Wells Fargo cuts Airbnb target to USD 185 for Airbnb stock

Published on 10/09/2026 at 15:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue was USD 3.61 billion in the second quarter of 2026, up 17.00 percent. Airbnb stock costs EUR 146.38 on October 9, 2026 after EUR 146.14.

Key points in brief

Wells Fargo cut its Airbnb target from USD 186.00 to USD 185.00 on October 7, 2026, while keeping Overweight.
Airbnb reported USD 3.61 billion in second-quarter 2026 revenue, up 17.00 percent year over year.
The stock was trading at EUR 146.38 at Lang & Schwarz on October 9, 2026, plus 0.16 percent versus EUR 146.14.
Third-quarter 2026 results are scheduled for November 5, 2026, after the market close.

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Airbnb Inc. (ISIN US0090661010) was trading at EUR 146.38 at Lang & Schwarz on October 9, 2026 at 3:42 p.m. CEST, plus 0.16 percent versus the prior close of EUR 146.14. On October 7, 2026, Wells Fargo cut its Airbnb price target from USD 186.00 to USD 185.00 while maintaining its Overweight rating, Investing.com reported.

Three dates shape the story

On August 6, 2026, Airbnb reported second-quarter revenue of USD 3.608 billion, up 17.00 percent year over year, with net income of USD 816.0 million and adjusted EBITDA of USD 1.261 billion, according to the Q2 filing summary from Ticker Scout.

On September 15, 2026, Airbnb launched a USD 250.0 million housing initiative designed to unlock USD 5.0 billion in investment, according to MarketScreener. On October 7, 2026, Wells Fargo lowered its target to USD 185.00 from USD 186.00 and trimmed its third-quarter nights-growth forecast to 11.80 percent, Investing.com said.

What does the lower target change?

The cut is modest, but its operating detail is more useful than the one-dollar change. Wells Fargo expects third-quarter 2026 revenue of USD 4,759 million, up 16.30 percent year over year and 0.40 percentage points above its Street estimate, while bookings are projected to rise 15.40 percent.

Airbnb's latest reported quarter provides the baseline for that forecast. Second-quarter 2026 Nights and Seats Booked increased 10.00 percent to 148.3 million, while gross booking value rose 16.00 percent to USD 27.247 billion, according to Ticker Scout. The comparison matters because revenue growth of 17.00 percent outpaced the 10.00 percent increase in Nights and Seats Booked during the quarter.

November results set the next date

Airbnb will release third-quarter 2026 results after the market close on November 5, 2026, and will hold its results webcast at 5:00 p.m. ET that day, according to Stock Titan. Management's second-quarter outlook called for third-quarter revenue of USD 4.69 billion to USD 4.77 billion and full-year 2026 adjusted EBITDA margin of at least 35.50 percent, creating two measurable benchmarks for the November release.

Stock stays near the latest quote

At EUR 146.38, Airbnb stock was up 0.16 percent versus the EUR 146.14 Lang & Schwarz prior close on October 8, 2026. The US listing is on Nasdaq, where the finance quote showed USD 97.6 billion in market capitalization and a USD 110.81 to USD 193.45 52-week range as of October 9, 2026.

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