Airbnb, Inc.

NasdaqGS:ABNB 株式レポート

時価総額：US$83.2b

Airbnb 将来の成長

Future 基準チェック /26

Airbnb利益と収益がそれぞれ年間14%と9.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27% 15.6%なると予測されています。

主要情報

14.0%

収益成長率

15.58%

EPS成長率

Hospitality 収益成長18.0%
収益成長率9.4%
将来の株主資本利益率26.99%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

分析記事 • Nov 10

Earnings Update: Airbnb, Inc. (NASDAQ:ABNB) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Airbnb, Inc. ( NASDAQ:ABNB ) released its quarterly result to the market. The early...

Recent updates

ナラティブ更新 • May 06

ABNB: Organic Revenue Levers And AI Resilience Will Support Long-Term Cash Flows

Airbnb's analyst price target has been updated from $173.85 to $180.00 as analysts respond to a series of upgrades and price target revisions that highlight organic revenue drivers, business inflection points, and reduced concern about AI-driven disruption of marketplace models. Analyst Commentary Recent research updates around Airbnb point to a cluster of optimistic views focused on execution, new revenue drivers, and reduced concern about AI-related disruption of marketplace models.
Seeking Alpha • May 03

Airbnb Q1 Earnings Preview: A Make Or Break Moment For 2026 Performance

Summary Airbnb's upcoming Q1 report is loaded with significant expectations about revenue and gross bookings growth accelerating. The odds are stacked in-favour of short-term investors, but some problems remain. Margins will likely remain under pressure as management remains focused on incremental changes to the platform and expansion in adjacent service areas. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 22

ABNB: AI Resilience And Debt Issuance Are Expected To Shape Balanced Outlook

Airbnb's analyst price target saw a modest adjustment of a few dollars as analysts weighed mixed target changes against slightly updated assumptions for discount rate, revenue growth, profit margins, and future P/E following recent research updates across the Street. Analyst Commentary Recent research on Airbnb reflects a mix of optimism and caution as analysts adjust price targets and ratings around updated assumptions for growth, profitability, and competitive risk from AI driven platforms.
ナラティブ更新 • Apr 07

ABNB: AI Resilience And Margin Expansion Are Expected To Unlock Upside

Airbnb's analyst price target has edged higher to $145.68 from $143.75. This reflects analysts' updated models that factor in slightly stronger revenue growth assumptions, modestly lower future P/E expectations, and recent research citing more constructive views on the company’s growth opportunities and resilience to AI related disintermediation risks.
ナラティブ更新 • Mar 24

ABNB: AI Multiple Compression Will Limit Upside Despite Easing Disintermediation Concerns

Airbnb's fair value estimate has been trimmed slightly, with the updated analyst price target moving a touch lower as analysts balance stronger revenue growth and margins with modestly lower assumed future P/E and discount rate, while also factoring in recent research that views the company as relatively insulated from AI disintermediation and supported by travel demand and new product levers such as reserve now pay later and expanding hotel inventory. Analyst Commentary Street research around Airbnb has been active, with a mix of reassessments on artificial intelligence risk, refreshed models after recent results, and several valuation resets.
ナラティブ更新 • Mar 09

ABNB: AI Multiple Compression Will Restrain Upside Despite Easing Disintermediation Risk

Airbnb's updated fair value edges down slightly to about $109, as analysts modestly adjust price targets while highlighting what they see as resilient marketplace economics, healthy revenue and margin assumptions, and reduced AI disintermediation risk following OpenAI's reported checkout pivot. Analyst Commentary Recent research on Airbnb reflects a mixed but generally constructive stance, with several firms adjusting models after the latest Q4 report and in response to changing views on AI related risk.
ナラティブ更新 • Feb 23

ABNB: AI Multiple Compression Likely To Cap Upside Despite Travel Tailwinds

Airbnb's fair value estimate edges up to about $110, reflecting a slightly lower discount rate and modestly stronger revenue growth assumptions, even as analysts recalibrate price targets around $150 and below in response to sector wide multiple compression and evolving views on AI related risks and travel demand drivers. Analyst Commentary Recent Street research on Airbnb reflects a mixed backdrop, with several firms trimming price targets at the same time others upgrade ratings and lift their targets.
ナラティブ更新 • Feb 09

ABNB: Undervalued Upside Seen From Margin Expansion And Travel Demand Tailwinds

Analysts have made only a small upward adjustment to the implied fair value for Airbnb to $143.75 per share. This reflects a mix of slightly lower long term growth assumptions, modestly higher margin expectations, a steady forward P/E near 27x, and a blend of recent price target hikes and trims across the Street.
ナラティブ更新 • Jan 25

ABNB: Fair Outlook Balances AI Disruption Risk With New Revenue Drivers

The analyst price target for Airbnb has been raised by about US$5 to reflect a slightly higher fair value estimate of US$143.23. Analysts point to improving sentiment on the company’s growth and margin potential, its relative insulation from AI disruption, and new product levers such as reserve now pay later, hotel supply and sponsored listings.
ナラティブ更新 • Jan 23

Waiting for a Reason to Move

Since I published this narrative, the stock price has been choppy and generally below recent highs, trading around $130 to $135, with a 52-week range of roughly $99 to $164. The stock ran up a bit after summer but hasn’t broken past earlier peaks.
ナラティブ更新 • Jan 11

ABNB: AI Disruption Risk And Rich Pricing Likely To Restrain Upside

Analysts have nudged our Airbnb fair value estimate higher to $109.75 from $104.43 as they factor in slightly stronger revenue growth and margins, supported by recent upgrades and higher price targets that highlight upside options in hotels, sponsored listings and Reserve Now, Pay Later, as well as perceived insulation from AI risk. Analyst Commentary Recent research on Airbnb reflects a mixed but gradually more balanced stance, with several upgrades into more neutral ratings and a wide range of price targets.
ナラティブ更新 • Dec 27

ABNB: AI Travel Tools Will Likely Pressure Future Revenue Durability

We are raising our Airbnb fair value estimate by approximately $6 to about $104 per share, as analysts highlight resilient long term revenue growth, improving profit margins, and a supportive mix of price target revisions that collectively outweigh modest concerns about AI disruption and near term valuation. Analyst Commentary Recent research updates present a mixed but generally constructive view on Airbnb, with the stock benefiting from a supportive macro backdrop for travel and ongoing product innovation.
ナラティブ更新 • Dec 13

ABNB: Expanded Hotel Focus Will Drive Long-Term Cash Flow Upside

Analysts have modestly lowered their fair value estimate for Airbnb to approximately $174 per share from about $181, reflecting slightly slower expected revenue growth and a lower future P E multiple. This is partially offset by improved margin expectations and confidence that leading online travel platforms remain well insulated from AI driven disruption.
分析記事 • Nov 10

Earnings Update: Airbnb, Inc. (NASDAQ:ABNB) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Airbnb, Inc. ( NASDAQ:ABNB ) released its quarterly result to the market. The early...
ナラティブ更新 • Sep 12

Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan

Despite continued strength in global travel demand and macroeconomic tailwinds supporting Airbnb’s core lodging business, lingering caution around non-core revenues and a muted U.S. travel rebound have led analysts to trim their consensus price target slightly from $139.83 to $138.12. Analyst Commentary Stabilizing and resilient global travel demand, with particular growth in Asia Pacific and Latin America, is supporting consensus upgrades to sales growth expectations through 2025.
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新しいナラティブ • Aug 12

Airbnb (ABNB): Still one of the most interesting bets in travel

Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences)
分析記事 • Jul 21

When Should You Buy Airbnb, Inc. (NASDAQ:ABNB)?

Let's talk about the popular Airbnb, Inc. ( NASDAQ:ABNB ). The company's shares received a lot of attention from a...
分析記事 • Jul 07

Investors Shouldn't Overlook Airbnb's (NASDAQ:ABNB) Impressive Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Jun 23

These 4 Measures Indicate That Airbnb (NASDAQ:ABNB) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Apr 28

Airbnb Earnings: Mixed Outlook And Some Short-Term Tailwinds

Summary Airbnb is scheduled to report the seasonally important Q1 2025 later this week, and all eyes are on the impact of macroeconomic uncertainty. The likelihood of a better-than-expected quarter based on operational performance only appears limited. Changes in foreign exchange rates could provide a much-needed short-term boost to the stock price. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Airbnb: Expect Weak Trends Through H1 2025

Summary The hospitality industry shows strong momentum, but tariff turmoil and economic uncertainty may dampen travel demand, affecting Airbnb's growth in 1H 2025. U.S. travel demand is weak, with significant declines in international interest, particularly from Canada, China, and the EU, impacting Airbnb's revenue. Analyst estimates for Airbnb's revenue have been revised down by nearly $200 million, reflecting the headwinds in the travel sector. Despite short-term challenges, Airbnb remains a high-quality investment with strong free cash flow potential, but a recovery is not expected before H2 2025. Read the full article on Seeking Alpha
新しいナラティブ • Apr 08

535 Upgrades And Co-Host Network Will Transform Guest Experience

Airbnb's feature upgrades and product optimizations are driving higher conversion rates, poised to significantly boost revenue in the future.
Seeking Alpha • Mar 15

AirBnb: An Outstanding Business Now At A Reasonable Price

Summary AirBnb's business model is exceptional, generating significant cash flow with minimal capital expenditures, making it a strong long-term investment despite its stock volatility. The company's ability to earn interest on customer prepayments and its strong cash position highlight its financial strength and operational efficiency. Expansion into new markets and adjacent businesses, while risky, offers substantial growth potential, similar to Amazon's early strategy. Despite short-term market fluctuations, AirBnb's profitability and growth prospects make it an attractive buy, especially at current discounted prices. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Airbnb Q4 Earnings: Inflection Point Is Here

Summary Airbnb's shares surged 14% after earnings, reflecting a fair valuation at 20x forward free cash flow with 12% y/y growth expected in 2025. Heavy investments and over 500 new features aim to enhance the platform, setting Airbnb up for long-term growth beyond 2025. Despite low double-digit revenue growth, Airbnb's strong free cash flow generation and nearly 9% net cash position provide a margin of safety. Risks include dependency on global air travel and fierce competition, but Airbnb's dominant position makes it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Airbnb Is Beaten Down, Buy Before Experiences Brings It Back

Summary Despite a negative analyst outlook for consumer discretionary spending, TSA data would suggest travel volumes improved in the 2024-2025 winter season. Airbnb is planning to re-release Experiences across over 100 cities in May 2025, potentially boosting app usage and revenue. Margin compression is expected due to increased investments as Airbnb further enhances its application. If Experiences has a successful launch, ABNB may realize stronger operating leverage. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

Airbnb: Excited For An Expanding Market In 2025

Summary Airbnb is well-positioned to capitalize on the travel industry's projected high single-digit growth in 2025, leveraging AI for personalized experiences and operational efficiency. Airbnb's robust free cash flow and share repurchase strategy highlight its strong financial health and shareholder value. AirDNA data suggests Airbnb's Q4 2024 revenue will exceed consensus estimates, indicating strong booking trends. With a fair value estimate of $158 per share, I project a 20% upside for Airbnb, reaffirming a "Buy". Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Airbnb: A Messy Transition Into A More Mature Business Model

Summary Airbnb's poor share price performance over the course of 2024 seems to have caught many market participants by surprise. The stock now trades at more attractive levels, but issues related to margins and slowing growth in bookings remain. I remain sceptical of ABNB's prospects to outperform the market and it seems likely that the stock could soon trade at a lower sales multiple than its major peer. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Airbnb: Tough Road Ahead As Hotel Competitors Close In With Strong Bookings

Summary I'm reiterating my sell rating on Airbnb post-earnings, as the company faced a further deceleration in bookings growth rates while peers have improved. The company is issuing a more upbeat outlook for Q4 that suggests trends may accelerate, but this is far from guaranteed in an inflation-weary environment. Airbnb's adjusted EBITDA margins are also weakening, a symptom of the company's boosted spending on marketing and R&D to release new features like Icons and Co-Host. The stock's valuation at ~34x forward P/E sits well above its hotel OTA peers, despite the fact that its competitors now have very similar top-line growth rates. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Why Airbnb Q3 Earnings Signal Potential Growth Slowdown In 2025

Summary We found Airbnb's Q3 results moderately positive. Airbnb’s key business metrics showed decent growth rates amid a challenging macro backdrop. For FY 2025, we anticipate revenue growth to decelerate to 6%-8%, and EPS from $3.32 to $3.67. We believe Airbnb is overvalued now, and anticipate headwinds in the short term. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Airbnb Earnings: Still Growing, But This Stock Is Too Expensive

Summary Airbnb reported Q3 earnings after the close Thursday. Growth appears to be marching along nicely and free cash flow generation remains strong. The company is great, but the stock is expensive. Wait for a better entry. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Airbnb: Losing Patience As Travel Bookings Lose Steam (Rating Downgrade)

Summary Airbnb's bookings growth rate has slowed considerably, and its outlook for Q3 suggests a further deceleration. In terms of room nights booked (not by dollars), rival Expedia is now growing faster than Airbnb, despite having long been a laggard. A weaker macro outlook may be denting consumers' travel budgets, as travel demand has largely caught up with the post-COVID travel frenzy. Despite its sharp deceleration and now similar growth performance versus peers, Airbnb's ~30x forward P/E multiple sits at a hefty premium to the market and to OTA rivals. Downgrading Airbnb to a sell rating and recommending investors to look elsewhere for value. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Airbnb: Profitable Growth At A Reasonable Price

Summary Airbnb is undervalued relative to its earnings, growth trajectory, and market position, making it a compelling investment opportunity. Despite slower growth and macroeconomic headwinds, Airbnb retains a decisive leadership position within the homestay booking industry. The company's future looks as bright as ever. Airbnb's strong balance sheet and powerful network effects ensure its continued success and market leadership. The company's consistent innovation, expansion, and share buybacks further bolster its attractiveness as a long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Sep 18

Airbnb Stock: A Free Cash Flow Machine In The Bargain Bin

Summary Airbnb stock is a Strong Buy due to its high free cash flow, growth potential, and undervalued market price. The company plans to expand internationally, enhance its Experiences segment, and introduce a co-hosting marketplace. Regulatory risks exist, but Airbnb's growth and profitability prospects outweigh these concerns. The market underestimates Airbnb's growth, pricing in only 6.05% annual FCF growth, making it an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha • Aug 31

Airbnb: An Attractive Play

Summary Airbnb's strong market dominance and innovative strategies position it well for future growth, despite recent underperformance compared to the S&P 500. CEO Brian Chesky's vision includes new services like a co-hosting marketplace, which is expected to significantly increase listings and revenue. Current market estimates undervalue Airbnb. My DCF model suggests a fair value of $160 per share, making it a Strong Buy. Risks include consumer sentiment and potential black swan events, but the long-term growth potential in international markets remains robust. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Airbnb Could Be A Strong Buy Soon

Summary The recent stock price meltdown makes it more attractive. However, slowing top-line growth and consumer demand is a challenge. The lean business model, terrific cash flow, and stock repurchase plan are bullish, but only at the right price. Read the full article on Seeking Alpha
Seeking Alpha • Aug 11

Airbnb: Shorter Bookings Trend Implies A Weak Consumer Spending (Rating Downgrade)

Summary Airbnb stock plummets 13% post-earnings due to mixed 2Q results and weak 3Q revenue guidance, indicating a growth slowdown in "total nights and experiences". Management indicated that consumers are less willing to book in advance and expects a slowdown in demand from U.S. guests, supported by recent weak economic data from early August. The company guided a YoY margin contraction due to increased marketing expenses in both Q3 FY2024 and FY2024. Despite a YoY contraction in non-GAAP margins in Q2, the growth in stock-based compensation accelerated, leading to a decline in operating income and EPS on a GAAP basis. The stock is still trading at a premium valuation relative to peers on a TTM basis, with an adjusted P/E of 21.7x for FY2024, in line with the S&P 500 index. Read the full article on Seeking Alpha
Seeking Alpha • Aug 04

The Opportunity Of Airbnb's Q2 Earnings

Summary Debate on Airbnb's valuation has filled the news since the 2020 IPO: Airbnb's Q2 earnings approach and its shares are down 16% in past month amidst market correction and softer guidance from other peers. Investors are concerns by regulatory risks, travel trends, and geopolitical tensions. Yet, we should have in mind the overall picture and Airbnb's business model to assess the stock and understand the opportunity. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ABNB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202816,6463,9306,4726,21918
12/31/202715,1223,4275,5205,55238
12/31/202613,7122,9975,1274,97339
12/31/202512,2412,5114,6464,646N/A
9/30/202511,9432,6314,5864,586N/A
6/30/202511,5802,6254,3084,308N/A
3/31/202511,2322,5384,3844,384N/A
12/31/202411,1022,6484,5184,518N/A
9/30/202410,8401,8384,1154,115N/A
6/30/202410,5054,8444,3624,362N/A
3/31/202410,2414,9394,2204,220N/A
12/31/20239,9174,7923,8843,884N/A
9/30/20239,6015,4604,3014,284N/A
6/30/20239,0882,3003,9343,923N/A
3/31/20238,7082,0293,8213,815N/A
12/31/20228,3991,8933,4303,430N/A
9/30/20228,0291,6293,3283,349N/A
6/30/20227,3831,2482,8992,920N/A
3/31/20226,6148012,8852,909N/A
12/31/20215,992-3522,3132,313N/A
9/30/20215,319-4,2941,7631,792N/A
6/30/20214,424-4,9091,5621,593N/A
3/31/20213,423-5,416517546N/A
12/31/20203,378-4,585-777-740N/A
9/30/20203,626-1,048-743-687N/A
12/31/20194,805-67497223N/A
12/31/20183,652-17N/A596N/A
12/31/20172,562-70N/A251N/A

アナリストによる今後の成長予測

収入対貯蓄率: ABNBの予測収益成長率 (年間14% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ABNBの収益 ( 14% ) US市場 ( 16.4% ) よりも低い成長が予測されています。

高成長収益: ABNBの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ABNBの収益 ( 9.4% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: ABNBの収益 ( 9.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ABNBの 自己資本利益率 は、3年後には高くなると予測されています ( 27 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 00:02
終値2026/05/07 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SebastianBaird
Trevor YoungBarclays
Daniel KurnosBenchmark Company