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Airbnb Inc ABNB

Airbnb Inc scores excellent on business quality (8.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$165.87Oct 9, 2026
Business qualityExcellent
Next earningsNov 5, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What Airbnb Inc does

    Airbnb operates a global online marketplace connecting property hosts with travelers, taking a fee on every booking.

  2. What it does best

    Airbnb masters global network effects by matching millions of hosts and guests without owning physical real estate. Gross margin sits at 72.4%, outperforming hotel peer MAR at 19.8% and HLT at 37.9% due to its asset-light digital marketplace model.

  3. The main risk

    Regulatory crackdowns on short-term rentals in major urban tourist destinations threaten supply liquidity. If local governments restrict listings, property inventory shrinks and directly impacts booking volume and revenue growth.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin of 20.8% and net margin of 20.5% drive a return on equity of 33.4%, sitting comfortably in the top quartile of its sector at the 59th percentile and expanding as transaction volume scales.

MoatStrong

The platform's two-sided network effect locks in both consumers and hosts, placing gross margin in the top decile at the 94th sector percentile. A rival cannot easily replicate this global host density within a short timeframe.

GrowthFast

Revenue reached $13.2 billion with a growth rate of 10.3%, continuing a steady multi-year upward trajectory visible across annual history summaries from $3.4B in 2020.

Financial healthStrong

Net cash stands at $9.0 billion with interest coverage at 74.0x, making debt costs entirely negligible. Operating cash flow reached $4.9B while share buybacks totaled $3.9B, showing pristine and strengthening balance-sheet reality.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on ABNB

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is ABNB a good business?

Airbnb Inc scores excellent on the Cluenex quality check (8.2 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health strong.

Are insiders buying ABNB?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does ABNB report earnings?

Nov 5, 2026, after the close.

For members

See ABNB today

  • Today's verdict on ABNB, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Airbnb Inc (ABNB)”, https://cluenex.com/stocks/abnb/, data as of Oct 10, 2026.