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Arphra AIPlain-English read on Airbnb, Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Peers
- SBUXStarbucks Corporation$105.90$120.69B
- MARMarriott International, Inc.$354.97$94.06B
- CVNACarvana Co.$382.60$82.95B
- ORLYO'Reilly Automotive, Inc.$96.67$80.88B
- HLTHilton Worldwide Holdings Inc.$318.61$72.53B
- RCLRoyal Caribbean Cruises Ltd.$265.55$71.84B
- GMGeneral Motors Company$75.77$68.32B
- NKENIKE, Inc.$44.40$65.64B
Aftermarket
LiveLast trade
—
Bid
$131.88
2 sh
Ask
$136.00
2 sh
Spread
$4.120
Sector & industry today
LiveSectors
- Technology+1.59%
- Industrials+1.50%
- Energy+1.40%
- Basic Materials+1.36%
- Utilities+0.94%
- Consumer Cyclical+0.45%
- Real Estate+0.37%
- Consumer Defensive+0.28%
- Financial Services+0.05%
- Healthcare-0.26%
- Communication Services-0.39%
Top industries (issuer's industry highlighted)
- Travel Services+0.07%
- Hardware, Equipment & Parts+5.17%
- Computer Hardware-4.64%
- REIT - Office+4.28%
- Communication Equipment+4.02%
- Electronic Gaming & Multimedia-3.94%
- Real Estate - Services+3.82%
- Agricultural - Machinery+3.64%
- Auto - Parts+3.58%
- Oil & Gas Energy+3.45%
- Information Technology Services+3.19%
- Copper+3.00%
Fair value
Football field →Weighted blend
$262.89
+95.68% vs spot
Recommendation
Strong Buy
14 of 15 methods
Method spread
4bull10bear
±5% threshold
Analyst PT consensus: $145.44 (+8.25%)
Total assets
$22.21B
Total debt
$2.07B
Cash & equiv
$6.56B
Operating CF
$4.65B
Free cash flow
$4.65B
Buybacks
-$3.79B
Analyst view
DB · price_targets + analyst_gradesConsensus target
$145.44
+8.25% upside
Low
$107.00
Median
$147.50
High
$185.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
News
DB · news_items- Is Airbnb Inc (ABNB) a Bargain After 4.2% Drop? GF Value Says Undervaluedgurufocus.com·May 12, 2026
- Airbnb Q1 2026 Earnings: Growth Acceleration Despite War Headwindseekingalpha.com·May 09, 2026
- 'EXPECTING RECORD DEMAND': Airbnb CEO on FIFA World Cup bookingsyoutube.com·May 09, 2026
- Airbnb CEO Predicts AI Will Rewrite Job Descriptionspymnts.com·May 08, 2026
- Airbnb Q1 Earnings Miss Estimates, Revenues Rise Y/Y, Shares Upzacks.com·May 08, 2026
- Airbnb's CEO says AI writes 60% of the company's code — and makes managers get their hands dirtybusinessinsider.com·May 08, 2026
- Airbnb, Inc. (ABNB) Q1 2026 Earnings Call Transcriptseekingalpha.com·May 07, 2026
- Airbnb is seeing some of its fastest growth from this surprising segmentmarketwatch.com·May 07, 2026
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 Dec 2025 | $2.78B | $341M | $0.54 |
| Q3 Sep 2025 | $4.1B | $1.37B | $2.21 |
| Q2 Jun 2025 | $3.1B | $642M | $1.03 |
| Q1 Mar 2025 | $2.27B | $154M | $0.25 |
| Q4 Dec 2024 | $2.48B | $461M | $0.73 |
| Q3 Sep 2024 | $3.73B | $1.37B | $2.13 |
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
Blecharczyk Nathan director, 10 percent owner, officer: Chief Strategy Officer | Sell | 447 | $65.02K | May 11, 2026 |
Blecharczyk Nathan director, 10 percent owner, officer: Chief Strategy Officer | Sell | 180 | $26.31K | May 11, 2026 |
Blecharczyk Nathan director, 10 percent owner, officer: Chief Strategy Officer | Sell | 42,655 | $6.21M | May 08, 2026 |
Blecharczyk Nathan director, 10 percent owner, officer: Chief Strategy Officer | Sell | 17,481 | $2.56M | May 08, 2026 |
Gebbia Joseph director, 10 percent owner: | Sell | 2,739 | $380.03K | May 04, 2026 |
Gebbia Joseph director, 10 percent owner: | Sell | 14,522 | $2.05M | May 04, 2026 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $12.24B | $2.54B | $2.51B | $4.03 | +20.51% |
| FY 2024 | $11.1B | $2.55B | $2.65B | $4.11 | +23.85% |
| FY 2023 | $9.92B | $1.52B | $4.79B | $7.24 | +48.32% |
| FY 2022 | $8.4B | $1.8B | $1.89B | $2.79 | +22.54% |
| FY 2021 | $5.99B | $429M | -$352M | $-0.57 | -5.87% |