Cathie Wood is in a good groove again. The largest of the exchange-traded funds (ETFs) she manages as CEO of Ark Invest is up by 77% over the past year, crushing the market.
Airbnb CEO Brian Chesky said he's not satisfied with the company's growth rate. He said Airbnb is focusing on its core home rentals and its new services and experiences businesses.
Airbnb is fairly valued on cash flow models, but international growth, vertical expansion, and AI-driven cost savings offer meaningful upside. Profitability is strong due to an asset-light model, improving monetization, and AI reducing costs, though regulatory and competitive risks persist. International markets and new verticals like Services and Experiences are driving above-average growth an...
Airbnb, Inc. (NASDAQ:ABNB ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 6:05 PM EDT Company Participants Brian Chesky - Co-Founder, CEO, Head of Community & Chairman of the Board Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst Okay. I know we're transitioning between sessi...
Airbnb, Inc. is still in its early days, with solid fundamentals, strong execution, and plenty of room to grow despite already reaching impressive scale. ABNB benefits from secular travel trends and rising online penetration, which expand its total addressable market and long-term growth potential. Airbnb faces risks from competition, Google's AI tools, and growing stock-based compensation but ...
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