Airbnb stock
ABNBNASDAQAirbnb, Inc., Consumer CyclicalISIN US0090661010
77Score 77 out of 100, Strong
Price and trend
89 / 100
Price history
+48% in one yearThe chart shows daily closes over 6 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 22% above it.
Since April 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 54).
The price is 4.9% below its 52-week high. Largest decline in 6 years: 62% (February 2021 to December 2022).
Chart figures for advanced users
- SMA 50$169.13
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$148.58
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)54
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$111.54
- The lowest closing price of the last twelve months.
- Resistance$190.50
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Airbnb, Inc. belongs to the Travel Services industry (United States) and, with a market value of $108.09B, is number 2 of 20 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $12.31B (up 10.8% year on year) and earnings of $2.51B (down 5.2%).
- For fiscal 2026, analysts expect on average revenue of $14.38B (up 16.9%) and adjusted earnings per share of $5.55 (up 37.3%).
Show more
- MEQIRI Score 77 out of 100 (Strong): rank 55 of 602 in Consumer Cyclical, median 61.
- The P/E is 33.7 (Travel Services median 16.7, own median of recent years 30.1).
- Our model puts fair value at $146.66, with the price 24% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- More cash than debtCash $12.59B, financial debt $2.41B.Stability 83
- Earnings turn into cashFree cash flow 157% of earnings over the last 12 months.Fundamentals 74
- High marginNet margin 23% over the last 12 months, Travel Services median 6.2%.Profitability 93
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are momentum and profitability, while valuation holds the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among stocks ranked 101 to 1,000.
From 2016 to 2025, 13 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- price near its 52-week high
- stable momentum
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $104.76 and expensive above $244.44 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $203.62 (cash-flow model) and $89.71 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.9%. At 9.9% the fair value would be $130.02, at 7.9% it would be $171.54.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (16.7).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 16.9% on the twelve months before. Revenue has grown strongly since 2017, at around 22% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 72%, operating 21%, net 20%.
Debt & balance sheet
latest quarterThe balance sheet is solid, with low debt and comfortable interest coverage.
Earnings
- Next earnings
- 11 Feb 2027in 91 days
- Last reported
- 5 Nov 2026EPS reported $3.16 (expected $2.85)above expectations
Analyst estimates
Analysts have raised their 2026 earnings estimate by 4.5% since 15 Oct 2026.
- Earnings per share
- $5.55+4.5%
- Revenue
- $14.38B+1.4%
- Earnings per share
- $6.36+1.6%
- Revenue
- $16.14B+2.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +16.8%Full year revenue growth is now expected at least mid teens, up from low to mid teens, and adjusted EBITDA margin at least 35.5%, up from 35%.
“For full year profitability, we are now expecting our adjusted EBITDA margin to be at least 35.5%, up from 35%.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 6 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 6 insiders sold, $930.95M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Blecharczyk NathanSale
9 Nov 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,625
- Price
- $194.37
- Value
- $2.65M
- Blecharczyk NathanSale
6 Nov 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 100,889
- Price
- $190.83
- Value
- $19.25M
- Bernstein David CSale
2 Nov 2026, Chief Accounting Officer
- Shares
- 1,756
- Price
- $167.38
- Value
- $293,919
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- Blecharczyk NathanSale
26 Oct 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $170.81
- Value
- $2.33M
- Bernstein David CSale
15 Oct 2026, Chief Accounting Officer
- Shares
- 1,369
- Price
- $168.01
- Value
- $230,006
- Blecharczyk NathanSale
12 Oct 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $165.18
- Value
- $2.25M
- Blecharczyk NathanSale
28 Sept 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $156.82
- Value
- $2.14M
- Bernstein David CSale
15 Sept 2026, Chief Accounting Officer
- Shares
- 1,489
- Price
- $168.93
- Value
- $251,537
- Blecharczyk NathanSale
14 Sept 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $172.36
- Value
- $2.35M
- Bernstein David CSale
1 Sept 2026, Chief Accounting Officer
- Shares
- 5,224
- Price
- $182.49
- Value
- $953,328
- Blecharczyk NathanSale
31 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $187.27
- Value
- $2.55M
- Blecharczyk NathanSale
28 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 57,160
- Price
- $190.71
- Value
- $10.9M
- Blecharczyk NathanSale
26 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 19,659
- Price
- $190.73
- Value
- $3.75M
- Blecharczyk NathanSale
25 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 202,652
- Price
- $190.28
- Value
- $38.56M
- Blecharczyk NathanSale
24 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 150,640
- Price
- $190.94
- Value
- $28.76M
- Blecharczyk NathanSale
20 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 2,738
- Price
- $184.42
- Value
- $504,942
- Blecharczyk NathanSale
17 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $182.86
- Value
- $2.49M
- Chesky BrianSale
7 Aug 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 20,000
- Price
- $173.61
- Value
- $3.47M
- Chesky BrianSale
7 Aug 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 200,000
- Price
- $174.79
- Value
- $34.96M
- Blecharczyk NathanSale
7 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 531,000
- Price
- $174.41
- Value
- $92.61M
- Chenault Kenneth ISale
7 Aug 2026, Board
- Shares
- 8,346
- Price
- $170.00
- Value
- $1.42M
- Mertz ElinorSale
3 Aug 2026, Chief Financial Officer
- Shares
- 3,748
- Price
- $153.34
- Value
- $574,718
- Blecharczyk NathanSale
3 Aug 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $151.80
- Value
- $2.07M
- Gebbia JosephSale
28 Jul 2026, Board
- Shares
- 1,828,303
- Price
- $151.67
- Value
- $277.3M
- Gebbia JosephSale
27 Jul 2026, Board
- Shares
- 265,000
- Price
- $145.70
- Value
- $38.61M
- Blecharczyk NathanSale
20 Jul 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $145.43
- Value
- $1.98M
- Gebbia JosephSale
16 Jul 2026, Board
- Shares
- 49,577
- Price
- $150.23
- Value
- $7.45M
- Gebbia JosephSale
15 Jul 2026, Board
- Shares
- 187,024
- Price
- $150.15
- Value
- $28.08M
- Gebbia JosephSale
13 Jul 2026, Board
- Shares
- 265,000
- Price
- $145.50
- Value
- $38.56M
- Gebbia JosephSale
7 Jul 2026, Board
- Shares
- 2,460
- Price
- $150.00
- Value
- $369,000
- Blecharczyk NathanSale
6 Jul 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 13,615
- Price
- $148.37
- Value
- $2.02M
- Gebbia JosephSale
2 Jul 2026, Board
- Shares
- 27,733
- Price
- $150.01
- Value
- $4.16M
- Mertz ElinorSale
2 Jul 2026, Chief Financial Officer
- Shares
- 3,750
- Price
- $148.01
- Value
- $555,038
- Chenault Kenneth ISale
29 Jun 2026, Board
- Shares
- 8,346
- Price
- $150.00
- Value
- $1.25M
- Gebbia JosephSale
29 Jun 2026, Board
- Shares
- 294,903
- Price
- $148.43
- Value
- $43.77M
- Blecharczyk NathanSale
26 Jun 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 31,033
- Price
- $146.43
- Value
- $4.54M
- Blecharczyk NathanSale
25 Jun 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 2,113
- Price
- $145.09
- Value
- $306,570
- Blecharczyk NathanSale
24 Jun 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 88,366
- Price
- $145.81
- Value
- $12.88M
- Gebbia JosephSale
15 Jun 2026, Board
- Shares
- 265,000
- Price
- $138.51
- Value
- $36.7M
- Chesky BrianSale
15 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 30,743
- Price
- $138.40
- Value
- $4.25M
- Chesky BrianSale
9 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 4,195
- Price
- $135.71
- Value
- $569,289
- Chesky BrianSale
8 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 37,704
- Price
- $135.34
- Value
- $5.1M
- Chesky BrianSale
5 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 16,515
- Price
- $135.17
- Value
- $2.23M
- Chesky BrianSale
4 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 64,333
- Price
- $136.14
- Value
- $8.76M
- Chesky BrianSale
2 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 62,764
- Price
- $134.00
- Value
- $8.41M
- Mertz ElinorSale
2 Jun 2026, Chief Financial Officer
- Shares
- 7,433
- Price
- $136.24
- Value
- $1.01M
- Gebbia JosephSale
1 Jun 2026, Board
- Shares
- 265,000
- Price
- $135.45
- Value
- $35.89M
- Chesky BrianSale
1 Jun 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 199,739
- Price
- $135.86
- Value
- $27.14M
- Chesky BrianSale
29 May 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 108,711
- Price
- $134.43
- Value
- $14.61M
- Chesky BrianSale
28 May 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 265,746
- Price
- $132.22
- Value
- $35.14M
- Chesky BrianSale
27 May 2026, 10 percent owner, officer: CEO and Chairman
- Shares
- 249,550
- Price
- $133.15
- Value
- $33.23M
- Gebbia JosephSale
26 May 2026, Board
- Shares
- 2,860
- Price
- $133.44
- Value
- $381,638
- Blecharczyk NathanSale
20 May 2026, 10 percent owner, officer: Chief Strategy Officer
- Shares
- 2,739
- Price
- $131.40
- Value
- $359,905
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Airbnb
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
602 rated companies in Consumer Cyclical
- This company
- 77
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Travel Services
The next larger and next smaller companies by market value
- Booking HoldingsBKNG $119.15B78
- Royal Caribbean CruisesRCL $89.65B65
- CarnivalCCL $41.25B63
- Viking HoldingsVIK $40.22B66
- Expedia GroupEXPE $29.74B72
- Trip.com GroupTCOM $28.74B58
- Hanjin Kal180640.KS $10.19B43
- Norwegian Cruise Line HoldingsNCLH $8.64B53
ETFs that hold Airbnb
Held by 103 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| VanEck Morningstar US ESG Wide Moat UCITS ETFGMVM | 1.66% | 0.49% | €368.7M |
| iShares S&P 500 Consumer Discretionary Sector UCITS ETFQDVK | 1.66% | 0.15% | €719.53M |
| State Street SPDR S&P U.S. Consumer Discretionary Select Sector UCITS ETF (Acc)ZPDD | 1.56% | 0.15% | €123.56M |
Show 5 more
| Amundi US Tech 100 Equal Weight UCITS ETF DR USDWEBA | 1.49% | 0.07% | €340.27M |
| Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1DXUCD | 1.47% | 0.12% | €150.96M |
| iShares MSCI EM Consumer Growth UCITS ETFCEMG | 0.95% | 0.60% | €31.52M |
| Xtrackers MSCI World Consumer Discretionary UCITS ETF 1CXDWC | 0.88% | 0.25% | €388.27M |
| iShares World Equity High Income Active UCITS ETF USDWINC | 0.48% | 0.35% | €942.02M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 2 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.
