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Airbnb, Inc. (ABNB) Stock Analysis

By Nova Skye | AltStation.io | Updated November 04, 2026

Price

$167.90

Change

-1.88%

Market Cap

$100.53B

Avg Volume

4.7M

Company Overview

Airbnb operates an online marketplace that connects property hosts with travelers looking to book accommodations, local experiences, and travel services. The platform generates revenue by taking a cut of every booking from both guests and hosts, while also selling branded gift cards. Based in San Francisco, California, the company operates in the Travel Services industry within the Consumer Cyclical sector. Originally founded in 2007 as AirBed & Breakfast, the business rebranded to Airbnb, Inc. in November 2010 and now spans nearly every country across the globe.

Airbnb is the clear market leader in alternative accommodations, capturing roughly 44% of the global vacation rental market. Its core advantage is massive organic brand recognition backed by a network of over 9 million active listings. Competitors like Booking.com and Expedia’s Vrbo actively target this inventory, but Airbnb still dominates consumer mindshare without paying massive search advertising bills. The real headwind to watch is not competitor pricing, but tight local regulations and municipal short-term rental bans in major urban centers.

The company has successfully transitioned from a high-growth tech disruptor into a high-margin cash generator. Revenue rose 18.1% to $9.92 billion in 2023 and expanded another 12.0% to $11.10 billion in 2024. While annual top-line growth is naturally cooling down into the low double digits, the platform prints strong free cash flow. Management is now prioritizing international market expansion and quality control over raw listing growth to protect its pricing power.

Key Financials

Market Cap

$100.53B

Revenue

$13.16B

EBITDA

$2.76B

Gross Margin

82.9%

Profit Margin

20.4%

Revenue Growth

16.5%

Total Cash

$12.07B

Total Debt

$2.50B

Free Cash Flow

$3.21B

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

38.24

Forward P/E

27.04

Beta

1.27

52-Week High

$193.45

52-Week Low

$110.81

EPS

$4.39

50-Day Avg

$170.06

200-Day Avg

$146.90

Price/Book

12.70

Technical Analysis

ABNB trades at $167.90, 68% of the way from its 52-week low of $110.81 to its high of $193.45. The stock is 13.69% below that high but still 50.67% above the low. Momentum is mixed: ABNB gained 4.10% over the last 20 trading days but lost 1.10% over the last five. The price is 1.28% below its 20-day moving average of $169.13, with near-term support at $149.58 and resistance at $176.94.

Recent News and Developments

ABNB drops 2.1% before earnings

Airbnb shares fell 2.1% to $167.45 in midday trading on November 3 after gaining nearly 4% the previous session. Investors are taking profits before the November 5 earnings report as Airbnb’s trailing operating margin has declined to 20.8% from 22.5% a year earlier. Source: Investing.com

UBS raises Airbnb target to $181

UBS analyst Stephen Ju raised Airbnb’s price target from $172 to $181 on November 3. The firm kept its Neutral rating, so this is a valuation adjustment, not a bullish upgrade. Source: Benzinga

Airbnb heads into a critical Q3 report

Airbnb is scheduled to report third-quarter results on November 5. The Zacks consensus calls for $4.75 billion in revenue, up 15.98% year over year, while Airbnb has missed the earnings consensus in three of its past four quarters. Source: Zacks

Market Sentiment and Analyst Recommendations

Bull Case

Revenue is growing 16.5%, giving Airbnb a strong top-line foundation. The company generates $13.16 billion in revenue and carries a $100.53 billion market cap. Its balance sheet is a major strength, with $12.07 billion in cash against $2.50 billion in debt. The analyst consensus is a buy across 40 analysts, with an average target of $184.18 versus the current $167.90 price. The top analyst target of $220.00 shows meaningful upside if growth and execution remain strong. The November 5 earnings report could become the next catalyst if Airbnb meets or exceeds the $4.75 billion revenue consensus.

Bear Case

A P/E ratio of 38.24 leaves little room for weak execution. Airbnb has missed the earnings consensus in three of its past four quarters, making the November 5 report a real credibility test. Its trailing operating margin has declined from 22.5% to 20.8%, which undercuts the growth story. The stock already sits 50.67% above its 52-week low, so investors are not buying at a distressed valuation. Britain’s property-income tax will rise from 20% to 24% next April, directly reducing margins for hosts in a major market. The analyst target range runs as low as $135.00, while the stock’s near-term support is $149.58.

What to Watch

The November 5 third-quarter report is the immediate catalyst. The revenue benchmark is $4.75 billion, representing 15.98% year-over-year growth. Investors should compare that result with Airbnb’s broader 16.5% revenue growth rate. Operating margin also matters after falling from 22.5% to 20.8% over the past year. On the chart, a move above $176.94 would clear near-term resistance, while a drop below $149.58 would break near-term support. Watch whether UBS’s new $181 target and the broader $184.18 analyst target hold after the earnings update.

Analyst Consensus

BUY

Based on 40 analyst opinions

Low Target

$135.00

Mean Target

$184.18

High Target

$220.00

Earnings and Financial Data

Sector

Consumer Cyclical

Industry

Travel Services

Employees

8,200

Earnings & Dividends

Next Earnings

Nov 05, 2026

EPS (Trailing)

$4.39

Dividend Yield

None

Payout Ratio

Frequently Asked Questions

Is ABNB a good stock to buy?

The recommendation is buy across 40 analysts, and revenue is growing 16.5%. The takeaway is that analysts favor ABNB, but its 38.24 P/E demands continued growth.

What is ABNB’s price target?

The average analyst target is $184.18, with estimates ranging from $135.00 to $220.00. The takeaway is that expectations vary widely around the current $167.90 price.

Is ABNB stock overvalued?

ABNB trades at a P/E ratio of 38.24 and has a market cap of $100.53 billion against $13.16 billion in revenue. The takeaway is that the valuation is demanding rather than cheap.

What are ABNB’s support and resistance levels?

Near-term support is the 30-day low of $149.58, while resistance is the 30-day high of $176.94. The takeaway is that these are the key levels around the current $167.90 price.

How strong is Airbnb’s balance sheet?

Airbnb has $12.07 billion in total cash and $2.50 billion in total debt. The takeaway is that cash substantially exceeds debt.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated November 04, 2026.