Is Airbnb, Inc. (ABNB) Undervalued? Valuation & Fair Price
At $157.47, 3 of the 4 frameworks would pass on Airbnb, Inc. today — Warren Buffett, Benjamin Graham, and Phil Town (Rule #1) rate it Avoid and Peter Lynch rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
Airbnb, Inc.
ABNBConsumer Cyclical · Travel Services · NASDAQ
$157.47
P/E 35.9×
Airbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide. Users can easily book anything from private rooms and primary residences to vacation homes through its online and mobile channels. Originally established as AirBed & Breakfast, Inc. in 2007, the company officially rebranded to Airbnb, Inc. in November 2010. Its corporate headquarters are situated in San Francisco, California.
Investor scorecard
How the four investors rate Airbnb, Inc.
3 of 4 frameworks urge caution
Investor model analysis
Details lockedAt $157.47, 3 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
Locked — upgrade to viewUnlock buy targets with a free account
Get startedCreate a free account to see buy targets, full checklists & risk analysis Get started
Insider & congress activity
Are insiders buying ABNB?
Over recent SEC Form 4 filings, ABNB insiders bought $0 and sold $129.5M of stock across 55 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Bernstein David CChief Accounting Officer | Sell | 1,489 | $252K | Sep 15, 2026 |
| Blecharczyk NathanChief Strategy Officer | Sell | 1,270 | $217K | Sep 14, 2026 |
| Blecharczyk NathanChief Strategy Officer | Sell | 1,404 | $241K | Sep 14, 2026 |
| Blecharczyk NathanChief Strategy Officer | Sell | 10,350 | $1.8M | Sep 14, 2026 |
| Blecharczyk NathanChief Strategy Officer | Sell | 591 | $102K | Sep 14, 2026 |
Members of Congress have also reported 50 trades in ABNB. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Company financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $12.3B | $11.1B | $9.9B | $8.4B | $6.0B |
| Rev. Growth | +10.8% | +11.9% | +18.1% | +40.2% | — |
| Net Income | $2.5B | $2.6B | $4.8B | $1.9B | -$352M |
| Net Margin | 20.4% | 23.9% | 48.3% | 22.5% | -5.9% |
| EPS (Diluted) | $4.10 | $4.19 | $7.52 | $2.97 | $-0.57 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
Full analysis included
See the complete picture for ABNB
Exact buy targets, margin of safety, detailed investor checklists, and risk breakdown — all frameworks, all numbers.
Free: 3 analyses/month · Pay per stock: $4.99 · Pro: $19.99/mo
More Consumer Cyclical stocks
Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.