Airbnb, Inc. (ABNB) AI Stock Analysis

Airbnb, Inc. operates a global platform connecting hosts and guests through web and mobile marketplaces. Established in 2007 and headquartered in San Francisco, California, the company enables hosts to offer accommodations and experiences to travelers worldwide. Its listings range from private rooms and primary residences to vacation homes, serving diverse lodging preferences and budgets. The platform allows individuals to monetize properties and talents while offering travelers personalized stays, operating a community-driven marketplace within the sharing economy landscape.

Airbnb grew revenue from $5.99B in FY2021 to $12.30B in FY2025, recording a 5-year revenue CAGR of 29.5% from FY2020 to FY2025. Annual revenue growth moderated from 77.4% in FY2021 and 40.2% in FY2022 to 18.1% in FY2023, 11.9% in FY2024, and 10.8% in FY2025. Net income transitioned from -$352.0M in FY2021 to $2.51B in FY2025, after reaching $4.79B in FY2023. Gross margin stood at 72.3% in FY2025 compared to 83.1% in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 16.5% year-over-year, while quarterly earnings grew 33.4% year-over-year. Trailing twelve month revenue reached $13.16B with an operating margin of 21.0%.

As of June 30, 2026, Airbnb held $12.07B in cash and short-term investments against total debt of $2.50B, resulting in net cash of $9.57B. Total assets stood at $28.75B and shareholders equity was $7.80B. The company maintained a current ratio of 1.41 and a debt-to-equity ratio of 0.32. In FY2025, operating cash flow and free cash flow were both $4.65B. Capital expenditures were $33.0M, while share buybacks totaled $3.79B, contributing to a 5-year share count change of -12.3%.

Airbnb trades at a trailing P/E of 39.6x and a forward P/E of 25.4x, compared to 34.4x and 27.0x for the median of its Nasdaq-100 Consumer Cyclical peers. Its price-to-sales ratio is 7.9x versus the peer median of 3.7x, while EV to EBITDA sits at 27.9x against the peer median of 19.2x. Over the past year, the stock returned 41.3%, outperforming the S&P 500 (SPY) return of 16.8%. Over five years, the stock gained 2.7% compared to 83.0% for the S&P 500.

Wall Street analysts maintain 22 Strong Buy, 4 Buy, 16 Hold, 1 Sell, and 1 Strong Sell ratings on Airbnb. The mean price target is $183.15, representing a 5.4% premium over the last close of $173.70 on October 16, 2026. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $14.18B and EPS of $5.31. Airbnb beat EPS estimates in 1 of the last 4 quarters. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Airbnb, Inc. (ABNB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ABNB income statement, ABNB balance sheet, ABNB key metrics, ABNB analyst forecast, ABNB chart. See the ABNB stock overview for the latest quote and news.