Airbnb, Inc.

NasdaqGS:ABNB 주식 리포트

시가총액: US$100.3b

Airbnb 향후 성장

Future 기준 점검 2/6

Airbnb (는) 각각 연간 15.5% 및 10.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.4% 로 예상됩니다.

핵심 정보

15.5%

이익 성장률

17.85%

EPS 성장률

Hospitality 이익 성장19.8%
매출 성장률10.6%
향후 자기자본이익률29.41%
애널리스트 커버리지

Good

마지막 업데이트11 Sep 2026

최근 향후 성장 업데이트

분석 기사 • May 11

Airbnb, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Airbnb, Inc. ( NASDAQ:ABNB ) came out with its first-quarter results last week, and we wanted to see how the business...
분석 기사 • Nov 10

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

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

Recent updates

Seeking Alpha • Sep 10

Airbnb: The "Great Growth Cycle" I Forecasted In July Appears To Have Arrived

Summary Airbnb is firmly in its next major growth cycle, validated by robust Q2 2026 results. Q2 2026 saw revenue up 17%, net income up 27%, and free cash flow up 30% year-over-year. ABNB exceeded management’s outlook on every key metric, including strong North American growth. Growth is broad-based, with retention, international expansion, and new services driving continued momentum. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 03

ABNB: AI Execution And Hotel Expansion Will Drive Future Earnings Power

Airbnb's analyst price target is updated from $215 to $220, reflecting analysts' focus on expanding Experiences and new services, AI driven product progress, and what they see as underappreciated growth and margin potential across the core platform and emerging hotel and services businesses. Analyst Commentary Recent research on Airbnb points to a generally constructive tone around the stock.
내러티브 업데이트 • Aug 28

Okay, Airbnb Finally Gave the Market a Reason

When I last updated this narrative, I said the market was basically waiting for Airbnb to give it a real reason to move. Either growth needed to re-accelerate or margins needed to improve.
내러티브 업데이트 • Aug 16

ABNB: AI And Hotel Expansion Will Support Future Earnings Power

Analysts lifted the central price target for Airbnb to $215 from $181, citing stronger Q2 execution, higher modeled P/E multiples, and support from raised Street targets, which more than offset slightly lower long term revenue growth and margin assumptions. Analyst Commentary Street research around Airbnb has turned more constructive following recent quarterly results, with many bullish analysts lifting price targets and pointing to solid execution on revenue, profitability, and product rollout.
내러티브 업데이트 • Aug 02

ABNB: AI Expansion And Margin Resilience Will Drive Future Earnings Power

Airbnb's analyst price target has shifted modestly higher toward $160 to $175 per share, as analysts highlight resilient margin expectations, a supportive travel backdrop and growing comfort with the role of AI in the business model. Analyst Commentary Recent Street research around Airbnb points to a mix of optimism and caution, with many firms adjusting price targets in a relatively tight band and focusing on execution, profitability and the role of AI in the business.
내러티브 업데이트 • Jun 23

ABNB: Premium Multiple Will Constrain Upside As Travel Marketplace Expansion Matures

Analysts have lifted their fair value estimate for Airbnb to $122.88 from $109.10, reflecting higher Street price targets and expectations for slightly stronger long term profit margins and a richer future P/E multiple, even as projected revenue growth and the model discount rate are adjusted. Analyst Commentary Recent research on Airbnb points to a generally constructive tone, with several firms lifting price targets or ratings.
분석 기사 • Jun 20

Airbnb (ABNB) Stock Could Be 26% Undervalued As Lower Flight Costs Support Travel

The trigger for Airbnb (ABNB) today is outside the company, with easing geopolitical tensions and the reopening of the Strait of Hormuz expected to reduce flight costs and support travel activity through its platform. See our latest analysis for Airbnb. Airbnb’s recent 7.66% 7 day share price return and 10.81% 90 day share price return suggest momentum has picked up, while the 8.11% 1 year total shareholder return and longer term figures provide a more mixed picture for buy and hold...
내러티브 업데이트 • Jun 04

ABNB: Platform Expansion And Travel Services Are Expected To Drive Future Upside

Analysts have raised the Airbnb fair value estimate by about $11 to $156.51, citing updated assumptions around revenue growth and profitability, as well as a slightly lower discount rate, partly offset by a lower projected future P/E multiple. Analyst Commentary Recent Street research around Airbnb has been active, with multiple firms updating price targets and ratings.
내러티브 업데이트 • May 21

ABNB: Organic Revenue Levers And AI Resilience Will Drive Future Earnings Power

Airbnb's analyst price target has been nudged up from $180 to $181, reflecting analysts' updated assumptions for slightly stronger revenue growth, higher profit margins and a lower future P/E after a series of recent target raises and upgrades across the Street. Analyst Commentary Recent research updates show a clear tilt toward more constructive views on Airbnb, with a cluster of price target raises and several upgrades pointing to growing confidence in the company’s execution and earnings power.
분석 기사 • May 11

Airbnb, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Airbnb, Inc. ( NASDAQ:ABNB ) came out with its first-quarter results last week, and we wanted to see how the business...
내러티브 업데이트 • May 06

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

Airbnb's analyst price target has been updated from $173.85 to $180.00 as analysts respond to a series of upgrades and price target revisions that highlight organic revenue drivers, business inflection points, and reduced concern about AI-driven disruption of marketplace models. Analyst Commentary Recent research updates around Airbnb point to a cluster of optimistic views focused on execution, new revenue drivers, and reduced concern about AI-related disruption of marketplace models.
내러티브 업데이트 • Apr 22

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Waiting for a Reason to Move

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

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

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

ABNB: AI Travel Tools Will Likely Pressure Future Revenue Durability

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

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

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

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

Last week, you might have seen that Airbnb, Inc. ( NASDAQ:ABNB ) released its quarterly result to the market. The early...
내러티브 업데이트 • Sep 12

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

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

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

Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences)
Seeking Alpha • Apr 28

Airbnb Earnings: Mixed Outlook And Some Short-Term Tailwinds

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

Airbnb: Expect Weak Trends Through H1 2025

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

535 Upgrades And Co-Host Network Will Transform Guest Experience

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

AirBnb: An Outstanding Business Now At A Reasonable Price

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

Airbnb Q4 Earnings: Inflection Point Is Here

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

Airbnb Is Beaten Down, Buy Before Experiences Brings It Back

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

Airbnb: Excited For An Expanding Market In 2025

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

Airbnb: A Messy Transition Into A More Mature Business Model

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

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

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

이익 및 매출 성장 예측

NasdaqGS:ABNB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202817,5614,1986,4306,53525
12/31/202715,7983,6225,8086,02943
12/31/202614,1653,1845,3475,44743
6/30/202613,1592,6914,8604,860N/A
3/31/202612,6472,5174,5654,565N/A
12/31/202512,2412,5114,6464,646N/A
9/30/202511,9432,6314,5864,586N/A
6/30/202511,5802,6254,3084,308N/A
3/31/202511,2322,5384,3844,384N/A
12/31/202411,1022,6484,5184,518N/A
9/30/202410,8401,8384,1154,115N/A
6/30/202410,5054,8444,3624,362N/A
3/31/202410,2414,9394,2204,220N/A
12/31/20239,9174,7923,8843,884N/A
9/30/20239,6015,4604,3014,284N/A
6/30/20239,0882,3003,9343,923N/A
3/31/20238,7082,0293,8213,815N/A
12/31/20228,3991,8933,4303,430N/A
9/30/20228,0291,6293,3283,349N/A
6/30/20227,3831,2482,8992,920N/A
3/31/20226,6148012,8852,909N/A
12/31/20215,992-3522,3132,313N/A
9/30/20215,319-4,2941,7631,792N/A
6/30/20214,424-4,9091,5621,593N/A
3/31/20213,423-5,416517546N/A
12/31/20203,378-4,585-777-740N/A
9/30/20203,626-1,048-743-687N/A
12/31/20194,805-674N/A223N/A
12/31/20183,652-17N/A596N/A
12/31/20172,562-70N/A251N/A

애널리스트 향후 성장 전망

수입 대 저축률: ABNB 의 연간 예상 수익 증가율(15.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: ABNB 의 연간 수익(15.5%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ABNB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ABNB 의 수익(연간 10.6%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ABNB 의 수익(연간 10.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ABNB의 자본 수익률은 3년 후 29.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 04:16
종가2026/09/14 00:00
수익2026/06/30
연간 수익2025/12/31

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기업 재무제표10년
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분석가 소스

Airbnb, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 43명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Colin SebastianBaird
Ross SandlerBarclays
Trevor YoungBarclays