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ABABNB

Airbnb, Inc.

$ABNB·$108B·Travel Services·Consumer Cyclical
$167.65-1.2%YTD+23.3%1Y+37.0%
Price updated 8m ago·X counts updated 15h ago
ABABNB
$ABNBAirbnb, Inc.
$167.65-1.17%185 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ABNB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

185X posts · last 7 days
Aug 28Sep 10
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ABNB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-10

$ABNB posts are split cleanly. Bulls point to Raymond James upgrading to Outperform with a $200 PT and Q2 booking growth accelerating; skeptics counter with a CSO's $13.5M 10b5-1 sale and a screener flag calling ABNB overextended and due for a reversal. Neither camp is dominant in this thin pool.

Read what X is saying about $ABNB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABNB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-11

Catching its breath after a run — could pick back up or fade from here.

Short-term rental leader with genuine AI operating leverage — up 37% over twelve months, with Raymond James upgrade and heavy insider distribution meeting halfway.

Airbnb is the dominant short-term-rental marketplace — an asset-light platform now trying to add AI-driven personalization plus experiences as a second business line. The stock is up 37% over twelve months and cooling near the highs.

  • The economics remain best-in-class in consumer internet: 20.5% operating margin, 31% ROE, 19% ROIC, 83% gross margins, 5.8% free-cash-flow yield. CEO Chesky's framing that AI is driving faster growth than competitors is landing — Q2 booking growth reaccelerated, and Raymond James just upgraded to Outperform at $200.
  • The valuation is priced for the acceleration to continue: 31x TTM earnings and 6.2x sales for a business growing 18% year-over-year — full but not extreme, and the multiple has legitimate room up if AI-driven cross-sell shows up.
  • The insider distribution is real supply: co-founder Blecharczyk sold $2.5M, CSO Bernstein sold $953K, plus the 10b5-1 flag that means these are automated program sales but still distribution. The screener flag for 'overextended and due for reversal' is a valid technical read.

The bet is whether Nov 5 Q3 earnings confirms booking growth acceleration plus meaningful contribution from Airbnb Experiences relaunched. A print above 20% revenue growth plus quantified Experiences revenue is what breaks this back above $180; a decel to mid-teens revenue combined with heavy insider selling and $150 becomes next.

Agrees with X sentimentAgrees with both sides of the split sentiment — Raymond James upgrade and Q2 acceleration are real bull signals; the CSO's $13.5M 10b5-1 sale and the technical overextension flag are honest counter-signals. The clean read is: legitimate operating story with real supply cap on the multiple.

What to watch: Nov 5 Q3 earnings — booking growth acceleration and any Experiences revenue disclosure. Above 20% revenue growth plus quantified Experiences breaks this back above $180; mid-teens growth combined with continued insider selling and $150 becomes next.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Travel demand remains robust — cruise return volumes are at record bookings, online travel agencies benefit from AI-personalised itinerary tools, and home-sharing (Airbnb) serves the experience-over-things consumer. Pricing power is moderating from peak but RevPAR remains above 2019.

What this means for $ABNB

Partial — Airbnb; experience-economy tailwind, AI-search and host-pricing tools, but urban regulation and short-term-rental supply rising.

Industry benchmark

7-name peer basket
-18.8%YTD
-17.7%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
Q2 2026Aug 6, 2026$1.37$1.26+8.7%
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%
Next earningsThu, Nov 5·consensus EPS $2.88

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 33 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.2B$14.0B – $14.3B$5.28$4.90 – $5.8031
FY27$15.8B$15.0B – $16.3B$6.20$5.51 – $7.0033
FY28$17.4B$16.0B – $18.9B$7.37$5.97 – $9.9726
FY29$19.3B$18.5B – $19.9B$9.09$8.60 – $9.5024
FY30$20.7B$19.9B – $21.4B$11.00$10.40 – $11.4914

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.69%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.+1.9%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.+19.5%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 today0.7% 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.

Insider activity

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

Recent transactions

SellSep 1David C BernsteinChief Accounting Officer5.2K sh$953KSellAug 31Nathan BlecharczykChief Strategy Officer13.6K sh$2.5MSellAug 28Nathan BlecharczykChief Strategy Officer57.2K sh$10.9MSellAug 26Nathan BlecharczykChief Strategy Officer19.7K sh$3.7MSellAug 25Nathan BlecharczykChief Strategy Officer202.7K sh$38.6MSellAug 24Nathan BlecharczykChief Strategy Officer150.6K sh$28.8MSellAug 20Nathan BlecharczykChief Strategy Officer2.7K sh$505KSellAug 17Nathan BlecharczykChief Strategy Officer13.6K sh$2.5MSellAug 7Brian CheskyCEO6.3K sh$1.1MSellAug 7Nathan BlecharczykChief Strategy Officer3.5K sh$586K
1–10 of 41
+ 40 other (20 conversions · 11 gifts · 3 exempts · 3 inkinds · 2 awards · 1 other) 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
+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Airbnb is growing faster than competitors because of AI, says CEO Brian Cheskyyoutube.com·1d agoInvestors Heavily Search Airbnb, Inc. (ABNB): Here is What You Need to Knowzacks.com·1d agoAirbnb: The "Great Growth Cycle" I Forecasted In July Appears To Have Arrivedseekingalpha.com·1d agoCramer Hyped Anthropic's IPO, Then Its Own Researcher Put 10% Odds on AI Killing Us247wallst.com·2d agoEU helps cities tighten screws on Airbnb, holiday rentalstechxplore.com·2d ago

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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.

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