With a market cap. of around $103 billion, Airbnb, Inc. (ABNB) is a global travel platform that connects travelers with unique accommodations, experiences, and services offered by local hosts. With over 5.5 million hosts and more than 2.5 billion guest arrivals across almost every country, the company helps people explore destinations and connect with local communities in authentic ways.
The San Francisco, California-based company is expected to announce its fiscal Q3 2026 results after the market closes on Thursday, Nov. 5. Ahead of this event, analysts expect ABNB to report a profit of $2.89 per share, up 30.8% from $2.21 per share in the year-ago quarter. The company has surpassed Wall Street's earnings estimates in one of the last four quarters while missing on three other occasions.
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For fiscal 2026, analysts forecast the vacation home rental company to post an EPS of $5.29, an increase of 31.3% from $4.03 in fiscal 2025.
www.barchart.com Shares of Airbnb have surged 34.6% over the past 52 weeks, outpacing both the S&P 500 Index's ($SPX) 13.1% gain and the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 4.1% decline over the period.
www.barchart.com Airbnb shares climbed 17.4% following its Q2 2026 results on Aug. 6 after revenue beat estimates, rising 16.5% year over year to $3.61 billion and topping analysts’ forecast, and EPS increased to $1.37. Global nights and seats booked rose 10% to 148.3 million, supported by strong worldwide travel demand, a boost from first-time users during the FIFA World Cup, and high-single-digit booking growth in North America - the strongest regional growth in almost three years.
The company also raised its 2026 revenue outlook to at least mid-teens growth, up from its previous low-to-mid-teens forecast, while hotel-night bookings grew nearly three times faster than home bookings, reinforcing optimism about its expansion beyond vacation rentals.
Analysts' consensus view on ABNB stock is cautiously optimistic, with a "Moderate Buy" rating overall. Among 40 analysts covering the stock, 20 recommend "Strong Buy," four suggest "Moderate Buy," 14 indicate “Hold,” one gives "Moderate Sell," and one advises "Strong Sell." This configuration is more bullish than three months ago, with 18 analysts suggesting a "Strong Buy."
The average analyst price target is $185.45, indicating a potential upside of 9.2% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.