Airbnb (ABNBUS) 주식 개요는 자회사와 함께 호스트가 전 세계 게스트에게 숙박과 경험을 제공할 수 있는 플랫폼을 운영하고 있습니다. 자세히 보기ABNBUS 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장4/6과거 실적3/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 20.4% 에서 거래수익은 매년 16.14% 증가할 것으로 예상됩니다.위험 분석지난 3개월 동안 상당한 내부자 매도가 있었습니다.모든 위험 점검 보기ABNBUS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,017 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 NarrativeBLINRODA481,017 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$146.8610.4% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b20b2016201920222025202620282031Revenue US$20.2bEarnings US$4.0bAdvancedSet Fair ValueView all narrativesAirbnb, Inc. 경쟁사Royal Caribbean CruisesSymbol: NYSE:RCLMarket cap: US$86.1bMarriott InternationalSymbol: NasdaqGS:MARMarket cap: US$98.3bHilton Worldwide HoldingsSymbol: NYSE:HLTMarket cap: US$72.5bBooking HoldingsSymbol: NasdaqGS:BKNGMarket cap: US$149.7b가격 이력 및 성과Airbnb 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$146.8652주 최고가US$140.0052주 최저가US$117.81베타1.141개월 변동2.63%3개월 변동4.11%1년 변동8.53%3년 변동n/a5년 변동n/aIPO 이후 변동-0.43%최근 뉴스 및 업데이트Recent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.공고 • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026공고 • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$68m.공고 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공고 • 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 updatesRecent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.공고 • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026공고 • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$68m.공고 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.공고 • 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, 2026공고 • 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.공고 • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$136, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Hospitality industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at US$183 per share.공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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, 2025공고 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.공고 • Apr 18Airbnb, Inc. to Report Q1, 2025 Results on May 01, 2025Airbnb, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Peruvian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.2% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (US$5.0m sold).공고 • 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.공고 • Jan 31Airbnb, Inc. to Report Q4, 2024 Results on Feb 13, 2025Airbnb, Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 57% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$2.17 (vs US$6.83 in 3Q 2023)Third quarter 2024 results: EPS: US$2.17 (down from US$6.83 in 3Q 2023). Revenue: US$3.73b (up 9.9% from 3Q 2023). Net income: US$1.37b (down 69% from 3Q 2023). Profit margin: 37% (down from 129% in 3Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$136, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Hospitality industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$164 per share.공고 • Oct 25Airbnb, Inc. to Report Q3, 2024 Results on Nov 07, 2024Airbnb, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024New Risk • Oct 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.4% average weekly change). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$27m sold).Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$115, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Hospitality industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$186 per share.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$34m sold).Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.87 (vs US$1.02 in 2Q 2023)Second quarter 2024 results: EPS: US$0.87 (down from US$1.02 in 2Q 2023). Revenue: US$2.75b (up 11% from 2Q 2023). Net income: US$555.0m (down 15% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.Recent Insider Transactions • Jul 26Co-Founder recently sold US$17m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$34m.공고 • Jul 24Airbnb, Inc. to Report Q2, 2024 Results on Aug 06, 2024Airbnb, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Recent Insider Transactions • Jun 27Co-Founder recently sold US$17m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.Reported Earnings • May 14First quarter 2024 earnings released: EPS: US$0.41 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.41 (up from US$0.18 in 1Q 2023). Revenue: US$2.14b (up 18% from 1Q 2023). Net income: US$264.0m (up 126% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.주주 수익률ABNBUSPE HospitalityPE 시장7D1.3%0.7%0.9%1Y8.5%-9.1%48.2%전체 주주 수익률 보기수익률 대 산업: ABNBUS은 지난 1년 동안 -9.1%의 수익을 기록한 PE Hospitality 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: ABNBUS은 지난 1년 동안 48.2%를 기록한 PE 시장보다 저조한 성과를 냈습니다.주가 변동성Is ABNBUS's price volatile compared to industry and market?ABNBUS volatilityABNBUS Average Weekly Movement2.5%Hospitality Industry Average Movement4.1%Market Average Movement4.2%10% most volatile stocks in PE Market9.3%10% least volatile stocks in PE Market1.6%안정적인 주가: ABNBUS는 지난 3개월 동안 PE 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: ABNBUS의 주간 변동성(2%)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?ABNBUS 기초 통계시가총액US$89.93b순이익 (TTM)US$2.52b매출 (TTM)US$12.65b35.7x주가수익비율(P/E)7.1x주가매출비율(P/S)ABNBUS는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ABNBUS 손익계산서 (TTM)매출US$12.65b매출원가US$2.16b총이익US$10.49b기타 비용US$7.97b순이익US$2.52b최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 06, 2026주당순이익(EPS)4.24총이익률82.91%순이익률19.90%부채/자본 비율32.4%ABNBUS의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/02 01:48종가2026/07/31 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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 50명의 분석가가 다루고 있습니다. 이 중 42명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Colin SebastianBairdTrevor YoungBarclaysRoss SandlerBarclays47명의 분석가 더 보기
Recent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.
공고 • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
공고 • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.
Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$68m.
공고 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공고 • Apr 10Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Recent Insider Transactions • Jul 30Co-Founder & Director recently sold US$316m worth of stockOn the 28th of July, Joseph Gebbia sold around 2m shares on-market at roughly US$151 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$324m.
공고 • Jul 10Airbnb, Inc. to Report Q2, 2026 Results on Aug 06, 2026Airbnb, Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
공고 • Jun 12Airbnb, Inc. Elects Alfred Lin as Members of the Board of Directors as Class III DirectorsAirbnb, Inc. in its 2026 Annual Meeting of Stockholders held on June 5, 2026 elected Alfred Lin as members of the Company’s board of directors as Class III directors for a three-year term.
Recent Insider Transactions • May 31Co-Founder recently sold US$66m worth of stockOn the 28th of May, Brian Chesky sold around 495k shares on-market at roughly US$133 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$68m.
공고 • Apr 27Airbnb, Inc., Annual General Meeting, Jun 05, 2026Airbnb, Inc., Annual General Meeting, Jun 05, 2026.
공고 • 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
공고 • 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.
공고 • Jan 30Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$136, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Hospitality industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at US$183 per share.
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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
공고 • Apr 28Airbnb, Inc., Annual General Meeting, Jun 04, 2025Airbnb, Inc., Annual General Meeting, Jun 04, 2025.
공고 • Apr 18Airbnb, Inc. to Report Q1, 2025 Results on May 01, 2025Airbnb, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
New Risk • Mar 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Peruvian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (4.2% average weekly change). Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (US$5.0m sold).
공고 • 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.
공고 • Jan 31Airbnb, Inc. to Report Q4, 2024 Results on Feb 13, 2025Airbnb, Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025
New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 57% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: US$2.17 (vs US$6.83 in 3Q 2023)Third quarter 2024 results: EPS: US$2.17 (down from US$6.83 in 3Q 2023). Revenue: US$3.73b (up 9.9% from 3Q 2023). Net income: US$1.37b (down 69% from 3Q 2023). Profit margin: 37% (down from 129% in 3Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$136, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Hospitality industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$164 per share.
공고 • Oct 25Airbnb, Inc. to Report Q3, 2024 Results on Nov 07, 2024Airbnb, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
New Risk • Oct 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.4% average weekly change). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$27m sold).
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$115, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Hospitality industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$186 per share.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$34m sold).
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.87 (vs US$1.02 in 2Q 2023)Second quarter 2024 results: EPS: US$0.87 (down from US$1.02 in 2Q 2023). Revenue: US$2.75b (up 11% from 2Q 2023). Net income: US$555.0m (down 15% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.
Recent Insider Transactions • Jul 26Co-Founder recently sold US$17m worth of stockOn the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$34m.
공고 • Jul 24Airbnb, Inc. to Report Q2, 2024 Results on Aug 06, 2024Airbnb, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Recent Insider Transactions • Jun 27Co-Founder recently sold US$17m worth of stockOn the 24th of June, Brian Chesky sold around 115k shares on-market at roughly US$149 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months.
Reported Earnings • May 14First quarter 2024 earnings released: EPS: US$0.41 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.41 (up from US$0.18 in 1Q 2023). Revenue: US$2.14b (up 18% from 1Q 2023). Net income: US$264.0m (up 126% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America.
