Airbnb, Inc. (ABNB) Stock Price & Analysis
Airbnb, Inc. (ABNB) closed at USD 175.76 on Thursday, October 22, 2026, up 1.19% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 173.69; the Oct 22, 2026 session ranged USD 172.52–176.55 on volume of 3,579,061 shares. Market capitalization is $105.24B, with a 52-week range of USD 110.81–193.45 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ABNB.md
Key facts (ABNB)
- Last four reported quarters (through Jun 30, 2026): revenue $13.2B, net income $2.69B (20.4% margin) (SEC filings).
- Valuation: P/E 39.1x (avg 28.2x at the last 3 fiscal year-ends), net cash $9.59B.
- 5 of 80 tracked superinvestors hold ABNB (13F, Q2 2026): 0 new, 0 added, 4 reduced, 1 unchanged.
- Analysts: Buy (mean 2.39 on a 1–5 scale) (44 analysts), mean target USD 183.45 (range 135–220).
- Total return with dividends: 1Y +38.0% vs S&P 500 +14.9%; 5Y +5.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 2.85, revenue estimate $4.75B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ABNB)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.99B | $8.40B | $9.92B | $11.1B | $12.2B | $13.2B |
| Gross profit | $4.84B | $6.90B | $8.21B | $9.22B | $10.2B | — |
| Operating income | $429M | $1.80B | $1.52B | $2.55B | $2.54B | $2.74B |
| Net income | -$352M | $1.89B | $4.79B | $2.65B | $2.51B | $2.69B |
| Free cash flow | $2.29B | $3.40B | — | — | — | — |
| Gross margin | 80.7% | 82.2% | 82.8% | 83.1% | 83.0% | — |
| Operating margin | 7.2% | 21.5% | 15.3% | 23.0% | 20.8% | 20.8% |
| Net margin | -5.9% | 22.5% | 48.3% | 23.9% | 20.5% | 20.4% |
| Revenue growth | +77.4% | +40.2% | +18.1% | +11.9% | +10.3% | — |
| Cash + short-term investments | $8.32B | $9.62B | $10.1B | $10.6B | $11.0B | — |
| Total debt | $2.00B | $1.99B | $1.99B | $2.00B | $2.00B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ABNB)
P/E 39.1x · P/S 8.0x · EV/Sales 7.3x · P/B 13.5x · Earnings yield 2.56% · Buyback yield (TTM) 3.91% · Net cash $9.59B · EV $95.6B
P/E at fiscal year-ends: Dec 2025 33.7x, Dec 2024 32.0x, Dec 2023 18.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (ABNB)
5 of 80 tracked investors hold ABNB. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bill Nygren | Oakmark Funds | 3.59% | $2.70B | Reduced -1.6% |
| Chuck Akre | Akre Capital Management | 3.32% | $169M | Reduced -41.8% |
| Polen Capital | Polen Capital Management | 2.03% | $236M | Reduced -27.4% |
| Bill Miller | Miller Value Partners | 0.30% | $1.3M | Reduced -44.7% |
| Thomas Gayner | Markel Group | 0.26% | $34.7M | Unchanged |
Analysts (ABNB)
Consensus Buy (mean 2.39 on a 1–5 scale), 44 analysts; mean target USD 183.45 (low 135, high 220).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | Wells Fargo | Target lowered | Overweight | $186 → $185 |
| 2026-10-02 | Keybanc | Upgrade | Sector Weight → Overweight | $191 |
| 2026-09-21 | RBC Capital | Reiterated | Outperform | $195 |
| 2026-09-18 | Citizens | Target raised | Market Outperform | $190 → $200 |
| 2026-09-10 | Truist Securities | Target raised | Hold | $134 → $161 |
| 2026-09-08 | Raymond James | Upgrade | Market Perform → Outperform | $200 |
| 2026-09-08 | Baird | Target raised | Outperform | $175 → $200 |
| 2026-09-01 | Rosenblatt | Initiated | Buy | $220 |
| 2026-08-31 | DA Davidson | Target raised | Buy | $175 → $220 |
| 2026-08-24 | Bernstein | Target raised | Outperform | $168 → $217 |
| 2026-08-24 | Evercore ISI Group | Target raised | Outperform | $190 → $200 |
| 2026-08-10 | BMO Capital | Target raised | Market Perform | $146 → $165 |
Total return (dividends reinvested) (ABNB)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +38.0% | +5.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +38.2% | +1.1% |
| Volatility (annualized) | 35.6% | 43.2% |
| Max drawdown | -21.5% (Aug 2026→Sep 2026) | -58.7% (Nov 2021→Dec 2022) |
ABNB revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $1.59B | 44.2% | +15.8% |
| Europe, the Middle East, and Africa | $1.43B | 39.5% | +15.6% |
| Asia Pacific | $298.0M | 8.3% | +16.9% |
| Latin America | $291.0M | 8.1% | +26.0% |
| Total revenue | $3.61B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ABNB suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Apple (AAPL) | “Additionally, if major platforms like Google or Apple favor their own services or other partner services, our ability to engage users via mobile app or search could be impacted.” |
| Competitor | Alphabet (Google) (GOOGL) | “•internet search engines, such as Google and those powered by AI, including its travel search products;” |
| Competitor | Booking Holdings (BKNG) | “•online travel agencies ("OTAs"), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brands Expedia and VRBO), Trip.com Group, and other regional OTAs;” |
| Competitor | Expedia (EXPE) | “•online travel agencies ("OTAs"), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brands Expedia and VRBO), Trip.com Group, and other regional OTAs;” |
Quoted from the company's 10-K filed Feb 12, 2026.
Companies that name ABNB in their SEC reports
| Relationship to ABNB | Company | Filing | Sentence |
|---|---|---|---|
| competitor | Murano Global Investments Plc (MRNO) | 20-F May 15, 2026 | “We also face competition from online marketplaces focused on customer-to-customer virtual platforms, like Airbnb, which enables people to lease or rent short-term lodging, including vacation” |
| competitor | Hotel101 Global Holdings Corp. (HBNB) | 20-F Apr 30, 2026 | “hospitality providers, such as Airbnb, presents an additional form of competition for hotel operators in the markets in which the HBNB” |
| competitor | H World Group Ltd (HTHT) | 20-F Apr 24, 2026 | “We also face competition from Airbnb and service apartments.” |
| competitor | NEXPOINT DIVERSIFIED REAL ESTATE TRUST (NXDT-PA) | 10-K Mar 31, 2026 | “The Hospitality segment also faces competition from alternative lodging options such as Airbnb that have and may continue to add guest accommodations that compete with hotel inventory.” |
| competitor | TUCOWS INC /PA/ (TCX) | 10-K Mar 12, 2026 | “A seasoned entrepreneur himself, Mr. Uhrenbacher has founded several successful companies, including Qype, a leading European local reviews platform acquired by Yelp; 9flats.com, a global competitor to Airbnb; and Avocado Store, Germany's prominent eco-friendly lifestyle marketplace.” |
| competitor | MARRIOTT VACATIONS WORLDWIDE Corp (VAC) | 10-K Mar 2, 2026 | “In addition, the vacation ownership industry competes generally with other vacation rental options (such as hotels, resorts and condominium rentals) offered by the lodging industry as well as alternative lodging marketplaces such as Airbnb and VRBO, which offer rentals of homes and condominiums.” |
| competitor | Sunstone Hotel Investors, Inc. (SHO-PI) | 10-K Feb 27, 2026 | “Our hotels compete with other hotels and alternative lodging options such as timeshares, vacation rentals or sharing services such as Airbnb based on location, price, physical attributes, service levels, brand affiliation, and reputation, among many other factors.” |
| competitor | Chatham Lodging Trust (CLDT) | 10-K Feb 27, 2026 | “Additional sources of competition, including alternative lodging marketplaces, such as HomeAway and Airbnb, which operate websites that market available furnished, privately-owned residential properties, including homes and condominiums, that can be rented on a nightly, weekly or monthly basis, may, as they become more accepted, lead to a reduced demand for conventional hotel guest rooms and to an increased supply…” |
| competitor | MARCUS CORP (MCS) | 10-K Feb 27, 2026 | “We also face competition from alternative channels of distribution in the travel industry, such as peer-to-peer inventory sources that allow travelers to book stays on websites that facilitate short-term rental of homes and apartments from owners, thereby providing an alternative to hotel rooms, such as Airbnb, Vrbo and HomeAway.” |
| competitor | DiamondRock Hospitality Co (DRH) | 10-K Feb 27, 2026 | “In addition to competing with traditional hotels and lodging facilities, we compete with alternative lodging, including third-party providers of short-term rental properties and serviced apartments, such as Airbnb, as well as alternative meeting and event space platforms, such as Convene.” |
| competitor | trivago N.V. (TRVG) | 20-F Feb 26, 2026 | “Many of our current and potential competitors, including hotels themselves (both hotel chains and independent hotels), and metasearch engines, such as Kayak, TripAdvisor, Skyscanner and Google Hotel Ads, locally focused metasearch engines, such as Check24, OTAs, such as Booking.com, Ctrip, TUI, trip.com and Brand Expedia, alternative accommodation websites, such as Airbnb and Vrbo, and other hotel websites, may ha…” |
| competitor | Pebblebrook Hotel Trust (PEB-PH) | 10-K Feb 25, 2026 | “Additional sources of competition, such as alternative lodging marketplaces like Airbnb, may, as they become more accepted, lead to a reduced demand for conventional hotel guest rooms and to an increased supply of lodging alternatives.” |
| competitor | Summit Hotel Properties, Inc. (INN-PF) | 10-K Feb 25, 2026 | “We also compete with owners and operators of vacation ownership resorts, as well as companies that offer alternative accommodations, such as Airbnb and similar organizations.” |
| supplier | AKAMAI TECHNOLOGIES INC (AKAM) | 10-K Feb 20, 2026 | “Our customers include many of the world's leading corporations, such as adidas, Adobe, Aflac, Airbnb, Asus, Autodesk, Bank of Montreal, Carnival Corporation, Comcast, Commerzbank, Daiwa Institute of Research, eBay, Electronic Arts, Epic Games, Fidelity Investments, Honda, Japan Airlines, Liberty Mutual, Maersk Transportation & Logistics, Marriott, NBCUniversal, Panasonic, Panera Bread, Paramount Global, Philips, R…” |
| competitor | Booking Holdings Inc. (BKNG) | 10-K Feb 18, 2026 | “The market for accommodations covers a wide range of property types including alternative accommodations and companies like Airbnb and Vrbo (owned by Expedia) compete directly with our accommodations businesses.” |
ABNB company outlook (results filed Aug 6, 2026)
- “Q3 2026 ¦ We expect to generate revenue of $4.69 billion to $4.77 billion, representing year-over-year growth of 15% to 17%, inclusive of an approximate three percentage point FX tailwind after factoring in our hedging program.”
Quoted word-for-word from the SEC 8-K results press release.
ABNB analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.85 | $2.77 | +3.0% | $4.75B | 32 |
| Next quarter (ends Dec 2026) | $0.83 | $0.80 | +5.0% | $3.16B | 31 |
| Current fiscal year (ends Dec 2026) | $5.31 | $5.09 | +4.3% | $14.18B | 39 |
| Next fiscal year (ends Dec 2027) | $6.26 | $6.05 | +3.5% | $15.82B | 39 |
ABNB options: expected move
Options price a move of about ±9.1% (±$16.02) by Nov 6, 2026, which includes earnings on Nov 5, 2026; the earnings reaction alone is priced at about ±6.9%. Over the last 8 reports the stock moved ±6.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 37.0% | ±4.4% |
| Nov 6, 2026 | 14 | 56.3% | ±9.1% |
| Nov 13, 2026 | 21 | 50.1% | ±9.8% |
| Nov 20, 2026 | 28 | 46.8% | ±10.5% |
| Nov 27, 2026 | 35 | 41.2% | ±10.3% |
| Dec 4, 2026 | 42 | 41.0% | ±11.2% |
| Dec 18, 2026 | 56 | 40.1% | ±12.7% |
| Jan 15, 2027 | 84 | 37.9% | ±14.6% |
30-day implied volatility 45.2% vs 35% realized over the last 30 trading days. Put/call ratio (volume) 0.92. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 175.76 |
|---|---|
| Change | ▲ 1.19% (up) |
| Previous Close | USD 173.69 |
| Open | USD 172.8 |
| Day Range | USD 172.52 – 176.55 |
| 52-Week Range | USD 110.81 – 193.45 |
| Volume | 3,579,061 shares |
| Market Cap | $105.24B |
| Exchange | NMS |
Technical Analysis (ABNB)
Nexqual's technical model rates ABNB "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 56.49 (neutral) |
| vs SMA50 | Above (USD 172.27) |
| MACD | 2.35 (positive) |
Analyst Ratings (ABNB)
Wall Street analysts rate ABNB "Buy" based on 44 analysts, with a mean price target of USD 183.45 (range USD 135–220), per Nexqual as of October 23, 2026 at 09:21 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 44 |
| Mean Target | USD 183.45 |
| High Target | USD 220 |
| Low Target | USD 135 |
| Buy / Hold / Sell | 26 / 16 / 2 |
Earnings (ABNB)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 2.85 |
| Revenue Estimate | $4.75B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.37 vs est 1.25 ▲ beat |
| 2026-03-31 | USD 0.26 vs est 0.3 ▼ miss |
| 2025-12-31 | USD 0.56 vs est 0.66 ▼ miss |
| 2025-09-30 | USD 2.21 vs est 2.32 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (ABNB)
| Total Revenue | $13.16B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +16.50% |
| Gross Margin | +82.90% |
| Operating Margin | +21.01% |
| Profit Margin | +20.45% |
| ROE | +34.54% |
| Debt / Equity | 0.32 |
| Current Ratio | 1.41 |
| Total Cash | $12.07B |
| Total Debt | $2.50B |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financial Health Score (ABNB)
Nexqual rates Airbnb, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:21 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 83%, operating 21% (last 12 months) |
| Balance Sheet | Solid — $12.1B cash and investments vs $2.48B debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — Operating cash flow $4.65B (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 35%, ROA 6.1% |
Ownership (ABNB)
| Insider Ownership | +1.94% |
|---|---|
| Institutional Ownership | +89.95% |
| Shares Outstanding | 419.53M |
| Float | 405.77M |
| Short % of Float | +3.66% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Leadership (ABNB)
Airbnb, Inc. is led by Brian Chesky, Co-Founder, CEO & Chairman of the Board, per Nexqual as of October 23, 2026 at 09:21 UTC.
| Co-Founder, CEO & Chairman of the Board | Brian Chesky |
|---|---|
| Co-Founder, Chief Strategy Officer & Director | Nathan Blecharczyk |
| Co-Founder & Director | Joseph Gebbia |
| Chief Financial Officer | Elinor B. Mertz |
| Chief Technology Officer | Ahmad Al-Dahle |
Major Backers & Investors (ABNB)
Notable institutional backers of Airbnb, Inc. include Harris Associates L.P., Invesco, AQR Capital Management, LLC, according to Nexqual as of October 23, 2026 at 09:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Harris Associates L.P. | 4.5% |
| Invesco | 3.86% |
| AQR Capital Management, LLC | 2.53% |
| Morgan Stanley | 2.41% |
| FMR, LLC | 1.6% |
| Fidelity | 1.29% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.22% |
| BlackRock | 7.88% |
| State Street | 4.33% |
| Geode Capital | 2.46% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From Airbnb, Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)
Key Strengths & Strategy (as disclosed to the SEC)
- We are also extending our platform beyond stays with new offerings, such as Airbnb Services and redesigned experiences, with plans to continue to expand our business beyond travel accommodations using our multi-year product roadmap to help drive long-term growth.
- Airbnb was founded in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown into a global community of over 5 million hosts who have welcomed over 2.5 billion guest arrivals in almost every country and region across the globe.
- To establish and protect our proprietary rights, we rely on a combination of patents, trade secrets, trademarks, copyrights, domain names, social media handles, know-how, license agreements, confidentiality procedures, non-disclosure agreements with third parties, employee disclosure and invention assignment agreements, and other intellectual property and contractual rights.
- We built our platform to seamlessly onboard new hosts, especially those who previously had not considered hosting.
Partnerships
- We offer protection for our hosts through AirCover for Hosts, which includes property damage protection of up to $3 million per stay, liability coverage of up to $1 million per occurrence for third-party claims of personal injury or property damage, deep cleaning protection, and pet damage protection.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in tax laws or tax rulings could materially adversely affect our business, results of operations and financial condition.
- We are subject to evolving global tax regimes, which could materially adversely affect our business, results of operations, and financial condition.
- The European Commission is also conducting investigations into preferential tax treatments, which may lead to changes in how our foreign operations are taxed.
- We may have exposure to greater than anticipated income tax liabilities.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BKNG | Booking Holdings Inc. Common St | USD 161.1 | ▲ 1.72% |
| RCL | Royal Caribbean Cruises Ltd. | USD 286.13 | ▼ 0.8% |
| VIK | Viking Holdings Ltd | USD 85 | ▼ 1.96% |
| CCL | Carnival Corporation Ltd. | USD 27.08 | ▼ 0.81% |
| EXPE | Expedia Group, Inc. | USD 298.49 | ▲ 4.5% |
| TCOM | Trip.com Group Limited | USD 39.57 | ▲ 0.66% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt