Airbnb: Laying The Groundwork To Go ‘Multi-Vertical’


  • Airbnb beats Q1 revenue and EPS estimates, yet falls post-earnings due to a softer growth outlook.
  • The company’s quality of business and management remain and provide solid footing to expand the business ‘beyond the core’.
  • Near-term headwinds and an expensive valuation make it a current hold.

Luxury holiday villa. Three women lying on sun loungers.


A Look at Q1

In my last article on Airbnb, Inc. (NASDAQ:ABNB), I argued Airbnb was a Buy ahead of earnings thanks to continued growth and operating leverage ahead of its Q4 results. Not much has changed in

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ABNB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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