Airbnb, Inc.

Airbnb, Inc.

ABNBยทNASDAQ

$133.59

-0.57%
Consumer CyclicalTravel Services

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.

At a Glance

Live Snapshot
Market Cap$79.29B
EPS4.1000
P/E Ratio32.58
Earnings Date08/05/2026
abnb

Airbnb, Inc. Street Expectations Map

ABNB ยท NASDAQ

Wall Street analysts project that ABNB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 153.00, with estimates ranging from a low of 107.00 to a high of 185.00.

Lowest Target
107.00
-19.90%
Consensus Target
153.00
14.53%
Highest Target
185.00
38.48%

The consensus 1-year price target stands at 153.00, with estimates ranging from a low of 107.00 to a high of 185.00.

Analyst Consensus Analysis

Upside Potential

+14.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

51.0% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

1.93x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

abnb

Airbnb, Inc. Forward Estimates of Revenue

ABNB ยท NASDAQ
Latest Revenue
12.24B
FY 2025
Avg Estimate
13.37B
FY 2026
Estimate Range
13.08B - 13.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

abnb

Airbnb, Inc. Forward Estimates of Net Income

ABNB ยท NASDAQ
Latest Net Income
2.51B
FY 2025
Avg Estimate
3.36B
FY 2026
Estimate Range
3.13B - 3.58B
Analyst Spread

Forward Growth Analysis

Projected Growth+33.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

abnb

Airbnb, Inc. Forward Estimates of EPS

ABNB ยท NASDAQ
Latest EPS
4.10
FY 2025
Avg Estimate
$5.20
FY 2026
Estimate Range
$4.86 - $5.55
Analyst Spread

Forward Growth Analysis

Projected Growth+26.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage27 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

abnb

Airbnb, Inc. Forward Estimates of EBIT

ABNB ยท NASDAQ
Latest EBIT
2.54B
FY 2025
Avg Estimate
-985.85M
FY 2026
Estimate Range
-1.00B - -964.44M
Analyst Spread

Forward Growth Analysis

Projected Growth-138.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

abnb

Airbnb, Inc. Forward Estimates of EBITDA

ABNB ยท NASDAQ
Latest EBITDA
2.54B
FY 2025
Avg Estimate
-871.00M
FY 2026
Estimate Range
-887.31M - -852.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-134.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

abnb

Airbnb, Inc. Forward Estimates of SG&A Expense

ABNB ยท NASDAQ
Latest SG&A Expense
3.93B
FY 2025
Avg Estimate
5.34B
FY 2026
Estimate Range
5.22B - 5.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+35.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

abnb

Airbnb, Inc. Insider Positioning

ABNB ยท NASDAQ

During the last 12 months, insiders have sold $176.79M worth of ABNB shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

85.6K

12.12M

Net Activity

-12.1M

-$12.12M

3-6 Months

Bought

0

0.00

Sold

281.2K

35.89M

Net Activity

-35.9M

-$35.89M

6-9 Months

Bought

0

0.00

Sold

500.0K

60.37M

Net Activity

-60.4M

-$60.37M

9-12 Months

Bought

0

0.00

Sold

524.8K

68.41M

Net Activity

-68.4M

-$68.41M

Top Buyers

No buying activity

Top Sellers

1
GJ

Gebbia Joseph

Director, 10 Percent Owner:

942.4K sharesโ€ข27 transactions

$119.27M

2
BN

Blecharczyk Nathan

Director, 10 Percent Owner, Officer: Chief Strategy Officer

278.0K sharesโ€ข12 transactions

$35.04M

3
ME

Mertz Elinor

Officer: Chief Financial Officer

70.8K sharesโ€ข13 transactions

$9.28M

4
BAN

Balogh Aristotle N

Officer: Chief Technology Officer

49.6K sharesโ€ข31 transactions

$6.40M

5
CB

Chesky Brian

Director, 10 Percent Owner, Officer: Ceo And Chairman

35.8K sharesโ€ข5 transactions

$4.69M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $176.79M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$12.12M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.