ABNB

AirbnbC

Nasdaq / Consumer Services

At close

2026-07-20

Current thesis

The bull read is that Airbnb delivered a clean top-line beat, raised 2026 guidance, showed strong North America and Latin America momentum, and highlighted monetization levers from fee simplification, insurance programs, services, experiences, hotels, and AI efficiency. Secondary analyst-aggregation data after the print showed several higher price targets on May 8, 2026, suggesting the buy side did not read the quarter as thesis-breaking.

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.1.

What can break

Management expects tougher second-half comparisons tied to the 2025 Reserve Now, Pay Later rollout, which could make growth acceleration harder to sustain.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $145.00 · Bull $165.00 · Bear $118.00

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-09 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $156.64

Why

Momentum62 · Δ7d +7.5

Value49 · Δ7d -0.1

Sentiment43 · Δ7d -1.7

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+7.5

Δ21d

+7.3

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.1

Δ21d

+0.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-1.7

Δ21d

-2.0

Why this grade

Composite grade C. Momentum 62.3 / Value 48.7 / Sentiment 43.5

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$87.98B

Beta

1.15

Shares Out

593.5M

P/E (TTM)

32.3

P/S (TTM)

6.90

P/FCF (TTM)

17.96

Rev YoY

+17.9%

EPS YoY

+7.3%

Gross Margin

+72.4%

Op Margin

+22.6%

Net Debt

-$8.78B

Current Ratio

1.44

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology