Airbnb, Inc.(ABNB)Stock Analysis
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Rank #329 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ABNB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Airbnb, Inc. (ABNB), a Technology sector company. 13F Pro's AI-powered ranking engine scores ABNB at 70.1/100 on a 32-signal composite quality model, placing it at rank #329 of 2,879 stocks — the top 25% of the AI-ranked universe. ABNB scores in the top quartile across free cash flow (92.3), revenue scale (88.2), balance sheet strength (87.6). Areas of concern include institutional flow (2.8) and earnings quality (10.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Airbnb, Inc. reports quarterly revenue of $2.7B, net income of $160.0M, free cash flow of $1.7B. 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. Airbnb, Inc.'s 13F Pro composite quality score has ranged between 8 and 89 since 2022, currently 70.1 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.
What's Driving ABNB's Business? Latest 10-Q Breakdown
✓ 32/32 datapoints verifiedAI-extracted from Airbnb, Inc.'s 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Airbnb revenue grew 18% to $2.7B in Q1 2026, driven by 9% growth in Nights and Seats Booked and higher Average Daily Rate, with net income of $160M and operating cash flow of $1.7B.
Biggest Revenue Drivers
Total revenue: $2.7B+18% YoY
Growth across the region driven by Nights and Seats Booked increases and higher ADR.
Growth tempered by increased cancellations in EMEA from Middle East conflict.
Strongest regional growth percentage, reflecting international expansion focus.
Strong growth despite increased cancellations from Middle East conflict.
Largest Expense Items
$126M increase in marketing for paid growth in emerging markets and partnerships; $42M payroll increase.
$69M increase in payroll-related expenses from higher headcount and annual compensation costs.
$64M merchant fee increase from higher net pay-in volumes; $12M chargeback increase.
$14M payroll increase from higher average headcount; $3M customer relations cost increase.
Margins: Adjusted EBITDA margin improved to 19% from 18% YoY, as 18% revenue growth outpaced 16% expense growth. Operating margin expanded to 3% from 2% despite aggressive sales and marketing investment in emerging markets.
Watch Items from the Filing
- Spain lodging tax fine of €65M ($76M) disputed by Airbnb; initially proposed at €110M ($129M); loss neither probable nor estimable at this time but represents regulatory risk exposure.
- IRS examination for 2013-2018 tax years regarding international intellectual property valuation; $1.3B proposed deficiency plus penalties and interest exceeds current reserve by >$1B; Tax Court petition filed July 2024.
- Deferred payment program adoption lengthening lead times and shifting unearned fee timing, muting near-term free cash flow despite strong GBV growth of 19%.
- Middle East conflict causing increased cancellations in EMEA and Asia Pacific regions; company notes impact expected to continue but not yet material to overall results.
- Estimated reasonably possible non-income tax exposure of $195M-$215M beyond $245M accrued, relating to transactional and withholding taxes on customer transactions.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$2.7B
Net Income
Q1 2026
$160.0M
Free Cash Flow
Q1 2026
$1.7B
D/E Ratio
Q1 2026
0.32
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+10.3% YoYNet Income
-5.2% YoYOperating Income
-0.4% YoYTotal Assets
+6.0% YoYTotal Debt
+0.2% YoYOp. Cash Flow
+2.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $12.24B +10.3% | $11.10B +11.9% | $9.92B +18.1% | $8.40B +40.2% | $5.99B +77.4% | $3.38B |
| Net Income | $2.51B -5.2% | $2.65B -44.7% | $4.79B +153.1% | $1.89B +637.8% | $-352.0M +92.3% | $-4.58B |
| Operating Income | $2.54B -0.4% | $2.55B +68.2% | $1.52B -15.8% | $1.80B +320.0% | $429.0M +111.9% | $-3.59B |
| Total Assets | $22.21B +6.0% | $20.96B +1.5% | $20.64B +28.7% | $16.04B +17.0% | $13.71B +30.7% | $10.49B |
| Total Debt | $2.00B +0.2% | $2.00B +0.2% | $1.99B +0.2% | $1.99B -0.7% | $2.00B +9.6% | $1.83B |
| Operating Cash Flow | $4.65B +2.8% | $4.52B +16.3% | $3.88B +13.2% | $3.43B +48.3% | $2.31B +412.6% | $-740.0M |
AI Insight: ABNB Financial Trends
Airbnb's seasonal pattern persists, but Q1 2026 profitability collapsed while debt spiked 24% to $2.5B.
• Q3 remains peak: Q3 2025 revenue $4,095M and op income $1,625M vs Q1 2026 revenue $2,678M and op income $86M.
• Operating cash flow remains strong in off-season: Q1 2026 generated $1,708M despite $86M op income.
• Total debt jumped from $1,998M (Q3 2025) to $2,475M (Q1 2026)—largest increase in eight quarters.
⚠ Q1 2026 operating margin collapsed to 3.2% (vs 8.8% in Q1 2025)—lowest in the dataset.
⚠ Debt-to-equity ratio rose to 0.32 in Q1 2026 from 0.23 in Q3 2025—track whether debt continues rising.
AI Insight: ABNB Ratio Trends
Sharp Q1 2026 collapse across all profitability and return metrics signals severe seasonal weakness or operational deterioration.
• Operating margin crashed to 3.2% in Q1 2026 from 9.7% in Q4 2025; NPM fell to 6.0% from 12.3%.
• ROIC plummeted to 3.4% in Q1 2026 versus 10.5% in Q4 2025, lowest in trailing dataset.
• Debt-to-equity ratio ticked up to 0.32 in Q1 2026, highest level in the trailing period.
⚠ Q1 historically weak (Q1 2025 OpMargin 1.7%, Q1 2026 3.2%), but Q1 2026 deterioration vs. Q1 2025 suggests structural headwind.
⚠ TTM ROIC of 25.6% masks quarterly volatility; last two quarters (Q4 2025, Q1 2026) both under 11%.
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Top Institutional Holders of ABNB
BlackRock, Inc.
$4.0B31,943,327 shVANGUARD CAPITAL MANAGEMENT LLC
$3.3B26,133,940 shHARRIS ASSOCIATES L P
$2.4B19,162,235 shSTATE STREET CORP
$2.2B17,733,208 shGEODE CAPITAL MANAGEMENT, LLC
$1.3B10,401,089 shMORGAN STANLEY
$1.3B10,426,161 shAQR CAPITAL MANAGEMENT LLC
$997.4M7,999,751 shVANGUARD PORTFOLIO MANAGEMENT LLC
$983.3M7,786,272 shFMR LLC
$978.9M7,752,142 shInvesco Ltd.
$758.7M6,007,934 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $4.0B | 31,943,327 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 26,133,940 |
| HARRIS ASSOCIATES L P | $2.4B | 19,162,235 |
| STATE STREET CORP | $2.2B | 17,733,208 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 10,401,089 |
| MORGAN STANLEY | $1.3B | 10,426,161 |
| AQR CAPITAL MANAGEMENT LLC | $997.4M | 7,999,751 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $983.3M | 7,786,272 |
| FMR LLC | $978.9M | 7,752,142 |
| Invesco Ltd. | $758.7M | 6,007,934 |
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Is ABNB a good stock to buy?
13F Pro's AI-powered analysis of Airbnb, Inc. (ABNB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ABNB are available on the ABNB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ABNB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ABNB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Airbnb, Inc.'s investment landscape.