Airbnb: The Travel Disruptor May Be Targeting The Long-Term Rental Market Next

Jan. 20, 2023 3:00 PM ETAirbnb, Inc. (ABNB)BKNG, EXPE6 Comments
Juxtaposed Ideas profile picture
Juxtaposed Ideas


  • ABNB's execution remains excellent, with discretionary travel spending proving robust in the December CPI reports.
  • The company's healthy balance sheet may also temper some of the growing recessionary fears and declining Gross Booking Value.
  • ABNB's speculative entrance into the long-term rental property market may also lift some of the regulatory headwinds, while similarly expanding its TAM by $226.4B in 2023.

For Rent Real Estate Sign In Front of a Row of Apartment Condominiums Balconies and Garage Doors.


We have previously covered Airbnb (NASDAQ:ABNB) here as a post-FQ2'22-earnings article in September 2022. At that time, market analysts were concerned about its lower Gross Booking Value of $17B, suggesting a potential deceleration in consumer demand. Due to its baked-in premium, the

ABNB 1Y EV/Revenue and P/E Valuations

S&P Capital IQ

ABNB 1Y Stock Price

Seeking Alpha

This article was written by

Juxtaposed Ideas profile picture
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Additional disclosure: The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Recommended For You

Comments (6)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.