ABNB
AirbnbCNasdaq / Consumer Services
Last Price
At close
2026-06-02
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
Sentiment
What changed
6 setup hits (3d) with net bullish as of 2026-06-02.
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
50
Value
50
Sentiment
56
Setup hits (3d)
6 · Net Bullish
AI TargetsBase $145.00 · Bull $165.00 · Bear $118.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $144.33
Why
Momentum50 · Δ7d -5.1
Value50 · Δ7d -0.0
Sentiment56 · Δ7d -1.3
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
50
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.1
Δ21d
-30.5
Value
50
32% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+0.6
Sentiment
56
33% active weight
Current posture
7d trendSoftening
Δ7d
-1.3
Δ21d
+7.4
Why this grade
Composite grade C. Momentum 50.3 / Value 50.0 / Sentiment 55.5
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$83.09B
Beta
1.15
Shares Out
615.55M
P/E (TTM)
32.3
P/S (TTM)
6.90
P/FCF (TTM)
17.96
Rev YoY
+9.7%
EPS YoY
+3.8%
Gross Margin
+72.2%
Op Margin
+22.6%
Net Debt
-$8.62B
Current Ratio
1.39
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

