What AI bubble is ABNB in?

Airbnb, Inc. (ABNB) is mapped to the Enterprise SaaS AI bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.43 to ai-software centroid (29 obs, 2nd: quantum 0.228). is_primary_bubble=FALSE.

What sector is ABNB in?

Airbnb, Inc. is classified under GICS Consumer Discretionary (Hotels, Restaurants & Leisure).

What is ABNB's last close price?

ABNB last closed at $151.39 on 2026-09-24.

ABNB

NASDAQNext earnings·Nov 5AnalystsBuy·40+22%

Airbnb, Inc.

Consumer Discretionary · Hotels, Restaurants & Leisure

$151.39last close

+23.0%~252d

Price

+23.00% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

Bull case

Category-defining marketplace in short-term rentals with ~8M active listings and ~5M hosts. Revenue ~$11B TTM, GBV ~$80B+, EBITDA margin mid-30s, FCF margin ~40% - capital-light marketplace economics. Net cash balance sheet. Growth has decelerated from post-COVID surge to mid-single-digit nights booked; ADR pressure + mix shift to longer-stays.

- Experiences + Services relaunch (2026) extends TAM beyond stays

- AI-driven search/personalization lifts conversion, defends take rate

- Capital-light: ~40% FCF margins, multi-year buyback capacity

- International mix (~50% nights) expanding faster than core US

- Brand moat: synonymous with category, low CAC vs $BKNG/$EXPE

Bear case

- Regulatory tightening in NYC, Barcelona, Paris, Berlin compresses supply

- ADR mean-reversion as hotel pricing normalizes post-COVID

- $BKNG alternative-accom push + $EXPE Vrbo are credible competitors

- Take-rate ceiling: hosts push back as nightly fees rise

- Travel discretionary - recession-cyclical demand, not defensive

•2026-05: Experiences + Services relaunch - paid activities + on-trip services (chefs, trainers, photographers) layered on stays marketplace

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Analyze ABNB· interactive tools

Bubbles· capital-flow co-movement

Top correlated· 252d co-movement

0.61
0.49
0.46
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0.46

Frequently asked questions

What AI bubble is ABNB in?: Airbnb, Inc. (ABNB) is mapped to the Enterprise SaaS AI bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.43 to ai-software centroid (29 obs, 2nd: quantum 0.228). is_primary_bubble=FALSE.
What sector is ABNB in?: Airbnb, Inc. is classified under GICS Consumer Discretionary (Hotels, Restaurants & Leisure).
What is ABNB's last close price?: ABNB last closed at $151.39 on 2026-09-24.

Key levels

$152.13
0.5 retr of 110.81->193.45 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-0.5%
$142.38
0.618 retr of 110.81->193.45 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+6.3%
$161.88
0.382 retr of 110.81->193.45 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-6.5%
$128.50
0.786 retr of 110.81->193.45 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+17.8%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $89.57B
Last update: 2026-09-24

Revenue (TTM)$13.2B

P/E34.1×

P/S6.8×

Net margin20.4%