Airbnb (6Z1) AI Stock Analysis

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Airbnb

(XETRA:6Z1)

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Positive Factors

Accelerating platform growthBroad-based growth across revenue, booking value, and nights indicates stronger platform demand rather than reliance on one metric. Continued expansion across core and emerging markets can increase transaction volume, improve operating leverage, and reinforce Airbnb’s global marketplace position over coming quarters.

Negative Factors

Slower recent revenue growthThe moderation in trailing revenue growth suggests Airbnb may be moving beyond the unusually strong post-reopening acceleration. Slower expansion could make future earnings growth more dependent on new categories, international markets, pricing, and improved conversion rather than the established stays business alone.

Airbnb (6Z1) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 108.09B
Dividend Yield: ―
Average Volume (3M): 403
Price to Earnings (P/E): 33.4
Beta (1Y): 0.89
Revenue Growth: 11.87%
EPS Growth: 24.21%
Country: Germany
Employees: 8,200
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Travel Services

Airbnb Business Overview & Revenue Model

Company Description

Airbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking suc...

Airbnb Earnings Call Summary

Earnings Call Date:Nov 05, 2026(Q3-2026)|% Change Since:7.46%|Next Earnings Date:Feb 16, 2027

Earnings Call SentimentPositive

The call was strongly positive. Airbnb reported broad-based acceleration in revenue, GBV, nights booked, regional performance, app engagement, hotel bookings and AI-enabled product development. Profitability, free cash flow, share repurchases and full-year guidance also improved. The main negatives were the modest decline in Q3 implied take rate, higher cancellation rates, Q4 margin pressure from marketing timing, working-capital and office-related cash flow impacts, and geopolitical risks that management is monitoring.

Positive Updates

Strong Q3 Growth Across Key Metrics

Q3 revenue grew 19% year-over-year to $4.9 billion, gross booking value grew 21% to $27.7 billion, and Nights and Seats Booked grew 16% to 155 million. Airbnb exceeded its outlook across every key metric, and Q3 was its fastest revenue growth in more than 3 years.

Negative Updates

Implied Take Rate Declined Slightly in Q3

The implied take rate was 17.6% in Q3, down slightly year-over-year. The decline was primarily due to the expansion and strength of Reserve Now, Pay Later, which increases GBV before the associated revenue is recognized, and to a lesser extent higher incentives and credits related to new business initiatives.

Company Guidance

For Q4 2026, Airbnb expects revenue of $3.22 billion to $3.28 billion, representing year-over-year growth of 16% to 18%, including an approximate 2 percentage point FX tailwind after factoring in its hedging program; implied take rate is expected to be up slightly year-over-year, GBV growth in the mid-teens, at least low double-digit growth in Nights and Seats booked, and a modest increase in ADR, while adjusted EBITDA is expected to increase year-over-year and adjusted EBITDA margin to be slightly down compared to Q4 2025. Airbnb is not assuming a material persistent impact related to the unrest in Europe, specifically France or the conflict in the Middle East. For the full year, it expects year-over-year revenue growth in the high teens and full year adjusted EBITDA margin of approximately 36%, up from at least 35.5% last quarter, with full year adjusted EBITDA margin expected to be modestly above its free cash flow margin; the company also expects to start rolling out its AI agent to guests in the first half of next year.

Airbnb Risk Analysis

Airbnb disclosed 53 risk factors in its most recent earnings report. Airbnb reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Airbnb Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:6Z1 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EXPE	74Outperform	$30.46B	14.84	178.52%	0.71%	12.92%	57.34%
TCOM	73Outperform	$29.02B	8.18	14.59%	―	18.08%	35.16%
BKNG	64Neutral	$118.44B	17.25	-80.90%	1.03%	8.01%	50.34%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
MMYT	52Neutral	$4.85B	150.88	-12.96%	―	5.49%	-35.47%
TRIP	41Neutral	$835.39M	-2.42	-62.87%	―	-11.60%	-558.30%

* Consumer Cyclical Sector Average

Performance Comparison

DE:6Z1 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:6Z1	Airbnb, Inc.	161.62	56.84	54.25%
TCOM	Trip.com Group Ltd. Sponsored ADR	43.61	-30.91	-41.48%
EXPE	Expedia	259.79	-5.59	-2.11%
MMYT	Makemytrip Limited	52.87	-23.21	-30.51%
BKNG	Booking Holdings	160.21	-40.97	-20.37%
TRIP	Tripadvisor	7.47	-7.31	-49.46%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Airbnb AI Stock Analysis