Airbnb stock: Bernstein reiterates USD 217 target for Airbnb stock

Published on 10/21/2026 at 16:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbnb revenue rose 17.00 percent to USD 3.60 billion in Q2 2026. Airbnb stock costs EUR 156.85 at Lang & Schwarz on October 21, 2026.

Analyst view and operating growth

Bernstein reiterated its USD 217.00 target and Outperform rating in an October 19, 2026 report.
Airbnb revenue rose 17.00 percent to USD 3.60 billion in the second quarter of 2026.
Airbnb stock costs EUR 156.85 at Lang & Schwarz on October 21, 2026 at 4:30 p.m. CEST.
Airbnb will release third-quarter 2026 results on November 5, 2026.

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Airbnb Inc. (ISIN US0090661010) is priced at EUR 156.85 at Lang & Schwarz on October 21, 2026 at 4:30 p.m. CEST. Investing.com reported on October 19, 2026 that Bernstein reiterated an Outperform rating and a USD 217.00 price target for Airbnb.

Bernstein keeps growth in view

The analyst case centers on traffic and product changes rather than a single booking metric. Bernstein said web traffic grew 17.00 percent in the third quarter and identified dynamic pricing and AI search as potential growth levers. The report also named Airbnb its top pick in the sector, while retaining the USD 217.00 target.

Revenue growth sets the frame

Airbnb reported second-quarter 2026 revenue of USD 3.60 billion, up 17.00 percent from the same period a year earlier. In the same quarter, gross booking value rose 16.00 percent to USD 27.20 billion and nights and seats booked increased 10.00 percent. These figures came from the company's earnings call transcript published by Yahoo Finance.

What comes with the next report?

PR Newswire said on October 1, 2026 that Airbnb will release third-quarter 2026 results after the market close on November 5, 2026. The same release scheduled a 5:00 p.m. ET webcast. The second-quarter call also set third-quarter revenue guidance at USD 4.69 billion to USD 4.77 billion, representing year-over-year growth of 15.00 percent to 17.00 percent.

Comparison with peers

Airbnb: minus 0.52 percent in USD on October 21, 2026, price-to-earnings ratio 40.20, market capitalization USD 105.4 billion. Expedia Group: minus 3.15 percent in USD on October 21, 2026, price-to-earnings ratio 18.38, market capitalization USD 33.4 billion. Booking Holdings: minus 3.70 percent in USD on October 21, 2026, price-to-earnings ratio 17.56, market capitalization USD 118.6 billion.

Airbnb stock after the update

The latest company figures put the next test on execution: revenue growth must remain strong while the platform expands hotels, services and AI features. Airbnb was trading at EUR 156.85 at Lang & Schwarz on October 21, 2026 at 4:30 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Airbnb stock.