Airbnb
Marketplace for homes, boutique hotels, local experiences, and travel services.
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Profile
Connects guests with hosts and boutique hotels offering homes, rooms, experiences, and travel services through one global marketplace. Most revenue comes from service fees on accommodation bookings; inventory comes from hosts and hotel partners, while local short-term-rental rules can constrain supply.
Connects guests with hosts offering homes, Airbnb Experiences, and Airbnb Services across almost every country, while a growing selection of boutique and independent hotels broadens accommodation supply. One app combines search, booking, payments, reviews, customer support, and trust protections; partner services include car rentals, airport pickups, grocery delivery, luggage storage, and resort passes.
Earns most revenue from service fees on accommodation bookings, generally recognizing them when guests check in. Hosts and hotel partners supply the inventory; the platform acts as an agent rather than owning properties or setting stay prices.
Relies on attracting both sides of the marketplace, maintaining listing quality and trust, and processing payments through third parties. Short-term-rental, licensing, payments, privacy, tax, and consumer-protection rules vary by jurisdiction and can constrain available supply.
Company facts
Categories
Key statistics
Year to date +42.4% · Average volume (30d) 4.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Evercore ISI | Target | $190 | $200 | ||
| Aug 24, 2026 | Bernstein | Reiterate | Outperform | $168 | $217 | |
| Aug 10, 2026 | Bernstein | Reiterate | Outperform | $162 | $168 | |
| Aug 10, 2026 | BMO Capital | Reiterate | Market Perform | $140 | $165 | |
| Aug 10, 2026 | RBC Capital | Target | $195 | $165 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.26 | $1.37 | +8.7% | $3.58B | $3.61B | +0.8% | +17.43% |
| May 7, 2026Q1 FY26 | $0.30 | $0.26 | −14.5% | $2.62B | $2.68B | +2.3% | +0.73% |
| Feb 12, 2026Q4 FY25 | $0.67 | $0.56 | −15.9% | $2.71B | $2.78B | +2.3% | +4.65% |
| Nov 6, 2025Q3 FY25 | $2.31 | $2.21 | −4.3% | $4.08B | $4.10B | +0.4% | +0.29% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.27B | $3.10B | $4.10B | $2.78B | $2.68B | $3.61B | |
| Gross profit | $1.77B | $2.55B | $3.55B | $2.29B | $2.10B | $2.98B | |
| Operating income | $38.0M | $612.0M | $1.63B | $269.0M | $86.0M | $758.0M | |
| Net income | $154.0M | $642.0M | $1.37B | $341.0M | $160.0M | $816.0M | |
| Diluted EPS | $0.25 | $1.03 | $2.21 | $0.54 | $0.26 | $1.37 | |
| Gross margin | 77.7% | 82.4% | 86.6% | 82.5% | 78.3% | 82.5% | |
| Operating margin | 1.7% | 19.8% | 39.7% | 9.7% | 3.2% | 21.0% |
Fiscal years (4-quarter sums)FY21 $5.99B · FY22 $8.40B · FY23 $9.92B · FY24 $11.10B · FY25 $12.24B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $12.07B · Total debt $2.50B · Total assets $28.75B · Shareholders' equity $7.80B
Dividends
No dividends on record.
Ownership
Shares outstanding 593.51M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Brian Chesky · director, 10 percent owner, officer: CEO and Chairman | 66.69M | 11.24% | Form 4 | Aug 11, 2026 |
| Nathan Blecharczyk · director, 10 percent owner, officer: Chief Strategy Officer | 44.57M | 7.51% | Form 4 | Aug 28, 2026 |
| BlackRock, Inc. | 33.06M | 5.57% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 26.62M | 4.48% | 13F | Aug 13, 2026 |
| Joseph Gebbia · director, 10 percent owner: | 23.72M | 4.00% | Form 4 | Aug 26, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −19,659 | $190.73 |
| Aug 25, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −202,652 | $190.28 |
| Aug 24, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −150,640 | $190.94 |
| Aug 20, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −2,738 | $184.42 |
| Aug 17, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −13,615 | $182.86 |
Peers
- Booking
Largest OTA globally; Booking.com alt-accommodations at 36% of room nights.
- Expedia Group
Vrbo is #2 STR platform; Expedia OTA stack covers same accommodation supply.
- Marriott International
World's largest hotel chain; Homes & Villas by Marriott contests premium STR.
- Hilton
#2 global hotel chain; 243M Honors members; building extended-stay brands.
- Trip.com Group (ADR)
#3 global OTA; ~55% China share; international bookings grew 60% in 2025.
- Tripadvisor
Viator owns ~55% of global online tours market; Airbnb Experiences is a rival.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Airbnb | $189.63 | +0.10% | $112.43B | 43.2 | 33.6 | 8.5 | +16.5% |
| Booking | $205.82 | +0.10% | $159.34B | 22.8 | 18.5 | 5.6 | +8.2% |
| Expedia Group | $328.50 | −0.28% | $37.72B | 20.5 | 14.7 | 2.4 | +14.0% |
| Marriott International | $351.16 | +0.01% | $91.55B | 36.7 | 28.6 | 3.4 | +4.9% |
| Hilton | $321.53 | −0.16% | $72.44B | 47.3 | 33.6 | 5.8 | +6.5% |
| Trip.com Group (ADR) | $45.28 | −0.20% | $29.46B | 6.7 | 11.3 | 2.9 | +23.7% |
| Tripadvisor | $10.00 | +1.36% | $1.15B | 987.0 | 10.0 | 0.6 | −16.5% |
| Median | 29.7 | 16.6 | 3.2 | +7.3% |