Airbnb (1ABNB) 주식 개요는 자회사와 함께 호스트가 전 세계 게스트에게 숙박과 경험을 제공할 수 있는 플랫폼을 운영하고 있습니다. 자세히 보기1ABNB 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장4/6과거 실적3/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 31.4% 에서 거래수익은 매년 16.28% 증가할 것으로 예상됩니다.위험 분석지난 3개월 동안 상당한 내부자 매도가 있었습니다.모든 위험 점검 보기1ABNB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,676 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 NarrativeBLINROAG486,676 investors already sharing narrativesYour Fair Value€Current Price€124.4621.6% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b20b2016201920222025202620282031Revenue US$20.3bEarnings US$4.0bAdvancedSet Fair ValueView all narrativesAirbnb, Inc. 경쟁사Royal Caribbean CruisesSymbol: NYSE:RCLMarket cap: US$75.7bMarriott InternationalSymbol: NasdaqGS:MARMarket cap: US$100.4bHilton Worldwide HoldingsSymbol: NYSE:HLTMarket cap: US$77.7bLottomatica GroupSymbol: BIT:LTMCMarket cap: €6.0b가격 이력 및 성과Airbnb 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$124.4652주 최고가US$131.7052주 최저가US$97.03베타1.141개월 변동5.78%3개월 변동14.48%1년 변동6.36%3년 변동n/a5년 변동n/aIPO 이후 변동7.81%최근 뉴스 및 업데이트공시 • 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 €56m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly €114 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 €58m.Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.27 (vs US$0.25 in 1Q 2025)First quarter 2026 results: EPS: US$0.27 (up from US$0.25 in 1Q 2025). Revenue: US$2.68b (up 18% from 1Q 2025). Net income: US$160.0m (up 3.9% from 1Q 2025). Profit margin: 6.0% (down from 6.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Italy.Recent Insider Transactions • May 11Co-Founder & Director recently sold €7.0m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly €120 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.공시 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공시 • 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, 2026더 많은 업데이트 보기Recent updates공시 • 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 €56m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly €114 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 €58m.Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.27 (vs US$0.25 in 1Q 2025)First quarter 2026 results: EPS: US$0.27 (up from US$0.25 in 1Q 2025). Revenue: US$2.68b (up 18% from 1Q 2025). Net income: US$160.0m (up 3.9% from 1Q 2025). Profit margin: 6.0% (down from 6.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Italy.Recent Insider Transactions • May 11Co-Founder & Director recently sold €7.0m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly €120 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.공시 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공시 • 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, 2026공시 • 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 6.8% growth forecast for the Hospitality industry in Italy.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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 7.4% growth forecast for the Hospitality industry in Italy.공시 • 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 6.4% growth forecast for the Hospitality industry in Italy.공시 • 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.공시 • 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, 2025Buy Or Sell Opportunity • Jun 30Now 21% undervaluedOver the last 90 days, the stock has risen 1.3% to €113. The fair value is estimated to be €142, 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.Buy Or Sell Opportunity • Jun 12Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €120. The fair value is estimated to be €151, 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.Recent Insider Transactions • Jun 11Co-Founder recently sold €2.0m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly €124 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 €47m.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €124, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Hospitality industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €140 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 8.8% growth forecast for the Hospitality industry in Italy.공시 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.공시 • 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, 2025주주 수익률1ABNBIT HospitalityIT 시장7D-4.5%4.2%0.5%1Y6.4%2.4%22.3%전체 주주 수익률 보기수익률 대 산업: 1ABNB은 지난 1년 동안 2.4%의 수익을 기록한 Italian Hospitality 산업과 동일한 성과를 보였습니다.수익률 대 시장: 1ABNB은 지난 1년 동안 22.3%를 기록한 Italian 시장보다 저조한 성과를 냈습니다.주가 변동성Is 1ABNB's price volatile compared to industry and market?1ABNB volatility1ABNB Average Weekly Movement4.8%Hospitality Industry Average Movement5.0%Market Average Movement4.6%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market2.9%안정적인 주가: 1ABNB는 지난 3개월 동안 Italian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 1ABNB의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트20078,200Brian Cheskywww.airbnb.com는 자회사와 함께 호스트가 전 세계 게스트에게 숙박과 체험을 제공할 수 있는 플랫폼을 운영합니다. 이 마켓플레이스는 온라인 또는 모바일 장치를 통해 호스트와 게스트를 연결하여 숙소와 체험을 예약할 수 있도록 지원합니다. 기프트 카드도 제공합니다.더 보기Airbnb, Inc. 기초 지표 요약Airbnb의 순이익과 매출은 시가총액과 어떻게 비교됩니까?1ABNB 기초 통계시가총액€77.29b순이익 (TTM)€2.20b매출 (TTM)€11.07b33.7x주가수익비율(P/E)6.7x주가매출비율(P/S)1ABNB는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표1ABNB 손익계산서 (TTM)매출US$12.65b매출원가US$2.16b총이익US$10.49b기타 비용US$7.97b순이익US$2.52b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)4.24총이익률82.91%순이익률19.90%부채/자본 비율32.4%1ABNB의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/08 19:56종가2026/07/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Airbnb, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 41명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Colin SebastianBairdRoss SandlerBarclaysTrevor YoungBarclays46명의 분석가 더 보기
공시 • 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 €56m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly €114 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 €58m.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.27 (vs US$0.25 in 1Q 2025)First quarter 2026 results: EPS: US$0.27 (up from US$0.25 in 1Q 2025). Revenue: US$2.68b (up 18% from 1Q 2025). Net income: US$160.0m (up 3.9% from 1Q 2025). Profit margin: 6.0% (down from 6.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Italy.
Recent Insider Transactions • May 11Co-Founder & Director recently sold €7.0m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly €120 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.
공시 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공시 • 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
공시 • 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 €56m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly €114 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 €58m.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.27 (vs US$0.25 in 1Q 2025)First quarter 2026 results: EPS: US$0.27 (up from US$0.25 in 1Q 2025). Revenue: US$2.68b (up 18% from 1Q 2025). Net income: US$160.0m (up 3.9% from 1Q 2025). Profit margin: 6.0% (down from 6.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in Italy.
Recent Insider Transactions • May 11Co-Founder & Director recently sold €7.0m worth of stockOn the 4th of May, Joseph Gebbia sold around 58k shares on-market at roughly €120 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.
공시 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공시 • 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
공시 • 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 6.8% growth forecast for the Hospitality industry in Italy.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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 7.4% growth forecast for the Hospitality industry in Italy.
공시 • 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 6.4% growth forecast for the Hospitality industry in Italy.
공시 • 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.
공시 • 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
Buy Or Sell Opportunity • Jun 30Now 21% undervaluedOver the last 90 days, the stock has risen 1.3% to €113. The fair value is estimated to be €142, 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.
Buy Or Sell Opportunity • Jun 12Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €120. The fair value is estimated to be €151, 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.
Recent Insider Transactions • Jun 11Co-Founder recently sold €2.0m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly €124 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 €47m.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €124, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Hospitality industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €140 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 8.8% growth forecast for the Hospitality industry in Italy.
공시 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.
공시 • 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
