Airbnb, Inc. Class A (ABNB)

In the past six months, Airbnb's stock has experienced some fluctuations. As of late June 2025, the share price was around $129.67, representing a decline of 13.55% over the past year. However, more recently, the stock has shown positive short-term trends, with a 0.66% rise compared to the previous week and a 5.50% increase over the last month as of late June 2025. Year-to-date, ABNB shares were up 4.10% as of late June 2025. Several analyst upgrades have occurred, and insider trading activity has predominantly involved sales. Hedge fund activity in Q4 2024 saw 580 institutional investors adding shares and 537 decreasing their positions.

Demand for Airbnb's services is significantly influenced by seasonality, with peak seasons varying by location. Local events, festivals, and the day of the week also influence demand, with weekend rates generally higher. Holiday periods also lead to increased demand and higher prices. Understanding these seasonal trends is crucial for hosts to optimize pricing and adjust availability.

Airbnb operates as a global online marketplace connecting hosts with guests seeking accommodations and experiences. Founded in 2008, the company generates revenue by charging service fees to both guests and hosts upon booking confirmation. Airbnb's core offerings include short- and long-term homestays, encompassing a diverse range of lodging options, and 'experiences,' allowing users to book activities hosted by locals. The company operates within the Consumer Services sector and is categorized under the Hotels/Resorts/Cruise lines industry.

Airbnb has a significant global presence, with listings in over 100,000 cities across almost every country and region. As of December 31, 2024, its platform offered over 8 million active accommodation listings. The company's operations span multiple geographic locations, including North America, Europe, the Middle East, Africa (EMEA), Latin America, and Asia Pacific. In 2024, North America accounted for 45% of its revenue, EMEA for 37%, Latin America for 9%, and Asia-Pacific for 9%. The international segment has shown a faster growth rate and surpassed domestic revenue by approximately $1.822 billion by 2024.

Airbnb has strong brand awareness and preference, particularly in the US, where it has 86% brand awareness and 17% preference. The company has focused on enhancing platform quality and user trust by introducing new features, highlighting top-rated listings, growing the Superhost community, deterring host cancellations, and implementing ID verification processes. These efforts have positively impacted guest ratings and reviews, with over 85% of all reviews in 2024 being five-stars.

Airbnb is a publicly traded company with ownership distributed among institutional investors (53.36%), the general public (43.75%), and company insiders (2.89%). Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Brian Chesky, co-founder and CEO, is the largest individual shareholder, owning 13.45 million shares, representing 2.15% of the company.