Airbnb, Inc.
NASDAQ: ABNB
Stock price
128.96 USD
(-28.16%) 5 years
Financial Performance
5Y price score: (43)
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.
10Y return: (10.9)%
US$ Per
Share
Earnings per share
Free cash flow per share
Stock price
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109.7
52-week range
143.8
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| Required return / cost of capital |
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Valuation
Free Cash Flow Yield
5.7 %
Dividend Yield TTM
-
Market cap $
$ 77,313.3
Price / Earnings TTM
32
Price / Book TTM
9.6
PEG TTM
(16.4)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
13.2 %
(28.2) %
(10.9) %
Free cash flow per share growth
6.5 %
764.1 %
-
Earnings per share growth
(1.9) %
152.2 %
-
Business Summary:
all figures in USD Millions except per share data
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Latest Earnings Call Takeaways
2025 Q4 (Feb 12, 2026)
1) Strategy & Leadership
- Airbnb's CEO, Brian Chesky, emphasized the company's focus on rebuilding its tech platform and enhancing guest and host experiences through "Project Hawaii."
- The initiative aims to innovate faster and improve booking processes, which has already driven hundreds of millions in revenue in 2025.
- The company is also leveraging AI to enhance customer support and personalize user experiences, with plans to roll out AI capabilities globally.
2) Financial & Segment Results
- Q4 2025 revenue increased by 12% YoY to $2.8 billion, exceeding guidance.
- Gross booking value rose 16% YoY to $20.4 billion, with nights and seats booked growing 10% YoY.
- Adjusted EBITDA for Q4 was $786 million, reflecting a 28% margin. Free cash flow reached $521 million in Q4, contributing to a total of $4.6 billion for the year.
- North America showed mid-single-digit growth, while Latin America and Asia Pacific grew in the high teens and mid-teens, respectively.
3) Operational Plans & Innovations
- Key innovations included the launch of "Reserve Now, Pay Later," which has driven booking acceleration, particularly for larger homes.
- The company is expanding its hotel offerings, focusing on boutique and independent hotels, which align with Airbnb's ethos.
- Airbnb plans to enhance its AI capabilities, particularly in customer service, aiming for a significant increase in efficiency and user satisfaction.
4) Guidance & Outlook
- For Q1 2026, Airbnb expects revenue between $2.59 billion and $2.63 billion, indicating 14% to 16% YoY growth.
- The company anticipates low double-digit revenue growth for the full year 2026, supported by ongoing product innovations and major events like the FIFA World Cup.
- Adjusted EBITDA margins are expected to remain stable year-over-year, with continued investments in marketing and product development.
5) Problems / Headwinds
- The company noted potential challenges from macroeconomic conditions and currency fluctuations, which could impact travel demand.
- There was a slight increase in cancellation rates due to the "Reserve Now, Pay Later" option, but this was managed effectively within expected parameters.
- The earnings call did not provide specific figures on the impact of AI investments on gross margins, leaving some uncertainty regarding future financial performance.
Bottom line: Airbnb is positioned for continued growth in 2026, driven by strategic innovations and a robust financial foundation. The focus on enhancing user experience through technology and expanding offerings, particularly in the hotel segment, suggests a strong outlook for shareholders despite potential macroeconomic challenges.
Airbnb, Inc. — Financial Overview, Stock Price, Market Cap
Airbnb, Inc. is a company. Founded in 2007. As of April 13, 2026, the company's market capitalization is $77313326988 with a current stock price of $128.96.
