Airbnb, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Compared to Estimates, Airbnb (ABNB) Q3 Earnings: A Look at Key Metrics

Capital raising Earnings report New AI features AI-generated analysis

Airbnb, Inc. (ABNB) reported third-quarter 2026 results that significantly exceeded Wall Street expectations, marking its fastest revenue growth in over three years. The company posted revenue of $4.87 billion, a 19% year-over-year increase compared to the consensus estimate of $4.75 billion. Earnings per share reached...

Bullish Signals

  • Revenue grew 19% to $4.87B, fastest in over three years.
  • EPS beat estimates by over 10% at $3.16 per share.
  • Gross booking value rose 21% to $27.7 billion.
  • Adjusted EBITDA margin expanded to 52% from 50%.
  • Generated $1.4B free cash flow in the quarter.

Bearish Signals

  • Aggregate cancellation rates rose to 19% from 16%.
  • Net benefit from Reserve Now offering expected to decline.
  • Geopolitical unrest in Europe/Middle East poses travel risk.
2
Very Bullish +85

Bernstein reiterates USD 217 target for Airbnb stock

Analyst upgrade Company update AI-generated analysis

Airbnb Inc. reported robust financial performance for the second quarter of 2026, with revenue surging 17% year-over-year to reach $3.61 billion. The company also saw gross booking value climb 16% to $27.20 billion, reflecting strong underlying demand in its marketplace. These figures provided a solid...

Bullish Signals

  • Revenue grew 17% YoY to $3.61B in Q2 2026.
3
Very Bullish +85

Hedgeye elevates Airbnb to best idea long for Airbnb stock

Analyst upgrade Earnings report New AI features AI-generated analysis

Hedgeye Capital Management elevated Airbnb Inc. to a 'best idea long' rating on October 15, 2026, citing strong business momentum, market-share recovery, and strategic hotel expansion. This analyst upgrade follows the company's robust second-quarter performance, which demonstrated significant growth in revenue and booking metrics. Airbnb...

Bullish Signals

  • Hedgeye upgraded to 'best idea long' on Oct 15, 2026.
  • Q2 2026 revenue rose 17% to USD 3.61 billion.
  • Net income reached USD 816 million in Q2 2026.
  • Gross Booking Value increased 16% to USD 27.20 billion.
  • Nights booked rose 10% to 148.30 million in Q2.
4
Bullish +75

Bernstein backs dynamic pricing for Airbnb stock after fall update

Analyst upgrade Company update AI-generated analysis

Bernstein reiterated an Outperform rating and a USD 217.00 price target for Airbnb (ABNB) on October 12, 2026, following the company's fall update on its dynamic pricing capabilities. The analyst firm estimates that this proprietary tool could generate a revenue tailwind of 5 percent to...

Bullish Signals

  • Bernstein reiterated Outperform rating with $217.00 price target.
5
Bullish +72

Airbnb stock trades at EUR 147.87 before results on November 5

Booking trends Company update AI-generated analysis

Airbnb Inc. reported strong financial performance for the second quarter of 2026, with revenue rising 17% year-over-year to reach USD 3.61 billion. Gross booking value also increased by 16% to USD 27.20 billion, while net income hit USD 816 million and adjusted EBITDA reached USD...

Bullish Signals

  • Revenue surged 17% YoY to $3.61B in Q2 2026.
  • Raised full-year guidance to mid-teens growth range.
  • Adjusted EBITDA margin outlook upgraded to at least 35.5%.
  • Gross booking value grew 16% to $27.20B.
  • Net income reached $816M in Q2 2026.

Bearish Signals

  • Q3 results will be scrutinized for growth vs. expansion costs.
  • Must sustain mid-teens growth while keeping 35%+ margins.
6
Bullish +75

KeyBanc upgrades Airbnb stock to Overweight with USD 191 target

Analyst upgrade AI-generated analysis

KeyBanc Capital Markets upgraded Airbnb Inc. (ABNB) to Overweight from Sector Weight on October 2, 2026, establishing a new price target of USD 191. The analyst cited three primary drivers for the bullish stance: durable core growth, hotels emerging as a second growth engine, and...

Bullish Signals

  • KeyBanc upgraded to Overweight with $191 target.
  • Q2 2026 revenue grew 17% to $3.61B.
  • GAAP EPS of $1.37 beat consensus by $0.12.
  • Revenue surprise of $32.29M exceeded expectations.
  • AI positioning cited as future growth driver.
7
Bullish +65

Airbnb stock gets a Buy upgrade as analysts target USD 182.71

Analyst upgrade Earnings report Guidance raised AI-generated analysis

Airbnb Inc. (ABNB) received a Buy upgrade from Wall Street Zen, shifting its consensus rating to Moderate Buy with an average analyst price target of USD 182.71. This valuation expectation sits approximately 17% above the stock's closing price of USD 156.08 on September 28, 2026,...

Bullish Signals

  • Wall Street Zen upgraded stock to Buy with $182.71 target.
8
Bullish +72

Airbnb stock gained 4.02 percent on September 25 as growth held

Analyst upgrade Earnings report Guidance raised AI-generated analysis

Airbnb Inc. shares rose 4.02% to close at $157.47 on September 25, 2026, following a strong second quarter where the company delivered $3.6 billion in revenue, representing a 17% year-over-year increase. The stock's performance was driven by robust booking activity and management guidance that pointed...

Bullish Signals

  • Q2 revenue hit $3.6B, up 17% YoY.

Bearish Signals

  • High valuation limits tolerance for slower execution.
9
Bullish +65

Is It Too Late to Buy Airbnb After Its Monster Rally? What the Numbers Say

AI-generated analysis

Airbnb shares have surged 24.5% over the past month, closing at $184.98 and reaching a new 52-week high of $187.12. Despite trading at premium valuation multiples with a trailing P/E of 42 and forward P/E of 34, the company demonstrates robust underlying cash economics. It...

Bullish Signals

  • Generated $1.253B free cash flow last quarter.
  • Raised revenue guidance to mid-teens and EBITDA to 35.5%.
  • First-time booker growth hit 11%, highest in four years.
  • App bookings rose 23% year over year.
  • FIFA partnership added 150,000 new host listings.
  • AI cuts support cost per booking by 16%.
  • Brazil origin nights up 30%; India up 60%.
  • Returned $1.1B to shareholders via buybacks.

Bearish Signals

  • Stock-based comp rose to $897M, diluting shareholders.
  • Middle East demand volatility risks underperformance.
  • FX tailwind could reverse, impacting earnings.
  • Q3 EBITDA margin guidance lowered YoY.
  • Stock overruns $173.12 consensus target.
10
Bullish +72

Airbnb hotels and experiences push could add $1.8B to 2030 revenue, Jefferies estimates

AI-generated analysis

Jefferies analysts project that Airbnb Inc (NASDAQ:ABNB) is poised to sustain double-digit revenue growth through 2030, driven by strategic expansions into hotels, travel experiences, and higher take rates. The firm has reiterated its Buy rating on the stock, citing these new growth drivers as key...

Bullish Signals

  • Jefferies maintains Buy rating citing durable growth as products scale.
  • Hotels expansion adds $1 billion to 2030 revenue estimates.
  • Projected global market share increase to 3% by 2030.
  • Enhanced services could add $1.3 billion to 2030 revenue.
  • Sponsored listings could add $4.5 billion to 2030 revenue.

Bearish Signals

  • Reduced confidence in sponsored listings near-term rollout.
11
Somewhat Bullish +47

Airbnb (ABNB) Stock Dips Despite Strong Q1 Revenue Performance and Upgraded Outlook

AI-generated analysis

Airbnb (ABNB) released its first-quarter fiscal 2026 earnings report following the market close on Wednesday, revealing a mixed performance that led to a premarket stock decline of approximately 1% to $139.08 despite beating revenue expectations. The company reported Q1 revenue of $2.68 billion, an 18%...

Bullish Signals

  • Q1 revenue hit $2.68 billion, up 18% year-over-year.
  • Gross booking value rose 19% to $29.2 billion.
  • Adjusted EBITDA reached $519 million, a 24% increase.
  • Free cash flow generated strong $1.7 billion.
  • Full-year 2026 revenue outlook upgraded to low-mid teens.
  • Projected 2026 adjusted EBITDA margins target at least 35%.
  • Shares gained 11.1% trailing twelve months and 3.5% YTD.
  • Rolling out 'Reserve Now, Pay Later' for broader access.

Bearish Signals

  • EPS of $0.26 missed $0.31 estimate by 16%.
  • Middle East tensions may cut full-year profits by 100 bps.
  • Q2 bookings growth expected to slow versus Q1.
  • Stock dipped 1% after hitting $140.97 premarket.
12
Bullish +72

[CTX150] Airbnb up 11.7%. Why is its own app seeing growth in bookings, unlike travel comparison sites?

Earnings report New AI features AI-generated analysis

Airbnb (ABNB) shares surged 11.67% following its third-quarter earnings report, which revealed revenue growth of approximately 770 billion yen ($4.87 billion), marking a 19% year-over-year increaseβ€”the highest level in over three years. This performance stood in stark contrast to peers like Booking Holdings and Expedia,...

Bullish Signals

  • Revenue grew 19% to $4.87B, highest growth in three years.
  • App nights surged 29%, now 66% of total volume.
  • Stock jumped 11.67%, outperforming competitors despite their declines.
  • First-time customer growth accelerated to 13% globally.
  • Q4 forecast of $3.16B exceeded analyst expectations.
13
Bullish +72

Airbnb Just Rallied 21% in a Month: Take Profits, or Buy More?

AI-generated analysis

Airbnb (ABNB) shares surged 21% following its second-quarter 2026 earnings report, which significantly beat analyst expectations for both revenue and earnings per share. The company reported revenue of $3.61 billion, surpassing the consensus estimate of $3.58 billion, while EPS reached $1.37 against a forecast of...

Bullish Signals

  • Revenue of $3.61B beat consensus.
  • EPS of $1.37 exceeded expectations.
  • Management raised 2026 outlook.
  • Stock hit multi-year high of $178.07.
  • AI investments drive scalable margins.

Bearish Signals

  • Trades at 31.65x P/E, limiting upside if growth slows.
  • Shares down 4% to $182.23 as earnings priced in.
14
Neutral 0

L.A. considers expanding Airbnb-style short-term vacation rentals

AI-generated analysis

Los Angeles Mayor Karen Bass's city budget proposal includes a provision to legalize short-term vacation rentals for owners of second homes, a practice currently prohibited in the city. The mayor's office states this measure aims to create additional tax revenue and ensure extra lodging availability...

Bullish Signals

  • Mayor Bass proposes taxing second homes to create Olympic-era revenue.
  • Airbnb agreed to pay $50 million in prepaid taxes for infrastructure.
  • Ordinance allows under 5,500 new rentals without impacting housing supply.
  • L.A. hosts major events from June 2026 through the 2028 Olympics.
  • Airbnb has paid over $370 million in taxes to the city since 2014.
  • A coalition supports expanding short-term rentals to increase city revenues.
  • Temporary program design may boost revenue and rental availability.

Bearish Signals

  • Unions oppose second-home rentals fearing housing stock depletion.
  • Dozens of rent-stabilized units already used as Airbnbs in one district.
  • $50 million tax payment criticized as bribery during affordability crisis.
  • Speculative taxes lack proper vetting amid city housing crisis.
  • Planning report warns rentals could raise rents and empty homes.
  • Only 5,500 new rentals may offer limited economic impact.
  • Expansion creates negative effects on local hotel businesses.
  • Measure faces political risk requiring separate Council approval.
15
Bullish +75

Why Airbnb (ABNB) stock is up today - Yahoo Finance

Earnings report Share buyback AI-generated analysis

Airbnb (NASDAQ:ABNB) shares surged 9.1% in the morning session following the release of third-quarter financial results that surpassed Wall Street expectations. The company reported Q3 revenue of $4.87 billion, representing an 18.9% year-over-year increase, and GAAP earnings of $3.17 per share, both exceeding consensus estimates....

Bullish Signals

  • Revenue grew 18.9% YoY to $4.87B, beating estimates.
16
Somewhat Bearish -25

Gordon Haskett cuts Airbnb stock target to USD 167 from USD 180

Analyst downgrade AI-generated analysis

Gordon Haskett analyst firm lowered its price target for Airbnb Inc. from USD 180 to USD 167 on October 13, 2026. This reduction places the specific analyst's valuation below the stock's current trading price of approximately USD 152.91 (EUR) or USD 170.77 (USD) as of...

Bullish Signals

  • Revenue grew 16.5% YoY to $3.61B.
  • Net income surged 27.1% to $816M.

Bearish Signals

  • Analyst cut price target from $180 to $167.
  • Downgrade places valuation below current stock price.
17
Bullish +55

Paragon trims 7.4 percent of Airbnb stock after Wells Fargo cut target

Analyst downgrade Customer growth AI-generated analysis

Airbnb Inc. reported strong second-quarter financial results, posting revenue of USD 3.61 billion, a 17% year-over-year increase, and net income of USD 816 million. The company also saw gross booking value rise to USD 27.20 billion, with nights and seats booked increasing by 10% to...

Bullish Signals

  • Revenue surged 17% YoY to $3.61B.
  • Gross bookings expanded 16% to $27.2B.
  • Raised full-year guidance to mid-teens %.
  • Adjusted EBITDA margin lifted to 35.5%.
  • Q2 adjusted EBITDA reached $1.30B.

Bearish Signals

  • Wells Fargo lowered price target to USD 185.00.
  • Paragon Capital reduced position by 7.4% in Q3.
18
Bullish +75

Advance Auto Parts vs. Airbnb: Which Consumer Stock Is a Better Buy in 2026?

Company update Earnings report AI-generated analysis

The article compares Advance Auto Parts (AAP) and Airbnb (ABNB), concluding that ABNB is the superior long-term investment due to its healthier financials and faster growth trajectory. While AAP focuses on a physical retail model facing headwinds from electrification and competition, ABNB operates a capital-light...

Bullish Signals

  • Revenue grew 17% YoY to $3.6B in Q2 fiscal 2026.
  • Net margin reached 20.4% in FY 2025.
  • Free cash flow hit $4.6B in FY 2025.
  • Debt-to-equity ratio stands at a conservative 0.3x.
  • International markets drove exceptional growth.

Bearish Signals

  • Faces high competition from search engines and hotel chains.
19
Bullish +65

Airbnb is looking cheaper than usual. KeyBanc says to buy it now

Analyst upgrade AI-generated analysis

KeyBanc Capital Markets has upgraded Airbnb (ABNB) to an overweight rating from sector weight, citing a compelling risk/reward profile as the stock trades at a discount to traditional lodging peers. Analyst Sergio Segura established a $191 price target on shares, implying approximately 19% upside from...

Bullish Signals

  • KeyBanc upgraded stock to overweight citing compelling risk/reward profile.
20
Bullish +65

Airbnb stock edges lower as Citizens lifts price target to USD 200

AI-generated analysis

Airbnb stock closed at $165.93 on the Nasdaq on September 17, 2026, down 0.9% from the prior session. Despite the slight price decline, analyst sentiment remains robust, with Citizens raising its price target to $200 and reiterating a Market Outperform rating. Other major firms like...

Bullish Signals

  • Analysts raised price targets to $200-$220 citing AI innovation and hotel inventory expansion.
  • Q2 2026 revenue grew 16.3% YoY to $3.61 billion, signaling double-digit growth potential.
  • EPS of $1.37 beat estimates by $0.11, showing strong execution and market-beating performance.
  • Net margin reached 20.45% with ROE of 33.38%, proving effective conversion to profitability.

Bearish Signals

  • Competition risks valuation if not managed.
  • Regulatory changes in major cities dampen growth.
  • AI execution failure pressures positive analyst views.