Airbnb (ABNB)
NASDAQConsumer DiscretionaryTravel ServicesSnapshot 2026-10-29
$164.39-1.24%
Close 2026-10-30 · 1-day change
NASDAQConsumer DiscretionaryTravel ServicesSnapshot 2026-10-29
Research Workspace
Put ABNB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 14% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 33% growth a year, above the roughly 17% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAirbnb’s core booking platform needs to keep growing as its services, experiences, and boutique hotels expand. Revenue growth eased from 18% to 17% year over year, though Q2 FY2026 earnings beat consensus. ABNB trades at 38× P/E versus the 23× peer median. The market is pricing in more growth than our forecast. The 23% next-quarter miss probability and the premium over peers put pressure on that growth case. Peer multiples imply a price about 33% below where it trades. Our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-30. ABNB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 47 analysts currently covering ABNB (as of Oct 2026).
Based on 20 Wall Street analysts offering 12-month price targets for ABNB in the last 4 months.
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Compare ABNB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ABNB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Hotels, Resorts & Cruise Lines — fair value, gap to price, and forward P/E.
Compare the value case
Put ABNB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Airbnb Services, Experiences, and boutique hotels
Removing checkout chores improves guest experience and supports expansion of Airbnb’s travel offerings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $164.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $164.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Amex Travel distribution and cardholder credits may broaden booking access and support revenue growth.
The Amex partnership expands booking options, potentially improving reach and supporting revenue growth.
Advances: Expand Airbnb Services, Experiences, and boutique hotels
Reducing checkout burdens improves guest experience and supports lodging appeal, but is an incremental policy change.
Workarounds to New York restrictions highlight persistent regulatory pressure on listings.
Advances: Leverage AI to accelerate innovation and improve operational efficiency
Dynamic pricing rollout supports innovation and operational efficiency.
Advances: Expand Airbnb Services, Experiences, and boutique hotels
Building housing units supports expansion of Airbnb Services.
Advances: Expand Airbnb Services, Experiences, and boutique hotels
Analyst sees hotels as a significant growth opportunity.
