifications usually signify the changing landscape 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 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, 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 past month, the Zacks Consensus EPS estimate has moved 0.11% higher. 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 32.87. This represents a premium compared to its industry average Forward P/E of 15.79.
It's also important to note that ABNB currently trades at a PEG ratio of 1.99. 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. As of the close of trade yesterday, the Leisure and Recreation Services industry held an average PEG ratio of 1.18.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 71, this industry ranks in the top 29% of all industries, numbering over 250.
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.
A paid-off house near one of the country's busiest medical campuses sounds like a retirement safety net, but two tax traps buried in lease length and IRS scheduling can quietly erase the income before it ever reaches the bank.
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Many retirees retire with a paid-off house and a nest egg that falls short, and that combination is exactly why this idea deserves a look. Imagine that house sitting a short drive from Mayo Clinic in Rochester, Minnesota, one of the country’s busiest medical campuses, where patients and their families often stay for weeks at a time.
The clinic itself points visitors to more than 6,000 hotel rooms and other nearby lodging options, which gives you a sense of the demand. Renting a spare bedroom to those families can realistically close the income gap, as long as the budget, income, and tax figures below hold up.
A $40,000 Rochester Budget Built Around a Paid-Off House
This example uses a 67-year-old single woman who owns her home outright and has $77,000 saved, the median Transamerica reports for Gen X women. Over the last three months, Rochester’s median sale price was $350K. Minnesota’s cost of living index is 98.621, with 100 representing the country as a whole, so prices here run close to the national average. A lean working budget follows:
Healthcare: Part B, Medigap, Part D, out-of-pocket
$7,500
Food
$5,000
Vehicle replacement fund and transportation
$6,000
Emergency reserve, gifts, and personal spending
$6,000
Income taxes on withdrawals and rent
$1,500
Total
$40,000
Medicare Part B alone costs $202.90 a month in 2026, or about $2,435 a year, and the deductible is $283. Prices rose 3.7% over the 12 months through September, so this budget must grow each year.
Social Security Covers Most of It, and Savings Leave a Gap
With the 3.6% COLA applied, the average retired worker will collect $2,170 a month, or $26,040 a year. Covering the rest of the budget from savings at a 4% withdrawal rate would take $349,000. Her $77,000 supports about $3,080 a year, leaving $10,880 that must come from guests, net of all costs.
When she claims Social Security, the answer changes a lot. Waiting until 70 adds delayed credits on top of her full retirement age benefit, which raises the average benefit to roughly $32,290 a year. At that level, guests only need to cover about $4,630. To get there, rental income has to carry her for those three years.
How Leases and Tax Schedules Set Her Nightly Rate
Two key choices affect the math more than any pricing decision. The first is lease length. On stays shorter than 30 nights, Rochester hosts face a 15.125% tax rate. That includes the city’s 7% lodging tax, which Airbnb (NASDAQ:ABNB | ABNB Price Prediction) does not collect for her. Under Minnesota rules, a stay of 30 days or more needs an enforceable written agreement signed on the first day or earlier to stay out of sales tax. The city also says that renting rooms in your own home without a booking platform “would not be regulated under this Short-Term Rental policy”. A family in town for a month of treatment fits that structure well.
The second is how much service she provides. According to the IRS, landlords who provide substantial services primarily for their tenant’s convenience report on Schedule C. That income is subject to the 15.3% self-employment tax. Self-employment earnings also count toward the earnings test, which is $24,480 in 2026 for anyone who claims before full retirement age. Ordinary rental income on Schedule E avoids both.
Assume platform fees, cleaning, linens, and extra utilities take 35% of rent. On Schedule E, she needs about $16,700 a year in gross rent, or about $93 a night over 180 booked nights. If she adds meals, daily housekeeping, and rides to appointments, that becomes Schedule C, and the requirement rises to roughly $19,500, or about $108 a night. Her provisional income would reach about $26,980, which is above the federal $25,000 base amount, so a small share of her benefit becomes taxable. Minnesota fully exempts Social Security for single filers with AGI up to $86,410.
What It Takes to Make the Rochester Plan Hold
The plan works with a $40,000 budget, average Social Security, a 4% draw on $77,000, and one room producing about $10,880 net. That room has to book roughly 180 nights a year at about $93 a night under written monthly leases with light services.
If she can live on rent and savings until 70, delaying claiming cuts the room’s required contribution by more than half and leaves a bigger guaranteed check for the years when hosting gets physically harder. Rent from the early years should go into savings, because the room earns money only as long as she can run it. Running a rental out of a paid-off home is really semi-retirement with four tax traps attached, which we walked through in a free guide here.
The 30-day written lease and the line between Schedule E and Schedule C drive this plan more than the nightly rate does. Together they decide whether 15.125% comes off every stay and whether 15.3% comes off every dollar of profit. On a budget this tight, those two costs largely determine whether the plan holds.
Contact [email protected] for any questions or corrections.
Airbnb, Inc. (ABNB - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ABNB broke through the 50-day moving average, which suggests a short-term bullish trend.
The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.
Over the past four weeks, ABNB has gained 5%. The company is currently ranked a Zacks Rank #3 (Hold), another strong indication the stock could move even higher.
Once investors consider ABNB's positive earnings estimate revisions, the bullish case only solidifies. No estimate has gone lower in the past two months for the current fiscal year, compared to 5 higher, and the consensus estimate has increased as well.
Investors may want to watch ABNB for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
As I reveal in this analysis, agentic AI does have the potential to disrupt the OTA industry. Agentic AI will attack the core reasons behind the rise of OTA platforms. I believe that the structural differences between Airbnb and traditional OTAs such as Booking tilt the odds in favor of Airbnb amid the rise of agentic AI. Before understanding the threat posed by agentic AI, I think it's important to understand how the OTA industry became a multi-billion-dollar industry in the first place.
Airbnb (NASDAQ:ABNB – Get Free Report) and Expedia Group (NASDAQ:EXPE – Get Free Report) are both large-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, dividends, profitability, risk, institutional ownership and earnings.
Analyst Ratings This is a summary of current recommendations and price targets for Airbnb and Expedia Group, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Airbnb 2 13 27 2 2.66 Expedia Group 1 21 18 0 2.42 Airbnb currently has a consensus target price of $181.93, suggesting a potential upside of 9.68%. Expedia Group has a consensus target price of $315.24, suggesting a potential upside of 14.96%. Given Expedia Group’s higher probable upside, analysts plainly believe Expedia Group is more favorable than Airbnb.
Profitability This table compares Airbnb and Expedia Group’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Airbnb 20.45% 33.38% 10.67% Expedia Group 12.97% 87.32% 7.85% Insider and Institutional Ownership 80.8% of Airbnb shares are held by institutional investors. Comparatively, 90.8% of Expedia Group shares are held by institutional investors. 27.2% of Airbnb shares are held by insiders. Comparatively, 5.2% of Expedia Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Valuation and Earnings This table compares Airbnb and Expedia Group”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Airbnb $12.24 billion 8.11 $2.51 billion $4.40 37.70 Expedia Group $14.73 billion 2.23 $1.29 billion $16.04 17.10 Airbnb has higher earnings, but lower revenue than Expedia Group. Expedia Group is trading at a lower price-to-earnings ratio than Airbnb, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility Airbnb has a beta of 1.24, indicating that its stock price is 24% more volatile than the S&P 500. Comparatively, Expedia Group has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500.
Summary Airbnb beats Expedia Group on 9 of the 15 factors compared between the two stocks.
About Airbnb (Get Free Report)
Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company’s marketplace connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, and vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.
About Expedia Group (Get Free Report)
Expedia Group, Inc. operates as an online travel company in the United States and internationally. The company operates through B2C, B2B, and trivago segments. Its B2C segment includes Brand Expedia, a full-service online travel brand offers various travel products and services; Hotels.com for lodging accommodations; Vrbo, an online marketplace for the alternative accommodations; Orbitz, Travelocity, Wotif Group, ebookers, CheapTickets, Hotwire.com and CarRentals.com. The company's B2B segment provides various travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions who leverage its travel technology and tap into its diverse supply to augment their offerings and market Expedia Group rates and availabilities to its travelers. Its trivago segment, a hotel metasearch website, which send referrals to online travel companies and travel service providers from hotel metasearch websites. In addition, the company provides brand advertising through online and offline channels, loyalty programs, mobile apps, and search engine marketing, as well as metasearch, social media, direct and personalized traveler communications on its websites, and through direct e-mail communication with its travelers. The company was formerly known as Expedia, Inc. and changed its name to Expedia Group, Inc. in March 2018. Expedia Group, Inc. was founded in 1996 and is headquartered in Seattle, Washington.
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Airbnb, Inc. (ABNB - Free Report) closed at $165.82 in the latest trading session, marking a +1.59% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.6% for the day. Meanwhile, the Dow gained 0.83%, and the Nasdaq, a tech-heavy index, added 0.64%.
Heading into today, shares of the company had lost 2.64% over the past month, lagging the Consumer Discretionary sector's loss of 0.15% and the S&P 500's gain of 1.34%.
Analysts and investors alike will be keeping a close eye on the performance of Airbnb, Inc. in its upcoming earnings disclosure. The company's earnings report is set to go public on November 5, 2026. The company is predicted to post an EPS of $2.89, indicating a 30.77% growth compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $4.75 billion, indicating a 15.89% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $5.28 per share and a revenue of $14.15 billion, representing changes of +31.02% and +15.63%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for Airbnb, Inc. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.86% higher. Airbnb, Inc. currently has a Zacks Rank of #2 (Buy).
From a valuation perspective, Airbnb, Inc. is currently exchanging hands at a Forward P/E ratio of 30.89. This valuation marks a premium compared to its industry average Forward P/E of 15.33.
Meanwhile, ABNB's PEG ratio is currently 1.87. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As the market closed yesterday, the Leisure and Recreation Services industry was having an average PEG ratio of 1.13.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 169, finds itself in the bottom 32% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. 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.
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Real estate investor Mike Savage and his family reside in South Carolina. Courtesy of Mike Savage Mike Savage has owned both long-term and short-term rentals — and he sees a fundamental difference between the two.
With a long-term rental, investors can improve a property and potentially raise the rent, but the market largely determines what a comparable home can earn. A three-bedroom, one-bath house will generally command something close to what similar homes in the area rent for.
A short-term rental offers more room to influence revenue, but it also requires more work.
"You're choosing to open a business" when you buy a short-term rental, Savage told Business Insider. Investors need to think beyond the purchase price and location to operations, maintenance, guest communication, hospitality, marketing, photography, and listing descriptions.
Savage started buying short-term rentals in South Carolina in 2017. At the time, he said, simply leaving guests a nice note and a bottle of wine could be enough to earn five-star reviews.
Today, with stiffer competition, that's no longer enough.
Savage, who quit his day job as a firefighter to invest full time and grow SynergyStays, a revenue-management business for short-term-rental owners, shares three strategies he uses to help properties perform better.
1. Pay attention to the median booking windowShort-term-rental owners often focus on occupancy and average daily rate, or ADR. But Savage thinks an equally important metric is the median booking window: how far in advance guests typically book a given date.
Knowing that number can help owners decide whether to hold their rates or lower them.
Savage added an accessory dwelling unit, or ADU, to his South Carolina primary residence, creating another source of rental income. Courtesy of Mike Savage If guests in a market typically book about 30 days ahead, for example, an owner trying to fill a date 60 days out may be able to hold rates relatively high. There is still time for demand to materialize. Once a property enters its typical booking window, however, it may be time to consider lowering rates.
Owners should try to avoid relying on last-minute bookings, which can force them to offer deeper discounts to fill empty nights. Savage called falling into that last-minute cycle "probably the No. 1 flaw" among owner-operators who manage their own properties.
2. Focus on weekdays, not just weekendsIt is relatively easy to fill Friday and Saturday nights, Savage said. The bigger opportunity is often Monday through Thursday. That means owners should review their calendars for nights that aren't earning money — then make it easier for travelers to book them.
One common mistake, Savage said, is setting overly restrictive minimum-stay requirements. An owner may require a four-night booking for a high-demand summer period because they want to avoid short stays and maximize revenue, but that can also keep the listing from appearing in searches by guests who want a two-night trip.
Instead of blocking those shorter stays entirely, Savage suggests giving guests the option to book them at a higher rate while offering discounts to travelers who book longer visits.
The same thinking applies to cancellation policies. A strict policy may seem like a way to protect a property owner from last-minute cancellations, but it can also discourage potential guests looking for flexibility.
"Removing as many restrictions as possible" can increase a listing's visibility, Savage said. Owners can then use pricing and discounts to encourage the booking behavior they want.
3. Don't try to appeal to everyoneFor Savage, one of the biggest shifts in short-term rentals is the move toward more personalized search results. Instead of asking how to get a listing onto the first page for every traveler, he thinks owners should ask: "Who am I going to show up on page one for?"
Savage is a former firefighter and EMT who now invests in real estate and runs SynergyStays full-time. Courtesy of Mike Savage Airbnb can use a guest's search and booking history, past reviews, and stated preferences to surface homes that fit their needs. A traveler who has previously highlighted family-friendly features, for example, may be more likely to see listings that clearly promote a fenced backyard, a quiet cul-de-sac, or a pack 'n play.
That makes specificity more valuable than trying to create a generic home that appeals to everyone.
"It's counterintuitive. We just want as many people as possible to want to book our home," he said, but a property designed around a distinct guest profile — such as families with young children, remote workers, or pet owners — can draw guests willing to pay more and leave stronger reviews because the home met their particular needs.
"We don't need everybody to want to book our home," he said. "We just need a specific avatar that we can speak to better than everybody else — and that's how we win the game."
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Short-Term Rental Real Estate Investing Business More
In the latest close session, Airbnb, Inc. (ABNB - Free Report) was up +1.61% at $163.22. The stock's performance was ahead of the S&P 500's daily loss of 0.47%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 1.25%.
Heading into today, shares of the company had lost 5.31% over the past month, lagging the Consumer Discretionary sector's loss of 2.96% and the S&P 500's gain of 1.15%.
Market participants will be closely following the financial results of Airbnb, Inc. in its upcoming release. The company plans to announce its earnings on November 5, 2026. On that day, Airbnb, Inc. is projected to report earnings of $2.89 per share, which would represent year-over-year growth of 30.77%. Simultaneously, our latest consensus estimate expects the revenue to be $4.75 billion, showing a 15.89% escalation compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.28 per share and a revenue of $14.15 billion, indicating changes of +31.02% and +15.63%, respectively, from the former year.
Investors should also take note of any recent adjustments to analyst estimates for Airbnb, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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. Over the past month, the Zacks Consensus EPS estimate has shifted 1.1% upward. Airbnb, Inc. presently features a Zacks Rank of #2 (Buy).
With respect to valuation, Airbnb, Inc. is currently being traded at a Forward P/E ratio of 30.4. This indicates a premium in contrast to its industry's Forward P/E of 15.43.
One should further note that ABNB currently holds a PEG ratio of 1.84. 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 1.14 at yesterday's closing price.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 179, finds itself in the bottom 28% echelons 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.
To follow ABNB in the coming trading sessions, be sure to utilize Zacks.com.
Airbnb, Inc. (ABNB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned -5.3%, compared to the Zacks S&P 500 composite's +1.4% change. During this period, the Zacks Leisure and Recreation Services industry, which Airbnb falls in, has lost 3.6%. The key question now is: What could be the stock's future direction?
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 $2.89 per share for the current quarter, representing a year-over-year change of +30.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.8%.
For the current fiscal year, the consensus earnings estimate of $5.28 points to a change of +31% from the prior year. Over the last 30 days, this estimate has changed +1.1%.
For the next fiscal year, the consensus earnings estimate of $6.12 indicates a change of +15.8% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +1.6%.
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 #2 (Buy).
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.
For Airbnb, the consensus sales estimate for the current quarter of $4.75 billion indicates a year-over-year change of +15.9%. For the current and next fiscal years, $14.15 billion and $15.87 billion estimates indicate +15.6% and +12.1% changes, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $3.61 billion in the last reported quarter, representing a year-over-year change of +16.5%. EPS of $1.37 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $3.58 billion, the reported revenues represent a surprise of +0.81%. The EPS surprise was +14.17%.
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.
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.
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 #2 does suggest that it may outperform the broader market in the near term.
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.
In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.
However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Airbnb, Inc. (ABNB - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Airbnb is 22.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 31.1% this year, crushing the industry average, which calls for EPS growth of 28.1%.
Impressive Asset Utilization RatioAsset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric shows how efficiently a firm is utilizing its assets to generate sales.
Right now, Airbnb has an S/TA ratio of 0.52, which means that the company gets $0.52 in sales for each dollar in assets. Comparing this to the industry average of 0.5, it can be said that the company is more efficient.
While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Airbnb is well positioned from a sales growth perspective too. The company's sales are expected to grow 15.8% this year versus the industry average of 3.7%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Airbnb have been revising upward. The Zacks Consensus Estimate for the current year has surged 1.1% over the past month.
Bottom LineWhile the overall earnings estimate revisions have made Airbnb a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination indicates that Airbnb is a potential outperformer and a solid choice for growth investors.
The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Airbnb, Inc. (ABNB - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.
Airbnb, Inc. is a member of the Consumer Discretionary sector. This group includes 260 individual stocks and currently holds a Zacks Sector Rank of #12. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Airbnb, Inc. is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for ABNB's full-year earnings has moved 7.5% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Based on the most recent data, ABNB has returned 18.2% so far this year. Meanwhile, the Consumer Discretionary sector has returned an average of -12.1% on a year-to-date basis. As we can see, Airbnb, Inc. is performing better than its sector in the calendar year.
Another stock in the Consumer Discretionary sector, Carter's (CRI - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 4.3%.
Over the past three months, Carter's' consensus EPS estimate for the current year has increased 6.2%. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Airbnb, Inc. belongs to the Leisure and Recreation Services industry, a group that includes 29 individual companies and currently sits at #181 in the Zacks Industry Rank. On average, this group has lost an average of 8.2% so far this year, meaning that ABNB is performing better in terms of year-to-date returns.
Carter's, however, belongs to the Shoes and Retail Apparel industry. Currently, this 10-stock industry is ranked #223. The industry has moved -40.1% so far this year.
Going forward, investors interested in Consumer Discretionary stocks should continue to pay close attention to Airbnb, Inc. and Carter's as they could maintain their solid performance.
CX Institutional reduced its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 95.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,542 shares of the company’s stock after selling 58,621 shares during the period. CX Institutional’s holdings in Airbnb were worth $408,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wellington Management Group LLP lifted its stake in shares of Airbnb by 80.6% during the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after acquiring an additional 2,581,539 shares during the period. Clearbridge Investments LLC raised its position in shares of Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock valued at $824,356,000 after acquiring an additional 216,455 shares during the last quarter. Independent Franchise Partners LLP raised its position in shares of Airbnb by 23.6% during the 4th quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock valued at $698,452,000 after acquiring an additional 981,624 shares during the last quarter. Amundi lifted its stake in shares of Airbnb by 8.6% in the 1st quarter. Amundi now owns 4,686,765 shares of the company’s stock valued at $591,845,000 after purchasing an additional 370,426 shares during the period. Finally, Jennison Associates LLC lifted its stake in shares of Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after purchasing an additional 3,139,315 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.
Airbnb Price Performance Airbnb stock opened at $162.43 on Monday. The stock has a market capitalization of $97.26 billion, a PE ratio of 36.92, a price-to-earnings-growth ratio of 1.86 and a beta of 1.24. Airbnb, Inc. has a twelve month low of $110.81 and a twelve month high of $193.45. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. The company has a 50 day moving average of $170.49 and a 200-day moving average of $148.90.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. The business had revenue of $3.61 billion for the quarter, compared to analyst estimates of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The firm’s quarterly revenue was up 16.3% on a year-over-year basis. During the same period last year, the business posted $1.03 earnings per share. On average, equities research analysts anticipate that Airbnb, Inc. will post 5.28 EPS for the current fiscal year. Insider Activity at Airbnb In other Airbnb news, CAO David Bernstein sold 1,489 shares of the company’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $168.93, for a total transaction of $251,536.77. Following the completion of the transaction, the chief accounting officer owned 47,024 shares of the company’s stock, valued at $7,943,764.32. This represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of the firm’s stock in a transaction that occurred on Monday, September 28th. The stock was sold at an average price of $156.82, for a total transaction of $2,135,104.30. Following the transaction, the insider directly owned 20,567 shares of the company’s stock, valued at $3,225,316.94. This represents a 39.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,551,806 shares of company stock worth $269,267,016 in the last 90 days. Company insiders own 27.21% of the company’s stock.
Key Stories Impacting Airbnb Here are the key news stories impacting Airbnb this week:
Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals. Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion. Analyst Ratings Changes A number of equities research analysts recently commented on the company. Wells Fargo & Company began coverage on Airbnb in a research note on Friday. They set an “overweight” rating for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Airbnb in a research note on Monday, August 31st. Raymond James Financial upgraded Airbnb from a “market perform” rating to an “outperform” rating and set a $200.00 target price on the stock in a report on Tuesday, September 8th. Canaccord Genuity Group set a $200.00 target price on Airbnb in a research report on Friday, August 7th. Finally, UBS Group upped their price target on Airbnb from $163.00 to $172.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $182.97.
Get Our Latest Report on ABNB
Airbnb Profile (Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.
In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.
Further Reading Five stocks we like better than Airbnb Could Nike’s Brutal Sell-Off Finally Be Running Out of Steam? The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It McDonald’s Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers? MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning? 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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Shares of Airbnb, Inc. (NASDAQ:ABNB – Get Free Report) have received a consensus rating of “Moderate Buy” from the forty-two analysts that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, twelve have given a hold rating, twenty-six have given a buy rating and three have assigned a strong buy rating to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $182.97.
ABNB has been the topic of several analyst reports. Weiss Ratings upgraded shares of Airbnb from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, August 21st. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Airbnb in a research note on Monday, August 31st. Royal Bank Of Canada assumed coverage on Airbnb in a research report on Friday. They set an “outperform” rating for the company. KeyCorp assumed coverage on Airbnb in a research report on Friday. They issued a “sector weight” rating on the stock. Finally, DA Davidson upped their price objective on Airbnb from $175.00 to $220.00 and gave the company a “buy” rating in a research note on Monday, August 31st.
View Our Latest Stock Analysis on ABNB
Airbnb Stock Performance Shares of ABNB stock opened at $162.43 on Monday. The stock has a 50 day simple moving average of $170.49 and a two-hundred day simple moving average of $148.90. The company has a market cap of $97.26 billion, a P/E ratio of 36.92, a PEG ratio of 1.86 and a beta of 1.24. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb has a fifty-two week low of $110.81 and a fifty-two week high of $193.45. Airbnb (NASDAQ:ABNB – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The business had revenue of $3.61 billion for the quarter, compared to the consensus estimate of $3.58 billion. During the same period in the prior year, the business earned $1.03 EPS. The firm’s revenue for the quarter was up 16.3% on a year-over-year basis. Research analysts forecast that Airbnb will post 5.28 earnings per share for the current year.
Key Airbnb News Here are the key news stories impacting Airbnb this week:
Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals. Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion. Insider Activity at Airbnb In other news, Director Joseph Gebbia Jr. sold 265,000 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $145.70, for a total transaction of $38,610,500.00. Following the completion of the transaction, the director directly owned 1,828,518 shares of the company’s stock, valued at $266,415,072.60. This represents a 12.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Brian Chesky sold 200,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the sale, the chief executive officer owned 10,501,685 shares of the company’s stock, valued at approximately $1,835,589,521.15. The trade was a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,551,806 shares of company stock worth $269,267,016. 27.21% of the stock is owned by company insiders.
Institutional Trading of Airbnb A number of large investors have recently bought and sold shares of the company. Meeder Asset Management Inc. grew its stake in shares of Airbnb by 96.3% during the 1st quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock worth $27,000 after acquiring an additional 105 shares during the period. Main Street Group LTD purchased a new stake in Airbnb during the first quarter valued at about $29,000. Nalls Sherbakoff Group LLC purchased a new stake in Airbnb during the fourth quarter valued at about $31,000. Western Wealth Management LLC bought a new position in Airbnb during the first quarter worth about $34,000. Finally, Global Assets Advisory LLC bought a new position in Airbnb during the first quarter worth about $38,000. 80.76% of the stock is owned by hedge funds and other institutional investors.
About Airbnb (Get Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.
In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.
Featured Stories Five stocks we like better than Airbnb Could Nike’s Brutal Sell-Off Finally Be Running Out of Steam? The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It McDonald’s Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers? MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning?
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Airbnb, Inc. (ABNB - Free Report) closed the most recent trading day at $162.43, moving +1.22% from the previous trading session. This change outpaced the S&P 500's 0.73% gain on the day. At the same time, the Dow added 0.49%, and the tech-heavy Nasdaq gained 1.19%.
The stock of company has fallen by 13.38% in the past month, lagging the Consumer Discretionary sector's loss of 6.5% and the S&P 500's gain of 0.55%.
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 November 5, 2026. In that report, analysts expect Airbnb, Inc. to post earnings of $2.89 per share. This would mark year-over-year growth of 30.77%. In the meantime, our current consensus estimate forecasts the revenue to be $4.75 billion, indicating a 15.88% growth compared to the corresponding quarter of the prior year.
ABNB's full-year Zacks Consensus Estimates are calling for earnings of $5.29 per share and revenue of $14.15 billion. These results would represent year-over-year changes of +31.27% and +15.56%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for Airbnb, Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent 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.
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 has moved 1.13% higher within the past month. Airbnb, Inc. is holding a Zacks Rank of #3 (Hold) right now.
Valuation is also important, so investors should note that Airbnb, Inc. has a Forward P/E ratio of 30.36 right now. This represents a premium compared to its industry average Forward P/E of 15.17.
Investors should also note that ABNB has a PEG ratio of 1.84 right now. 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. As the market closed yesterday, the Leisure and Recreation Services industry was having an average PEG ratio of 1.13.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 199, this industry ranks in the bottom 20% of all industries, numbering over 250.
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.
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's third quarter 2026 financial results will be released after market close on November 5, 2026. The company's shareholder letter will be made available on the Airbnb Investor Relations website at https://investors.airbnb.com.
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) has rolled out an AI-powered search tool, more guest services and new host pricing tools, moves that Jefferies says extend the company's long-term growth runway.
The new search tool, rolling out first in the US, uses natural language and works as a toggle alongside the legacy search.
Airbnb is also introducing AI customer service voice agents. Jefferies said conversational search could lift conversion and occupancy by gathering richer information about lodging preferences, allowing for more personalized recommendations.
The analysts see the launch as a possible sign that sponsored listings are nearer, since Airbnb has previously described AI-native search as a precursor to that product.
Jefferies estimates sponsored listings could drive more than 300 basis points of long-term take rate expansion and generate revenue at nearly 100% incremental EBITDA margin.
Airbnb is also expanding guest services, including bringing grocery delivery to Europe and adding meal delivery, laundry services and baby gear rentals in select European and US cities. Because Airbnb is working with third-party providers, Jefferies said the services could add revenue without the company bearing logistics costs.
New host tools arrive later this fall, including a dynamic pricing tool that Jefferies said could improve conversion by helping hosts price more competitively.
Jefferies said the announcements show Airbnb supplementing its alternative accommodations business with initiatives that expand its addressable market, building on last week's commitment to broaden Hotels and Experiences with more commoditized supply. The analysts said pre-arrival interactions between guests and hosts give Airbnb a natural moment to introduce services and experiences, which can also raise lifetime values, attract customers and support higher take rates.
Addressing concerns that AI agents could let users book properties directly, Jefferies said that view underappreciates how hard Airbnb's fragmented supply base is to replicate, with roughly 90% of hosts being individuals.
Airbnb CEO Brian Chesky joins CNBC's Andrew Ross Sorkin to discuss the the company's new features and services, how average Americans see AI, and more.
Airbnb, Inc. (ABNB - Free Report) closed the most recent trading day at $160.66, moving +2.36% from the previous trading session. The stock outperformed the S&P 500, which registered a daily loss of 0.25%. Meanwhile, the Dow experienced a drop of 0.86%, and the technology-dominated Nasdaq saw an increase of 0.24%.
The stock of company has fallen by 14.02% in the past month, lagging the Consumer Discretionary sector's loss of 8.16% and the S&P 500's loss of 0.42%.
The upcoming earnings release of Airbnb, Inc. will be of great interest to investors. The company is predicted to post an EPS of $2.89, indicating a 30.77% growth compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $4.75 billion, indicating a 15.88% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $5.29 per share and revenue of $14.15 billion, indicating changes of +31.27% and +15.56%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Airbnb, Inc. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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 past month, there's been a 1.13% rise in the Zacks Consensus EPS estimate. 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 29.7 right now. This signifies a premium in comparison to the average Forward P/E of 15.04 for its industry.
Also, we should mention that ABNB has a PEG ratio of 1.8. 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 1.2 at the close of the market yesterday.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. Currently, this industry holds a Zacks Industry Rank of 192, positioning it in the bottom 22% 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 is evolving in two directions: On the ground, it wants to compete with hotels by providing myriad services; online, it is using AI and people in its Airbnb network to aid travel discovery.
As part of its fall product update, the company is adding services to the app it had launched last year, such as meal delivery, laundry, baby-gear rental, ski and boat rental in limited locations, and expanded grocery delivery.
The second big feature is AI search. The company has taken a cautious approach to rolling out AI features, with CEO Brian Chesky opting to stay away from a chatbot-like interface. Earlier this year, he teased the new search feature for property discovery.
Now, users can switch on a toggle to search for properties via text or voice prompts. Once you start the search, the interface will show you dynamic filters based on your preferences. For instance, if you type “baby” in the AI search filter, Airbnb will automatically show you further filters like cribs, playgrounds, or children’s books and toys.
Image Credits:Airbnb The platform is also using AI to bring out relevant features of a property, and will let you compare properties in your wish list by way of AI-powered summaries and reviews.
“We are finally making our first foray into AI search. And what you see is just the very beginning of something. And over the coming months, we’re going to really be iterating this very quickly. It’s not hard to create AI search; it’s hard to create AI search in e-commerce when you have $100 billion going through your platform,” Airbnb CEO Brian Chesky told TechCrunch.
“Anyone can vibe-code a search function, but to do something that doesn’t kill conversion rate, that’s the hard part.”
Image Credits:Airbnb The company is also doubling down on social features that nudge people to take more trips and book additional experiences such as food tastings and craft workshops. Last year, the app started allowing users to connect with fellow travelers and friends on its platform.
Image Credits:Airbnb Now, travelers can look at a map based on their connections’ past or upcoming trips. When you tap on a trip, you can see where your connection stayed, and which experiences they sought out. For those conscious about their privacy, there’s an option to not share their trips with others as well.
Airbnb is also building pages about neighborhoods based on guest reviews and other sources to help travelers discover places to eat and things to do.
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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.
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Cathie Wood has been quiet on the trading front in recent trading days, but she was busier than usual on Tuesday. The founder-CEO and chief investment officer of Ark Invest was busy adding to existing growth-stock positions in her exchange-traded funds. What was on Wood's shopping radar on a largely sour day for the market?
Ark bought shares in Nvidia (NVDA +1.46%), Space Exploration Technologies (SPCX +0.82%), and Airbnb (ABNB +1.51%) on Tuesday. Nvidia moved lower on Tuesday, but it's closed just 3% away from its all-time high. SpaceX and Airbnb moved higher, but they are trading 19% and 34% below their previous highs, respectively. Why is Ark Invest adding to these three stocks, and should you follow suit? Let's take a closer look.
Image source: Getty Images.
1. Nvidia It was the share buyback authorization heard around the world. Nvidia kicked off this week by announcing board authorizations for a record $150 billion in stock repurchases. It would be a lot, but given Nvidia's market-leading $5.5 trillion market cap, this would translate into reducing its share count by less than 3%.
There is also no obligation or timeline to carry out these purchases. Nvidia's press release indicates that it now has $235 billion in share repurchase authorizations, but that only means that it hasn't even started to eat into the $80 billion in additional buybacks it authorized in May of this year. Nvidia is still working on wolfing down shares from last summer's repurchasing announcement.
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Stock buybacks are common when a cash-rich company has depressed shares, but that's not the case here. Nvidia stock is a good trading day or two away from taking out its previous all-time high. CEO Jensen Huang argues that the stock is cheap, and he does have a point.
Growth has been spectacular given the AI boom. Nvidia's top-line growth has been accelerating dramatically over the last few quarters.
Q2 FY 2026: 56% Q3 FY 2026: 63% Q4 FY 2026: 73% Q1 FY 2027: 85% Q2 FY 2027: 106% Guidance calls for revenue growth to slow to 89% for the current quarter, but Nvidia has a history of conservative outlooks. In the meantime, you can buy Nvidia today for just 14.5 times what analysts see it earning next year. Even if growth starts to slow from here, the deceleration process has a long way to go before you arrive at a point where a forward earnings multiple in the low teens isn't considered cheap for this high-margin market leader.
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2. SpaceX It's now been more than three months since SpaceX stock went public. Just like its rockets, the IPO has had its ups and downs. The bad news is that the company behind the Starlink satellite-based connectivity service and a penchant for reusable rockets has seen its shares fall by more than a third since its initial market debut pop. The good news is that SpaceX's stock is already 42% higher than it was when it bottomed early last month.
The ceiling remains high. The floor remains low. SpaceX is currently losing money, but it's expected to orbit that corner next year. In the meantime, revenue should more than double in 2027 and continue to grow at a healthy clip for several more years.
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3. Airbnb AI? Check. Space exploration? Check. A cozy beach house to entertain your extended family? Airbnb may seem like an odd business for an aggressive growth investor to be loading up on here, but Airbnb is really just a tech company that has excelled at mastering the scalability of short-term rentals for rooms and residences.
Airbnb stock has been a consistent grower coming out of the pandemic, something that you can't say when it comes to most consumer-facing hospitality and lodging platforms. Revenue is growing at a double-digit percentage pace for the sixth consecutive year. The 16% top-line growth analysts see happening this year would be its strongest in crease in three years. There may be a groundswell in some communities against the short-term rentals that Airbnb injects into neighborhoods, but that's not as loud as the cry against data centers -- and Nvidia is doing just fine as the world's most valuable company in that regard. Airbnb checks out, in more ways than one.
After years of trading sideways, Airbnb (ABNB +0.56%) is finally having a breakout moment.
The stock surged following its last earnings report after it topped expectations, and key metrics like growth in nights booked accelerated. Airbnb's investments in AI seem to be paying off, and it also raised its guidance for the year.
Shares of Airbnb have since cooled off, but the post-earnings pop shows investors that the stock finally has the potential to rally after years of being stuck in neutral due to a combination of its valuation and only moderate growth.
Beyond the momentum from its last earnings report, there are more reasons to buy Airbnb. Here are three of them.
Image source: Getty Images.
1. The travel market remains strongWhile consumers around the world are struggling with inflation and higher fuel costs, travel spending hasn't slowed, remaining robust since the pandemic ended.
Consumer discretionary companies like Nike and Lululemon, as well as restaurant chains, are feeling the impact of tightening wallets, but the travel market continues to outgrow the global economy.
There's no single reason for this, but there are several contributing factors. Spending by baby boomers, who have wealth from the stock market and real estate, is supporting the growth of the travel market. Additionally, spending on experiences rather than goods has been a trend among younger adults for some time, and those with disposable income are more likely to spend it on travel rather than, say, a home improvement project.
This trend is lifting all travel stocks, but Airbnb is uniquely positioned to capitalize on the long-term growth of the travel market, as its homes cover a wider range of use cases than traditional online travel agencies do, and rising travel demand should encourage more hosts to come online.
2. It's best positioned to benefit from AI personal agentsMeta Platforms shook up the stock with the launch of its Muse AI personal agent, which handles tasks like scheduling, booking travel, and even negotiating over bills, among others.
Online travel agency stocks like Expedia and Booking Holdings fell on the news, and Airbnb sold off as well, but the homesharing specialist has an advantage over the traditional OTAs. These stocks fell because Muse and other agents have the ability to search for the cheapest or best way to book. They can effortlessly go to a hotel website and book a room, rather than doing so through a platform like Booking or Expedia.
Airbnb doesn't have that vulnerability since most of its inventory is unique to its platform, or at least cannot be booked directly with the host. If Expedia and Booking get disrupted by Muse, that is likely to benefit Airbnb over the long term.
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3. Airbnb benefits from higher interest ratesMost companies prefer lower interest rates. Higher interest rates act as a brake on the economy and raise borrowing costs.
However, if you're a company with cash on the balance sheet, higher interest rates are a tailwind, and Airbnb's unique business allows it to earn a significant amount of interest income.
When you book an Airbnb, you pay at the time of your booking, even though your trip could be months later. During that time, Airbnb earns interest on the cash it's holding.
As of the end of the second quarter, the company had $12.2 billion in funds receivable and amounts held on behalf of customers, in addition to $6.8 billion in cash and equivalents. Through the first half of the year, it earned $363 milion in interest income, equal to more than half of its operating income, and that was before the Fed started raising rates and treasury yields started to spike. Between rising rates and the growth of the business, Airbnb could soon have $1 billion in annual interest income.
All three of these factors are a reminder that Airbnb is more resilient than the market seems to think. It may take time for those tailwinds to play out, but Airbnb is well-positioned to benefit over the long term as the travel market expands and it flexes its advantage over Booking and Expedia. The stock is a smart buy now.
Airbnb, Inc. (ABNB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned -20.5%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Leisure and Recreation Services industry, which Airbnb falls in, has lost 13.7%. The key question now is: What could be the stock's future direction?
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.
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.
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.
For the current quarter, Airbnb is expected to post earnings of $2.89 per share, indicating a change of +30.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.8% over the last 30 days.
The consensus earnings estimate of $5.28 for the current fiscal year indicates a year-over-year change of +31%. This estimate has changed +1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $6.1 indicates a change of +15.7% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +1.3%.
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.
For Airbnb, the consensus sales estimate for the current quarter of $4.75 billion indicates a year-over-year change of +15.9%. For the current and next fiscal years, $14.15 billion and $15.81 billion estimates indicate +15.6% and +11.8% changes, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $3.61 billion in the last reported quarter, representing a year-over-year change of +16.5%. EPS of $1.37 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $3.58 billion, the reported revenues represent a surprise of +0.81%. The EPS surprise was +14.17%.
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.
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.
Buy Airbnb (ABNB). The article shows the sell-off is driven by fear of Meta’s Muse, but Airbnb fundamentals are still strong: Q2 revenue +17% to $3.6B, net income $816M, and heavy buybacks ($1.1B last quarter) with shares down. The stock also broke below $156.51 support, but it’s still above the 200-day trend and the ascending trendline—classic setup for a fear-driven mean reversion toward analyst targets ($195–$200).
Key Risk: Muse actually steals bookings at scale, forcing sustained revenue/margin damage and making buybacks insufficient to offset the disruption.
Travel platform basket
Sell Booking Holdings (BKNG) and Expedia (EXPE) as a pair trade versus ABNB. The news hits the whole travel search/booking stack, but ABNB’s balance sheet and buyback engine are stronger buffers. If the market is overreacting, the most levered, most sentiment-sensitive names should rebound less or later—so short the laggards while going long ABNB.
Key Risk: BKNG/EXPE prove more resilient than ABNB because their direct booking relationships and loyalty programs blunt AI-agent disruption, causing them to rebound faster.
Airbnb stock extended their slide this week, dropping to $149.58, their lowest level since August 6. The stock is now down 23% from last month's peak as investors grow increasingly worried about the potential impact of Meta Platforms' Muse on Airbnb's business.
Airbnb and other travel stocks have plunged this week as investors turned their focus to Muse, the new AI agent platform by Meta Platforms. Booking Holdings plunged to $155, down by 29% from its highest point in August. TripAdvisor plunged to a record low, while Expedia moved to $259, its lowest level since July 24.
Investors are concerned that Airbnb’s business will be disrupted by AI agents. Muse, for example, can crawl the internet, find cheap longing locations, and even book for a user. As such, the fear is that this approach will disrupt a company like Airbnb, which depends on people using its platform to find vacation rentals.
These fears are real. However, in the past, we have seen investors overreact whenever a new technology comes in. A good example of this is in the software industry, where most companies, including Salesforce, ServiceNow, and Atlassian plunged amid SaaSpocalypse fears. Today, most of these stocks have rebounded by double digits from their yearly lows.
The same happened with wealth management stocks like Raymond James, London Stock Exchange, and Charles Schwab, which dropped substantially after Anthropic launched financial tools. These stocks have also rebounded.
Therefore, there is a likelihood that the companies will bounce back once the fear among market participants fade.
Airbnb’s business has continued doing well despite the rising risks. One of the risk is that inflation has remained at an elevated level amid the US-Iran war.
The most recent results showed that its revenue jumped by 17% in the second quarter to $3.6 billion, with the net income hitting $816 million. This growth has helped the management to continue repurchasing its shares. It repurchased $1.1 billion in the last quarter, with its outstanding shares falling to 634 million from 673 million in 2024.
Airbnb also has a strong balance sheet with over $12.1 billion in cash and equivalents, and another $12.2 billion held for its guests. These assets are substantial considering that it has just $2.4 billion in long-term debt.
Airbnb stock chart | Source: TradingView
The daily chart shows that the ABNB stock has slumped in the past few weeks and the sell-off gained steam this week as Muse gained momentum. It has dropped from $193 in August to the current $149.58.
The stock has plunged below the support level of $156.51, its highest level on July 29. Moving below that level confirmed the bearish outlook.
On the positive side, it has remained above the 200-day Exponential Moving Average and the ascending trendline that links the lowest levels since February.
Therefore, the stock may will remain under pressure in the near term and then crawl back in the fourth quarter. This is in line with what most analysts predict. RBC Capital has maintained a target of $195, while Citizens hiked from $190 to $200. Other highly bullish analysts are from companies like Morgan Stanley, Raymond James, Baird, and DA Davidson.
Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.
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Airbnb (NASDAQ:ABNB | ABNB Price Prediction) fell 7.56% to $149.58 without company news. Wall Street’s consensus target sits at $184.35. The gap opened on news of a product launch at another company.
Meta Platforms (NASDAQ:META) debuted Muse, an AI agent that can search, compare, and complete bookings directly with airlines and hotels. The entire online travel sector sold off. Booking Holdings (NASDAQ:BKNG) shed 5.07%, and Expedia Group (NASDAQ:EXPE) dropped 7.72%, while Meta rose. None of the three travel companies issued statements.
Airbnb has accelerated for over a year, raised full-year guidance in August to at least mid-teens revenue growth, and generated $4.8 billion in trailing free cash flow. The multiple contracted anyway because the business model itself sold off.
A Sector Repricing With No Company News A group move without company news signals a repricing of the model, which is more durable than a headline shock and more likely to overshoot in the moment. When peers move together on no company-specific catalyst, the market is re-rating the category rather than any single name.
A Goldman Sachs trading desk note flagged businesses built on “recurring bills, add-on charges and customer passivity.” Online travel platforms fit that description because they earn a fee for matching supply and demand. An agent can reach the supplier directly and strip out the fee.
Airbnb has fallen 10.7% over the past week and 21.36% over the past month. The S&P 500 has moved less, signaling a targeted repricing of intermediaries.
What Meta’s Muse Actually Does Muse is days old. Early adoption figures have been reported, but no booking has been demonstrated to have moved off any of these platforms.
A booking platform earns money by matching travelers to suppliers. An agent that talks straight to the supplier and completes payment removes the middle step.
Expedia has reportedly agreed to let Muse access its platform. If suppliers, resellers and agents converge into distribution rather than replacement, the fee compresses but does not vanish.
Why Airbnb Sits Furthest From the Fallout Airbnb owns supply that cannot be booked elsewhere. An agent can route around a reseller of interchangeable hotel rooms far more easily than around a marketplace holding exclusive inventory, verified identities, and proprietary reviews.
Guests message hosts through Airbnb before and during stays, creating a direct relationship that outside agents can’t replicate without becoming a thin layer over Airbnb’s systems.
Brian Chesky told investors that “a bet on Airbnb is a bet on AI,” and the company has reorganized around that view, including hiring a former head of generative AI from Meta as technology chief.
The weakness in this argument is that exclusivity erodes if hosts list widely elsewhere, though there is no evidence they are.
Fundamentals the Selloff Ignored Second-quarter revenue rose 17% to $3.6 billion, gross booking value rose 16% to $27.2 billion, and first-time bookers grew 11%, the fastest pace in four years.
The consensus target of $184.35 is backed by 4 Strong Buy, 21 Buy, 18 Hold, 2 Sell and 1 Strong Sell ratings. The stock is up 10.21% year-to-date and 21.12% over one year, well ahead of the broader market.
Brian Chesky said “AI is the best thing to ever happen to Airbnb,” and the raised outlook reflects planned increases in AI spending.
Bull and Bear Case for ABNB Stock The bull case rests on exclusive supply, direct guest relationships, and accelerating first-time-booker growth surviving agent-led discovery. Execution has improved into the fear, and analyst revisions have skewed upward with 30 upward EPS revisions against 4 downward for the current fiscal year.
The bear case rests on agents becoming the default front door to travel. Every marketplace loses pricing power on fees, and Airbnb’s multiple was built partly on owning the customer relationship.
The market is applying one multiple to a fee-based reseller and a supply-owning marketplace. If those deserve different multiples, this pricing is an opportunity in one and a warning in the other.
The deciding variable is whether Airbnb’s direct guest relationship holds as agents insert themselves into discovery. The next bookings report is the first real evidence either way.
I lean constructive on Airbnb specifically because the supply is not replaceable, although I would size the position around the assumption that the group multiple stays lower for several quarters while the agent story sorts itself out.
Contact [email protected] for any questions or corrections.
Airbnb, Inc. (NASDAQ:ABNB) is consolidating on Thursday. Shares have dropped more than 10% in just two days. But they may be due for a rebound. They are oversold and at support. This is why Airbnb is the Stock of the Day.
Most movements in the financial markets occur because of emotions and psychology. Some new traders believe a company’s fundamentals matter in trading. But most of the time, this is not the case.
As you can see on the chart, the $150 level has been important for Airbnb. It has been both support and resistance.
This level matters because of investor and trader psychology. People like to place orders at round levels. It has nothing to do with financial metrics like PE ratios or operating margins.
Psychology also explains how a level that had been resistance can convert into support. This is due to sellers’ remorse.
People who sold at $150 thought they made a smart move when the shares sold off. But when the resistance broke and the price moved higher, they changed their minds.
They decided that selling was a mistake. Some also decided to buy their shares back if they could do so at their selling price.
When Airbnb sold off and dropped back to $150, they placed buy orders. The large amount of these orders created support at the same price that had previously been resistance.
Stocks can rally off support because of emotions. This happens when some buyers become anxious and impatient. They worry others will pay higher prices than they are, and they know sellers will go to them.
As a result, they raise their bids. Other anxious buyers see this and do the same. This creates an uptrend.
The best traders understand how important market psychology is. This is why they profit.
Image: Shutterstock
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Finding quality growth stocks with the potential to double by 2030 is achievable. The best candidates to achieve that kind of gain are industry leaders with strong momentum that still isn't fully reflected in their share prices.
Netflix (NFLX -1.64%) and Airbnb (ABNB -3.02%) fit that profile. Both are delivering double-digit percentage revenue and earnings growth, yet both trade at reasonable earnings multiples.
Image source: Getty Images.
Netflix Netflix stock has fallen by 45% from its June 2025 all-time high, and that pullback has taken it down to a level that appears to undervalue the company's long-term growth.
The streamer already has a massive scale, with 330 million households subscribed. Yet management is guiding for revenue growth of 13% to 14% in 2026 (12% on a currency-neutral basis), suggesting the company still has a meaningful runway.
Just as important, it's only expecting to increase its content spending by 10% this year. When revenue grows faster than expenses, earnings can expand quickly -- and that could be enough to double the stock over the next four years. Netflix's operating margin reached 33.4% in the second quarter of 2026.
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Margins could continue to climb as Netflix uses artificial intelligence (AI) in production. For example, the company said on its Q2 earnings call that a 17-minute segment in the documentary The American Experiment was produced using AI-enhanced footage at roughly half the cost of previous methods.
Advertising sales and stock repurchases add two more levers for earnings-per-share growth. Netflix bought back $4.7 billion of stock in Q2. Analysts expect 21% annualized earnings growth over the next several years. If the stock holds near its current forward price-to-earnings multiple of 20, it has a realistic chance of doubling by 2030.
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Airbnb Airbnb is showing signs of renewed momentum after a few softer years. The stock remains below its 2021 high even as revenue growth accelerates.
One major opportunity for the company to drive meaningful long-term growth is by expanding beyond its core home business. In Q2, revenue rose 17% year over year to $3.6 billion, supported by a 16% increase in gross booking value. Hotel nights are growing at about three times the rate of home bookings, and more than a third of its first-time hotel guests return to the platform to book a home stay -- a sign that new categories can feed the core business.
Airbnb is also building itself into a broader travel platform that could include grocery delivery, car rentals, airport pickups, and luggage storage. Not only does this expand its long-term revenue potential, but management believes that it will allow the company to add more services at low incremental cost through partnerships with third-party providers. That could generate significant upside in earnings.
At the same time, the company is using AI to lower its costs. Customer support expenses fell by 16% per booking last quarter, driven by AI tools that resolved nearly half of customer issues without human intervention.
Trading at 31 times forward earnings, and with analysts projecting 20% annualized earnings growth, Airbnb stock has a legitimate path to doubling by 2030.
Investors with an interest in Leisure and Recreation Services stocks have likely encountered both Life Time Group Holdings, Inc. (LTH) and Airbnb, Inc. (ABNB). But which of these two stocks is more attractive to value investors?
Brian Chesky made a bold claim at Goldman Sachs this week, comparing AI to electricity and calling it the best thing to ever happen to Airbnb. The real question is whether his numbers actually back that up or whether the…
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Airbnb (NASDAQ:ABNB | ABNB Price Prediction) CEO Brian Chesky told CNBC’s David Faber at Goldman Sachs’ technology conference this week that AI is the best thing to happen to his company. Most executives who make that claim offer vibes, but Chesky backed it up with numbers.
He said Airbnb is shipping 80% more software than a year ago, and that almost half of customer service tickets are now handled by AI. He also argued that the long-run economic value of AI will accrue to the companies applying it, comparing the technology to electricity.
Airbnb’s Q2 2026 receipts are strong, though shipping velocity and deflected tickets are input metrics. The real question for you as an investor is whether the AI story shows up where it matters: bookings, take rate, and margin.
Receipts Behind the AI Boast Chesky’s operating claims track what Airbnb reported for the quarter. Revenue rose 16.54% to $3.608 billion, net income climbed 27.1% to $816 million, and free cash flow jumped 31.62%.
The AI-specific evidence is clearer than most companies produce. Airbnb’s 8-K exhibit shows customer support cost per booking fell about 16% year over year, and the AI assistant now resolves nearly 45% of issues without a human agent.
Chesky told analysts on the call, “It’s not about how many tokens you use, it’s about the throughput of your product and the quality of your product designs and how much you’re shipping.” That framing matters because inference costs are small relative to conversion gains at Airbnb’s scale.
The margin math supports him. Adjusted EBITDA margin landed at 35%, and management raised the full-year 2026 target to at least 35.5%. Airbnb is absorbing higher AI spend and still expanding margins.
Selling Tickets and Other Adjacencies Chesky’s adjacency argument is that AI lowers the cost of standing up new lines of business, using ticket sales as proof. His verbatim line: “We’re selling tickets on Airbnb now. We had no business selling tickets, but now we can spin up new businesses.”
The receipts here are thinner. Experience supply grew nearly 80% year over year, and Airbnb added grocery delivery, car rentals, airport pickups, and resort passes to its services roster.
Hotel nights are growing approximately three times faster than home nights, and about 35% of first-time hotel guests return to book a home. That is a genuine cross-sell producing repeat demand.
Adjacent expansion is also where platform companies most often overreach. Services remain a small share of the business, and Airbnb is asking you to trust that AI-driven speed will let it win categories where Booking Holdings (NASDAQ:BKNG), Expedia Group (NASDAQ:EXPE), and Viator already compete.
Electricity Analogy, Tested Against Peers Chesky’s electricity comparison, that appliers eventually capture more value than builders, is a defensible reading of general-purpose technology history. If AI capability becomes cheap and widely available, competitors get the same tools and the advantage compresses.
The peer set is talking the same language. Booking’s Q2 2026 revenue grew 8.2% with adjusted EPS of $2.54, and its Transformation Program now targets $650 million in run-rate savings. Expedia grew revenue 14% with adjusted EPS of $5.76.
Airbnb outpaced both on the top line, and TripAdvisor (NASDAQ:TRIP) went the other way, with Q1 2026 revenue down 3.9% and the stock down 50.31% over the past year. Chesky’s growth-gap claim holds against the group.
Whether the gap is durable is another matter. Uber Technologies (NYSE:UBER) CEO Dara Khosrowshahi is running a similar playbook, citing near 100% adoption of AI coding tools among engineers. The tools are becoming a baseline requirement across the industry.
Where ABNB Stock Sits Airbnb trades around $167.65, up 23.53% year to date. The trailing P/E sits near 40x, forward P/E near 30x, and the analyst target is $180.57.
That valuation demands the AI story keep translating into bookings, conversion, and margin. Q2 delivered on all three, plus $1.1 billion in repurchases against $3.4 billion remaining authorization.
Bookings are cheaper at a forward P/E of about 15x, though growth is slower and the stock is down 18.22% year to date. TripAdvisor is restructuring toward experiences after agreeing to sell TheFork for $700 million.
The AI narrative is visible in Airbnb’s numbers today, and the services roadmap adds real optionality. ABNB’s premium multiple hinges on the AI story continuing to translate into bookings, conversion, and margin gains, and the growth gap Chesky is touting will likely compress if peers close the AI execution gap over the next several quarters.
Contact [email protected] for any questions or corrections.
Airbnb, Inc. (ABNB - Free Report) closed at $170.19 in the latest trading session, marking a +1.52% move from the prior day. This move outpaced the S&P 500's daily gain of 0.86%. Meanwhile, the Dow gained 0.98%, and the Nasdaq, a tech-heavy index, added 0.96%.
Shares of the company have depreciated by 9.44% over the course of the past month, underperforming the Consumer Discretionary sector's loss of 5.09%, and the S&P 500's loss of 1.96%.
The upcoming earnings release of Airbnb, Inc. will be of great interest to investors. The company's earnings per share (EPS) are projected to be $2.88, reflecting a 30.32% increase from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $4.74 billion, indicating a 15.79% growth compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates project earnings of $5.24 per share and a revenue of $14.1 billion, demonstrating changes of +30.02% and +15.21%, respectively, from the preceding year.
It's also important for investors to be aware of any recent modifications 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.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. 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, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been a 0.31% rise in the Zacks Consensus EPS estimate. Currently, Airbnb, Inc. is carrying a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Airbnb, Inc. has a Forward P/E ratio of 32 right now. This signifies a premium in comparison to the average Forward P/E of 15.49 for its industry.
Investors should also note that ABNB has a PEG ratio of 1.94 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. As the market closed yesterday, the Leisure and Recreation Services industry was having an average PEG ratio of 1.13.
The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 210, finds itself in the bottom 15% echelons of all 250+ industries.
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.
To follow ABNB in the coming trading sessions, be sure to utilize Zacks.com.
Airbnb CEO Brian Chesky joins CNBC's David Faber from Goldman Sachs' Communicopia technology conference to discuss the incorporation of AI into the company's online infrastructure and more.
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 -5.8% 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 lost 12.9% 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.
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.
Airbnb is expected to post earnings of $2.88 per share for the current quarter, representing a year-over-year change of +30.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.9%.
For the current fiscal year, the consensus earnings estimate of $5.24 points to a change of +30% 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 $6.04 indicates a change of +15.4% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +0.6%.
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
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 $4.74 billion for the current quarter points to a year-over-year change of +15.8%. The $14.1 billion and $15.74 billion estimates for the current and next fiscal years indicate changes of +15.2% and +11.6%, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $3.61 billion in the last reported quarter, representing a year-over-year change of +16.5%. EPS of $1.37 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $3.58 billion, the reported revenues represent a surprise of +0.81%. The EPS surprise was +14.17%.
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 F 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.
Airbnb is firmly in its next major growth cycle, validated by robust Q2 2026 results. Q2 2026 saw revenue up 17%, net income up 27%, and free cash flow up 30% year-over-year. ABNB exceeded management's outlook on every key metric, including strong North American growth.
European cities will gain more leeway to curb short-term rentals such as Airbnb under new EU plans that aim to bring down housing costs in tourism hotspots.
Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to do with it.
Fewer than 14 hours separated Jim Cramer’s two takes on Anthropic. On Tuesday night’s Mad Money, he told viewers the private AI lab “could be a gigantic IPO and investors will sell all sorts of other stocks in order to raise money to participate.” Wednesday morning on Squawk on the Street, he was comparing the odds quoted by one of Anthropic’s own safety researchers to a surgery no sane patient would agree to.
Surgery Analogy That Reframes the IPO Pitch Cramer’s on-air reaction, per CNBC’s Sept. 9 broadcast: “If you ever been in a situation where you want a surgery and the surgery electrosurgery is more than 5%, 5% fatality. No, you don’t do it…10% is twice 5%. So when I read that, I said, well, you know, I don’t like those odds. Those odds are just plain bad.” He followed with, “I’m very surprised that this man still works for Dario, for Anthropic.” Cramer posted a shorter version on X at 9:42 a.m.: “10% chance we’re all gonna die from AI? (anthropic exec) Don’t like the odds.”
The number came from Anthropic safety researcher Evan Hubinger, who publicly wrote he sees “a greater than 10% chance of that happening” in the context of AI killing people. Separately, Anthropic researcher Jacob Coxon resigned and posted that Anthropic and OpenAI are “racing straight to self-improving, superintelligence and gambling with our lives.”
Why the Whiplash Matters for Cramer’s Broader AI Book Anthropic remains private and has no filed S-1 with the SEC, so Cramer’s IPO talk is speculation about a deal rather than a scheduled offering. That matters because his April view had already floated a $1 trillion outcome, and on Sept. 3 he tied Broadcom’s bull case to the same lab, framing it as “Anthropic or bust.” If a private-market safety debate delays or shrinks that IPO, the ripple hits public names investors actually own.
Public-Market AI Proxies Trading Today Meta (NASDAQ:META | META Price Prediction) is the mega-cap answer. On July 29, 2026, Meta posted Q2 revenue of $60.80 billion, up 27.96% year-over-year, while diluted EPS of $6.18 missed the $7.2214 consensus by 14.42%. Capital expenditures hit $30.116 billion in the quarter, and free cash flow collapsed to $784 million. Full-year capex guidance now sits at $130-145 billion, funding an aggressive AI buildout described by CEO Mark Zuckerberg as “accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.” Details are in Meta’s Q2 2026 8-K exhibit. On Sept. 9, Meta traded up 5.7% in the morning and is up 12.1% in a week on its Muse AI agent launch. The stock ignored the safety headlines.
Airbnb (NASDAQ:ABNB) shows the applied side. Q2 2026 revenue was $3.608 billion, up 16.54%, with GAAP EPS of $1.27. Airbnb’s AI assistant now resolves ~45% of customer support issues without a human agent, pushing support cost per booking down ~16% YoY, and nearly 60% of engineer-produced code is AI-coauthored. Shares traded at 169.42 late morning Sept. 9, down 2.93% on the session and 7.19% over the week, though still up 24.83% year to date.
What to Watch Next Three items: whether Anthropic files actual IPO paperwork (as of today it has not), whether more Anthropic staff go public with p(doom) numbers, and whether Meta’s capex trajectory into $130-145 billion for the year keeps drawing bids while free cash flow compresses. All of that buildout still has to be powered, cooled, and networked by somebody, and we profiled seven of those suppliers in a free AI infrastructure report. The private-market safety debate at Anthropic and the public-market AI trade are the same story pointed at different audiences.
Data Sources CNBC Squawk on the Street, Sept. 9, 2026: Cramer’s surgery analogy, Coxon and Hubinger quotes. Custom user briefing: Cramer X post timing, Meta premarket move, Sept. 3 “Anthropic or bust” framing. Meta Q2 2026 8-K exhibit on SEC.gov: revenue, EPS miss, capex, free cash flow. Airbnb Q2 2026 earnings data: revenue, EPS, AI support metrics, buyback capacity. Contact [email protected] for any questions or corrections.
HB Wealth Management LLC grew its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 18.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 22,119 shares of the company’s stock after purchasing an additional 3,412 shares during the quarter. HB Wealth Management LLC’s holdings in Airbnb were worth $3,165,000 as of its most recent filing with the SEC.
Other large investors also recently made changes to their positions in the company. Caxton Associates LLP acquired a new position in Airbnb during the 1st quarter worth about $258,000. Intech Investment Management LLC increased its position in Airbnb by 55.8% in the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after acquiring an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Airbnb by 18.8% in the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after acquiring an additional 927 shares during the last quarter. WINTON GROUP Ltd bought a new position in shares of Airbnb in the second quarter worth about $411,000. Finally, NewEdge Advisors LLC lifted its position in shares of Airbnb by 9.8% during the second quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after purchasing an additional 4,811 shares in the last quarter. Institutional investors own 80.76% of the company’s stock.
Wall Street Analysts Forecast Growth Several analysts have recently commented on ABNB shares. Truist Financial increased their price target on shares of Airbnb from $129.00 to $134.00 and gave the company a “hold” rating in a research note on Friday, June 12th. Citigroup boosted their price objective on shares of Airbnb from $175.00 to $193.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Morgan Stanley upped their price objective on Airbnb from $120.00 to $125.00 and gave the stock an “underweight” rating in a report on Thursday, July 30th. Raymond James Financial upgraded Airbnb from a “market perform” rating to an “outperform” rating and set a $200.00 price objective on the stock in a research report on Tuesday. Finally, Evercore set a $200.00 target price on Airbnb in a research note on Monday, August 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $179.10.
Get Our Latest Stock Analysis on ABNB Airbnb Stock Down 4.1% Shares of NASDAQ ABNB opened at $174.54 on Wednesday. The firm has a market capitalization of $104.51 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 2.11 and a beta of 1.16. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $193.45. The firm’s 50-day moving average is $164.35 and its 200-day moving average is $144.88.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping the consensus estimate of $1.26 by $0.11. The company had revenue of $3.61 billion during the quarter, compared to analysts’ expectations of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. Airbnb’s revenue was up 16.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.03 EPS. Equities analysts expect that Airbnb, Inc. will post 5.23 EPS for the current year.
Insider Buying and Selling at Airbnb In other news, Director Joseph Gebbia Jr. sold 294,903 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $148.43, for a total value of $43,772,452.29. Following the transaction, the director owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. This represents a 10.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $174.41, for a total value of $92,611,710.00. Following the completion of the transaction, the insider owned 171,370 shares in the company, valued at $29,888,641.70. This represents a 75.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,288,689 shares of company stock valued at $374,988,733. 27.21% of the stock is currently owned by insiders.
Airbnb Profile (Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.
The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.
Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.
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California State Teachers Retirement System lifted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 13,162.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 91,253,439 shares of the company’s stock after buying an additional 90,565,372 shares during the quarter. California State Teachers Retirement System owned 15.24% of Airbnb worth $13,058,367,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harris Associates L P grew its position in Airbnb by 21.0% in the fourth quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after acquiring an additional 3,240,477 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after purchasing an additional 47,966 shares during the period. AQR Capital Management LLC grew its holdings in Airbnb by 58.4% during the 4th quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after purchasing an additional 2,492,847 shares in the last quarter. Clearbridge Investments LLC increased its stake in Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock worth $824,356,000 after buying an additional 216,455 shares during the period. Finally, Wellington Management Group LLP increased its stake in Airbnb by 80.6% during the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock worth $827,929,000 after buying an additional 2,581,539 shares during the period. 80.76% of the stock is owned by institutional investors and hedge funds.
Insider Activity at Airbnb In other Airbnb news, insider Nathan Blecharczyk sold 13,615 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $187.27, for a total transaction of $2,549,681.05. Following the sale, the insider owned 20,567 shares in the company, valued at $3,851,582.09. This represents a 39.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO David Bernstein sold 5,224 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $182.49, for a total value of $953,327.76. Following the transaction, the chief accounting officer directly owned 48,513 shares in the company, valued at approximately $8,853,137.37. This represents a 9.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,288,689 shares of company stock valued at $374,988,733 over the last three months. 27.21% of the stock is owned by insiders.
Analyst Ratings Changes A number of equities analysts have weighed in on the stock. Royal Bank Of Canada set a $165.00 price objective on shares of Airbnb in a research report on Monday, August 10th. Phillip Securities lowered Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Weiss Ratings raised Airbnb from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, August 21st. Susquehanna raised their price objective on Airbnb from $170.00 to $200.00 and gave the company a “positive” rating in a research note on Friday, August 7th. Finally, Truist Financial lifted their price objective on Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a report on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $179.10. Get Our Latest Stock Analysis on Airbnb
Airbnb Price Performance Shares of ABNB stock opened at $174.54 on Wednesday. The firm has a market cap of $104.51 billion, a P/E ratio of 39.67, a P/E/G ratio of 2.11 and a beta of 1.16. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $193.45. The firm has a fifty day moving average of $164.35 and a two-hundred day moving average of $144.88.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business had revenue of $3.61 billion for the quarter, compared to analyst estimates of $3.58 billion. During the same quarter in the prior year, the business posted $1.03 EPS. The company’s revenue for the quarter was up 16.3% on a year-over-year basis. As a group, research analysts anticipate that Airbnb, Inc. will post 5.23 earnings per share for the current fiscal year.
Airbnb Company Profile (Free Report)
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.
The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.
Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.
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Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Baird upgraded and raised its price target for Airbnb (ABNB) because of the upside it sees for the company's asset-light home rental model.
