선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
Airbnb, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $104.0B | |
|---|---|---|
| P/E (forward) | 25.4x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $5.99B | $8.40B | $9.92B | $11.10B | $12.24B | +19.6% |
| Gross profit | $4.84B | $6.90B | $8.21B | $9.22B | $8.89B | +16.4% |
| Operating income | $429.0M | $1.80B | $1.52B | $2.55B | $2.54B | +56.1% |
| Net income | $-352.0M | $1.89B | $4.79B | $2.65B | $2.51B | — |
| EPS (diluted) | $-0.75 | $2.80 | $8.55 | $4.13 | $4.04 | — |
| EBITDA | $276.0M | $1.97B | $2.23B | $3.40B | $2.70B | +76.9% |
| R&D | $1.43B | $1.50B | $1.72B | $2.06B | $2.35B | +13.4% |
| SG&A | $836.0M | $950.0M | $2.03B | $1.19B | $1.34B | +12.6% |
Recent company headlines from major financial publishers.
In the upside scenario, Airbnb sustains elevated revenue growth supported by accelerated international penetration in Latin America and Asia Pacific, rapid scaling of boutique hotel inventory, and sponsored listings monetization. Operating margins expand substantially as AI support automation drives structural SG&A leverage, while aggressive share repurchases reduce diluted share count on an ongoing annual basis.
The modal base path reflects approved schedule forecasts: top-line revenue expands from FY2026 through FY2030, with operating margins improving progressively across the projection horizon. Reinvestment rates remain minimal as a share of NOPAT, and diluted share count contracts via steady buybacks, supporting a fundamental Fair value midpoint of $109.08.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.9% | $113 | $117 | $121 | $126 | $133 |
| 9.4% | $108 | $111 | $115 | $119 | $124 |
| 9.9% | $103 | $106 | $109 | $113 | $117 |
| 10.4% | $99.0 | $101 | $104 | $107 | $111 |
| 10.9% | $95.3 | $97.4 | $99.7 | $102 | $105 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |