Airbnb (ABNB)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from ABNB's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Airbnb's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $6.0B | $8.4B | $9.9B | $11.1B | $12.2B |
| Net income | -$352M | $1.9B | $4.8B | $2.6B | $2.5B |
| Free cash flow | $2.3B | $3.4B | — | — | — |
| EPS (diluted) | — | — | — | — | — |
| Operating margin | 7.2% | 21.5% | 15.3% | 23.0% | 20.8% |
Where the revenue comes from
Revenue by regions, fiscal 2025.
Superinvestors who own ABNB
From each investor's latest 13F filing (what a 13F shows). 9 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Bill Nygren Harris Associates LP |
Trimmed | $2.7B | 3.6% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $1.5B | 0.53% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $705M | 0.58% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | $252M | 0.38% | Q2 2026 |
| Chuck Akre Akre Capital Management |
Trimmed | $169M | 3.3% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $134M | 0.31% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $35M | 0.26% | Q2 2026 |
| Bill Miller Miller Value Partners |
Trimmed | $1M | 0.30% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Trimmed | $205,635 | 0.12% | Q2 2026 |
Insider buying
Open-market purchases by Airbnb's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 10, 2026 | Ro Khanna |
0 | $132.44 | — |
| Mar 10, 2026 | Ro Khanna |
0 | $132.44 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $125.66 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $125.66 | — |
| Feb 17, 2026 | Ro Khanna |
0 | $124.23 | — |
| Feb 17, 2026 | Ro Khanna |
0 | $124.23 | — |
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In the full deep dive
Questions
Are Airbnb insiders buying the stock?
6 open-market insider purchases of ABNB in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Airbnb?
9 of the superinvestors Investingly tracks hold ABNB in their latest 13F, including Bill Nygren, Cliff Asness, Hersh Cohen.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.