Added to YB: 2026-09-04
Pitch date: 2026-08-30
ABNB [neutral]
Airbnb, Inc.
-1.58%
current return
Author Info
No bio for this author
Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$107.6B
Pitch Price
$188.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.48
P/E
41.30
EV/Sales
7.45
Sector
Hotels, Restaurants and Leisure
Category
growth
Klarman’s Special Situation Stock + Portfolio & Watchlist Update - Airbnb, Inc.
ABNB (hold): The position, initiated at $134 and added to at $123-$125 for a $129 average cost, is up nearly 47% and approaching 10% of the portfolio. Strong Q2 results drove the latest move, but valuation has reached 43x trailing earnings, or roughly 23x trailing free cash flow. A trim is being considered if the shares continue rising over the coming weeks or months.
Read full article (1 min)