Airbnb, Inc. · To Dwellings & Other Buildings

ABNB

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A high-quality, profitable business with growing sales. Institutions are adding.

Going well

Sales up 17% in the latest quarter vs a year ago
Profitable, keeps 21% of sales as profit
Sales up 10% last year

Money moves

Insiders sold $4.6M in the last 30 days, all through pre-planned sales
Institutions added 6.5% to their holdings in the quarter ending June 2026 (628 bought, 622 sold)
Held by Ray Dalio (Bridgewater), Cathie Wood (ARK Invest)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$171.05-0.6% that day

Company value: $102.1B; Share price times all shares
Price vs profit (P/E): 40.7x; You pay about $41 for each $1 of yearly profit
Price vs sales: 7.8x; Company value is 7.8 times a year of sales
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 2%; Debt as a share of company value

From ABNB's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$3.6B+17% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $13.2B, up 14% from the 12 months before. Over 5 years, sales grew about 29% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ABNB. Starting points are the company's recent numbers.

Sales growth+14% a yearRecently: +14% a yearProfit margin20%Last 12 months: 20.5%P/E at the end40xToday: 40.7x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$25.3B

Profit in 5 years$5.1B

Price these guesses point to$395.37+131% vs $171.05 todayAbout +18% a year, before dividends

What today's price needs: with a 20% margin and a 40x P/E, sales could shrink about 3.6% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Word of mouth

Updated daily

People looking up the company, yesterday: 1.3x normal; 1,681 views vs about 1,270 on a usual day

Forum talk counts mentions of ABNB in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/6Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.30.2%
PassDebt under half of equityNot relying on borrowed money.0.24x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.20.5%
MissProfitable every yearSteady profits, not one good year.4 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$4.6B
PassShare count not growingNot diluting owners. Falling means buybacks.-8.4% in 3 years

Revenue: $12.2B; +10.3% vs prior year
5-year growth: +29.4%/yr; revenue, per year
Total debt: $2.0B; 0.24x equity
Current ratio: 1.38x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 6

Revenue: $3.6B; +16.5% YoY
Op. margin: 21.0%; +1.2 pts
Gross margin: 82.5%; +0.1 pts
Free cash flow: $1.3B
Share count: -4.6%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $4.6M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

19/ 100

This week: 1
Normal week: 5.0
vs normal: 0.2x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+6.5%

Institutions added 6.5% to their holdings. 628 bought, 622 sold.

Shares held by institutions362.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-3.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.3x · $2.5B debt

Shares outstandingLatest reported

597M

Earnings reports

Last 12

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedFeb 12
Results filedNov 6, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$4.6M2 insiders, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
David C BernsteinChief Accounting Officer	Sell	1K	$168.01	$230K	46K	Oct 15Filing ↗
-2.9% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Nathan BlecharczykChief Strategy Officer	Sell	14K	$165.18	$2.2M	21K	Oct 12Filing ↗
-39.8% of their holdings $163.45 to $167.19 across 5 trades Held via Trust Pre-planned sale (10b5-1) Also Director and 10% owner Filed 2 days after
Nathan BlecharczykChief Strategy Officer	Sell	14K	$156.82	$2.1M	21K	Sep 28Filing ↗
-39.8% of their holdings $154.45 to $158.31 across 5 trades Held via Trust Pre-planned sale (10b5-1) Also Director and 10% owner Filed 2 days after