Airbnb, Inc. Class A (ABNB)

Over the past six months, Airbnb's stock has experienced some fluctuations, with a decline of 5.74% between October 28, 2024, and October 24, 2025. The stock's 52-week low is $99.88 and its 52-week high is $163.93. Key events include the announcement of Second Quarter 2025 results, where Airbnb reported $1.03 earnings per share (EPS), beating analysts' consensus estimates of $0.92, and revenue for the quarter was $3.10 billion, a 12.7% increase year-over-year, exceeding analyst expectations of $3.02 billion. Several analyst activities impacted the stock, including JPMorgan Chase & Co. raising its price objective on Airbnb from $120.00 to $130.00 with a "neutral" rating, BMO Capital Markets setting a $124.00 price target with a "market perform" rating, and Wedbush lowering its price objective from $135.00 to $130.00 and maintained a "neutral" rating. Citizens Jmp upgraded Airbnb to a "hold" rating, and Zacks Research also upgraded Airbnb to a "hold" rating. CFO Elinor Mertz sold 4,630 shares of the company's stock for a total of $594,584.60, reducing her ownership by 1.03%. BTIG Research restated a "neutral" rating on Airbnb shares. KeyBanc initiated coverage on Airbnb with a "Sector Weight" view, noting that growth might moderate due to normalization in alternative accommodation demand, and Airbnb's CTO, Aristotle Balogh, sold 600 shares of Class A common stock for $76,518.00. UBS Group cut its price objective on Airbnb from $148.00 to $145.00 and maintained a "neutral" rating. Insiders sold 1,431,476 shares worth $178,130,616 in the three months leading up to October 22, 2025, and Director Joseph Gebbia also sold 236,000 shares valued at approximately $29.58 million.

Demand for Airbnb's products and services is significantly impacted by seasonality, influencing occupancy rates, nightly prices, and overall profitability. Peak season typically includes summer months for beach destinations and family vacations, and winter for ski destinations and holiday gatherings. Spring and fall often see increased activity around festivals, weddings, and business travel. During off-peak months, demand can be slower, and hosts may offer discounts to maintain occupancy. Airbnb hosts often employ dynamic pricing strategies to adjust rates based on demand, increasing them during high season and offering discounts during off-peak periods.

Airbnb, Inc. operates as a global online marketplace connecting hosts with travelers for accommodations, experiences, and services. It acts as a transaction facilitator in the hospitality industry, specifically the lodging sector, and exemplifies the sharing economy. Airbnb offers stays in various properties, facilitates experiences hosted by locals, provides services like private chefs, features verified high-quality listings through Airbnb Plus, offers luxury rentals via Beyond by Airbnb, and provides Airbnb for Work for business accommodations. The company generates revenue through commissions and service fees charged to both guests and hosts.

Airbnb has a significant global presence, spanning over 220 countries and regions and reaching at least 100,000 cities worldwide. As of 2025, there are over 8 million active listings globally, managed by more than 5 million hosts, and the company has facilitated over 1 billion stays since its inception. North America and Europe are key regions contributing significantly to Airbnb's revenue, with Latin America also experiencing substantial growth. The United States leads in the number of Airbnb listings, with approximately 2.25 million active properties.

Airbnb has maintained a strong brand reputation, particularly being recognized for its innovation. In August 2023, Airbnb topped the American Innovation Index as the "most innovative" lodging brand. Airbnb has been actively using "anti-party technology" and machine learning to prevent unauthorized gatherings, especially around holidays like Halloween, leading to a 61% decrease in party reports since its global ban policy was introduced in 2020. In May 2025, Airbnb expanded its offerings to include "Experiences" and "Services," and in October 2025, new social features were added to "Experiences," enabling travelers to connect with each other. Airbnb continues to face regulatory scrutiny in various cities and countries, with regulations often implemented in response to concerns over housing availability and neighborhood dynamics.

Airbnb is owned by a mix of institutional shareholders, individual investors, and company insiders. Institutional shareholders collectively own approximately 54.01% of the company, while individual investors own about 43.12%, and Airbnb insiders own 2.87%. Major institutional owners include Vanguard Group Inc., BlackRock Inc., State Street Corp, Harris Associates L P, Fmr LLC (Fidelity Investments), Morgan Stanley, Geode Capital Management LLC, Edgewood Management LLC, and Polen Capital Management LLC. The largest individual Airbnb shareholder is co-founder Brian Chesky, who owns 13.45 million shares, representing 2.17% of the company. Other co-founders, Nathan Blecharczyk and Joe Gebbia, also hold significant ownership, with approximately 10% and 7% respectively.