TickerTalks
Browse all tickers →
TickerTalks›$ABNB
ABABNB

Airbnb, Inc.

$ABNB·$84B·Travel Services·Consumer Cyclical
$153.11+4.3%YTD+8.0%1Y+3.3%
Mentions · last 7 days
2026-07-20: 8 posts2026-07-21: 15 posts2026-07-22: 20 posts2026-07-23: 37 posts2026-07-24: 26 posts2026-07-25: 12 posts2026-07-26: 7 posts125+4%
Price updated 14m ago·X counts updated 2d ago
ABABNB
$ABNBAirbnb, Inc.
$153.11+4.26%125 posts+4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ABNB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-25

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Airbnb is expanding beyond home-sharing into a full travel platform — August 6 earnings tests the 2026 FIFA World Cup demand tailwind against $9M+ in July insider selling.

Airbnb is the leading global vacation-rental platform expanding aggressively into hotels, experiences, transfers, and car rentals — the specific move to become a full-stack travel platform rather than a niche home-sharing marketplace. Shares are up 4% year-to-date and roughly flat over twelve months at the 76th percentile of the 52-week range, and August 6 Q2 earnings is the near-term catalyst.

  • Revenue trajectory is genuinely at scale: Q1 revenue grew 17.9% YoY to $2.68B with 78% gross margin and 3% operating margin — the specific pattern of a marketplace business where operating margin is understated by growth-oriented reinvestment, and the FCF yield of 5.8% shows real cash conversion.
  • The travel-platform expansion is real strategic evolution: hotels, transfers, car rentals, and experiences are being layered onto the core home-sharing marketplace — the specific move that transforms Airbnb's TAM from vacation rentals to full travel, and the multi-year revenue driver bulls are pricing.
  • The 2026 FIFA World Cup is a specific near-term demand tailwind: sentiment cites the World Cup as a real demand catalyst, and combined with tape framing of $128-130 as bullish support and $185-190 as target range, the setup has both a fundamental and technical component.
  • Insider tape is a real yellow flag: co-founder Nathan Blecharczyk sold $1.98M on July 20, co-founder Joseph Gebbia sold $7.45M on July 16, and CSO sold $2.6M — that's over $12M in co-founder-tier selling in a compressed window into the Q2 print, and it's the specific counterweight to the crowd's bullish framing.

August 6 Q2 earnings is the near-term hinge — a beat with continued 15%+ revenue growth plus specific commentary on the World Cup demand and hotel-inventory ramp could extend this leg toward the $185-190 target range; a soft nights-booked commentary or a Q3 seasonality warning triggers a give-back. What breaks the trend is continued co-founder-scale insider selling.

What to watch: August 6 Q2 2026 earnings — the deciding numbers are Q2 revenue growth continuation, nights-booked trajectory, and any hotel/experiences segment commentary; further co-founder-scale insider selling into or after the print is the sell tell.

On the calendar: 2026-08-06 — Q2 2026 earnings

insider selling cluster

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-24

Airbnb is expanding beyond home-sharing into a full travel platform with hotels, transfers, car rentals, and experiences — supported by strong Q1 growth and the 2026 FIFA World Cup as a demand tailwind. Traders eye bullish above $128–$130 with a $185–$190 target, and short-strangle rolls are being layered into the August 6 earnings print. Long-only investors continue to add ABNB alongside FIG, COST, INTC, LLY, KO, and TPL as core US portfolio building blocks.

Read the AI verdict + X sentiment for $ABNB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the world's largest short-term rental marketplace connecting hosts with travelers seeking accommodations and experiences globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Travel Services sits in its cycle right now — and what that implies for $ABNB.

Travel Services · Consumer Cyclical

No material change from last week — NCLH and Viking benefit from persistent experiential travel demand, premium pricing on onboard revenue, and 2027 itinerary pre-booking strength.

What this means for $ABNB

Partial — Operates the world's largest short-term rental marketplace connecting hosts with travelers seeking accommodations and experiences globally; partial earnings exposure to travel services demand dynamics through its product portfolio.

Industry benchmark

6-name peer basket
-9.1%YTD
-7.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
82.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.26$0.30-14.5%
Q4 2025Feb 12, 2026$0.56$0.67-15.9%
Q3 2025Nov 6, 2025$2.21$2.31-4.3%
Q2 2025Aug 6, 2025$1.03$0.94+9.9%
Next earningsThu, Aug 6·consensus EPS $1.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.7B+17.9%78.3%3.2%$0.27$1.7B
Q4 FY25$2.8B+12.0%82.5%9.7%$0.56$533.0M
Q3 FY25$4.1B+9.7%86.6%39.7%$2.25$1.4B
Q2 FY25$3.1B+12.7%82.4%19.8%$1.04$952.0M

Forward consensus

5-year forecast · up to 32 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.0B$13.8B – $14.1B$5.11$4.13 – $5.4132
FY27$15.4B$15.0B – $15.9B$6.05$5.60 – $6.5832
FY28$17.1B$16.1B – $18.7B$7.17$5.97 – $9.6423
FY29$18.8B$18.3B – $19.6B$8.83$8.50 – $9.3011
FY30$20.2B$19.6B – $21.0B$10.35$9.97 – $10.9011

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.90%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 571.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 20Nathan BlecharczykChief Strategy Officer13.6K sh$2.0MSellJul 16Joseph GebbiaDirector49.6K sh$7.4MSellJul 15Joseph GebbiaDirector187.0K sh$28.1MSellJul 13Joseph GebbiaDirector265.0K sh$38.6MSellJul 7Joseph GebbiaDirector2.5K sh$369KSellJul 6Nathan BlecharczykChief Strategy Officer13.6K sh$2.0MSellJul 2Joseph GebbiaDirector27.7K sh$4.2MSellJul 2Elinor MertzCFO3.8K sh$555KSellJun 29Kenneth I ChenaultDirector8.3K sh$1.3MSellJun 29Joseph GebbiaDirector294.9K sh$43.8M
1–10 of 26
+ 11 other (6 conversions · 2 gifts · 2 awards · 1 exempt) in window

See when $ABNB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
AI summary

Airbnb, Inc. held its 2026 Annual Meeting on June 5, 2026. Shareholders elected Class III directors Nathan Blecharczyk (3.751B for, 59M withheld), Alfred Lin (3.708B for, 102M withheld), and James Manyika to three-year terms; the high vote counts reflect Airbnb's large share count under its dual-class structure. All standard proposals passed — routine annual governance filing for the global home-sharing marketplace.

8-KMaterial agreementMar 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
+ 12 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Delta Global Management LP Sells 4,438 Shares of Airbnb, Inc. $ABNBdefenseworld.net·2d agoCaxton Associates LLP Decreases Stock Holdings in Airbnb, Inc. $ABNBdefenseworld.net·2d agoAirbnb Is in the Spotlight for All the Right Reasons. Here's Why It's a Buy Now.fool.com·2d agoAirbnb, Inc. (ABNB) Surpasses Market Returns: Some Facts Worth Knowingzacks.com·4d agoAirbnb, Inc. (ABNB) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·5d ago

More in Travel Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CCL$BKNG$NCLH$VIK$RCL$AHMA
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport