Airbnb
ABNBMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +56%
- 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
- 26 months
- How long Benson has been tracking this pick.
About Airbnb
Airbnb runs the world's biggest home-sharing app. It connects travelers with hosts around the globe and takes a fee on every booking. It's growing into a full travel shop, adding boutique hotels, local experiences, and services like rental cars, grocery delivery, and luggage storage. Last quarter, travelers booked 27.2 billion dollars worth of stays and trips through the app.
The case for and against
Both sides of the story, in plain English.
- Momentum Machine
Revenue jumped 17 percent to 3.6 billion dollars. Nights booked grew 10 percent, faster than the quarter before. Growth picked up in big, mature markets like the U.S., France, the UK, and Australia, not only in newer ones, so Airbnb raised its full-year forecast and now expects sales to grow by at least the mid teens.
- Beyond the Bed
Airbnb is becoming a one-stop travel shop. Hotel nights grew about three times as fast as home stays, and about 35 percent of first-time hotel guests come back later to book a home. The number of experiences on offer grew nearly 80 percent, and new extras like rental cars and luggage storage give travelers more reasons to stay in the app.
- Travel Trap
Airbnb only makes money when people travel, and vacations are often the first thing families cut when budgets get tight. With 148.3 million nights and seats booked in one quarter, even a small pullback shows up fast. The company also expects profit margins to dip slightly next quarter because it plans to spend more to grow.
- Borrowed Boost
Revenue grew 17 percent, but without help from a weaker dollar it was closer to 13 percent. Next quarter's forecast of 15 to 17 percent growth also counts on about 3 points of help from currency. On top of that, booking dollars grew faster than nights booked, so higher prices are doing some of the work.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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