Airbnb (ABNB)
Marketplace for homes, boutique hotels, local experiences, and travel services.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Morgan Stanley | Target | Target: $125 | Target: $170 |
| Sep 10, 2026 | Truist Financial | Target | Target: $107 | Target: $161 |
| Sep 8, 2026 | Robert W. Baird | Target | Target: $160 | Target: $200 |
| Sep 8, 2026 | Raymond James | Upgrade | Target: $150 | Target: $200 |
| Aug 31, 2026 | DA Davidson | Reiterate | Rating: —Target: $162 | Target: $220 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $12.07B · Total debt $2.50B · Total assets $28.75B · Shareholders' equity $7.80B
- Revenue
- $3.61B
- Operating income
- $759.0M
- Net income
- $816.0M
No dividends on record.
| Institutions | 60.77% | 363.86M shares | |
|---|---|---|---|
| 1,393 holders · as of Jun 30, 2026 | |||
| Insiders | 25.67% | 153.69M shares | |
| 12 holders · as of Sep 17, 2026 | |||
| Strategic holders | 12.17% | 72.87M shares | |
| 2 holders · as of Jan 29, 2024 | |||
| Other | 1.39% | 8.36M shares | |
| remainder | |||
598.79M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Brian Chesky1,2,3Insiderdirector, 10 percent owner, officer: CEO and Chairman | 10.92% | 66.78M A | filed Sep 2, 2026 |
SC Xii Management, LLC (“SC Xii Management”)Strategic | 7.73% | 46.29M | filed Feb 14, 2022 |
Nathan BlecharczykInsiderdirector, 10 percent owner, officer: Chief Strategy Officer | 7.42% | 74,808 A · 44.38M B | filed Sep 16, 2026 |
BlackRock, Inc.Institution | 5.52% | 33.06M A | as of Jun 30, 2026 |
Joseph Gebbia4Insiderdirector, 10 percent owner | 5.07% | 35.17M A | filed Aug 26, 2026 |
- Brian Chesky's transaction reports restate only vehicles that traded; the 2026 ownership statement (66.78M) less the 1.41M net shares sold since is used instead.
- Brian Chesky reports a block also reported by AQR Capital Management LLC; it is counted once, under AQR Capital Management LLC.
- Brian Chesky reports a block also reported by SC Xii Management, LLC (“SC Xii Management”); it is counted once, under SC Xii Management, LLC (“SC Xii Management”).
- Joseph Gebbia's transaction reports restate only vehicles that traded; the 2026 ownership statement (35.17M) less the 4.81M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | David C. Bernstein | officer: Chief Accounting Officer | −1,489 | $168.93 |
| Sep 14, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −13,615 | $172.36 |
| Sep 1, 2026 | David C. Bernstein | officer: Chief Accounting Officer | −5,224 | $182.49 |
| Aug 31, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −13,615 | $187.27 |
| Aug 28, 2026 | Nathan Blecharczyk | director, 10 percent owner, officer: Chief Strategy Officer | −57,160 | $190.71 |
- 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.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Airbnb | $163.59 | −1.95% | $99.02B | 38.1 | 28.5 | 7.5 | +16.5% |
| Booking | $161.70 | −4.05% | $130.58B | 18.7 | 14.5 | 4.6 | +8.2% |
| Expedia Group | $265.85 | −5.40% | $32.18B | 17.5 | 11.8 | 2.0 | +14.0% |
| Marriott International | $344.16 | +0.44% | $89.35B | 35.8 | 28.1 | 3.3 | +4.9% |
| Hilton | $308.69 | +0.52% | $69.11B | 45.1 | 32.2 | 5.5 | +6.5% |
| Trip.com Group (ADR) | $40.85 | +0.48% | $26.41B | 7.9 | 14.3 | 2.7 | +11.4% |
| Tripadvisor | $8.57 | −2.61% | $1.02B | 880.0 | 8.7 | 0.6 | −16.5% |
| Median | 27.2 | 14.4 | 3.0 | +7.3% |