Airbnb stock analysis 2026 | Price, valuation & outlook

Airbnb

NasdaqGS:ABNB

$ 122,87

$-8,19 (-6,25%)

122,87 $

$-8,19 (-6,25%)

End-of-day quote: 03/27/2026

Airbnb Stock Value

Analysts currently rate Airbnb as Outperform.

Outperform

Airbnb Company Info

EPS Growth 5Y

22,81%

Market Cap

$73,66 B

Long-Term Debt

$2,00 B

Short Interest

2,71%

Quarterly earnings

05/01/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2007

Industry

Consumer Discretionary

Country

United States

ISIN Number

US0090661010

Website

http://www.airbnb.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$145,25

18.21%

Last Update: 03/28/2026

Analysts: 36

Highest Price Target $180,00

Average Price Target $145,25

Lowest Price Target $110,00

In the last five quarters, Airbnb’s Price Target has risen from $121,26 to $139,22 - a 14,81% increase. Thirty Six analysts predict that Airbnb’s share price will increase in the coming year, reaching $145,25. This would represent an increase of 18,21%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Airbnb do?

Airbnb, Inc. (Airbnb) operates a global platform for unique stays and experiences. Strategy The company’s key strategic priorities include perfecting its core business, accelerating growth in global markets, and launching and scaling new offerings. The company is leveraging its global markets strategy, which includes a more localized approach to product updates and marketing investments to raise awareness and consideration in less mature markets. The company is planning to expand its business...

Airbnb, Inc. (Airbnb) operates a global platform for unique stays and experiences.

Strategy

The company’s key strategic priorities include perfecting its core business, accelerating growth in global markets, and launching and scaling new offerings. The company is leveraging its global markets strategy, which includes a more localized approach to product updates and marketing investments to raise awareness and consideration in less mature markets. The company is planning to expand its business beyond travel accommodations using its multi-year product roadmap to help drive long-term growth across new businesses.

Platform

Platform for Hosts

The company builds its platform to seamlessly onboard new hosts, especially those who previously had not considered hosting. The company partners with hosts throughout the process of setting up their listing and provide them with a robust suite of tools to successfully manage their listings, including scheduling, merchandising, integrated payments, community support, host protections, pricing tools, and feedback from reviews. During 2024, the company introduced Co-Host Network, which enables its hosts to find co-hosts who can help manage their listing. Co-hosts are experienced hosts who provide personalized support based on the hosts’ needs, from listing setup to managing bookings and communicating with guests.

Platform for Guests

The company’s website and mobile app provide its guests with an engaging way to explore and easily book a wide variety of unique homes and experiences. The company has a significant number of new features and upgrades through its biannual product releases to help guests find affordable, high quality and reliable stays across the platform.

System of Trust

The system for trust that the company has designed includes the following components: host and guest reviews, account protection, risk scoring, secure payments, a nondiscrimination policy, watchlist and background checks in certain jurisdictions, cleanliness, fraud and scam prevention, insurance and similar protections, booking restrictions, an urgent safety line, a 24/7 neighborhood support line, anti-party technology, and a guest refund policy.

The company offers protection for its hosts through AirCover for Hosts. AirCover for Hosts includes, among other features, guest property damage protection of up to $3 million per stay, liability coverage to hosts of up to $1 million per occurrence in the event of third-party claims of personal injury or property damage, deep cleaning protection, and pet damage protection.

The company also offers AirCover for guests, which provides support for serious issues with a booking or during a stay, including host cancellations, inability to check-in, inaccurate listings, and a 24-hour safety support line.

The company has new initiatives under development and will continue to create additional safety features to strengthen the trust and safety on its platform.

Technology

The company’s technology platform powers its two-sided marketplace and enables its global network of hosts and guests. Given the nature of the business, the company’s technology platform has broad and complex requirements:

Support of Global Payments: It enables guests and hosts to send and receive money in their preferred currency, supporting approximately 20 local payment methods. Designed for scalability and reliability, the platform ensures secure transactions through advanced protections against fraud and money laundering.

Delivery of Global Community Support: It provides multilingual, real-time community safety and support, and city-specific regulatory support.

Delivery of Deep Business Insights: It delivers deep business intelligence insights to manage the company’s marketplace, including pricing insights and occupancy optimization for its hosts.

Incorporation of Artificial Intelligence (AI) and Machine Learning: It incorporates sophisticated AI into key areas, from fraud detection, to personalized listing matching and enabling customized and real-time community support.

Operation of a Microservices Architecture: The company operates a microservices architecture and are evolving its foundational components to enable it to move rapidly in response to evolving customer needs without sacrificing correctness or stability.

As it continues to evolve its foundational technology, the company focuses on the following broad capabilities:

Data management systems that are designed to support user privacy, analytics, machine learning/AI, and business insights.

Service reliability leading to best-in-class performance centered on availability, latency, disaster recovery and business continuity, security, testability, observability, operability, and agility.

Cloud support focusing on robust capabilities for granular attribution and usage patterns to realize efficiency gains.

These continued technological investments aim to create a robust platform that allows the company to more quickly adapt to the needs of its hosts and guests around the world and increase the productivity of its product development organization.

Marketing

The company’s marketing strategy includes brand marketing, communications, and performance marketing. Brand marketing increases awareness among potential hosts and guests, helping them understand the benefits of hosting and booking stays and experiences, and what makes these stays and experiences distinctly Airbnb. The company’s global communications team works across press, policy, and online influencers to share timely and important news about Airbnb. They also oversee the execution of a global consumer, product, corporate, and policy-communications plan that supports the company’s brand strategy and generates considerable press and social media coverage. While performance marketing is one component of its multi-pronged strategy, the strength of the Airbnb brand and its communications strategy allows it to be less reliant on performance marketing.

Seasonality

The company’s business is seasonal, reflecting typical travel behavior patterns over the course of the calendar year. In a typical year, the first, second, and third quarters have higher Nights and Experiences Booked than the fourth quarter, as guests plan for travel during the peak travel season, which is in the third quarter for North America and Europe, the Middle East, and Africa (EMEA).

The company experiences seasonality in its GBV that is generally consistent with the seasonality of Nights and Experiences Booked. The company historically achieves its highest quarterly GBV in the first and second quarters of the year (year ended December 31, 2024) with comparatively lower check-ins. As a result, increases in unearned fees typically make its Free Cash Flow and Free Cash Flow as a percentage of revenue the highest in the first two quarters of the year. The company typically sees a slight decline in GBV and a peak in check-ins in the third quarter, which results in a decrease in unearned fees, a lower sequential decrease in Free Cash Flow, and a greater decline in GBV in the fourth quarter, where Free Cash Flow is typically lower.

Competition

The company’s competitors include:

online travel agencies (OTAs), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brand Expedia), Trip.com Group and other regional OTAs;

internet search engines, such as Google and those powered by AI, including its travel search products; and

hotel chains, such as Marriott, Hilton, Accor, Wyndham, as well as boutique hotel chains and independent hotels.

Intellectual Property

The company owns a trademark portfolio with protections around the world for its primary brands — AIRBNB and its Bélo logo, for other brands or protectable brand elements important to its business, including but not limited to Rausch, its primary corporate color, localizations, translations, and transliterations of its primary brands, and brands associated with businesses it has acquired. The company has registered domain names that it uses in or relates to its business, such as the airbnb.com domain name and country code top level domain name equivalents.

History

Airbnb, Inc. was founded in 2007. The company was incorporated in Delaware in 2008.

Airbnb Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Turnover:** - **Accommodations:** approx. 80% - **Experiences and other services:** approx. 20% **TOP 3 Markets:** - **USA:** approx. 45% - **Europe:** approx. 30% - **Asia-Pacific:** approx. 15% Airbnb, Inc. generates the majority of its revenue from the rental of accommodations, with...

At which locations are the company’s products manufactured?

**Production:** No physical production Airbnb, Inc. is a company that does not manufacture physical products. It offers an online platform that allows users to book accommodations and experiences worldwide. Therefore, there are no production facilities in the traditional sense. Airbnb's "...

What strategy does Airbnb pursue for future growth?

**Revenue growth:** 18% (estimated 2024) **Profit growth:** 20% (estimated 2024) Airbnb, Inc. is pursuing a multi-track growth strategy to strengthen its market position and tap into new revenue sources. A key component of this strategy is the expansion into new geographical markets, particular...

Which raw materials are imported and from which countries?

**Main materials:** No specific raw materials Airbnb, Inc. is a company primarily active in the field of digital platforms for the mediation of accommodations. It is not a manufacturing company that imports physical raw materials or materials. Therefore, there are no specific raw materials or mater...

How strong is the company’s competitive advantage?

**Market share:** 20% in the global short-term rental market (2024) **User growth:** 10% (2024) **Gross booking value:** 100 billion USD (2024) Airbnb, Inc. possesses a significant competitive advantage in the global short-term rental market. With a market share of 20% in 2024, the company is a d...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** approx. 60% (estimated for 2025) **Insider purchases/sales:** No significant changes in the last year (estimated for 2025) The institutional investor share in Airbnb, Inc. typically stands at around 60%, based on historical data and market trends. Institutional in...

What percentage market share does Airbnb have?

**Market share of Airbnb, Inc.:** 25% (estimated, 2025) **Main competitors and their market shares:** 1. **Booking Holdings Inc. (NasdaqGS:BKNG):** 30% 2. **Expedia Group, Inc. (NasdaqGS:EXPE):** 20% 3. **Trip.com Group Limited (NasdaqGS:TCOM):** 10% 4. **Vrbo (part of Expedia Group):** 8% 5. **Hom...

Is Airbnb stock currently a good investment?

**Revenue growth:** 20% (2024 compared to 2023) **Profit growth:** 18% (2024 compared to 2023) **Market share in the online travel market:** 25% (2024) Airbnb, Inc. has experienced strong revenue and profit growth in recent years, attributed to a consistently high demand for short-term rentals an...

Does Airbnb pay a dividend – and how reliable is the payout?

**Dividend:** None (as of 2025) Airbnb, Inc. currently does not pay any dividends. The company has not made any dividend payments since its IPO in 2020. Instead, Airbnb focuses on growth and reinvesting in the business to strengthen its market position and tap into new markets. The decision not to...

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Airbnb Stock Value

Airbnb Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Airbnb do?

Airbnb Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

Airbnb Stock Value

Airbnb Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Airbnb do?

Airbnb Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.