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Airbnb, Inc. (ABNB): A Bull Case Theory

We came across a bullish thesis on Airbnb, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on ABNB. Airbnb, Inc.'s share was trading at $120.03 as of August 7th. ABNB’s trailing and forward P/E were 29.13 and 27.62, respectively according to Yahoo Finance.

[caption id="attachment_970846" align="aligncenter" width="768"] Photo by Karsten Winegeart on Unsplash[/caption]

Airbnb delivered a strong Q2 2025 performance, with revenue rising 12.7% year-over-year to $3.1 billion, beating estimates by 2.5%. Adjusted EBITDA...