NASDAQConsumer DiscretionaryTravel ServicesSnapshot 2026-07-31
Reading ABNB? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →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.
Primary pillar under pressure — Accelerate revenue growth to low to mid teens: revenue +18% vs 14%.
View ThesisRevenue growth is accelerating — up about 13% 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 36% growth a year, above the roughly 15% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskABNB's growth depends on maintaining its Adjusted EBITDA margin above 35%. Recent earnings showed a miss of 16% and revenue growth of 18% year over year. It trades at 37× P/E, which is more than double the peer median of 18×. The market is pricing in more growth than expected, indicating full expectations. A specific risk is the potential for further earnings misses, with a 37% chance next quarter. Peer multiples imply a price about 37% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. ABNB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 44 analysts currently covering ABNB (as of Jul 2026).
Based on 13 Wall Street analysts offering 12-month price targets for ABNB in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. 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.
Tax demands could impact revenue growth in key markets.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $151.52
The last 12 months of price, then the range of analyst 12-month targets from today’s $151.52.
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 25% 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.
Regulatory support may limit Airbnb's growth in key markets.
Advances: Accelerate revenue growth
New partnership enhances revenue growth potential.
Advances: Accelerate revenue growth
Positive impact on revenue growth from World Cup rentals.
Leadership changes can impact strategic direction and investor confidence.
Legal challenges can affect revenue growth and market presence.
Bans on rentals can significantly impact revenue growth.
World Cup tourism boosts bookings and revenue.
