Added to YB: 2026-08-20
Pitch date: 2026-08-18
ABNB [neutral]
Airbnb, Inc.
-5.79%
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
$185.00
Price Target
126.00 (-28%)
Dividend
N/A
EV/EBITDA
34.48
P/E
41.30
EV/Sales
7.45
Sector
Hotels, Restaurants and Leisure
Category
value
Lets All Become Evil Landlords! - $ABNB
ABNB (watchlist): Asset-light travel platform w/ powerful two-sided network effect & dominant brand. Rev $12.2B (+10% '25), 19% ROIC (down from 34% '23), strong FCF, net cash $9.6B. Concerns: rising SBC ($1.6B), dual-class control, unproven Services/Experiences. DCF fair value $125-126/sh, buy at $100-101 (20% MOS). Stock at $185 = 84% premium; watchlist.
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