Airbnb（ABNBUS）株式概要Airbnb, Inc.はその子会社とともに、ホストが世界中のゲストに宿泊や体験を提供できるプラットフォームを運営している。 詳細ABNBUS ファンダメンタル分析スノーフレーク・スコア評価2/6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20.4%で取引されている 収益は年間16.14%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ABNBUS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,575 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,575 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$146.8610.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b20b2016201920222025202620282031Revenue US$20.2bEarnings US$4.0bAdvancedSet Fair ValueView all narrativesAirbnb, Inc. 競合他社Royal Caribbean CruisesSymbol: NYSE:RCLMarket cap: US$86.1bMarriott InternationalSymbol: NasdaqGS:MARMarket cap: US$98.3bHilton Worldwide HoldingsSymbol: NYSE:HLTMarket cap: US$72.5bBooking HoldingsSymbol: NasdaqGS:BKNGMarket cap: US$149.7b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$146.8652週高値US$140.0052週安値US$117.81ベータ1.141ヶ月の変化2.63%3ヶ月変化4.11%1年変化8.53%3年間の変化n/a5年間の変化n/aIPOからの変化-0.43%最新ニュースRecent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.お知らせ • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026お知らせ • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% 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$68m.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最新情報をもっと見るRecent updatesRecent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.お知らせ • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026お知らせ • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% 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$68m.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.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, 2026Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$136, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Hospitality industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at US$183 per share.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%.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 12% growth forecast for the Hospitality industry in South America.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, 2025New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Peruvian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.2% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (US$5.0m sold).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.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 09New 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$2.17 (vs US$6.83 in 3Q 2023)Third quarter 2024 results: EPS: US$2.17 (down from US$6.83 in 3Q 2023). Revenue: US$3.73b (up 9.9% from 3Q 2023). Net income: US$1.37b (down 69% from 3Q 2023). Profit margin: 37% (down from 129% in 3Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$136, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Hospitality industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$164 per share.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 12New 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 Risks Share price has been highly volatile over the past 3 months (6.4% average weekly change). 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).Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$115, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Hospitality industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$186 per share.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 08Second 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 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.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 14First quarter 2024 earnings released: EPS: US$0.41 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.41 (up from US$0.18 in 1Q 2023). 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 13% growth forecast for the Hospitality industry in South America.株主還元ABNBUSPE HospitalityPE 市場7D1.3%0.7%0.9%1Y8.5%-9.1%48.2%株主還元を見る業界別リターン: ABNBUS過去 1 年間で-9.1 % の収益を上げたPE Hospitality業界を上回りました。リターン対市場: ABNBUSは、過去 1 年間で48.2 % のリターンを上げたPE市場を下回りました。価格変動Is ABNBUS's price volatile compared to industry and market?ABNBUS volatilityABNBUS Average Weekly Movement2.5%Hospitality Industry Average Movement4.1%Market Average Movement4.2%10% most volatile stocks in PE Market9.3%10% least volatile stocks in PE Market1.6%安定した株価: ABNBUS 、 PE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: ABNBUSの 週次ボラティリティ ( 2% ) 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、ホストが世界中のゲストに宿泊や体験を提供できるプラットフォームを運営している。Airbnb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デバイスで結びつけ、スペースや体験を予約することができる。ギフトカードも提供している。同社は以前は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。ABNBUS 基礎統計学時価総額US$89.93b収益（TTM）US$2.52b売上高(TTM)US$12.65b35.7xPER（株価収益率7.1xP/SレシオABNBUS 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ABNBUS 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Aug 06, 2026一株当たり利益（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%ABNBUS 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2026/08/02 23:30終値2026/07/31 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 42 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。50 アナリスト機関Colin SebastianBairdTrevor YoungBarclaysRoss SandlerBarclays47 その他のアナリストを表示
Recent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.
お知らせ • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
お知らせ • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.
Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% 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$68m.
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
Recent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.
お知らせ • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
お知らせ • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.
Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% 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$68m.
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.
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
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$136, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Hospitality industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at US$183 per share.
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%.
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 12% growth forecast for the Hospitality industry in South America.
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
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
New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Peruvian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.2% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (US$5.0m sold).
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.
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 09New 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$2.17 (vs US$6.83 in 3Q 2023)Third quarter 2024 results: EPS: US$2.17 (down from US$6.83 in 3Q 2023). Revenue: US$3.73b (up 9.9% from 3Q 2023). Net income: US$1.37b (down 69% from 3Q 2023). Profit margin: 37% (down from 129% in 3Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$136, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Hospitality industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$164 per share.
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 12New 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 Risks Share price has been highly volatile over the past 3 months (6.4% average weekly change). 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).
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$115, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Hospitality industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$186 per share.
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 08Second 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 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.
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 14First quarter 2024 earnings released: EPS: US$0.41 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.41 (up from US$0.18 in 1Q 2023). 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 13% growth forecast for the Hospitality industry in South America.
