Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc - Ordinary Shares - Class A

ABNB

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Market Cap$79.12B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Airbnb Inc - Ordinary Shares - Class AAirbnb Inc - Ordinary Shares - Class A31.7-33%6.4-

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Q1 momentum + key growth drivers (good, “surprising” strength vs guidance) - Revenue +18% YoY to $2.7B, above the high end of guidance (and said to be +2pp above outlook). - Gross Booking Value (GBV) +19% YoY to $29B, with sequential acceleration over the prior 4 quarters, driven by strong nights and ADR. - Nights & Seats Booked +9% YoY, but this includes an ~100 bps headwind from Middle East conflict cancellations. - Mobile/app strength: app room nights +22% YoY, with app accounting for 63% of total nights (up from 58% a year ago). - Monetization/booking improvements cited as contributors: Reserve Now, Pay Later, cancellation policy updates, and migration to simplified fee structure (Ellie quantified these three initiatives as contributing ~3 pts nights growth and ~4 pts GBV growth in Q1).
Product + monetization initiatives scaling (opportunity / why they’re raising full-year guidance) - Reserve Now, Pay Later: expanded to more markets; now ~20% of global GBV came from RNP “bookings.” Also driving longer lead times and a mix shift toward larger/higher-priced homes. - Host side simplification: migration to single service fee—over 1/4 of active listings are under a single fee; management expects further expansion in 2026 to improve price transparency and competitiveness. - Search & matching: ongoing upgrades (including AI-assisted search/matching) intended to improve relevance and conversion; May 20 roadmap emphasized. - “Airbnb services” flywheel (Experiences → stays/services): early results show ~1/4 of new experience bookers go on to book a stay; ~1/3 book a stay within 90 days.
Profitability + cash flow (good: margins improving; buyback + debt) - Adjusted EBITDA $519M, +24% YoY, exceeding guidance. - Net income $160M impacted by a ~$70M one-time adjustment related to U.S. Corporate Alternative Minimum Tax changes (negative surprise vs underlying ops). - Free cash flow (FCF) $1.7B in Q1; $4.5B trailing 12 months with 36% FCF margin. - Capital return: $1.1B common stock repurchase in Q1. - Financing: received investment-grade ratings and completed $2.5B senior unsecured debt (to repay existing debt / general purposes).

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$149.15

Target Price by Analysts

11.6% upsideAirbnb Target Price DetailsTarget Price
$144.90

Current Fair Value

8.5% upside

Undervalued by 8.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$79.12 Billion
Enterprise Value$72.08 Billion
Dividend Yield$- (-)
Earnings per Share$4.1
Beta1.21
Outstanding Shares598,000,000

Return

Return on Equity32.96%ROE
Return on Assets9.38%
Return on Invested Capital23.17%

Valuation & Multiples

P/E Ratio31.67P/E Ratio
PEG812.92PEG
Price to Sales6.36Price to Sales
Price to Book Ratio11.13Price to Book Ratio
Enterprise Value to Revenue5.7
Enterprise Value to EBIT29.73
Enterprise Value to Net Income28
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 13, 2026
EPS Estimate
$0.31
Average shareholder expectation
Revenue Estimate
$2.62 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$1.19
Average shareholder expectation
Revenue Estimate
$3.57 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9967▼ 16.09%
Total Calls8,237,663▼ 19.94%
Total Puts8,210,364▼ 31.07%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %55.39%▼ 1.65%
Total Invested$42.82B▼ 9.77%
Investors Holding1,368▼ 7.00%

ESG Score

No data

About Airbnb Inc

6,300 employees
CEO: Brian Chesky

Airbnb is a community based on connection and belonging-a community that was born in 2008 when two hosts welcomed three guests to their San Francisco home, and has since grown to 4 million hosts who have welcomed over 800 million guest a...

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in analyzing and scoring tax legislation directly influences corporate tax structures and the overall tax burden, which has a direct financial impact on Airbnb's profitability and operations.

Finance

This committee's control over taxation and trade directly impacts Airbnb's corporate valuations through tax policy and influences international operations, making it highly relevant to the company's financial performance.

Judiciary

As a major tech platform, Airbnb is subject to antitrust scrutiny and intellectual property laws, both of which fall under this committee's jurisdiction, making it highly relevant for potential regulation of monopolistic practices.

Banking, Housing, and Urban Affairs

This committee's regulation of financial systems and oversight of HUD makes it highly relevant for Airbnb, directly impacting short-term rental regulations, housing policy, and urban planning aspects relevant to its business model.

Commerce, Science, and Transportation

This committee's broad jurisdiction over interstate commerce, the FTC (consumer protection, antitrust), and 'Big Tech' through privacy and platform regulations directly impacts Airbnb's operations as a large online marketplace.