Airbnb Inkomsten in het verleden
Verleden criteriumcontroles 3/6
Airbnb heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 45.2%, terwijl de Hospitality-industrie de winst zag groeien met 31.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 18.6%. Het rendement op eigen vermogen van Airbnb is 33%, en het heeft een nettomarge van 19.9%.
Belangrijke informatie
45.19%
Groei van de winst
50.97%
Groei van de winst per aandeel
| Hospitality Groei van de industrie | 19.52% |
| Inkomstengroei | 18.59% |
| Rendement op eigen vermogen | 32.96% |
| Nettomarge | 19.90% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • May 22
Airbnb's Soul Search Beyond Homes
Summary While very few people are skeptical about travel’s long-term appeal, there is usually more debate around which companies within travel can remain relevant for decades to come. Yesterday Airbnb revealed that based on their survey they came to know that more than 75% of travelers want to visit a landmark when they travel to a new city. Airbnb also launched several new categories of “Services” yesterday: groceries, airport pickups, luggage storage, and car rentals. While Airbnb hasn't launched any loyalty program yet, the sketch of such a potential program is gradually starting to take shape. Read the full article on Seeking Alpha
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.
Nieuw narratief • 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)Analyseartikel • Jul 21
When Should You Buy Airbnb, Inc. (NASDAQ:ABNB)?
Let's talk about the popular Airbnb, Inc. ( NASDAQ:ABNB ). The company's shares received a lot of attention from a...Analyseartikel • Jul 07
Investors Shouldn't Overlook Airbnb's (NASDAQ:ABNB) Impressive Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Analyseartikel • Jun 23
These 4 Measures Indicate That Airbnb (NASDAQ:ABNB) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 28
Airbnb Earnings: Mixed Outlook And Some Short-Term Tailwinds
Summary Airbnb is scheduled to report the seasonally important Q1 2025 later this week, and all eyes are on the impact of macroeconomic uncertainty. The likelihood of a better-than-expected quarter based on operational performance only appears limited. Changes in foreign exchange rates could provide a much-needed short-term boost to the stock price. Read the full article on Seeking AlphaSeeking 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 AlphaNieuw narratief • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Nov 14
Why Airbnb Q3 Earnings Signal Potential Growth Slowdown In 2025
Summary We found Airbnb's Q3 results moderately positive. Airbnb’s key business metrics showed decent growth rates amid a challenging macro backdrop. For FY 2025, we anticipate revenue growth to decelerate to 6%-8%, and EPS from $3.32 to $3.67. We believe Airbnb is overvalued now, and anticipate headwinds in the short term. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Airbnb Earnings: Still Growing, But This Stock Is Too Expensive
Summary Airbnb reported Q3 earnings after the close Thursday. Growth appears to be marching along nicely and free cash flow generation remains strong. The company is great, but the stock is expensive. Wait for a better entry. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Airbnb: Losing Patience As Travel Bookings Lose Steam (Rating Downgrade)
Summary Airbnb's bookings growth rate has slowed considerably, and its outlook for Q3 suggests a further deceleration. In terms of room nights booked (not by dollars), rival Expedia is now growing faster than Airbnb, despite having long been a laggard. A weaker macro outlook may be denting consumers' travel budgets, as travel demand has largely caught up with the post-COVID travel frenzy. Despite its sharp deceleration and now similar growth performance versus peers, Airbnb's ~30x forward P/E multiple sits at a hefty premium to the market and to OTA rivals. Downgrading Airbnb to a sell rating and recommending investors to look elsewhere for value. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Airbnb: Profitable Growth At A Reasonable Price
Summary Airbnb is undervalued relative to its earnings, growth trajectory, and market position, making it a compelling investment opportunity. Despite slower growth and macroeconomic headwinds, Airbnb retains a decisive leadership position within the homestay booking industry. The company's future looks as bright as ever. Airbnb's strong balance sheet and powerful network effects ensure its continued success and market leadership. The company's consistent innovation, expansion, and share buybacks further bolster its attractiveness as a long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Airbnb Stock: A Free Cash Flow Machine In The Bargain Bin
Summary Airbnb stock is a Strong Buy due to its high free cash flow, growth potential, and undervalued market price. The company plans to expand internationally, enhance its Experiences segment, and introduce a co-hosting marketplace. Regulatory risks exist, but Airbnb's growth and profitability prospects outweigh these concerns. The market underestimates Airbnb's growth, pricing in only 6.05% annual FCF growth, making it an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Aug 31
Airbnb: An Attractive Play
Summary Airbnb's strong market dominance and innovative strategies position it well for future growth, despite recent underperformance compared to the S&P 500. CEO Brian Chesky's vision includes new services like a co-hosting marketplace, which is expected to significantly increase listings and revenue. Current market estimates undervalue Airbnb. My DCF model suggests a fair value of $160 per share, making it a Strong Buy. Risks include consumer sentiment and potential black swan events, but the long-term growth potential in international markets remains robust. Read the full article on Seeking AlphaSeeking Alpha • Aug 25
Airbnb Could Be A Strong Buy Soon
Summary The recent stock price meltdown makes it more attractive. However, slowing top-line growth and consumer demand is a challenge. The lean business model, terrific cash flow, and stock repurchase plan are bullish, but only at the right price. Read the full article on Seeking AlphaSeeking Alpha • Aug 11
Airbnb: Shorter Bookings Trend Implies A Weak Consumer Spending (Rating Downgrade)
Summary Airbnb stock plummets 13% post-earnings due to mixed 2Q results and weak 3Q revenue guidance, indicating a growth slowdown in "total nights and experiences". Management indicated that consumers are less willing to book in advance and expects a slowdown in demand from U.S. guests, supported by recent weak economic data from early August. The company guided a YoY margin contraction due to increased marketing expenses in both Q3 FY2024 and FY2024. Despite a YoY contraction in non-GAAP margins in Q2, the growth in stock-based compensation accelerated, leading to a decline in operating income and EPS on a GAAP basis. The stock is still trading at a premium valuation relative to peers on a TTM basis, with an adjusted P/E of 21.7x for FY2024, in line with the S&P 500 index. Read the full article on Seeking AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Airbnb geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 12,647 | 2,517 | 5,174 | 2,424 |
| 31 Dec 25 | 12,241 | 2,511 | 4,952 | 2,354 |
| 30 Sep 25 | 11,943 | 2,631 | 4,735 | 2,303 |
| 30 Jun 25 | 11,580 | 2,625 | 4,587 | 2,240 |
| 31 Mar 25 | 11,232 | 2,538 | 4,450 | 2,149 |
| 31 Dec 24 | 11,102 | 2,648 | 4,378 | 2,056 |
| 30 Sep 24 | 10,840 | 1,838 | 4,296 | 1,950 |
| 30 Jun 24 | 10,505 | 4,844 | 4,201 | 1,845 |
| 31 Mar 24 | 10,241 | 4,939 | 4,136 | 1,777 |
| 31 Dec 23 | 9,917 | 4,792 | 4,080 | 1,722 |
| 30 Sep 23 | 9,601 | 5,460 | 3,998 | 1,688 |
| 30 Jun 23 | 9,088 | 2,300 | 3,889 | 1,635 |
| 31 Mar 23 | 8,708 | 2,029 | 3,692 | 1,559 |
| 31 Dec 22 | 8,399 | 1,893 | 3,392 | 1,502 |
| 30 Sep 22 | 8,029 | 1,629 | 3,376 | 1,472 |
| 30 Jun 22 | 7,383 | 1,248 | 3,192 | 1,450 |
| 31 Mar 22 | 6,614 | 801 | 3,053 | 1,425 |
| 31 Dec 21 | 5,992 | -352 | 2,869 | 1,425 |
| 30 Sep 21 | 5,319 | -4,294 | 3,718 | 3,119 |
| 30 Jun 21 | 4,424 | -4,909 | 3,366 | 2,989 |
| 31 Mar 21 | 3,423 | -5,416 | 3,049 | 2,857 |
| 31 Dec 20 | 3,378 | -4,585 | 3,188 | 2,753 |
| 30 Sep 20 | 3,626 | -1,048 | 2,358 | 974 |
| 31 Dec 19 | 4,805 | -674 | 3,119 | 977 |
| 31 Dec 18 | 3,652 | -17 | 2,190 | 579 |
| 31 Dec 17 | 2,562 | -70 | 1,595 | 401 |
Kwaliteitswinsten: ABNB heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (19.9%) ABNB } zijn lager dan vorig jaar (22.6%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: ABNB is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 45.2% per jaar laten groeien.
Versnelling van de groei: De winstgroei ABNB is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: ABNB had het afgelopen jaar een negatieve winstgroei ( -0.8% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Hospitality ( 24.3% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 33% ) van ABNB wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 00:26 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Airbnb, Inc. wordt gevolgd door 51 analisten. 39 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Colin Sebastian | Baird |
| Trevor Young | Barclays |
| Daniel Kurnos | Benchmark Company |