Airbnb
ABNBMarket price data through August 21, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +61%
- 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
- 23 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. It now also books experiences, hotels, and services like grocery delivery, car rentals, and luggage storage, earning a fee on every booking. Last quarter alone, 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 grew 17 percent to 3.6 billion dollars last quarter, and bookings hit 27.2 billion dollars, up 16 percent. What matters most is where the growth came from. Big, mature markets like the U.S., France, the UK, and Australia all sped up, not just the newer ones.
- Cash Cushion
Airbnb turned 1.3 billion dollars into free cash flow in a single quarter, a 35 percent margin, with 4.8 billion dollars over the past year. It raised its full-year outlook and now expects profit margins of at least 35.5 percent. Smart software is doing real work here, cutting customer support costs per booking by about 16 percent.
- Travel Trap
Airbnb only makes money when people travel, and travel is the first thing people cut when money gets tight. With 148.3 million nights and seats booked last quarter, even a small pullback in trips shows up fast in the numbers.
- Growth Gap
Nights and seats booked grew 10 percent, slower than the 16 percent growth in booking dollars. That means a good chunk of the gain came from higher nightly prices rather than more trips. Keep raising prices and travelers eventually shop elsewhere.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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