ABNB
Airbnb, Inc.Evidence as of 2026-10-03The desk's Snapshot
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Overview · Airbnb, Inc.
Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed its name to Airbnb,…
Management team
- Mr. Joseph Gebbia · Co-Founder & DirectorFind on LinkedIn
- Mr. Brian Chesky · Co-Founder, CEO, Head of Community & Chairman of the BoardFind on LinkedIn
- Ms. Elinor B. Mertz · Chief Financial OfficerFind on LinkedIn
- Ms. Angela Yang · Director of Investor RelationsFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
Revenue for Q2 2026 (fiscal quarter ended 2026-06-30) was $ 3,608,000,000, up from $ 2,672,800,000 in Q1 2026 and down from $ 4,095,000,000 in Q3 2025. Operating income for Q2 2026 was $ 758,000,000 versus $ 86,000,000 in Q1 2026, implying simple quarter operating margins of roughly 21.0% and 3.2% for those periods. Net income shows the same intra-year pattern: $ 816,000,000 in Q2 2026, $ 160,000,000 in Q1 2026, and $ 1,370,000,000 in Q3 2025.
Balance-sheet and cash-flow inputs show cash of $ 6,821,000,000 and long-term debt of $ 2,476,000,000 as of 2026-06-30, with trailing‑12‑month free cash flow of $ 6,971,627,000, free cash flow per diluted share of $ 11.6778 (using 597,000,000 diluted shares), and a price-to‑FCF of 13.91. The valuation input implies an FCF growth rate of 0.45% consistent with the stated discount and terminal assumptions. Market signals are mixed: momentum measures are positive (3‑month +10.0%, 6‑month +30.0%, 12‑1 +43.6%), a golden cross is present while price sits 4.3% below the 50‑day SMA and 13.2% above the 200‑day SMA, volatility is elevated (30‑day annualized +36.2%, 90‑day +44.5%), and institutional 13F holdings total $ 51.65B across 1,320 holders.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue was $3,608,000,000 for the fiscal quarter 2026-04-01 to 2026-06-30 (three months), up from $2,672,800,000 for the fiscal quarter 2026-01-01 to 2026-03-31 and down from $4,095,000,000 for the fiscal quarter 2025-07-01 to 2025-09-30.
XBRL companyfacts · 0001559720-26-000027Operating income (loss) was $758,000,000 for the fiscal quarter 2026-04-01 to 2026-06-30 (three months) and $86,000,000 for the fiscal quarter 2026-01-01 to 2026-03-31 (three months); expressed as simple quarter operating margins (operating income ÷ revenue from the same periods) these are roughly 21.0% for the quarter ended 2026-06-30 and about 3.2% for the quarter ended 2026-03-31 using the reported revenue for those same fiscal quarters.
XBRL companyfacts · 0001559720-26-000027Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
Two Form 4 filings for Airbnb insiders were filed on 30 September 2026 (accession nos. the 4 filed 30 September 2026 and the 4 filed 30 September 2026).
4 filed 2026-09-30The Form 10-K filed 12 February 2026 adds risk language emphasizing that the company is heavily reliant on hosts engaging with the platform and notes revenue could be harmed if hosts fail to maintain desirable listings, cross-list with competitors, or cannot be attracted or retained cost-effectively (10-K filed 12 February 2026).
Item 1A risk-factor diff · 0001559720-26-000004 vs 0001559720-25-000010Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum measures are positive: 3-month momentum +10.0%, 6-month momentum +30.0%, and 12-1 momentum +43.6%, with the 6-month and 12-1 momentum each at the 83th percentile of the 566-stock research universe.
Moneyta signal set · 2026-10-02weakened in debateTechnical trend indicators show a golden cross is present, price is 4.3% below the 50-day SMA and 13.2% above the 200-day SMA, with a cross-sectional age of 120 days.
Moneyta signal set · 2026-10-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings totaled "$51.65B" as of 2026-06-30, with 1,320 holders and a reported quarter-over-quarter aggregate value change of 16.5%.
13F holdings · 1320 filers · as of 2026-06-30Top reported institutional holders in the 13F data as of 2026-06-30 included BlackRock, Inc. at "$4.73B", VANGUARD CAPITAL MANAGEMENT LLC at "$3.81B", HARRIS ASSOCIATES L P at "$2.70B", STATE STREET CORP at "$2.60B", and Invesco Ltd. at "$2.31B".
13F holdings · 1320 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets ran Wall Street analyst roundup pieces on 2 October 2026 that included Airbnb among other names, indicating coverage driven by analyst activity rather than a single proprietary story.
News · cnbc.com · 2026-10-02Syndicated analyst-call coverage including Airbnb appeared on 2 October 2026 across at least three distinct outlets (CNBC, 247wallst, and Yahoo Finance), showing the theme was carried by multiple publishers.
News · 247wallst.com · 2026-10-02Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Nathan Blecharczyk (Chief Strategy Officer) sold 45,215 shares for "$8.6M" on 2026-08-28 under a stated 10b5-1 plan.
Form 4 · Blecharczyk Nathan (Chief Strategy Officer) · $0 code C · 2026-08-31Nathan Blecharczyk (Chief Strategy Officer) reported multiple additional sales on 2026-08-31 totaling 13,115 shares for "$1.9M" across line items of "$350k" (1,887 shares), "$753k" (4,042 shares), "$700k" (3,728 shares), "$701k" (3,719 shares) and "$45k" (239 shares), each filing stating a 10b5-1 plan.
Form 4 · Blecharczyk Nathan (Chief Strategy Officer) · $0 code C · 2026-08-31Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model input shows free cash flow (ttm) of $6,971,627,000 for the trailing twelve months.
Valuation inputs · SEC XBRL + stored EOD closeThe implied FCF growth rate that today's price would justify under the stated discount and terminal assumptions is 0.45% (0.0045).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported metrics together support a favorable read: sequential quarterly revenue and net income rose materially into Q2 2026, operating margin expanded to roughly 21% that quarter, and weighted-average diluted shares have declined meaningfully — boosting per-share cash flow. Trailing twelve-month free cash flow is large versus reported operating income, free cash flow per share is robust, and the company held more cash than long-term debt as of 2026-06-30 with minimal capex, which strengthens cash-flow-centric valuation signals. Market and ownership signals align with those fundamentals: positive momentum measures, a technical golden cross, sizable institutional ownership with notable inflows, and recent analyst upgrade/coverage and press attention around an AI-heavy product update. In rebuttal to bearish points, many insider disposals are reported under 10b5-1 plans (reducing the signal of opportunistic timing), some flagged filing risks (payments/regulatory, AI/ML) describe broad industry exposures rather than new company-specific deterioration, and while volatility is elevated, momentum and technical indicators show cross-sectional strength; taken together, the data set provides multiple converging signals of operational cash generation and investor interest.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.28
37 surviving claims rest on 20 distinct sources; the heaviest analyst carries 16% of them, and 99% of what the desk raised survived the debate.
Fragility is moderate: 37 surviving claims drawn from 20 sources gives some breadth, but the single heaviest analyst accounting for 16% of claims raises dependence on a few viewpoints. The very high survival rate from the desk debate (99%) suggests claims were not heavily contested internally, which increases confidence in surface consistency but also implies lower internal stress‑testing of contrarian evidence.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 5 in Travel Services (as of 2026-10-02).
6-month relative strength ranks 1st of 5 in Travel Services (as of 2026-10-02).
90-day volatility ranks 2nd of 5 in Travel Services (as of 2026-10-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
12 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.6 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.3 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
5 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−1.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on ABNB Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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