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ABABNB

Airbnb, Inc.

$ABNB·$79B·Travel Services·Consumer Cyclical
$132.28+1.1%YTD-2.7%1Y-4.7%
Mentions · last 7 days
2026-06-06: 166 posts2026-06-07: 184 posts2026-06-08: 141 posts2026-06-09: 78 posts2026-06-10: 30 posts2026-06-11: 54 posts2026-06-12: 48 posts706+7%
Price updated 19h ago·X counts updated 19h ago
ABABNB
Airbnb, Inc.$ABNB
$132.28+1.08%706 posts+7%
AI analysisFundamentalsVoices on X
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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 numbersStalledAI verdict · as of 2026-06-13

The move has stalled — likely just drifts unless something new shows up.

Airbnb operates the global home-sharing marketplace — supply is hosts listing private rooms and homes, demand is travelers booking via app or web. Margins are software-like (83% gross, 20% operating) with a $570M-share float. The stock is flat-ish (-3% YTD, -5% T12M) and 59th-percentile of its 52-week range. CEO Brian Chesky has been a relentless seller — over $130M sold across May 27 to June 9 at $132-$136 area, plus co-founder/director Joe Gebbia sold $36M on June 1 at $135. That's not insider noise; that's deliberate distribution into liquidity. Four straight EPS misses (-15%, -16%, -4%, +10% last) compound the issue. PE is 31x, FCF yield 5.8%, ROE 31% — the business is fine, the question is whether growth re-accelerates from 12-18% range to justify the multiple. Q1 revenue +18% YoY was the strongest recent print.

What to watch: Whether CEO Chesky's selling pauses post-July or accelerates into Q2 earnings — sustained insider distribution at this scale typically caps near-term upside until it stops. Q2 print (Aug 5) is the inflection.

sentiment missing

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
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What it does

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

Airbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide. Users can easily book anything from private rooms and primary residences to vacation homes through its online and mobile channels. Originally established as AirBed & Breakfast, Inc. in 2007, the company officially rebranded to Airbnb, Inc. in November 2010. Its corporate headquarters are situated in San Francisco, California.

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

Cruise sector momentum is the dominant travel narrative — Norwegian (NCLH) and Viking benefit from experiential travel demand persistence and onboard premium revenue growth. Booking Holdings faces near-term headwinds from its own revenue commentary while cruise operators report record bookings.

See how Travel Services shapes $ABNB

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ABNB's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-2.9%YTD
+9.1%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 earningsWed, Aug 5·consensus EPS $1.19

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 31 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.0B$13.8B – $14.1B$5.12$4.15 – $5.4330
FY27$15.4B$15.0B – $15.9B$6.05$5.61 – $6.6031
FY28$17.1B$17.1B – $17.1B$7.19$6.01 – $9.6921
FY29$18.8B$18.4B – $19.4B$8.87$8.62 – $9.2210
FY30$20.2B$19.8B – $20.8B$10.42$10.12 – $10.8310

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.0.7×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.59%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.-2.3%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.+2.6%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.β1.165-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.

Know if $ABNB is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

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

Recent transactions

SellJun 9Brian CheskyCEO4.2K sh$569KSellJun 8Brian CheskyCEO37.7K sh$5.1MSellJun 5Brian CheskyCEO16.5K sh$2.2MSellJun 4Brian CheskyCEO64.3K sh$8.8MSellJun 2Brian CheskyCEO62.8K sh$8.4MSellJun 2Elinor MertzCFO7.4K sh$1.0MSellJun 1Joseph GebbiaDirector265.0K sh$35.9MSellJun 1Brian CheskyCEO199.7K sh$27.1MSellMay 29Brian CheskyCEO108.7K sh$14.6MSellMay 28Brian CheskyCEO265.7K sh$35.1M
1–10 of 11
+ 2 other (2 awards) 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.

3 Reasons Airbnb Is a Top Growth Stock to Buy in Junefool.com·1d agoAirbnb, Inc. (ABNB) Increases Yet Falls Behind Market: What Investors Need to Knowzacks.com·2d agoATAT or ABNB: Which Is the Better Value Stock Right Now?zacks.com·2d agoIs Trending Stock Airbnb, Inc. (ABNB) a Buy Now?zacks.com·2d agoCEO Brian Chesky Just Sold More Than $24 Million in Airbnb Stock. Should Investors Follow Suit?fool.com·4d ago

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