Airbnb（0A8C）株式概要Airbnb, Inc.はその子会社とともに、世界各地で宿泊、体験、サービスのプラットフォームを運営している。 詳細0A8C ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より34%で取引されている 収益は年間16.19%増加すると予測されています リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る0A8C Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$132.6620.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b20b2016201920222025202620282031Revenue US$20.3bEarnings US$4.0bAdvancedSet Fair ValueView all narrativesAirbnb, Inc. 競合他社InterContinental Hotels GroupSymbol: LSE:IHGMarket cap: US$22.7bWhitbreadSymbol: LSE:WTBMarket cap: UK£4.0bCompass GroupSymbol: LSE:CPGMarket cap: US$52.9bTrainlineSymbol: LSE:TRNMarket cap: UK£792.3m価格と性能株価の高値、安値、推移の概要Airbnb過去の株価現在の株価US$132.6652週高値US$148.5852週安値US$110.90ベータ1.211ヶ月の変化-6.64%3ヶ月変化8.80%1年変化4.34%3年間の変化24.21%5年間の変化-6.74%IPOからの変化-24.53%最新ニュースRecent Insider Transactions • May 08Co-Founder & Director recently sold US$8.1m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly US$140 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.お知らせ • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.お知らせ • Apr 10Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 11Airbnb Announces Management ChangesAirbnb announced on March 10, 2026 that it appointed Gus Fuldner, who led a global safety team at Uber, as Airbnb’s new head of global operations. He begins the new role on March 16, 2026. Fuldner replaces Tara Bunch, who Airbnb said is retiring after six years. Fuldner exited Uber last month, although he announced in December that he would be leaving after a dozen years at the rideshare company. His title at Uber was SVP of Core Services, which included safety, support, payments, insurance and identity. It’s an interesting moment for Airbnb to hire an executive with rideshare experience because Airbnb is testing ground transport services in many parts of the world in a quest to claim more of the “entire trip.” Over the last year, Airbnb has expanded its hotel business, relaunched Experiences and launched Services. At Airbnb, Fuldner will head community support, which includes host relations; fraud and safety operations, and AirCover insurance.Reported Earnings • Feb 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$12.2b (up 10% from FY 2024). Net income: US$2.51b (down 5.2% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.お知らせ • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026最新情報をもっと見るRecent updatesRecent Insider Transactions • May 08Co-Founder & Director recently sold US$8.1m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly US$140 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.お知らせ • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.お知らせ • Apr 10Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Mar 11Airbnb Announces Management ChangesAirbnb announced on March 10, 2026 that it appointed Gus Fuldner, who led a global safety team at Uber, as Airbnb’s new head of global operations. He begins the new role on March 16, 2026. Fuldner replaces Tara Bunch, who Airbnb said is retiring after six years. Fuldner exited Uber last month, although he announced in December that he would be leaving after a dozen years at the rideshare company. His title at Uber was SVP of Core Services, which included safety, support, payments, insurance and identity. It’s an interesting moment for Airbnb to hire an executive with rideshare experience because Airbnb is testing ground transport services in many parts of the world in a quest to claim more of the “entire trip.” Over the last year, Airbnb has expanded its hotel business, relaunched Experiences and launched Services. At Airbnb, Fuldner will head community support, which includes host relations; fraud and safety operations, and AirCover insurance.Reported Earnings • Feb 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$12.2b (up 10% from FY 2024). Net income: US$2.51b (down 5.2% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.お知らせ • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026お知らせ • Dec 11Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V.Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V. on December 10, 2025. The transaction, which remains subject to Works Council advice and other customary closing conditions, is expected to close in the first quarter of 2026.お知らせ • Nov 22Airbnb, Inc. Announces Departure of Aristotle Balogh as Chief Technology Officer in December 2025On November 18, 2025, Aristotle Balogh notified Airbnb, Inc. (the Company) that he will depart from his role as Chief Technology Officer of the Company in December 2025 and has agreed to remain at the Company through at least February 2026 to provide transition and other services in an advisory non-executive capacity.お知らせ • Nov 09Airbnb, Inc. Provides Earnings Guidance for Fourth Quarter 2025Airbnb, Inc. provided earnings guidance for fourth quarter 2025. For quarter The company expects to generate revenue of $2.66 billion to $2.72 billion, representing year-over-year growth of 7% to 10%.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$2.25 (vs US$2.17 in 3Q 2024)Third quarter 2025 results: EPS: US$2.25 (up from US$2.17 in 3Q 2024). Revenue: US$4.10b (up 9.7% from 3Q 2024). Net income: US$1.37b (flat on 3Q 2024). Profit margin: 34% (down from 37% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.お知らせ • Oct 09Airbnb, Inc. to Report Q3, 2025 Results on Nov 06, 2025Airbnb, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: US$1.04 (vs US$0.87 in 2Q 2024)Second quarter 2025 results: EPS: US$1.04 (up from US$0.87 in 2Q 2024). Revenue: US$3.10b (up 13% from 2Q 2024). Net income: US$642.0m (up 16% from 2Q 2024). Profit margin: 21% (in line with 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 07Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $6,000 million worth of its shares.Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $6,000 million worth of its Class A common stock shares. The program has no expiration date.お知らせ • Jul 24Airbnb, Inc. to Report Q2, 2025 Results on Aug 06, 2025Airbnb, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Recent Insider Transactions • Jun 11Co-Founder recently sold US$2.3m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly US$141 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$51m.Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 11% to US$140. The fair value is estimated to be US$176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$139, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$160 per share.Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$0.25 (vs US$0.41 in 1Q 2024)First quarter 2025 results: EPS: US$0.25 (down from US$0.41 in 1Q 2024). Revenue: US$2.27b (up 6.1% from 1Q 2024). Net income: US$154.0m (down 42% from 1Q 2024). Profit margin: 6.8% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.お知らせ • Apr 18Airbnb, Inc. to Report Q1, 2025 Results on May 01, 2025Airbnb, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Feb 14Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2025Airbnb, Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company expected to deliver revenue of $2.23 billion to $2.27 billion, representing year-over-year growth of 4% to 6%, or 7% to 9% excluding the impact of FX.Reported Earnings • Feb 14Full year 2024 earnings released: EPS: US$4.19 (vs US$7.52 in FY 2023)Full year 2024 results: EPS: US$4.19 (down from US$7.52 in FY 2023). Revenue: US$11.1b (up 12% from FY 2023). Net income: US$2.65b (down 45% from FY 2023). Profit margin: 24% (down from 48% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Feb 06Co-Founder recently sold US$5.0m worth of stockOn the 3rd of February, Brian Chesky sold around 38k shares on-market at roughly US$130 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$49m.お知らせ • Jan 31Airbnb, Inc. to Report Q4, 2024 Results on Feb 13, 2025Airbnb, Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 57% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Oct 25Airbnb, Inc. to Report Q3, 2024 Results on Nov 07, 2024Airbnb, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024New Risk • Oct 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$27m sold).New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$34m sold).Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.87 (vs US$1.02 in 2Q 2023)Second quarter 2024 results: EPS: US$0.87 (down from US$1.02 in 2Q 2023). Revenue: US$2.75b (up 11% from 2Q 2023). Net income: US$555.0m (down 15% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jul 26Co-Founder recently sold US$17m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$34m.お知らせ • Jul 24Airbnb, Inc. to Report Q2, 2024 Results on Aug 06, 2024Airbnb, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Recent Insider Transactions • Jun 27Co-Founder recently sold US$17m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: US$2.14b (up 18% from 1Q 2023). Net income: US$264.0m (up 126% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Apr 26Airbnb, Inc. to Report Q1, 2024 Results on May 08, 2024Airbnb, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024お知らせ • Apr 21Airbnb, Inc., Annual General Meeting, Jun 05, 2024Airbnb, Inc., Annual General Meeting, Jun 05, 2024, at 10:00 Pacific Standard Time. Agenda: To elect Brian Chesky, Angela Ahrendts and Kenneth Chenault as Class I Directors to serve until the 2027 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve, on an advisory (non-binding) basis, the compensation of named executive officers; to approve the amendment and restatement of Restated Certificate of Incorporation to provide for the exculpation of officers; and to consider one stockholder proposal, if properly presented at the Annual Meeting.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: US$7.50 (vs US$2.97 in FY 2022)Full year 2023 results: EPS: US$7.50 (up from US$2.97 in FY 2022). Revenue: US$9.92b (up 18% from FY 2022). Net income: US$4.79b (up 153% from FY 2022). Profit margin: 48% (up from 23% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Feb 14+ 1 more updateAirbnb, Inc. Provides Earnings Guidance for the First Quarter of 2024Airbnb, Inc. provided earnings guidance for the first quarter of 2024. For first quarter 2024, The company expects to deliver revenue of $2.03 billion to $2.07 billion, which represents year-over-year growth of between 12% and 14%.Buy Or Sell Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock has risen 25% to US$147. The fair value is estimated to be US$185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are forecast to decline by 8.1% per annum over the same time period.お知らせ • Jan 31Airbnb, Inc. to Report Q4, 2023 Results on Feb 13, 2024Airbnb, Inc. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024Buying Opportunity • Jan 13Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be US$173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is forecast to decline by 8.4% per annum over the same time period.お知らせ • Dec 10Airbnb, Inc. Announces CFO ChangesOn December 4, 2023, the Board of Directors of Airbnb, Inc. appointed Dave Stephenson, the Company's Chief Financial Officer, as the Company's Chief Business Officer effective as of January 1, 2024. Between January 1, 2024 and March 1, 2024, Mr. Stephenson will serve as both the Company's Chief Financial Officer and Chief Business Officer. On the CFO Transition Date, and as described in more detail below, Ellie Mertz is expected to assume the role of Chief Financial Officer of the Company and Mr. Stephenson will cease serving in that capacity but will continue to serve as Chief Business Officer. Also on December 4, 2023, the Board appointed Ellie Mertz as the Company's Chief Financial Officer effective as of the CFO Transition Date. Ms. Mertz, age 46, is currently the Company's Vice President of Finance, where she is responsible for strategic finance and analytics, corporate planning, and investor relations. Prior to joining Airbnb in 2013, she served as Vice President of Finance at Netflix, Inc., where she held various finance roles from 2006 to 2013. Ms. Mertz currently serves on the boards of Faire and DoorDash, Inc. She holds a B.A. in Science, Technology & Society and an M.A. in History from Stanford University, an M.B.A. from the Stanford Graduate School of Business, and a Master of International Affairs from Columbia University.お知らせ • Dec 09Airbnb, Inc. Announces the Departure of Catherine Powell as Global Head of Hosting, Effective from June 30, 2024On December 4, 2023, Airbnb, Inc. and Catherine Powell, the Company's Global Head of Hosting, agreed that Ms. Powell will depart from the Company on June 30, 2024. Ms. Powell will remain employed as the Company's Global Head of Hosting through December 31, 2023 and will serve in a transitionary role through June 30, 2024. In connection with her transition services, the Company has entered into a Retention Agreement with Ms. Powell. Pursuant to the Retention Agreement, Ms. Powell will continue to be paid her current annual base salary through the Planned Departure Date, and her outstanding equity awards will continue to vest in accordance with their terms, in each case, subject to her continued employment with the Company.お知らせ • Nov 15Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI.Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI Limited on November 14, 2023. CNBC reports that the purchase price was around $200 million. Airbnb, Inc. (NasdaqGS:ABNB) completed the acquisition of GamePlanner.AI on November 14, 2023.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$6.83 (vs US$1.90 in 3Q 2022)Third quarter 2023 results: EPS: US$6.83 (up from US$1.90 in 3Q 2022). Revenue: US$3.40b (up 18% from 3Q 2022). Net income: US$4.37b (up 260% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Nov 02Airbnb, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year of 2023Airbnb, Inc. announced that in terms of the guidance for the fourth quarter of 2023, they have revenue guidance between $2.13 billion and $2.17 billion. So that's revenue growth between 12% and 14%.For the year, the company continue to highlight the revenue growth that they're still expecting this year between 12% and 14% and growth overall.お知らせ • Oct 19Airbnb, Inc. to Report Q3, 2023 Results on Nov 01, 2023Airbnb, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023お知らせ • Sep 12Airbnb, Inc. Announces Board ChangesOn September 7, 2023, the Board of Directors (the “Board”) of Airbnb, Inc. (the “Company”) appointed James Manyika to serve as a Class III director on the Board and as a member and, in place of Angela Ahrendts, as the Chair of the Stakeholder Committee of the Board (the “Stakeholder Committee”), in each case, effective as of September 7, 2023, to serve for an initial term expiring at the Company’s 2026 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier death, resignation, disqualification or removal. In connection with Mr. Manyika’s appointment as Chair of the Stakeholder Committee in place of Ms. Ahrendts, Ms. Ahrendts will continue to serve as a member of the Stakeholder Committee.Buying Opportunity • Aug 08Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be US$173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Aug 04Airbnb, Inc. Provides Earnings Guidance for the Third Quarter of 2023Airbnb, Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects to deliver revenue of $3.3 billion to $3.4 billion, which represents year-over-year growth of between 14% and 18%, and a few points lower excluding the impact of FX.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$1.02 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$1.02 (up from US$0.59 in 2Q 2022). Revenue: US$2.48b (up 18% from 2Q 2022). Net income: US$650.0m (up 72% from 2Q 2022). Profit margin: 26% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Jul 23Airbnb, Inc. to Report Q2, 2023 Results on Aug 03, 2023Airbnb, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023お知らせ • Jun 08Airbnb, Inc. Elects Alfred Lin as DirectorsAirbnb, Inc. on June 1, 2023 at its 2023 Annual Meeting of Stockholders elected Alfred Lin as Directors.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$105, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 9.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$138 per share.Buying Opportunity • May 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • May 11Airbnb, Inc. Provides Earnings Guidance for the Second Quarter of 2023Airbnb, Inc. provided earnings guidance for the second quarter of 2023. For the period, The company expects to deliver revenue of $2.35 billion to $2.45 billion in Second Quarter 2023.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.03 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.18 (up from US$0.03 loss in 1Q 2022). Revenue: US$1.82b (up 21% from 1Q 2022). Net income: US$117.0m (up US$135.8m from 1Q 2022). Profit margin: 6.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • May 10Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $2,500 million worth of its shares.Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $2,500 million worth of its Class A shares.Buying Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be US$161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Reported Earnings • Feb 15Full year 2022 earnings released: EPS: US$2.97 (vs US$0.57 loss in FY 2021)Full year 2022 results: EPS: US$2.97 (up from US$0.57 loss in FY 2021). Revenue: US$8.40b (up 40% from FY 2021). Net income: US$1.89b (up US$2.25b from FY 2021). Profit margin: 23% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Feb 15Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2023Airbnb, Inc. provided earnings guidance for the first quarter of 2023. For the period, the company expects revenue of $1.75 billion to $1.82 billion. This represents year-over-year growth of between 16% and 21% and on an ex-FX basis between 18% and 23%.お知らせ • Feb 01Airbnb, Inc. to Report Q4, 2022 Results on Feb 14, 2023Airbnb, Inc. announced that they will report Q4, 2022 results After-Market on Feb 14, 2023Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$102, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$1.90 (vs US$1.34 in 3Q 2021)Third quarter 2022 results: EPS: US$1.90 (up from US$1.34 in 3Q 2021). Revenue: US$2.88b (up 29% from 3Q 2021). Net income: US$1.21b (up 46% from 3Q 2021). Profit margin: 42% (up from 37% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$209 per share.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$0.59 (vs US$0.11 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (up from US$0.11 loss in 2Q 2021). Revenue: US$2.10b (up 58% from 2Q 2021). Net income: US$378.8m (up US$447.1m from 2Q 2021). Profit margin: 18% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 27% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$99.16, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 35% over the past year.Reported Earnings • May 04First quarter 2022 earnings released: US$0.03 loss per share (vs US$1.95 loss in 1Q 2021)First quarter 2022 results: US$0.03 loss per share (up from US$1.95 loss in 1Q 2021). Revenue: US$1.51b (up 70% from 1Q 2021). Net loss: US$18.8m (loss narrowed 98% from 1Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 34% growth forecast for the industry in the United Kingdom.Buying Opportunity • Feb 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has declined by 35% per annum over the last 3 years.Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.57 loss per share (up from US$16.12 loss in FY 2020). Revenue: US$5.99b (up 77% from FY 2020). Net loss: US$352.0m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 22%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom.Recent Insider Transactions • Jan 30Co-Founder recently sold US$363k worth of stockOn the 27th of January, Joseph Gebbia sold around 3k shares on-market at roughly US$145 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by US$16m.Buying Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be US$201, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% per annum over the last 3 years. Earnings per share has declined by 57% per annum over the last 3 years.Breakeven Date Change • Jan 07Forecast to breakeven in 2022The 36 analysts covering Airbnb expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$642.5m in 2022. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.35 (vs US$0.83 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.24b (up 67% from 3Q 2020). Net income: US$833.9m (up 280% from 3Q 2020). Profit margin: 37% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • Sep 02Co-Founder recently sold US$7.9m worth of stockOn the 27th of August, Joseph Gebbia sold around 51k shares on-market at roughly US$155 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by US$16m.Breakeven Date Change • Aug 15Forecast breakeven moved forward to 2022The 33 analysts covering Airbnb previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 83% to 2021. The company is expected to make a profit of US$206.6m in 2022. Average annual earnings growth of 43% is required to achieve expected profit on schedule.Reported Earnings • Aug 14Second quarter 2021 earnings released: US$0.11 loss per share (vs US$0.83 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings and control over costs, although revenues were flat. Second quarter 2021 results: Revenue: US$1.34b (flat on 2Q 2020). Net loss: US$68.2m (down 131% from profit in 2Q 2020).Recent Insider Transactions • Jul 09Co-Founder recently sold US$7.7m worth of stockOn the 1st of July, Joseph Gebbia sold around 50k shares on-market at roughly US$155 per share. In the last 3 months, there was an even bigger sale from another insider worth US$68m. This was Joseph's only on-market trade for the last 12 months.Recent Insider Transactions • Jun 03Co-Founder recently sold US$68m worth of stockOn the 27th of May, Nathan Blecharczyk sold around 486k shares on-market at roughly US$140 per share. This was the largest sale by an insider in the last 3 months. This was Nathan's only on-market trade for the last 12 months.株主還元0A8CGB HospitalityGB 市場7D-0.6%-3.3%1.5%1Y4.3%-14.5%19.4%株主還元を見る業界別リターン: 0A8C過去 1 年間で-14.5 % の収益を上げたUK Hospitality業界を上回りました。リターン対市場: 0A8Cは、過去 1 年間で19.4 % のリターンを上げたUK市場を下回りました。価格変動Is 0A8C's price volatile compared to industry and market?0A8C volatility0A8C Average Weekly Movement4.9%Hospitality Industry Average Movement5.7%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.1%安定した株価: 0A8C 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0A8Cの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20078,200Brian Cheskywww.airbnb.comAirbnb, Inc.はその子会社とともに、世界各地で宿泊、体験、サービスのプラットフォームを運営している。同社のマーケットプレイスは、ホストとゲストをオンラインまたはモバイル機器を通じて結びつけ、スペース、体験、サービスを予約する。ギフトカードも提供している。以前はAirBed & Breakfast, Inc.として知られ、2010年11月に社名をAirbnb, Inc.に変更した。は2007年に設立され、カリフォルニア州サンフランシスコに本社を置いている。もっと見るAirbnb, Inc. 基礎のまとめAirbnb の収益と売上を時価総額と比較するとどうか。0A8C 基礎統計学時価総額US$78.55b収益（TTM）US$2.52b売上高(TTM)US$12.65b31.2xPER（株価収益率6.2xP/Sレシオ0A8C は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0A8C 損益計算書（TTM）収益US$12.65b売上原価US$2.16b売上総利益US$10.49bその他の費用US$7.97b収益US$2.52b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）4.24グロス・マージン82.91%純利益率19.90%有利子負債／自己資本比率32.4%0A8C の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:47終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Airbnb, Inc. 39 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51 アナリスト機関Colin SebastianBairdTrevor YoungBarclaysDaniel KurnosBenchmark Company48 その他のアナリストを表示
Recent Insider Transactions • May 08Co-Founder & Director recently sold US$8.1m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly US$140 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.
お知らせ • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
お知らせ • Apr 10Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 11Airbnb Announces Management ChangesAirbnb announced on March 10, 2026 that it appointed Gus Fuldner, who led a global safety team at Uber, as Airbnb’s new head of global operations. He begins the new role on March 16, 2026. Fuldner replaces Tara Bunch, who Airbnb said is retiring after six years. Fuldner exited Uber last month, although he announced in December that he would be leaving after a dozen years at the rideshare company. His title at Uber was SVP of Core Services, which included safety, support, payments, insurance and identity. It’s an interesting moment for Airbnb to hire an executive with rideshare experience because Airbnb is testing ground transport services in many parts of the world in a quest to claim more of the “entire trip.” Over the last year, Airbnb has expanded its hotel business, relaunched Experiences and launched Services. At Airbnb, Fuldner will head community support, which includes host relations; fraud and safety operations, and AirCover insurance.
Reported Earnings • Feb 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$12.2b (up 10% from FY 2024). Net income: US$2.51b (down 5.2% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.
お知らせ • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026
Recent Insider Transactions • May 08Co-Founder & Director recently sold US$8.1m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly US$140 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joseph's only on-market trade for the last 12 months.
お知らせ • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
お知らせ • Apr 10Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Mar 11Airbnb Announces Management ChangesAirbnb announced on March 10, 2026 that it appointed Gus Fuldner, who led a global safety team at Uber, as Airbnb’s new head of global operations. He begins the new role on March 16, 2026. Fuldner replaces Tara Bunch, who Airbnb said is retiring after six years. Fuldner exited Uber last month, although he announced in December that he would be leaving after a dozen years at the rideshare company. His title at Uber was SVP of Core Services, which included safety, support, payments, insurance and identity. It’s an interesting moment for Airbnb to hire an executive with rideshare experience because Airbnb is testing ground transport services in many parts of the world in a quest to claim more of the “entire trip.” Over the last year, Airbnb has expanded its hotel business, relaunched Experiences and launched Services. At Airbnb, Fuldner will head community support, which includes host relations; fraud and safety operations, and AirCover insurance.
Reported Earnings • Feb 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$12.2b (up 10% from FY 2024). Net income: US$2.51b (down 5.2% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year and the company’s share price has also fallen by 3% per year.
お知らせ • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026
お知らせ • Dec 11Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V.Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V. on December 10, 2025. The transaction, which remains subject to Works Council advice and other customary closing conditions, is expected to close in the first quarter of 2026.
お知らせ • Nov 22Airbnb, Inc. Announces Departure of Aristotle Balogh as Chief Technology Officer in December 2025On November 18, 2025, Aristotle Balogh notified Airbnb, Inc. (the Company) that he will depart from his role as Chief Technology Officer of the Company in December 2025 and has agreed to remain at the Company through at least February 2026 to provide transition and other services in an advisory non-executive capacity.
お知らせ • Nov 09Airbnb, Inc. Provides Earnings Guidance for Fourth Quarter 2025Airbnb, Inc. provided earnings guidance for fourth quarter 2025. For quarter The company expects to generate revenue of $2.66 billion to $2.72 billion, representing year-over-year growth of 7% to 10%.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: US$2.25 (vs US$2.17 in 3Q 2024)Third quarter 2025 results: EPS: US$2.25 (up from US$2.17 in 3Q 2024). Revenue: US$4.10b (up 9.7% from 3Q 2024). Net income: US$1.37b (flat on 3Q 2024). Profit margin: 34% (down from 37% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Oct 09Airbnb, Inc. to Report Q3, 2025 Results on Nov 06, 2025Airbnb, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: US$1.04 (vs US$0.87 in 2Q 2024)Second quarter 2025 results: EPS: US$1.04 (up from US$0.87 in 2Q 2024). Revenue: US$3.10b (up 13% from 2Q 2024). Net income: US$642.0m (up 16% from 2Q 2024). Profit margin: 21% (in line with 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 07Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $6,000 million worth of its shares.Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $6,000 million worth of its Class A common stock shares. The program has no expiration date.
お知らせ • Jul 24Airbnb, Inc. to Report Q2, 2025 Results on Aug 06, 2025Airbnb, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Recent Insider Transactions • Jun 11Co-Founder recently sold US$2.3m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly US$141 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$51m.
Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 11% to US$140. The fair value is estimated to be US$176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$139, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$160 per share.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$0.25 (vs US$0.41 in 1Q 2024)First quarter 2025 results: EPS: US$0.25 (down from US$0.41 in 1Q 2024). Revenue: US$2.27b (up 6.1% from 1Q 2024). Net income: US$154.0m (down 42% from 1Q 2024). Profit margin: 6.8% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.
お知らせ • Apr 18Airbnb, Inc. to Report Q1, 2025 Results on May 01, 2025Airbnb, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Feb 14Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2025Airbnb, Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company expected to deliver revenue of $2.23 billion to $2.27 billion, representing year-over-year growth of 4% to 6%, or 7% to 9% excluding the impact of FX.
Reported Earnings • Feb 14Full year 2024 earnings released: EPS: US$4.19 (vs US$7.52 in FY 2023)Full year 2024 results: EPS: US$4.19 (down from US$7.52 in FY 2023). Revenue: US$11.1b (up 12% from FY 2023). Net income: US$2.65b (down 45% from FY 2023). Profit margin: 24% (down from 48% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Feb 06Co-Founder recently sold US$5.0m worth of stockOn the 3rd of February, Brian Chesky sold around 38k shares on-market at roughly US$130 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$49m.
お知らせ • Jan 31Airbnb, Inc. to Report Q4, 2024 Results on Feb 13, 2025Airbnb, Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025
New Risk • Nov 08New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 57% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Oct 25Airbnb, Inc. to Report Q3, 2024 Results on Nov 07, 2024Airbnb, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
New Risk • Oct 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$27m sold).
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$34m sold).
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.87 (vs US$1.02 in 2Q 2023)Second quarter 2024 results: EPS: US$0.87 (down from US$1.02 in 2Q 2023). Revenue: US$2.75b (up 11% from 2Q 2023). Net income: US$555.0m (down 15% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jul 26Co-Founder recently sold US$17m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$34m.
お知らせ • Jul 24Airbnb, Inc. to Report Q2, 2024 Results on Aug 06, 2024Airbnb, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Recent Insider Transactions • Jun 27Co-Founder recently sold US$17m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.
Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: US$2.14b (up 18% from 1Q 2023). Net income: US$264.0m (up 126% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Apr 26Airbnb, Inc. to Report Q1, 2024 Results on May 08, 2024Airbnb, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
お知らせ • Apr 21Airbnb, Inc., Annual General Meeting, Jun 05, 2024Airbnb, Inc., Annual General Meeting, Jun 05, 2024, at 10:00 Pacific Standard Time. Agenda: To elect Brian Chesky, Angela Ahrendts and Kenneth Chenault as Class I Directors to serve until the 2027 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve, on an advisory (non-binding) basis, the compensation of named executive officers; to approve the amendment and restatement of Restated Certificate of Incorporation to provide for the exculpation of officers; and to consider one stockholder proposal, if properly presented at the Annual Meeting.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: US$7.50 (vs US$2.97 in FY 2022)Full year 2023 results: EPS: US$7.50 (up from US$2.97 in FY 2022). Revenue: US$9.92b (up 18% from FY 2022). Net income: US$4.79b (up 153% from FY 2022). Profit margin: 48% (up from 23% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Feb 14+ 1 more updateAirbnb, Inc. Provides Earnings Guidance for the First Quarter of 2024Airbnb, Inc. provided earnings guidance for the first quarter of 2024. For first quarter 2024, The company expects to deliver revenue of $2.03 billion to $2.07 billion, which represents year-over-year growth of between 12% and 14%.
Buy Or Sell Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock has risen 25% to US$147. The fair value is estimated to be US$185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are forecast to decline by 8.1% per annum over the same time period.
お知らせ • Jan 31Airbnb, Inc. to Report Q4, 2023 Results on Feb 13, 2024Airbnb, Inc. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024
Buying Opportunity • Jan 13Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be US$173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is forecast to decline by 8.4% per annum over the same time period.
お知らせ • Dec 10Airbnb, Inc. Announces CFO ChangesOn December 4, 2023, the Board of Directors of Airbnb, Inc. appointed Dave Stephenson, the Company's Chief Financial Officer, as the Company's Chief Business Officer effective as of January 1, 2024. Between January 1, 2024 and March 1, 2024, Mr. Stephenson will serve as both the Company's Chief Financial Officer and Chief Business Officer. On the CFO Transition Date, and as described in more detail below, Ellie Mertz is expected to assume the role of Chief Financial Officer of the Company and Mr. Stephenson will cease serving in that capacity but will continue to serve as Chief Business Officer. Also on December 4, 2023, the Board appointed Ellie Mertz as the Company's Chief Financial Officer effective as of the CFO Transition Date. Ms. Mertz, age 46, is currently the Company's Vice President of Finance, where she is responsible for strategic finance and analytics, corporate planning, and investor relations. Prior to joining Airbnb in 2013, she served as Vice President of Finance at Netflix, Inc., where she held various finance roles from 2006 to 2013. Ms. Mertz currently serves on the boards of Faire and DoorDash, Inc. She holds a B.A. in Science, Technology & Society and an M.A. in History from Stanford University, an M.B.A. from the Stanford Graduate School of Business, and a Master of International Affairs from Columbia University.
お知らせ • Dec 09Airbnb, Inc. Announces the Departure of Catherine Powell as Global Head of Hosting, Effective from June 30, 2024On December 4, 2023, Airbnb, Inc. and Catherine Powell, the Company's Global Head of Hosting, agreed that Ms. Powell will depart from the Company on June 30, 2024. Ms. Powell will remain employed as the Company's Global Head of Hosting through December 31, 2023 and will serve in a transitionary role through June 30, 2024. In connection with her transition services, the Company has entered into a Retention Agreement with Ms. Powell. Pursuant to the Retention Agreement, Ms. Powell will continue to be paid her current annual base salary through the Planned Departure Date, and her outstanding equity awards will continue to vest in accordance with their terms, in each case, subject to her continued employment with the Company.
お知らせ • Nov 15Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI.Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI Limited on November 14, 2023. CNBC reports that the purchase price was around $200 million. Airbnb, Inc. (NasdaqGS:ABNB) completed the acquisition of GamePlanner.AI on November 14, 2023.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$6.83 (vs US$1.90 in 3Q 2022)Third quarter 2023 results: EPS: US$6.83 (up from US$1.90 in 3Q 2022). Revenue: US$3.40b (up 18% from 3Q 2022). Net income: US$4.37b (up 260% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Nov 02Airbnb, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year of 2023Airbnb, Inc. announced that in terms of the guidance for the fourth quarter of 2023, they have revenue guidance between $2.13 billion and $2.17 billion. So that's revenue growth between 12% and 14%.For the year, the company continue to highlight the revenue growth that they're still expecting this year between 12% and 14% and growth overall.
お知らせ • Oct 19Airbnb, Inc. to Report Q3, 2023 Results on Nov 01, 2023Airbnb, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
お知らせ • Sep 12Airbnb, Inc. Announces Board ChangesOn September 7, 2023, the Board of Directors (the “Board”) of Airbnb, Inc. (the “Company”) appointed James Manyika to serve as a Class III director on the Board and as a member and, in place of Angela Ahrendts, as the Chair of the Stakeholder Committee of the Board (the “Stakeholder Committee”), in each case, effective as of September 7, 2023, to serve for an initial term expiring at the Company’s 2026 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier death, resignation, disqualification or removal. In connection with Mr. Manyika’s appointment as Chair of the Stakeholder Committee in place of Ms. Ahrendts, Ms. Ahrendts will continue to serve as a member of the Stakeholder Committee.
Buying Opportunity • Aug 08Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be US$173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Aug 04Airbnb, Inc. Provides Earnings Guidance for the Third Quarter of 2023Airbnb, Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects to deliver revenue of $3.3 billion to $3.4 billion, which represents year-over-year growth of between 14% and 18%, and a few points lower excluding the impact of FX.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$1.02 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$1.02 (up from US$0.59 in 2Q 2022). Revenue: US$2.48b (up 18% from 2Q 2022). Net income: US$650.0m (up 72% from 2Q 2022). Profit margin: 26% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Jul 23Airbnb, Inc. to Report Q2, 2023 Results on Aug 03, 2023Airbnb, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023
お知らせ • Jun 08Airbnb, Inc. Elects Alfred Lin as DirectorsAirbnb, Inc. on June 1, 2023 at its 2023 Annual Meeting of Stockholders elected Alfred Lin as Directors.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$105, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 9.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$138 per share.
Buying Opportunity • May 13Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • May 11Airbnb, Inc. Provides Earnings Guidance for the Second Quarter of 2023Airbnb, Inc. provided earnings guidance for the second quarter of 2023. For the period, The company expects to deliver revenue of $2.35 billion to $2.45 billion in Second Quarter 2023.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.03 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.18 (up from US$0.03 loss in 1Q 2022). Revenue: US$1.82b (up 21% from 1Q 2022). Net income: US$117.0m (up US$135.8m from 1Q 2022). Profit margin: 6.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • May 10Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $2,500 million worth of its shares.Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $2,500 million worth of its Class A shares.
Buying Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be US$161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Feb 15Full year 2022 earnings released: EPS: US$2.97 (vs US$0.57 loss in FY 2021)Full year 2022 results: EPS: US$2.97 (up from US$0.57 loss in FY 2021). Revenue: US$8.40b (up 40% from FY 2021). Net income: US$1.89b (up US$2.25b from FY 2021). Profit margin: 23% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Feb 15Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2023Airbnb, Inc. provided earnings guidance for the first quarter of 2023. For the period, the company expects revenue of $1.75 billion to $1.82 billion. This represents year-over-year growth of between 16% and 21% and on an ex-FX basis between 18% and 23%.
お知らせ • Feb 01Airbnb, Inc. to Report Q4, 2022 Results on Feb 14, 2023Airbnb, Inc. announced that they will report Q4, 2022 results After-Market on Feb 14, 2023
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$102, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$1.90 (vs US$1.34 in 3Q 2021)Third quarter 2022 results: EPS: US$1.90 (up from US$1.34 in 3Q 2021). Revenue: US$2.88b (up 29% from 3Q 2021). Net income: US$1.21b (up 46% from 3Q 2021). Profit margin: 42% (up from 37% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$209 per share.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$0.59 (vs US$0.11 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (up from US$0.11 loss in 2Q 2021). Revenue: US$2.10b (up 58% from 2Q 2021). Net income: US$378.8m (up US$447.1m from 2Q 2021). Profit margin: 18% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 27% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$99.16, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 16x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 35% over the past year.
Reported Earnings • May 04First quarter 2022 earnings released: US$0.03 loss per share (vs US$1.95 loss in 1Q 2021)First quarter 2022 results: US$0.03 loss per share (up from US$1.95 loss in 1Q 2021). Revenue: US$1.51b (up 70% from 1Q 2021). Net loss: US$18.8m (loss narrowed 98% from 1Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 34% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Feb 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has declined by 35% per annum over the last 3 years.
Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$0.57 loss per share (up from US$16.12 loss in FY 2020). Revenue: US$5.99b (up 77% from FY 2020). Net loss: US$352.0m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 22%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom.
Recent Insider Transactions • Jan 30Co-Founder recently sold US$363k worth of stockOn the 27th of January, Joseph Gebbia sold around 3k shares on-market at roughly US$145 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by US$16m.
Buying Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.8%. The fair value is estimated to be US$201, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% per annum over the last 3 years. Earnings per share has declined by 57% per annum over the last 3 years.
Breakeven Date Change • Jan 07Forecast to breakeven in 2022The 36 analysts covering Airbnb expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$642.5m in 2022. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.35 (vs US$0.83 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.24b (up 67% from 3Q 2020). Net income: US$833.9m (up 280% from 3Q 2020). Profit margin: 37% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Sep 02Co-Founder recently sold US$7.9m worth of stockOn the 27th of August, Joseph Gebbia sold around 51k shares on-market at roughly US$155 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by US$16m.
Breakeven Date Change • Aug 15Forecast breakeven moved forward to 2022The 33 analysts covering Airbnb previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 83% to 2021. The company is expected to make a profit of US$206.6m in 2022. Average annual earnings growth of 43% is required to achieve expected profit on schedule.
Reported Earnings • Aug 14Second quarter 2021 earnings released: US$0.11 loss per share (vs US$0.83 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings and control over costs, although revenues were flat. Second quarter 2021 results: Revenue: US$1.34b (flat on 2Q 2020). Net loss: US$68.2m (down 131% from profit in 2Q 2020).
Recent Insider Transactions • Jul 09Co-Founder recently sold US$7.7m worth of stockOn the 1st of July, Joseph Gebbia sold around 50k shares on-market at roughly US$155 per share. In the last 3 months, there was an even bigger sale from another insider worth US$68m. This was Joseph's only on-market trade for the last 12 months.
Recent Insider Transactions • Jun 03Co-Founder recently sold US$68m worth of stockOn the 27th of May, Nathan Blecharczyk sold around 486k shares on-market at roughly US$140 per share. This was the largest sale by an insider in the last 3 months. This was Nathan's only on-market trade for the last 12 months.
