TopFunds

Airbnb, Inc.

NASDAQ: ABNB

Stock price

128.96 USD

(-28.16%) 5 years

booking website
Travel Services

Financial Performance

Share

5Y price score: (43)

Help
The price score is a basic measure of the stock's performance
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)%

DATE RANGE:

US$ Per
Share

  • Earnings per share

  • Free cash flow per share

  • Stock price

By default your notes are visible only to you.

109.7

52-week range

143.8

128.96

Your model inputs

Required return / cost of capital
FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

Help
FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per share

5.7 %

Dividend Yield TTM

-

Market cap $

$ 77,313.3

Price / Earnings TTM

Help
P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per share

32

Price / Book TTM

9.6

PEG TTM

Help
Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rate

(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 %

-

Founded: 2,007

Employees: 6,907

Business Summary: Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb, Inc. in November 2010. Airbnb, Inc. was founded in 2007 and is headquartered in San Francisco, California.

Financials

all figures in USD Millions except per share data

Periods:

View:

Forecast:

Help

Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

Custom

you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

Actual
10 year gagr
Estimated
Projected
Fiscal
FISCAL PERIOD END DATES
01Earnings per share
Help
Diluted EPS
02FCF per share
03Dividends per share
Help
Adjusted for splits
04Dividends payout, %
05Revenue
06ㅤ% Change
07Net Income
08ㅤ% Margin
09CFO
10ㅤ% Of revenue
11CAPEX
12ㅤ% Change
13FCFF
Help
Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)
14Total assets
15ㅤ% Change
16Total liabilities
17ㅤ% Of assets
18Shareholders Equity
19Net Debt
20Shares Outstanding
Help
Diluted Weighted-average Shares Outstanding
21ㅤ% Change
22ROA
23ROE
24Interest coverage
25Dividend Yield
26P/E Ratio
27Stock price range
28Market Cap
Help
End of Period Market Cap
29FCF Yield
30Average stock price
31 CEO
Fair Value Reference Estimate

  • Increase

  • Decrease

  • Total

Required return / cost of capital
FCFF terminal growth rate
Free cash flow forecast
Terminal value
ㅤPV breakdown
Enterprise value / PV of FCF
ㅤPlus / (Less): Net Debt
ㅤLess: preferred stock
ㅤLess: minority interest
Market cap
ㅤNumber of shares
Price per share

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.