Airbnb
ABNBMarket price data through July 31, 2026.
Performance
Aug 2021 – Jul 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +30%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$116
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- September 2024
- The month this stock first became a Benson pick.
- Tracking duration
- 22 months
- How long Benson has been tracking this pick.
About Airbnb
Airbnb runs the world's biggest home-sharing platform, connecting travelers with hosts in more than 220 countries. The company also offers experiences and services, earning a fee on every booking. In 2025 it pulled in 12.2 billion dollars in revenue.
The case for and against
Both sides of the story, in plain English.
- Booking Boom
Airbnb just had its strongest growth quarter in over two years. Gross Booking Value hit 20.4 billion dollars in Q4, up 16 percent year over year, while nights and seats booked jumped 10 percent to 121.9 million. Demand is accelerating, not slowing down.
- Cash Machine
Airbnb generated 4.6 billion dollars in free cash flow for the full year 2025, a stunning 38 percent margin. That kind of cash production gives the company room to invest in AI, new markets, and shareholder returns without breaking a sweat.
- Tax Hangover
Net income in Q4 came in at 341 million dollars, weighed down by roughly 90 million dollars in non-income tax matters and a one-time 213 million dollar valuation allowance for the year. Net income margin slipped to 12 percent from 19 percent a year ago.
- Concentration Risk
Even though Airbnb operates in over 220 countries, the majority of its business still comes from just five of them. New markets like India grew nights booked 50 percent year over year, but it will take time before those wins meaningfully move the needle.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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