ABNB Airbnb, Inc.
$129.10▼ -1.71%
ConsumerDiscretionary
Other
Last sync: just now
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Key Metrics & Fundamentals
Market Cap
$76.62B
P/E Ratio
32.4
Div Yield
–%
52W Range
110.81 - 147.25
% vs 50 MA
-2.60%
% vs 200 MA
2.15%
RSI-14
43.7
MACD Histogram
-0.2000
Beta (1Y vs SPY)
1.21
Free Cash Flow
$1.71B
Gross Rev
$2.68B
Gross Profit
$2.10B
EBITDA
$86.00M
COGS
$581.00M
Operating Exp
$2.01B
Operating Income
$86.00M
EBIT
$86.00M
Pretax Income
$281.00M
Net Income
$160.00M
EPS (Diluted)
0.26
Price & Volume History
Volume (M)
Financial Overview - Income Statement
Quarterly
Mar 2026 (Quarterly)
Social Sentiment
Avg -0.08 · 31 posts
NewsEarningsTradeDiscussionABNB - Executives selling and disposing shares after Q3 Earnings
r/wallstreetbets · Dec 8, 2025
The post expresses concern and interprets executive selling as a negative signal, coupled with underwater put positions.
negative
-0.60
DiscussionTrade$ABNB why is no one expecting a huge fall off??
r/wallstreetbets · Aug 4, 2025
The author expresses strong dislike and anticipates a stock decline, indicating a bearish sentiment.
negative
-0.80
DDNewsEarningsTradeABNB
r/wallstreetbets · Jul 30, 2025
The discussion of options ratio and upcoming earnings indicates optimism about the stock's potential.
positive
+0.60
TradeDiscussion$RDDT Earnings YOLO
r/wallstreetbets · Jul 30, 2025
The author expresses negative sentiment related to their prior investment in ABNB.
negative
-0.40
TradeDDWeek 1: Qarp Options Trading
r/options · Jun 7, 2025
The author details a profitable trade involving ABNB shares, indicating a positive sentiment.
positive
+0.80
Page 1 of 7 (31 total)
AI Analysis
Generated May 27, 1:43 AM
Company Overview
Airbnb, Inc. operates a global online marketplace that connects guests seeking unique accommodations and experiences with hosts offering various lodging options. The company holds a dominant position in the alternative accommodation sector, leveraging its strong brand recognition and extensive network effects to maintain a competitive moat.
Bull Case
- Dominant Market Position & Network Effects: Airbnb benefits from a powerful two-sided network effect, attracting more hosts with more guests and vice-versa, reinforcing its leading position in the alternative accommodation market.
- Asset-Light Model & Scalability: The company's platform-based, asset-light business model allows for high scalability and strong operating leverage, translating potential revenue growth into significant profit expansion.
- Diversification & Innovation: Expansion into 'Experiences' and growth in longer-term stays demonstrate ABNB's ability to diversify revenue streams and adapt to evolving traveler preferences beyond traditional short-term rentals.
- Global Growth Potential: Significant untapped markets and continued penetration in existing regions offer substantial runway for user growth, booking volume, and international expansion.
Bear Case
- Regulatory & Legal Challenges: Increasing local regulations, taxes, and restrictions on short-term rentals in key markets pose ongoing operational and growth risks, potentially limiting supply or increasing costs for hosts.
- Intense Competition: Airbnb faces stiff competition from traditional hotel chains, other online travel agencies (OTAs), and emerging alternative accommodation platforms, which could pressure pricing and market share.
- Economic Sensitivity & Discretionary Spending: As a consumer discretionary stock, ABNB's performance is highly sensitive to economic downturns, inflation, and changes in consumer travel spending habits.
- Valuation Concerns: A P/E ratio of 32.8 is relatively high, suggesting that significant future growth is already priced in, making the stock vulnerable to corrections if growth expectations are not met or interest rates rise.
Recent Performance
ABNB's price has pulled back by nearly 10% from its 52-week high, indicating recent selling pressure. While it trades slightly below its 50-day moving average, suggesting a short-term cooling, it remains above its 200-day moving average, implying the longer-term uptrend is still intact. The neutral RSI of 45.2 suggests the stock is neither overbought nor oversold, leaving room for movement in either direction without immediate technical extremes.
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