Airbnb (NASDAQ: ABNB ) is an online platform connecting hosts around the world with travelers seeking accommodation and experiences. The company has expanded beyond its core business and launched two additional categories — services and experiences — which help supplement travelingDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional ...

在公布 2024 年第一季度业绩后，Airbnb( NASDAQ: ABNB )大幅下跌，问题也由此开始浮现。 自2024年5月初以来， Airbnb 市值已缩水近15%，而同期标准普尔500指数却上涨了近25%。然而，更重要的是， Airbnb 的主要竞争对手 Booking在同一时期实现了惊人的回报。 两家公司都拥有强大的竞争优势，并且都具备实现两位数收入增长的良好条件。然而， Booking 的商业模式在总收入和营业收入方面利润更 高。 此外 ， Airbnb 的价格高于其竞争对手，这几乎难以令人信服。 所有这些因素都导致 Airbnb 的业绩非常令人失望，尤其是与 Booking 相比。考虑到这一点，我们现在需要回答一个问题: Airbnb 的估值最终 是否被低估了，还是仅仅更符合其潜在的业务基本面。 在经历了略显低迷的第一季度后，第二季度收入同比增长反弹，达到13%，较最近三个月的增速显著提升。公司管理层 表示 ，随着4月至7月需 求回升，业绩超出预期。 【如需和我们交流可扫码添加进社群】 不过，第三季度的前景依然保守，预计增长率将在 8% 至 10% 之间。 这大致符合当前分析师的预期，尽管 10 ...

经济观察网9月10日，Airbnb爱彼迎中国发布的《2025国庆黄金周出境游趋势报告》。报告显示，中国 旅行者出境游搜索热度较去年同期接近翻倍。在出境需求集中释放的背景下，年轻一代的出行选择推动 目的地结构从传统热门向新兴和多元市场扩展，显示出出境游市场需求的结构性升级趋势。从目的地来 看，日本继续蝉联黄金周热搜榜首，意大利、法国、西班牙、新西兰、韩国、印度尼西亚、澳大利亚、 美国和英国也跻身前十。在热搜前二十的城市目的地中，欧洲城市占据半数席位。值得关注的是，受益 于新增直飞航班，希腊搜索热度同比飙升7倍，凸显其在中国游客中的快速走热。 ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of t ...

With a background as an RN and an MBA, Stephen analyzes healthcare and tech stocks through the lens of investment process design. His work is guided by his proprietary "Dizzy Framework," a system developed to counter common behavioral errors like chasing market noise or rigidly sticking to priors. By focusing on the quality and timing of information, the framework enforces a patient and disciplined approach, translating complex science and market dynamics into truly actionable theses. His influences include ...

Question-and-Answer SessionEric SheridanGoldman Sachs Group, Inc., Research Division Okay. Thanks everyone for sticking with me through that. Brian, great to see you. You as a company have been on a really interesting journey over the last couple of years. I think one way I want to sort of level set the conversation is talk about your broader vision for what you're trying to build at Airbnb and then we could maybe back solve for how that sort of informs some of your strategic priorities? ...

Airbnb (NasdaqGS:ABNB) 2025 Conference September 09, 2025 06:05 PM ET Company ParticipantsEric Sheridan - Managing DirectorBrian Chesky - Co-Founder, CEO & Chair of the BoardEric SheridanOkay, I know we're transitioning between sessions so people can find their seats. We're going to keep the conversation going. Our next conversation is with Airbnb, and thanks very much to Brian Chesky, CEO, for being part of the conference for the second time in the last couple of years. Brian, it's great to see you.Brian C ...

It has been over a year since my last analysis of Airbnb, Inc. (NASDAQ: ABNB ), where at the time I argued that it was not necessary to be so optimistic about the company's growthEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a benefici ...

It has been over a year since my last analysis of Airbnb, Inc. (NASDAQ: ABNB ), where at the time I argued that it was not necessary to be so optimistic about the company's growthEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a benefici ...

BAYONNE, NJ - SEPTEMBER 1: The Empire State Building is lit in red, white, and blue behind the Statue of Liberty in New York City to mark Labor Day on September 1, 2025, as seen from Bayonne, New Jersey. (Photo by Gary Hershorn/Getty Images)Getty ImagesIf anything taught me that buying real estate through stocks—or better yet high-yielding closed-end funds (CEFs)—is way better than brick-and-mortar, it was my experience renting my Manhattan apartment on Airbnb (ABNB).If you’re reading this, you might feel t ...