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Airbnb runs a marketplace where hosts list homes, apartments, and spare rooms for short-term stays, plus an Experiences business for tours and activities. Rather than owning properties, the company collects service fees from guests and hosts on every booking.
Airbnb, Inc. (ABNB) is a services-to dwellings & other buildings company. Piotroski F-Score 5/7. 36 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-05 from ABNB's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31.
A plain-English read on ABNB plus an auto-SWOT — built from ABNB's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate ABNB using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Not reported in XBRL for this filer.
Projected from ABNB's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment ABNB files its announcement.
ABNB's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Earnings reactions have been moderate.
The average is inflated by its most volatile prints (+14.9% and -9.8%).
A more typical earnings reaction has been approximately ±3.6%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-07 | +1.2% |
| 2026-02-12 | +1.5% |
| 2025-11-06 | -1.3% |
| 2025-08-06 | -7.6% |
| 2025-05-01 | +2.7% |
| 2025-02-13 | +14.9% |
| 2024-11-07 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -4.5% |
| 2024-08-06 | -9.8% |
| Gebbia JosephDirector | SELL | $369K | view → |
| Blecharczyk NathanChief Strategy Officer | SELL | $2.0M | view → |
| Mertz ElinorChief Financial Officer | SELL | $555K | view → |
| Gebbia JosephDirector | SELL | $4.2M | view → |
| Gebbia JosephDirector | SELL | $43.8M | view → |
| CHENAULT KENNETH IDirector | SELL | $1.3M | view → |
| Blecharczyk NathanChief Strategy Officer | SELL | $4.5M | view → |
| Blecharczyk NathanChief Strategy Officer | SELL | $13.2M | view → |
| Polen Capital | $287.1M | 2.0% of portfolio |
| Akre Capital Management (Chuck Akre) | $256.9M | 4.2% of portfolio |
| Gotham Asset Management (Joel Greenblatt) | $78.5M | 0.2% of portfolio |