Airbnb, Inc.(ABNB)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Airbnb, Inc. (ABNB) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ABNB at 71.1/100 on a 32-signal composite quality model, placing it at rank #198 of 2,960 stocks — the top 10% of the AI-ranked universe. ABNB scores in the top quartile across free cash flow (89.3), revenue scale (88.8), balance sheet strength (84.8). Shareholder dilution risk is elevated at 13.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Airbnb, Inc. reports quarterly revenue of $3.6B, net income of $816.0M, an operating margin of 21.0%. Top institutional holders of ABNB by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, HARRIS ASSOCIATES L P, based on the most recent SEC filings. ABNB trades on the Nasdaq exchange and files with the SEC under CIK 1559720. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ABNB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Airbnb, Inc. directly from SEC EDGAR.
AI Quality Score
71.1/100
AI Rank
#198
Revenue
$3.6B
Net Income
$816.0M
Operating Margin
21.0%
ABNB key financials by period
Airbnb, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$12.2B
$2.5B
20.8%
FY 2024
10-K
$11.1B
$2.6B
23.0%
FY 2023
10-K
$9.9B
$4.8B
15.3%
FY 2022
10-K
$8.4B
$1.9B
21.4%
FY 2021
10-K
$6.0B
$-352.0M
7.2%
FY 2020
10-K
$3.4B
$-4.6B
-106.3%
Institutions holding ABNB
Institutional investors reporting a position in Airbnb, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 17% to $3.6 billion on 148 million Nights and Seats Booked, lifting net income 27% to $816 million, aided by a $77 million discrete tax benefit.
Biggest Revenue Drivers
North America$1,594M
Nights and Seats Booked grew across all regions, though North America grew more moderately than Latin America and Asia Pacific
Europe, the Middle East, and Africa$1,425M
EMEA grew more moderately than the international expansion markets leading growth
Biggest Revenue Drivers
Total revenue: $3.6B+17% YoY
North America$1,594M
Nights and Seats Booked grew across all regions, though North America grew more moderately than Latin America and Asia Pacific
Europe, the Middle East, and Africa$1,425M
EMEA grew more moderately than the international expansion markets leading growth
Asia Pacific$298M
Among regions leading Nights and Seats Booked growth as the company focuses on international expansion
Latin America$291M
Led Nights and Seats Booked and GBV growth alongside Asia Pacific
Largest Expense Items
Sales and marketing$875M+27% YoY
$132M more marketing spend from paid growth initiatives in emerging markets and partnerships, plus $48M higher payroll on headcount
Product development$672M+10% YoY
A $62 million increase in payroll-related expenses resulting from higher average headcount
Cost of revenue$633M+16% YoY
$68M higher merchant fees on net pay-in volume, $13M more chargebacks, and $12M higher server costs
Operations and support$361M+9% YoY
Higher payroll, customer relations make-good payouts and insurance, partly offset by $17M lower third-party costs from AI in community support
Margins: Income from operations reached $758 million, or 21% of revenue versus 20%, as 17% revenue growth outpaced 15% expense growth. Adjusted EBITDA margin improved to 35% from 34%.
Watch Items from the Filing
IRS Notice of Deficiency claims $1.3 billion in tax plus penalties and interest, exceeding the recorded reserve by more than $1.0 billion; case is in U.S. Tax Court.
Spanish Ministry of Consumer Affairs fine of ~65 million Euro ($76 million); Airbnb posted a 70 million Euro ($80 million) surety bond in May 2026 to suspend enforcement.
Reserve Now, Pay Later bookings show higher cancellation rates and delay cash collection; unearned fees grew slower than GBV, weakening the GBV-to-revenue-to-cash link.
Sales and marketing rose to 24% of revenue from 22%, as paid growth marketing in emerging markets outpaced revenue growth.
Non-income tax exposures beyond $219 million accrued carry a reasonably possible loss of $240-$260 million; lodging tax obligations reached $609 million.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
