Added to YB: 2025-05-20
Pitch date: 2025-05-18
ABNB [neutral]
Airbnb, Inc.
-7.02%
current return
Author Info
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Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$74.5B
Pitch Price
$135.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.78
P/E
30.80
EV/Sales
5.37
Sector
Hotels, Restaurants and Leisure
Category
N/A
Show full summary:
Why I Sold Airbnb
ABNB sold position: Core metrics slowing sharply - Q1 N&E bookings +8% (lowest since COVID), GBV +9% FX-neutral (weakest since COVID), 2% op margin (down 3pts). Summer Release underwhelming - recycled concepts, no loyalty program. Cash machine (39% FCF margin, 28% ex-SBC) but growth path unclear and new verticals likely lower margin.
Read full article (4 min)