Airbnb stock gained 4.02 percent on September 25 as growth held

Published on 09/28/2026 at 13:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Airbnb stock delivered USD 3.6 billion in Q2 revenue, up 17 percent year over year on August 6. Adjusted EPS of USD 1.37 beat USD 1.26 consensus.

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Airbnb, Inc. (ISIN US0090661010) stock closed at USD 157.47 on Nasdaq on September 25, 2026, gaining 4.02 percent from the prior session. The move followed a quarter in which revenue growth, booking activity and management guidance all pointed higher.

Q2 revenue rose 17 percent

According to Yahoo Finance on August 7, 2026, Airbnb reported Q2 2026 revenue of USD 3.6 billion, up 17 percent year over year, while gross booking value increased 16 percent to USD 27.2 billion. Net income reached USD 816 million and adjusted EBITDA was USD 1.3 billion, equal to a 35 percent margin.

The earnings comparison was also favorable. Investing.com reports adjusted EPS of USD 1.37 against USD 1.26 consensus and revenue of USD 3.61 billion versus USD 3.58 billion expected for the quarter ended June 2026.

Guidance moved higher

In the August 6, 2026 earnings call, Fortune reported that Airbnb raised full-year revenue growth guidance to at least mid-teens from low-to-mid-teens. The company also lifted its adjusted EBITDA margin outlook to at least 35.5 percent from 35 percent.

The next operating test is Q3 guidance of USD 4.69 billion to USD 4.77 billion in revenue, representing 15 percent to 17 percent year-over-year growth, according to the same August 6, 2026 transcript. That range makes execution on the higher outlook more important than the single-day share move.

Analyst targets span USD 170 to USD 220

Yahoo Finance reported that Morgan Stanley began coverage on September 16, 2026, with an Equal Weight rating and a USD 170 target. Citizens raised its target to USD 200 from USD 190 on September 18, while Rosenblatt initiated coverage with a USD 220 target on September 1, 2026.

The spread reflects the central debate around Airbnb: hotels, AI-driven product improvements and cost efficiencies could extend growth, while valuation leaves less room for slower execution. For investors, the Q3 revenue range is the clearest checkpoint because it links the share-price narrative to a dated operating result.

Airbnb stock stays below its yearly high

Airbnb stock closed at USD 157.47 on Nasdaq on September 25, 2026, with a session range of USD 151.18 to USD 158.64. Its 52-week range was USD 110.81 to USD 193.45, putting the close USD 36.00 below the yearly high.