KeyBanc upgrades Airbnb stock to Overweight with USD 191 target
Published on 10/12/2026 at 12:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- KeyBanc upgraded Airbnb to Overweight and set a USD 191.00 price target on October 2, 2026.
- Airbnb reported USD 3.61 billion in revenue and USD 1.37 GAAP earnings per share for the second quarter of 2026.
- Airbnb stock was at EUR 148.68 at Lang & Schwarz on October 12, 2026 at 12:33 p.m. CEST.
- Airbnb is scheduled to report third-quarter 2026 results on November 5, 2026.
Airbnb stock (ISIN US0090661010) was at EUR 148.68 at Lang & Schwarz on October 12, 2026 at 12:33 p.m. CEST. As CNBC reported on October 2, 2026, KeyBanc upgraded Airbnb from Sector Weight to Overweight and set a USD 191.00 price target.
KeyBanc points to new growth engines
KeyBanc analyst Sergio Segura based the call on three elements, according to CNBC: durable core growth, hotels as a second growth engine and Airbnb's potential to benefit from artificial intelligence. The USD 191.00 target was presented alongside the upgrade, rather than as a revision from an earlier KeyBanc target.
The valuation argument is also numerical. CNBC reported that Airbnb traded at 14.1 times KeyBanc's estimated 2028 enterprise value to adjusted EBITDA, below the company's three-year forward median of 16.7 times.
Second-quarter figures set the benchmark
Seeking Alpha reported that Airbnb's second-quarter 2026 revenue reached USD 3.61 billion and GAAP earnings per share were USD 1.37. The earnings-per-share figure exceeded consensus by USD 0.12, creating a quantified comparison for the next reporting cycle.
The same second-quarter record included a revenue surprise of USD 32.29 million. For the third quarter of 2026, Seeking Alpha listed a consensus revenue estimate of USD 4.75 billion and a GAAP earnings-per-share estimate of USD 2.85.
What date comes next?
Nasdaq lists November 5, 2026 as Airbnb's expected reporting date for the fiscal quarter ending September 2026. The date gives the market a defined checkpoint for testing the USD 4.75 billion revenue estimate and the USD 2.85 earnings-per-share consensus.
Airbnb stock at Lang & Schwarz
Airbnb stock was at EUR 148.68 at Lang & Schwarz on October 12, 2026 at 12:33 p.m. CEST. The current euro quotation gives investors in Germany a direct market reference while the KeyBanc target remains denominated in USD 191.00 and belongs to the Nasdaq listing, not the Lang & Schwarz quote.
The further course of trading is shown by the continuously updated real-time quote of Airbnb stock.
Airbnb stock facts
- Company: Airbnb, Inc.
- ISIN: US0090661010
- Ticker: ABNB
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 12, 2026, 12:33 p.m. CEST): EUR 148.68
- Sector / Industry: Consumer Cyclical / Travel Services
- Next earnings date: November 5, 2026
Market context: Market report S&P 500.
