Is Airbnb (ABNB) Among the Jeff Bezos’ Investments in 2025?
March 3, 2025
We recently compiled a list of the Jeff Bezos Investments in 2025: 12 Companies Bezos Is Investing In.In this article, we are going to take a look at where Airbnb, Inc. (NASDAQ:ABNB) stands against the other companies Bezos is investing in.
Since leaving his position as CEO of Amazon in 2021, Jeff Bezos has been quite active. He has been investing in real estate and companies, staying involved with Amazon and Blue Origin, and becoming close to President-elect Trump. “I’ve actually never worked harder,” he told the New York Times last December.
Jeff Bezos has directly invested in at least 108 startups across all industries since 1998, when he was reported to have invested $250,000 into Google. Although he does not publish his returns nor do the firms in which he invests, he has made early bets on several companies that have gone on to launch some of the most high-profile tech IPOs in the recent decade.
He certainly has enough cash to play with. According to Forbes, Bezos has sold around $32 billion in his main company shares since its initial public offering, including nearly $14 billion last year. He is now the third richest person in the world, with a net worth of $237 billion.
Although Bezos has spent a lot of time and money on yachts, aircraft, and real estate since transitioning from CEO to chairman of Amazon in 2021, he remains actively involved in his venture portfolio, advising portfolio firms and assisting with investment selections. However, Bezos isn’t as engaged as, say, a typical large venture capital firm: he was only the lead investor in one funding round last year (for Swiss-Mile), which means he likely didn’t acquire significant stakes in the majority of the companies, and he isn’t known to hold a board seat at any of the startups he has backed.
Two of the companies Forbes contacted said that a Bezos spokesman asked them not to discuss with the media about the Bezos investment, but those who did speak favorably about it. Swiss-Mile’s Bjelonic, Chief Executive Officer & Co-Founder, made the following comment:
“What I was most surprised with was actually how well he understood the technology behind the Al training. He would ask questions about reinforcement learning, imitation learning, how it works, going all the way to the details of the physics elements that are needed on our side.”
Regardless of how invested Bezos is in any given company, publicizing his name as an investor provides marketing exposure.
The autonomous robot business is still in its early stages of commercialization. Bjelonic compared the business to a “blue ocean,” predicting that in ten years, hundreds of robotics startups will fail while only a few will flourish. It will take years to determine whether those bets pay off.
However, the chances may be in Bezos’ favor, in part because he can combine his economic expertise with the fact that he will almost certainly be able to invest in any firm he chooses.
According to Columbia Business School professor Michael Ewens, the “best” and “hottest” startups reach out to people like Bezos first.
“In general, he’s a very good investor, because he’s getting calls. He’s first in line.”
A vacation home luxury bedroom setup with stunning decor showing a desired getaway experience.
We examined the investments of Bezos Expeditions, Jeff Bezos’ family office, to identify key companies he’s invested in. All selected firms are publicly traded except the last one, and the stocks are ranked in ascending order using Insider Monkey’s database of over 1,000 hedge funds in Q4 2024 to gauge hedge fund sentiment for stocks. The portfolio also includes one of his most recent private company investments, which is ranked last on our list.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Number of Hedge Fund Investors: 54
Jeff Bezos Stock Portfolio’s Airbnb, Inc. (NASDAQ:ABNB) has outperformed expectations, with its latest earnings report for Q4 2024 showing a 12% year-over-year sales growth. The biggest surprise was the company’s solid EBIT margin, which prepares it for future growth. Looking ahead, the firm is expected to boost its sales by 11% in 2025, with profit margins rising from 23% to 26%.
Despite a recent spike in stock price following the earnings announcement, Airbnb, Inc. (NASDAQ:ABNB) is currently regarded as slightly overvalued. However, the business remains a strong compounding machine with substantial free cash flow. Management has also started a buyback program, which is gradually lowering the share count.
Airbnb, Inc. (NASDAQ:ABNB) is constantly improving its platform, with plans to launch over 500 new features and updates in the forthcoming summer release. The company’s portfolio now contains 8 million listings and 5 million hosts, ensuring its continued growth. Although the stock has been stabilizing for three years, it is projected that a further boost in profitability will propel it to new all-time highs, making it an excellent long-term investment opportunity.
Susquehanna boosted Airbnb, Inc. (NASDAQ:ABNB)’s price objective to $200 from $160 and maintained a positive recommendation on the stock. The company reported a successful fourth quarter, attributed to healthy travel demand and certain internal product upgrades. While the outlook was slightly lower than expected, this was mostly due to calendar effects and FX challenges, and management noted that favorable demand patterns would continue beyond 2025.
Overall ABNB ranks 4th on our list of Jeff Bezos’ Investments in 2025. While we acknowledge the potential for ABNB as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ABNB but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stock To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
Disclosure: None. This article is originally published at Insider Monkey.
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