Bernstein kept USD 217 target for Airbnb stock

Published on 10/23/2026 at 10:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein kept a USD 217 target on October 19, 2026 as Airbnb reported 17 percent Q2 revenue growth. Airbnb stock was EUR 156.59 on October 23, 2026.

Airbnb growth and analyst view

Bernstein kept an Outperform rating and a USD 217.00 target on October 19, 2026.
Second-quarter revenue rose 17.00 percent to USD 3.61 billion in 2026.
Airbnb stock traded at EUR 156.59 at 10:31 a.m. CEST at Lang & Schwarz on October 23, 2026.

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Airbnb Inc. (ISIN US0090661010) traded at EUR 156.59 at Lang & Schwarz on October 23, 2026 at 10:31 a.m. CEST. The latest analyst view came from Bernstein, which kept an Outperform rating and a USD 217.00 price target on October 19, 2026, according to Investing.com.

Guidance moves higher

Airbnb had reported second-quarter 2026 revenue of USD 3.61 billion, up 17.00 percent from the prior-year quarter, while gross booking value rose 16.00 percent to USD 27.20 billion, according to Benzinga on October 13, 2026. Net income reached USD 816.00 million, and adjusted EBITDA was USD 1.30 billion with a 35.00 percent margin.

The company raised its full-year 2026 outlook to at least mid-teens revenue growth from low- to mid-teens previously. It also lifted its adjusted EBITDA margin outlook to at least 35.50 percent from 35.00 percent. The comparison gives investors a clearer measure of the operating ambition than the revenue figure alone.

What does the growth mean?

The main test is whether booking growth can support the higher margin target while Airbnb expands hotels, services and AI tools. Nights and Experiences Booked increased 10.00 percent year over year in the second quarter, and hotel nights were growing about three times faster than the homes business, according to Trefis.

Three milestones shape the story

On August 6, 2026, Airbnb reported USD 3.61 billion of second-quarter revenue and USD 1.37 adjusted earnings per share, according to Zacks. On October 13, 2026, management discussed 10.00 percent growth in nights and experiences booked and raised the full-year margin outlook. On October 19, 2026, Bernstein maintained its USD 217.00 target.

Next date is November 5

Airbnb is scheduled to report third-quarter 2026 results on November 5, 2026, after the market closes, according to Simply Wall St. That release should show whether the raised full-year outlook is being supported by booking volume and profitability.

Stock awaits the next report

Airbnb stock traded at EUR 156.59 at Lang & Schwarz on October 23, 2026 at 10:31 a.m. CEST. The next results date gives the market a defined checkpoint for the booking and margin strategy.

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