Why might Airbnb be Bill Ackman's next buy?

marketscreener
2025.12.16 16:15
portai
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Bill Ackman's Pershing Square is considering Airbnb as a potential investment due to its high quality, profit growth, free cash flow generation, and operating leverage. Airbnb's Q3 2025 results show strong profitability with $4.1bn revenue, $2.1bn adjusted EBITDA, and $1.4bn net income. The company has a solid free cash flow of $4.5bn and has repurchased $857m of shares. Key growth drivers include supply density, trust, and conversion improvements. Airbnb's international expansion and new services like 'Reserve Now, Pay Later' are also contributing to its growth.