Airbnb (ABNB) Resumen de Acciones
Airbnb, Inc. junto con sus filiales, opera una plataforma de estancias, experiencias y servicios en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
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Competidores de Airbnb, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$184.98 |
| Máximo en las últimas 52 semanas | US$187.12 |
| Mínimo de 52 semanas | US$110.81 |
| Beta | 1.14 |
| Cambio en 1 mes | 24.47% |
| Variación en 3 meses | 39.11% |
| Cambio de 1 año | 52.11% |
| Variación en 3 años | 42.46% |
| Variación en 5 años | 28.55% |
| Variación desde la OPV | 27.83% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 02
ABNB: AI Expansion And Margin Resilience Will Drive Future Earnings Power
Airbnb's analyst price target has shifted modestly higher toward $160 to $175 per share, as analysts highlight resilient margin expectations, a supportive travel backdrop and growing comfort with the role of AI in the business model. Analyst Commentary Recent Street research around Airbnb points to a mix of optimism and caution, with many firms adjusting price targets in a relatively tight band and focusing on execution, profitability and the role of AI in the business.Seeking Alpha • Jul 28
Airbnb: Offering A Great Value As It Enters Its Next Great Growth Cycle
Summary Airbnb (ABNB) continues to defy negative perceptions, expanding beyond travel rentals while maintaining an asset-light, scalable business model. Q1 2026 results highlight ABNB’s strength, with revenue and gross bookings value up 19% year-over-year to $29.2 billion. Nights and seats booked rose 9% YoY, signaling robust platform demand and countering concerns of platform maturity. I see significant growth runway ahead for ABNB, supported by strong regional demand and ongoing business model evolution. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 02
ABNB: AI Expansion And Margin Resilience Will Drive Future Earnings Power
Airbnb's analyst price target has shifted modestly higher toward $160 to $175 per share, as analysts highlight resilient margin expectations, a supportive travel backdrop and growing comfort with the role of AI in the business model. Analyst Commentary Recent Street research around Airbnb points to a mix of optimism and caution, with many firms adjusting price targets in a relatively tight band and focusing on execution, profitability and the role of AI in the business.Seeking Alpha • Jul 28
Airbnb: Offering A Great Value As It Enters Its Next Great Growth Cycle
Summary Airbnb (ABNB) continues to defy negative perceptions, expanding beyond travel rentals while maintaining an asset-light, scalable business model. Q1 2026 results highlight ABNB’s strength, with revenue and gross bookings value up 19% year-over-year to $29.2 billion. Nights and seats booked rose 9% YoY, signaling robust platform demand and countering concerns of platform maturity. I see significant growth runway ahead for ABNB, supported by strong regional demand and ongoing business model evolution. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 23
ABNB: Premium Multiple Will Constrain Upside As Travel Marketplace Expansion Matures
Analysts have lifted their fair value estimate for Airbnb to $122.88 from $109.10, reflecting higher Street price targets and expectations for slightly stronger long term profit margins and a richer future P/E multiple, even as projected revenue growth and the model discount rate are adjusted. Analyst Commentary Recent research on Airbnb points to a generally constructive tone, with several firms lifting price targets or ratings.Artículo de análisis • Jun 20
Airbnb (ABNB) Stock Could Be 26% Undervalued As Lower Flight Costs Support Travel
The trigger for Airbnb (ABNB) today is outside the company, with easing geopolitical tensions and the reopening of the Strait of Hormuz expected to reduce flight costs and support travel activity through its platform. See our latest analysis for Airbnb. Airbnb’s recent 7.66% 7 day share price return and 10.81% 90 day share price return suggest momentum has picked up, while the 8.11% 1 year total shareholder return and longer term figures provide a more mixed picture for buy and hold...
Actualización de narrativa • Jun 04
ABNB: Platform Expansion And Travel Services Are Expected To Drive Future Upside
Analysts have raised the Airbnb fair value estimate by about $11 to $156.51, citing updated assumptions around revenue growth and profitability, as well as a slightly lower discount rate, partly offset by a lower projected future P/E multiple. Analyst Commentary Recent Street research around Airbnb has been active, with multiple firms updating price targets and ratings.Actualización de narrativa • May 21
ABNB: Organic Revenue Levers And AI Resilience Will Drive Future Earnings Power
Airbnb's analyst price target has been nudged up from $180 to $181, reflecting analysts' updated assumptions for slightly stronger revenue growth, higher profit margins and a lower future P/E after a series of recent target raises and upgrades across the Street. Analyst Commentary Recent research updates show a clear tilt toward more constructive views on Airbnb, with a cluster of price target raises and several upgrades pointing to growing confidence in the company’s execution and earnings power.Artículo de análisis • May 11
Airbnb, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Airbnb, Inc. ( NASDAQ:ABNB ) came out with its first-quarter results last week, and we wanted to see how the business...Actualización de narrativa • May 06
ABNB: Organic Revenue Levers And AI Resilience Will Support Long-Term Cash Flows
Airbnb's analyst price target has been updated from $173.85 to $180.00 as analysts respond to a series of upgrades and price target revisions that highlight organic revenue drivers, business inflection points, and reduced concern about AI-driven disruption of marketplace models. Analyst Commentary Recent research updates around Airbnb point to a cluster of optimistic views focused on execution, new revenue drivers, and reduced concern about AI-related disruption of marketplace models.Actualización de narrativa • Apr 22
ABNB: AI Resilience And Debt Issuance Are Expected To Shape Balanced Outlook
Airbnb's analyst price target saw a modest adjustment of a few dollars as analysts weighed mixed target changes against slightly updated assumptions for discount rate, revenue growth, profit margins, and future P/E following recent research updates across the Street. Analyst Commentary Recent research on Airbnb reflects a mix of optimism and caution as analysts adjust price targets and ratings around updated assumptions for growth, profitability, and competitive risk from AI driven platforms.Actualización de narrativa • Apr 07
ABNB: AI Resilience And Margin Expansion Are Expected To Unlock Upside
Airbnb's analyst price target has edged higher to $145.68 from $143.75. This reflects analysts' updated models that factor in slightly stronger revenue growth assumptions, modestly lower future P/E expectations, and recent research citing more constructive views on the company’s growth opportunities and resilience to AI related disintermediation risks.Actualización de narrativa • Mar 24
ABNB: AI Multiple Compression Will Limit Upside Despite Easing Disintermediation Concerns
Airbnb's fair value estimate has been trimmed slightly, with the updated analyst price target moving a touch lower as analysts balance stronger revenue growth and margins with modestly lower assumed future P/E and discount rate, while also factoring in recent research that views the company as relatively insulated from AI disintermediation and supported by travel demand and new product levers such as reserve now pay later and expanding hotel inventory. Analyst Commentary Street research around Airbnb has been active, with a mix of reassessments on artificial intelligence risk, refreshed models after recent results, and several valuation resets.Actualización de narrativa • Mar 09
ABNB: AI Multiple Compression Will Restrain Upside Despite Easing Disintermediation Risk
Airbnb's updated fair value edges down slightly to about $109, as analysts modestly adjust price targets while highlighting what they see as resilient marketplace economics, healthy revenue and margin assumptions, and reduced AI disintermediation risk following OpenAI's reported checkout pivot. Analyst Commentary Recent research on Airbnb reflects a mixed but generally constructive stance, with several firms adjusting models after the latest Q4 report and in response to changing views on AI related risk.Actualización de narrativa • Feb 23
ABNB: AI Multiple Compression Likely To Cap Upside Despite Travel Tailwinds
Airbnb's fair value estimate edges up to about $110, reflecting a slightly lower discount rate and modestly stronger revenue growth assumptions, even as analysts recalibrate price targets around $150 and below in response to sector wide multiple compression and evolving views on AI related risks and travel demand drivers. Analyst Commentary Recent Street research on Airbnb reflects a mixed backdrop, with several firms trimming price targets at the same time others upgrade ratings and lift their targets.Actualización de narrativa • Feb 09
ABNB: Undervalued Upside Seen From Margin Expansion And Travel Demand Tailwinds
Analysts have made only a small upward adjustment to the implied fair value for Airbnb to $143.75 per share. This reflects a mix of slightly lower long term growth assumptions, modestly higher margin expectations, a steady forward P/E near 27x, and a blend of recent price target hikes and trims across the Street.Actualización de narrativa • Jan 25
ABNB: Fair Outlook Balances AI Disruption Risk With New Revenue Drivers
The analyst price target for Airbnb has been raised by about US$5 to reflect a slightly higher fair value estimate of US$143.23. Analysts point to improving sentiment on the company’s growth and margin potential, its relative insulation from AI disruption, and new product levers such as reserve now pay later, hotel supply and sponsored listings.
Actualización de narrativa • Jan 23
Waiting for a Reason to Move
Since I published this narrative, the stock price has been choppy and generally below recent highs, trading around $130 to $135, with a 52-week range of roughly $99 to $164. The stock ran up a bit after summer but hasn’t broken past earlier peaks.Actualización de narrativa • Jan 11
ABNB: AI Disruption Risk And Rich Pricing Likely To Restrain Upside
Analysts have nudged our Airbnb fair value estimate higher to $109.75 from $104.43 as they factor in slightly stronger revenue growth and margins, supported by recent upgrades and higher price targets that highlight upside options in hotels, sponsored listings and Reserve Now, Pay Later, as well as perceived insulation from AI risk. Analyst Commentary Recent research on Airbnb reflects a mixed but gradually more balanced stance, with several upgrades into more neutral ratings and a wide range of price targets.Actualización de narrativa • Dec 27
ABNB: AI Travel Tools Will Likely Pressure Future Revenue Durability
We are raising our Airbnb fair value estimate by approximately $6 to about $104 per share, as analysts highlight resilient long term revenue growth, improving profit margins, and a supportive mix of price target revisions that collectively outweigh modest concerns about AI disruption and near term valuation. Analyst Commentary Recent research updates present a mixed but generally constructive view on Airbnb, with the stock benefiting from a supportive macro backdrop for travel and ongoing product innovation.Actualización de narrativa • Dec 13
ABNB: Expanded Hotel Focus Will Drive Long-Term Cash Flow Upside
Analysts have modestly lowered their fair value estimate for Airbnb to approximately $174 per share from about $181, reflecting slightly slower expected revenue growth and a lower future P E multiple. This is partially offset by improved margin expectations and confidence that leading online travel platforms remain well insulated from AI driven disruption.Artículo de análisis • Nov 10
Earnings Update: Airbnb, Inc. (NASDAQ:ABNB) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Airbnb, Inc. ( NASDAQ:ABNB ) released its quarterly result to the market. The early...Actualización de narrativa • Sep 12
Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan
Despite continued strength in global travel demand and macroeconomic tailwinds supporting Airbnb’s core lodging business, lingering caution around non-core revenues and a muted U.S. travel rebound have led analysts to trim their consensus price target slightly from $139.83 to $138.12. Analyst Commentary Stabilizing and resilient global travel demand, with particular growth in Asia Pacific and Latin America, is supporting consensus upgrades to sales growth expectations through 2025.
Nueva narrativa • Aug 12
Airbnb (ABNB): Still one of the most interesting bets in travel
Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences)Seeking Alpha • Apr 28
Airbnb Earnings: Mixed Outlook And Some Short-Term Tailwinds
Summary Airbnb is scheduled to report the seasonally important Q1 2025 later this week, and all eyes are on the impact of macroeconomic uncertainty. The likelihood of a better-than-expected quarter based on operational performance only appears limited. Changes in foreign exchange rates could provide a much-needed short-term boost to the stock price. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Airbnb: Expect Weak Trends Through H1 2025
Summary The hospitality industry shows strong momentum, but tariff turmoil and economic uncertainty may dampen travel demand, affecting Airbnb's growth in 1H 2025. U.S. travel demand is weak, with significant declines in international interest, particularly from Canada, China, and the EU, impacting Airbnb's revenue. Analyst estimates for Airbnb's revenue have been revised down by nearly $200 million, reflecting the headwinds in the travel sector. Despite short-term challenges, Airbnb remains a high-quality investment with strong free cash flow potential, but a recovery is not expected before H2 2025. Read the full article on Seeking AlphaNueva narrativa • Apr 08
535 Upgrades And Co-Host Network Will Transform Guest Experience
Airbnb's feature upgrades and product optimizations are driving higher conversion rates, poised to significantly boost revenue in the future.Seeking Alpha • Mar 15
AirBnb: An Outstanding Business Now At A Reasonable Price
Summary AirBnb's business model is exceptional, generating significant cash flow with minimal capital expenditures, making it a strong long-term investment despite its stock volatility. The company's ability to earn interest on customer prepayments and its strong cash position highlight its financial strength and operational efficiency. Expansion into new markets and adjacent businesses, while risky, offers substantial growth potential, similar to Amazon's early strategy. Despite short-term market fluctuations, AirBnb's profitability and growth prospects make it an attractive buy, especially at current discounted prices. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Airbnb Q4 Earnings: Inflection Point Is Here
Summary Airbnb's shares surged 14% after earnings, reflecting a fair valuation at 20x forward free cash flow with 12% y/y growth expected in 2025. Heavy investments and over 500 new features aim to enhance the platform, setting Airbnb up for long-term growth beyond 2025. Despite low double-digit revenue growth, Airbnb's strong free cash flow generation and nearly 9% net cash position provide a margin of safety. Risks include dependency on global air travel and fierce competition, but Airbnb's dominant position makes it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Airbnb Is Beaten Down, Buy Before Experiences Brings It Back
Summary Despite a negative analyst outlook for consumer discretionary spending, TSA data would suggest travel volumes improved in the 2024-2025 winter season. Airbnb is planning to re-release Experiences across over 100 cities in May 2025, potentially boosting app usage and revenue. Margin compression is expected due to increased investments as Airbnb further enhances its application. If Experiences has a successful launch, ABNB may realize stronger operating leverage. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Airbnb: Excited For An Expanding Market In 2025
Summary Airbnb is well-positioned to capitalize on the travel industry's projected high single-digit growth in 2025, leveraging AI for personalized experiences and operational efficiency. Airbnb's robust free cash flow and share repurchase strategy highlight its strong financial health and shareholder value. AirDNA data suggests Airbnb's Q4 2024 revenue will exceed consensus estimates, indicating strong booking trends. With a fair value estimate of $158 per share, I project a 20% upside for Airbnb, reaffirming a "Buy". Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Airbnb: A Messy Transition Into A More Mature Business Model
Summary Airbnb's poor share price performance over the course of 2024 seems to have caught many market participants by surprise. The stock now trades at more attractive levels, but issues related to margins and slowing growth in bookings remain. I remain sceptical of ABNB's prospects to outperform the market and it seems likely that the stock could soon trade at a lower sales multiple than its major peer. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Airbnb: Tough Road Ahead As Hotel Competitors Close In With Strong Bookings
Summary I'm reiterating my sell rating on Airbnb post-earnings, as the company faced a further deceleration in bookings growth rates while peers have improved. The company is issuing a more upbeat outlook for Q4 that suggests trends may accelerate, but this is far from guaranteed in an inflation-weary environment. Airbnb's adjusted EBITDA margins are also weakening, a symptom of the company's boosted spending on marketing and R&D to release new features like Icons and Co-Host. The stock's valuation at ~34x forward P/E sits well above its hotel OTA peers, despite the fact that its competitors now have very similar top-line growth rates. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Why Airbnb Q3 Earnings Signal Potential Growth Slowdown In 2025
Summary We found Airbnb's Q3 results moderately positive. Airbnb’s key business metrics showed decent growth rates amid a challenging macro backdrop. For FY 2025, we anticipate revenue growth to decelerate to 6%-8%, and EPS from $3.32 to $3.67. We believe Airbnb is overvalued now, and anticipate headwinds in the short term. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Airbnb Earnings: Still Growing, But This Stock Is Too Expensive
Summary Airbnb reported Q3 earnings after the close Thursday. Growth appears to be marching along nicely and free cash flow generation remains strong. The company is great, but the stock is expensive. Wait for a better entry. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ABNB | US Hospitality | Mercado US | |
|---|---|---|---|
| 7D | 23.4% | 1.0% | 0.09% |
| 1Y | 52.1% | -1.1% | 19.0% |
Rentabilidad vs. Industria: ABNB superó a la industria US Hospitality, que obtuvo un rendimiento del -1.1% el año pasado.
Rentabilidad vs. Mercado: ABNB superó al mercado US, que obtuvo un rendimiento del 19% el año pasado.
Volatilidad de los precios
| ABNB volatility | |
|---|---|
| ABNB Average Weekly Movement | 6.5% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: ABNB no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ABNB (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 8,200 | Brian Chesky | www.airbnb.com |
Airbnb, Inc. junto con sus filiales, opera una plataforma de estancias, experiencias y servicios en todo el mundo. El mercado de la empresa conecta a anfitriones y huéspedes en línea o a través de dispositivos móviles para reservar espacios, experiencias y servicios. También ofrece tarjetas regalo.
Resumen de fundamentos de Airbnb, Inc.
| Estadísticas fundamentales de ABNB | |
|---|---|
| Capitalización bursátil | US$108.90b |
| Beneficios(TTM) | US$2.69b |
| Ingresos (TTM) | US$13.16b |
40.5x
Ratio precio-beneficio (PE)8.3x
Ratio precio-ventas (PS)¿Está ABNB sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ABNB | |
|---|---|
| Ingresos | US$13.16b |
| Coste de los ingresos | US$2.25b |
| Beneficio bruto | US$10.91b |
| Otros gastos | US$8.22b |
| Beneficios | US$2.69b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 4.56 |
| Margen bruto | 82.90% |
| Margen de beneficio neto | 20.45% |
| Ratio deuda/patrimonio | 31.7% |
¿Cómo se ha desempeñado ABNB a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 16:21 |
| Precio de las acciones al final del día | 2026/08/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Airbnb, Inc. está cubierta por 51 analistas. 43 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Colin Sebastian | Baird |
| Trevor Young | Barclays |
| Ross Sandler | Barclays |