Airbnb's growth has moderated to mid-teens as the alternative accommodation TAM matures and major cities tighten short-term rental regulations (NYC, Barcelona, Amsterdam). Experiences relaunch and Services expansion provide optionality but limited near-term revenue impact. Strong FCF generation and buybacks support floor on valuation. International expansion in Latin America and Asia is the next growth vector. Hotel chains adapting their own short-stay offerings.
Thesis reviewed May 29, 2026
Airbnb Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold ABNB may also have indirect exposure through these country funds.
NYC enforcement reduces Airbnb listings 70% in core market
Airbnb Experiences relaunched with AI-driven recommendations
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Michael Patrick GuestMS | Buy | $1k–$15k | Dec 16, 25 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Josh GottheimerNJ | D | Buy | $1k–$15k | Jul 9, 24 | +12.1% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 26, 24 | -12.6% |