Airbnb stock gains 1.22 percent after new analyst calls

Published on 10/04/2026 at 09:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbnb stock now carries a USD 191 analyst target after an October 2 upgrade. Q2 revenue reached USD 3.61 billion, up 16.3 percent year over year, while EPS beat consensus by USD 0.11.

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Airbnb, Inc. (ISIN US0090661010) closed at USD 162.43 on Nasdaq on October 2, 2026, up 1.22 percent from USD 160.47. The latest analyst calls point in different directions: KeyBanc upgraded the stock on October 2, while Wall Street Zen moved Airbnb from Buy to Hold on October 4, according to MarketBeat.

Analysts split around USD 191

As Yahoo Finance reported on October 2, KeyBanc raised Airbnb to Overweight from Sector Weight and set a USD 191 price target. The firm cited durable product-led growth and hotel bookings as a second growth engine.

MarketBeat reported a consensus target of USD 182.97 and a Moderate Buy consensus rating on October 4. The consensus target stood 12.6 percent above Airbnb's October 2 closing price, leaving valuation and execution as the central investor debate.

Q2 growth sets the benchmark

Airbnb's Q2 2026 results provide the operating baseline. According to MarketBeat, diluted EPS reached USD 1.37 versus a USD 1.26 consensus estimate, while revenue came to USD 3.61 billion against USD 3.58 billion expected. Revenue increased 16.3 percent from the year-earlier quarter, and EPS rose from USD 1.03.

A separate Q2 review by Yahoo Finance said gross booking value grew 16 percent to USD 27.2 billion and adjusted EBITDA reached USD 1.3 billion, a 35 percent margin. Management also lifted its adjusted EBITDA margin outlook to at least 35.5 percent, increasing the importance of continued growth in hotels, app bookings and new markets.

November 5 is the next checkpoint

Airbnb stock closed at USD 162.43 on Nasdaq on October 2, 2026, with a 52-week range of USD 110.81 to USD 193.45 and market capitalization of USD 96.4 billion. StockTitan reported that Airbnb will release Q3 2026 results after market close on November 5, 2026.