Airbnb (ABNB)
NASDAQConsumer DiscretionaryTravel ServicesSnapshot 2026-07-07
$148.80+0.78%
Close 2026-07-07 · 1-day change
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Track ABNB free→NASDAQConsumer DiscretionaryTravel ServicesSnapshot 2026-07-07
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Track ABNB free→Airbnb grows revenue about 14% a year as travel demand recovers. Profit margin stays strong near 35%. The company repaid $2 billion in convertible notes, improving its balance sheet. New events like the FIFA World Cup boost listings and revenue.
New regulations and legal issues could limit Airbnb's growth. Recent earnings missed estimates and guidance was cut. CEO selling stock raises concerns about confidence. Travel demand may be hurt by geopolitical conflicts.
The price is about 13% above our fair value near $133 and 17% below the Street median target. Analysts expect about 14% revenue growth. Our view is aligned with consensus but more cautious than the Street.
Breaks if: Convertible notes repayment not completed by 2026-Q1
Use net proceeds from offerings to repay $2.0 billion of convertible senior notes due March 2026.
Newly stated in 2026-Q1. The company successfully repaid $2.0 billion of convertible senior notes due March 2026. This aligns with their capital allocation strategy, showing substantive delivery on this priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company used net proceeds from the Offering to repay $2.0 billion aggregate principal amount of its 0% convertible senior notes due March 2026.”
Breaks if: Adjusted EBITDA margin falls below 30% in FY26
Aim to deliver an Adjusted EBITDA Margin of at least 35% for 2026.
Breaks if: New regulations cause >5% revenue decline in FY26
Breaks if: YoY revenue growth falls below 10% in FY26
Focus on accelerating year-over-year revenue growth to low to mid teens in 2026.