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Airbnb: Perfect Time To Buy Before The Rebound

May 01, 2022 5:21 AM ETAirbnb, Inc. (ABNB)11 Comments
Gary Alexander profile picture
Gary Alexander


  • Shares of Airbnb remain down ~30% from all-time highs, despite the fact that its fundamentals are rebounding sharply.
  • Bookings are up, average stay lengths are increasing, average daily rates are rising, and travel to non-urban areas is also boosting.
  • Airbnb is becoming a platform for both recreational travel as well as "work from anywhere"
  • In addition, Airbnb notched huge adjusted EBITDA margins in its most recent quarter, reflecting how profitable this business can become at scale.
  • The company next reports earnings on Tuesday, May 3.
  • Looking for more investing ideas like this one? Get them exclusively at Daily Tech Download. Learn More »

Young man working on a computer outdoors

SanyaSM/E+ via Getty Images

Though the pandemic has permanently crippled some businesses, on others it has had the opposite effect: on Airbnb (NASDAQ:ABNB), for example, though COVID-19 temporarily dampened travel demand, the lasting impact of the pandemic is actually to

ABNB stock price
Data by YCharts

Airbnb 2-year revenue stack

Airbnb 2-year revenue stack (Airbnb Q4 shareholder letter)

Airbnb bookings metrics

Airbnb bookings metrics (Airbnb Q4 shareholder letter)

Airbnb adjusted EBITDA

Airbnb adjusted EBITDA (Airbnb Q4 shareholder letter)

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This article was written by

Gary Alexander profile picture
With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.

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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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