Airbnb (ABNB *) 주식 개요는 자회사와 함께 호스트가 전 세계 게스트에게 숙박과 경험을 제공할 수 있는 플랫폼을 운영하고 있습니다. 자세히 보기ABNB * 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장4/6과거 실적3/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 29% 에서 거래수익은 매년 13.98% 증가할 것으로 예상됩니다.위험 분석지난 3개월 동안 주가 변동성이 MX 시장과 비교해 높았습니다.모든 위험 점검 보기ABNB * 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 ValueMex$Current PriceMex$2.41k4.3% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b19b2016201920222025202620282031Revenue US$19.2bEarnings US$3.9bAdvancedSet Fair ValueView all narrativesAirbnb, Inc. 경쟁사RLH Properties. deSymbol: BMV:RLH AMarket cap: Mex$20.5bGrupo Posadas. deSymbol: BMV:POSADAS AMarket cap: Mex$14.8bGrupo Hotelero Santa Fe. deSymbol: BMV:HOTEL *Market cap: Mex$3.6bMarriott InternationalSymbol: NasdaqGS:MARMarket cap: US$94.7b가격 이력 및 성과Airbnb 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$2,410.0052주 최고가US$2,735.0052주 최저가US$1,998.00베타1.211개월 변동7.21%3개월 변동14.76%1년 변동-2.75%3년 변동22.96%5년 변동-10.90%IPO 이후 변동-41.09%최근 뉴스 및 업데이트공지 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공지 • 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, 2026New Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.공지 • 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 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.4% 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. This is currently the only risk that has been identified for the company.더 많은 업데이트 보기Recent updates공지 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공지 • 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, 2026New Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.공지 • 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 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.4% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to Mex$2,097. The fair value is estimated to be Mex$2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공지 • 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, 2026공지 • 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.공지 • 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.공지 • 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 12% growth forecast for the Hospitality industry in South America. 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 2% per year.공지 • 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. 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 3% per year, which means it is significantly lagging earnings.공지 • 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.공지 • 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 12Co-Founder recently sold Mex$45m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly Mex$2,703 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 Mex$950m.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 12% growth forecast for the Hospitality industry in South America. 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.공지 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.공지 • 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 • Apr 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (Mex$102m sold).Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 2.4% to Mex$2,912. The fair value is estimated to be Mex$3,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.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 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. 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 3% per year, which means it is significantly lagging earnings.공지 • 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.Recent Insider Transactions • Feb 06Co-Founder recently sold Mex$102m worth of stockOn the 3rd of February, Brian Chesky sold around 38k shares on-market at roughly Mex$2,656 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 Mex$906m.Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to Mex$2,661. The fair value is estimated to be Mex$3,365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공지 • 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, 2025Buy Or Sell Opportunity • Jan 21Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to Mex$2,716. The fair value is estimated to be Mex$3,398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Buy Or Sell Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock has risen 6.8% to Mex$2,747. The fair value is estimated to be Mex$3,488, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Buy Or Sell Opportunity • Nov 08Now 22% undervaluedOver the last 90 days, the stock has risen 25% to Mex$2,700. The fair value is estimated to be Mex$3,455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공지 • 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, 2024Buy Or Sell Opportunity • Oct 23Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to Mex$2,620. The fair value is estimated to be Mex$3,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are forecast to decline by 0.2% per annum over the same time period.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 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 (Mex$494m 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 Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Significant insider selling over the past 3 months (Mex$618m sold).New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.7% average weekly change). Minor Risk Significant insider selling over the past 3 months (Mex$618m 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 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. 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 10% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jul 26Co-Founder recently sold Mex$308m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly Mex$2,672 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$309m. Brian has been a net seller over the last 12 months, reducing personal holdings by Mex$618m.공지 • 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 Mex$309m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly Mex$2,681 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.Buy Or Sell Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to Mex$2,470. The fair value is estimated to be Mex$3,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% 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 also forecast to grow by 0.3% per annum over the same time period.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 13% growth forecast for the Hospitality industry in South America.공지 • 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, 2024공지 • 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.New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% 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: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).Reported Earnings • Feb 16Full 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 13% growth forecast for the Hospitality industry in South America.공지 • 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%.공지 • 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, 2024Buy Or Sell Opportunity • Jan 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Mex$2,597. The fair value is estimated to be Mex$2,155, however this is not to be taken as a sell 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 8.2% per annum over the same time period.공지 • 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.공지 • 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.공지 • 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.New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% 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 13% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).Reported Earnings • Nov 03Third 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 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.공지 • 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.공지 • 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, 2023Buying Opportunity • Oct 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be Mex$2,826, 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 14% per annum over the same time period.공지 • 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 17Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be Mex$2,768, 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.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 14% growth forecast for the Hospitality industry in South America.공지 • 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.공지 • 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, 2023공지 • 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 18%After last week's 18% share price decline to Mex$1,838, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Hospitality industry globally. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,779 per share.공지 • 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 13% growth forecast for the Hospitality industry in South America.공지 • 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.Reported Earnings • Feb 16Full 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 15% growth forecast for the Hospitality industry in South America.공지 • 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%.공지 • 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, 2023Reported 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). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in South America.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$2,090, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 19x in the Hospitality industry globally. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,091 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). Over the next year, revenue is forecast to grow 20%, compared to a 37% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,025, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 20x in the Hospitality industry globally. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,478 per share.Buying Opportunity • May 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be Mex$3,131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.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 50% growth forecast for the industry in Mexico.Buying Opportunity • Mar 08Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be US$3,733, 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 52% growth forecast for the restaurants industry in Mexico.Recent Insider Transactions • Jan 30Co-Founder recently sold Mex$7.5m worth of stockOn the 27th of January, Joseph Gebbia sold around 3k shares on-market at roughly Mex$3,012 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 Mex$323m.Reported Earnings • Nov 06Third 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 Mex$161m worth of stockOn the 27th of August, Joseph Gebbia sold around 51k shares on-market at roughly Mex$3,135 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 Mex$315m.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).Breakeven Date Change • Aug 14Forecast 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.Recent Insider Transactions • Jul 10Co-Founder recently sold Mex$154m worth of stockOn the 1st of July, Joseph Gebbia sold around 50k shares on-market at roughly Mex$3,097 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.4b. This was Joseph's only on-market trade for the last 12 months.Recent Insider Transactions • Jun 03Co-Founder recently sold Mex$1.4b worth of stockOn the 27th of May, Nathan Blecharczyk sold around 486k shares on-market at roughly Mex$2,796 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.주주 수익률ABNB *MX HospitalityMX 시장7D-1.2%0.8%2.2%1Y-2.7%20.3%19.4%전체 주주 수익률 보기수익률 대 산업: ABNB *은 지난 1년 동안 20.3%의 수익을 기록한 MX Hospitality 산업보다 저조한 성과를 냈습니다.수익률 대 시장: ABNB *은 지난 1년 동안 19.4%를 기록한 MX 시장보다 저조한 성과를 냈습니다.주가 변동성Is ABNB *'s price volatile compared to industry and market?ABNB * volatilityABNB * Average Weekly Movement5.9%Hospitality Industry Average Movement3.9%Market Average Movement4.2%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%안정적인 주가: ABNB *의 주가는 지난 3개월 동안 MX 시장보다 변동성이 컸습니다.시간에 따른 변동성: ABNB *의 주간 변동성(6%)은 지난 1년 동안 안정적이었지만 MX 종목 중 상위 75%보다 높습니다.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?ABNB * 기초 통계시가총액Mex$1.44t순이익 (TTM)Mex$43.38b매출 (TTM)Mex$211.49b33.3x주가수익비율(P/E)6.8x주가매출비율(P/S)ABNB *는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ABNB * 손익계산서 (TTM)매출US$12.24b매출원가US$2.09b총이익US$10.16b기타 비용US$7.64b순이익US$2.51b최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)4.22총이익률82.96%순이익률20.51%부채/자본 비율24.4%ABNB *의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 01:13종가2026/05/07 00:00수익2025/12/31연간 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 51명의 분석가가 다루고 있습니다. 이 중 39명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Colin SebastianBairdTrevor YoungBarclaysDaniel KurnosBenchmark Company48명의 분석가 더 보기
공지 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공지 • 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
New Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
공지 • 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 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.4% 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. This is currently the only risk that has been identified for the company.
공지 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공지 • 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
New Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
공지 • 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 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
New Risk • Feb 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.4% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to Mex$2,097. The fair value is estimated to be Mex$2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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 12% growth forecast for the Hospitality industry in South America. 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 2% per year.
공지 • 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. 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 3% per year, which means it is significantly lagging earnings.
공지 • 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.
공지 • 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 12Co-Founder recently sold Mex$45m worth of stockOn the 6th of June, Brian Chesky sold around 17k shares on-market at roughly Mex$2,703 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 Mex$950m.
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 12% growth forecast for the Hospitality industry in South America. 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.
공지 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.
공지 • 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 • Apr 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (Mex$102m sold).
Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 2.4% to Mex$2,912. The fair value is estimated to be Mex$3,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
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 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. 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 3% per year, which means it is significantly lagging earnings.
공지 • 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.
Recent Insider Transactions • Feb 06Co-Founder recently sold Mex$102m worth of stockOn the 3rd of February, Brian Chesky sold around 38k shares on-market at roughly Mex$2,656 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 Mex$906m.
Buy Or Sell Opportunity • Feb 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to Mex$2,661. The fair value is estimated to be Mex$3,365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공지 • 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
Buy Or Sell Opportunity • Jan 21Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to Mex$2,716. The fair value is estimated to be Mex$3,398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Buy Or Sell Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock has risen 6.8% to Mex$2,747. The fair value is estimated to be Mex$3,488, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Buy Or Sell Opportunity • Nov 08Now 22% undervaluedOver the last 90 days, the stock has risen 25% to Mex$2,700. The fair value is estimated to be Mex$3,455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공지 • 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
Buy Or Sell Opportunity • Oct 23Now 21% undervaluedOver the last 90 days, the stock has risen 1.7% to Mex$2,620. The fair value is estimated to be Mex$3,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are forecast to decline by 0.2% per annum over the same time period.
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 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 (Mex$494m 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 Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Significant insider selling over the past 3 months (Mex$618m sold).
New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.7% average weekly change). Minor Risk Significant insider selling over the past 3 months (Mex$618m 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 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. 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 10% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jul 26Co-Founder recently sold Mex$308m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly Mex$2,672 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$309m. Brian has been a net seller over the last 12 months, reducing personal holdings by Mex$618m.
공지 • 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 Mex$309m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly Mex$2,681 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.
Buy Or Sell Opportunity • May 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to Mex$2,470. The fair value is estimated to be Mex$3,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% 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 also forecast to grow by 0.3% per annum over the same time period.
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 13% growth forecast for the Hospitality industry in South America.
공지 • 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
공지 • 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.
New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% 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: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change).
Reported Earnings • Feb 16Full 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 13% growth forecast for the Hospitality industry in South America.
공지 • 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%.
공지 • 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
Buy Or Sell Opportunity • Jan 29Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Mex$2,597. The fair value is estimated to be Mex$2,155, however this is not to be taken as a sell 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 8.2% per annum over the same time period.
공지 • 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.
공지 • 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.
공지 • 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.
New Risk • Nov 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% 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 13% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change).
Reported Earnings • Nov 03Third 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 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.
공지 • 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.
공지 • 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
Buying Opportunity • Oct 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be Mex$2,826, 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 14% per annum over the same time period.
공지 • 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 17Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be Mex$2,768, 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.
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 14% growth forecast for the Hospitality industry in South America.
공지 • 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.
공지 • 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
공지 • 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 18%After last week's 18% share price decline to Mex$1,838, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Hospitality industry globally. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,779 per share.
공지 • 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 13% growth forecast for the Hospitality industry in South America.
공지 • 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.
Reported Earnings • Feb 16Full 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 15% growth forecast for the Hospitality industry in South America.
공지 • 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%.
공지 • 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
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). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in South America.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$2,090, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 19x in the Hospitality industry globally. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,091 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). Over the next year, revenue is forecast to grow 20%, compared to a 37% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,025, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 20x in the Hospitality industry globally. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,478 per share.
Buying Opportunity • May 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be Mex$3,131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
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 50% growth forecast for the industry in Mexico.
Buying Opportunity • Mar 08Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be US$3,733, 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 52% growth forecast for the restaurants industry in Mexico.
Recent Insider Transactions • Jan 30Co-Founder recently sold Mex$7.5m worth of stockOn the 27th of January, Joseph Gebbia sold around 3k shares on-market at roughly Mex$3,012 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 Mex$323m.
Reported Earnings • Nov 06Third 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 Mex$161m worth of stockOn the 27th of August, Joseph Gebbia sold around 51k shares on-market at roughly Mex$3,135 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 Mex$315m.
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).
Breakeven Date Change • Aug 14Forecast 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.
Recent Insider Transactions • Jul 10Co-Founder recently sold Mex$154m worth of stockOn the 1st of July, Joseph Gebbia sold around 50k shares on-market at roughly Mex$3,097 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.4b. This was Joseph's only on-market trade for the last 12 months.
Recent Insider Transactions • Jun 03Co-Founder recently sold Mex$1.4b worth of stockOn the 27th of May, Nathan Blecharczyk sold around 486k shares on-market at roughly Mex$2,796 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.
