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Consumer Cyclical - Travel Services - NASDAQ - US
$ 122.57
-2.58 %
$ 76.8 B
Market Cap
30.8
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ABNB stock under the worst case scenario is HIDDEN Compared to the current market price of 123 USD, Airbnb, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ABNB stock under the base case scenario is HIDDEN Compared to the current market price of 123 USD, Airbnb, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one ABNB stock under the best case scenario is HIDDEN Compared to the current market price of 123 USD, Airbnb, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ABNB

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$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
11.1 B REVENUE
11.95%
2.55 B OPERATING INCOME
68.18%
2.65 B NET INCOME
-44.74%
4.52 B OPERATING CASH FLOW
16.32%
-616 M INVESTING CASH FLOW
40.88%
-3.57 B FINANCING CASH FLOW
-47.00%
2.27 B REVENUE
-8.39%
38 M OPERATING INCOME
-91.16%
154 M NET INCOME
-66.59%
1.79 B OPERATING CASH FLOW
283.91%
-151 M INVESTING CASH FLOW
31.36%
2.14 B FINANCING CASH FLOW
261.28%
Balance Sheet Airbnb, Inc.
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Current Assets 17.2 B
Cash & Short-Term Investments 10.6 B
Receivables 5.93 B
Other Current Assets 638 M
Non-Current Assets 3.78 B
Long-Term Investments 0
PP&E 0
Other Non-Current Assets 3.78 B
50.63 %28.30 %3.04 %18.03 %Total Assets$21.0b
Current Liabilities 10.2 B
Accounts Payable 142 M
Short-Term Debt 63 M
Other Current Liabilities 9.96 B
Non-Current Liabilities 2.39 B
Long-Term Debt 2.23 B
Other Non-Current Liabilities 155 M
79.35 %17.78 %Total Liabilities$12.5b
EFFICIENCY
Earnings Waterfall Airbnb, Inc.
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Revenue 11.1 B
Cost Of Revenue 1.88 B
Gross Profit 9.22 B
Operating Expenses 6.67 B
Operating Income 2.55 B
Other Expenses -95 M
Net Income 2.65 B
12b12b10b10b8b8b6b6b4b4b2b2b0011b(2b)9b(7b)3b95m3bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
83.08% GROSS MARGIN
83.08%
23.00% OPERATING MARGIN
23.00%
23.85% NET MARGIN
23.85%
31.48% ROE
31.48%
12.63% ROA
12.63%
18.69% ROIC
18.69%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Airbnb, Inc.
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5b5b4b4b3b3b2b2b1b1b00(1b)(1b)2018201820192019202020202021202120222022202320232024202420252025
Net Income 2.65 B
Depreciation & Amortization 65 M
Capital Expenditures 0
Stock-Based Compensation 1.41 B
Change in Working Capital -67 M
Others -35 M
Free Cash Flow 4.52 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Airbnb, Inc.
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Wall Street analysts predict an average 1-year price target for ABNB of $132 , with forecasts ranging from a low of $50 to a high of $180 .
ABNB Lowest Price Target Wall Street Target
50 USD -59.21%
ABNB Average Price Target Wall Street Target
132 USD 7.66%
ABNB Highest Price Target Wall Street Target
180 USD 46.85%
Price
Max Price Target
Min Price Target
Average Price Target
180180160160140140120120100100808060604040Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 6
6. Ownership
Insider Ownership Airbnb, Inc.
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Sold
0-3 MONTHS
180 M USD 5
3-6 MONTHS
350 M USD 6
6-9 MONTHS
78 M USD 5
9-12 MONTHS
274 M USD 5
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Should You Buy Airbnb Stock Before May 13? For years, Airbnb (ABNB -0.20%) has been teasing the idea of expanding the business "beyond the core." fool.com - 2 weeks ago
Airbnb: 50% of Users Turn to AI Bot for Customer Service Airbnb has rolled out an artificial intelligence (AI) bot for customer service in the U.S. CEO Brian Chesky addressed the use of this tool during the company's recent first-quarter earnings call, TechCrunch reported Friday (May 2), saying that 50% of customers were already turning to the bot for customer service. pymnts.com - 2 weeks ago
Airbnb Stock May Take a Breather as Travel Demand Slows Airbnb is positioned to navigate any upcoming turbulence, but will feel some heat as certain travel dynamics shift, some analysts say. wsj.com - 2 weeks ago
ABNB Q1 Earnings Miss Expectations, Revenues Increase Y/Y Airbnb's first-quarter 2025 results reflect strong growth in nights and experiences, and platform enhancements, driving solid performance despite market challenges. zacks.com - 2 weeks ago
Airbnb Signals a Travel Slowdown. 5 Reasons It Isn't That Bad—Yet. The short term rental company, which operates in more than 220 countries, shed some light on the health of the U.S. traveler. barrons.com - 2 weeks ago
Airbnb issues a disappointing Q2 forecast as Trump's tariffs impact travel demand Vacation rental platform Airbnb on Thursday forecast second-quarter revenue largely below Wall Street estimates and signaled softening demand in the U.S. as an erratic trade policy hammers consumer sentiment and sparks worries over growth. fastcompany.com - 2 weeks ago
Airbnb is quietly rolling out an AI customer service bot in the US Airbnb started rolling out an AI-powered customer service bot in the U.S. last month, CEO Brian Chesky said during the firm's first-quarter conference call on Thursday. techcrunch.com - 2 weeks ago
Airbnb: Long-Term Potential Airbnb's stock hasn't done much since their IPO, disappointing some investors. Despite this, the company has continued to execute and grow their top and bottom line. We believe that Airbnb has a good opportunity to expand their product offerings. seekingalpha.com - 2 weeks ago
Airbnb, Inc. (ABNB) Q1 2025 Earnings Call Transcript Airbnb, Inc. (NASDAQ:ABNB ) Q1 2025 Earnings Conference Call May 1, 2025 5:00 PM ET Company Participants Angela Yang - Director, Investor Relations Brian Chesky - Co-Founder & Chief Executive Officer Ellie Mertz - Chief Financial Officer Conference Call Participants Justin Post - Bank of America Richard Clarke - Bernstein Mark Mahaney - Evercore ISI Jed Kelly - Oppenheimer John Colantuoni - Jefferies Lee Horowitz - Deutsche Bank Ron Josey - Citi Justin Patterson - KeyBanc Ken Gawrelski - Wells Fargo Kevin Kopelman - TD Cowen Tom White - D.A. Davidson Stephen Ju - UBS Conor Cunningham - Melius Research Alex Brignall - Redburn Atlantic Operator Good afternoon, and thank you for joining Airbnb's Earnings Conference Call for the First Quarter of 2025. seekingalpha.com - 2 weeks ago
Compared to Estimates, Airbnb (ABNB) Q1 Earnings: A Look at Key Metrics Although the revenue and EPS for Airbnb (ABNB) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 weeks ago
Airbnb, Inc. (ABNB) Lags Q1 Earnings Estimates Airbnb, Inc. (ABNB) came out with quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.41 per share a year ago. zacks.com - 2 weeks ago
Amazon, Airbnb, Reddit report earnings, stocks close higher Market Domination Overtime host Julie Hyman breaks down the market action on May 1, 2025. US stocks close the day in the green, as Microsoft and Meta earnings reassure investors that the Big Tech narrative is still intact. youtube.com - 2 weeks ago
8. Profile Summary

Airbnb, Inc. ABNB

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COUNTRY US
INDUSTRY Travel Services
MARKET CAP $ 76.8 B
Dividend Yield 0.00%
Description 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.
Contact 888 Brannan Street, San Francisco, CA, 94103 https://www.airbnb.com
IPO Date Dec. 10, 2020
Employees 7300
Officers Mr. David E. Stephenson Chief Business Officer & Head of Employee Experience Ms. Elinor B. Mertz Chief Financial Officer Ms. Tara Lynn Bunch Global Head of Operations Mr. Ronald A. Klain J.D. Chief Legal Officer Dr. Aristotle N. Balogh Chief Technology Officer Mr. David C. Bernstein Chief Accounting Officer Mr. Nathan Blecharczyk Co-Founder, Chief Strategy Officer & Director Mr. Joseph Gebbia Co-Founder & Director Mr. Brian Chesky Co-Founder, Chief Executive Officer, Head of Community & Chairman of the Board Ms. Angela Yang Director of Investor Relations