Airbnb Stock: Is ABNB Underperforming the Consumer Cyclical Sector?

Core Insights - Airbnb, Inc. (ABNB) has a market capitalization of $71.9 billion and operates a global platform for booking accommodations and experiences [1] - The company's shares have experienced a significant decline, pulling back 28.8% from their 52-week high of $163.93 and down 11.2% year-to-date [2][3] Financial Performance - In Q3 2025, Airbnb reported a revenue increase of 10% year-over-year to $4.1 billion, with adjusted EBITDA reaching a record $2.1 billion at a 50% margin [4] - Key business metrics showed growth, with Gross Booking Value (GBV) rising 14% to $22.9 billion and Nights and Seats Booked increasing by 9% [4] Market Comparison - Compared to Booking Holdings Inc. (BKNG), which has seen a smaller decline of 5.8% over the past 52 weeks, Airbnb's stock performance has been weaker [5] - Analysts have a consensus rating of "Hold" for ABNB stock, with a mean price target of $142.06, indicating a potential upside of 21.7% from current levels [5]