Airbnb, Inc. Class A (ABNB)

Over the past six months, Airbnb's stock has been influenced by quarterly earnings reports and a recent lawsuit. In February 2025, positive Q4 2024 results led to a stock surge. In May 2025, mixed Q1 2025 earnings and cautious Q2 guidance caused a stock drop. In June 2025, Airbnb was named in a lawsuit regarding shareholder proposals. Overall, ABNB stock has shown a 3.81% increase over the past six months, but a 6.09% decrease over the last year.

Demand for Airbnb's products and services exhibits seasonality, varying by location and destination type. Peak season, typically in the summer or during major holidays, sees the highest demand and prices. Off-season experiences decreased bookings, leading hosts to lower prices. Shoulder season, between peak and off-peak, is becoming increasingly influential. Understanding these patterns is crucial for hosts to optimize pricing and marketing strategies.

Airbnb, Inc. operates as a global online marketplace connecting hosts with travelers for short- and long-term homestays, experiences, and services. The company offers Airbnb Homes, Experiences, Airbnb Plus, and Airbnb for Work. In May 2025, Airbnb launched Airbnb Services, providing professional in-home services in 260 cities, which can be booked independently of an Airbnb stay.

Airbnb operates in over 220 countries and regions and more than 100,000 cities worldwide, with over 8 million active listings and 5 million hosts. The United States leads in listings and revenue. Europe collectively holds the most listings. London has the most Airbnb listings globally, followed by Paris and New York City. North America and EMEA are the leading regions in revenue contribution, with Latin America showing significant growth.

Airbnb's brand reputation has been influenced by regulatory challenges, efforts to enhance quality, and the management of a two-sided marketplace. Regulatory scrutiny, such as New York City's Local Law 18, impacts short-term rental listings. In March 2024, Airbnb removed over 100,000 listings to improve guest trust and quality standards. General guest complaints and the increasing presence of professional property agents also affect Airbnb's reputation.

Airbnb has a diverse ownership structure, with institutional shareholders holding the largest portion at approximately 53.36%. Airbnb insiders hold 2.85%, and retail investors hold 43.79%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Brian Chesky, the CEO and co-founder, is the largest individual shareholder, owning 13.45 million shares, representing 2.15% of the company. Other co-founders, Nathan Blecharczyk and Joe Gebbia, also hold significant stakes.