Airbnb, Inc.
At today's price, Airbnb, Inc. (ABNB) is priced for +48.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- Airbnb is a cash machine deploying capital aggressively: free cash flow of $1.7 billion in Q1 2026 (about 64% of revenue), a net cash position near $9.5 billion, $1.1 billion of stock repurchased in the quarter, and authorization for up to $4.5 billion more. The capital-return engine is the steadiest part of the story. - At $142 (as of June 27, 2026) the price is demanding. The market is paying about 35 times operating income, implying roughly 48% annual operating growth for five years, which
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1,251 institutional managers reported holding ABNB in 13F filings for the quarter ended 2026-03-31. Together they hold about 55% of the company; the top 10 hold 26%. 144 opened new positions that quarter. Held by Vanguard Group, BlackRock, Harris Associates (Oakmark), among others. On the short side, 14.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ABNB has cut its share count 2.2% over the past five years, spending $12.06B on repurchases. It pays no dividend. Cash returned over the past three years: $9.56B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ABNB over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ABNB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -3.0% | -9.8% |
| 2023-11-02 | -2.4% | +15.8% |
| 2024-02-17 | -3.6% | +1.6% |
| 2024-05-09 | -8.0% | -0.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ABNB's latest 8-K filings: 2026-06-11 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-03-16 (items 1.01, 2.03, 8.01, 9.01); 2026-02-12 (items 2.02, 9.01); 2025-11-21 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.