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Street View: Airbnb's long-term growth story draws Wall Street support

ReutersNov 7, 2025 12:13 PM

Vacation rental company Airbnb ABNB.O forecast upbeat quarterly revenue after posting higher third-quarter results on Thursday, aided by strong bookings in markets such as Latin America and Asia Pacific

Shares up 3.5% at $124.64 in premarket trading

FROM HOMES TO HORIZONS

Jefferies ("Buy"; PT $160) says faster bookings growth and upbeat hotel commentary should renew optimism in Airbnb's long-term story; AI-powered sponsored listings could be next monetization lever

BTIG ("Neutral") says Q3 beat driven by strengthening U.S. market and average daily rate upside; lifts FY26 EBITDA modestly but flags lack of traction in newer initiatives and margin headwinds from services spend

TD Cowen ("Buy"; PT: $150) says ABNB closed alt-accommodation growth gap with Booking Holdings BKNG.O; sees stable 2026 margins as product launch playbook matures and raises FY26 EPS forecast by 3%

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