American Express zpřístupní v rámci Amex Travel více než milion nabídek na Airbnb; držitelé spotřebitelských a podnikatelských karet Platinum získají za předplacené rezervace pětinásobek bodů.
American Express is bringing Airbnb into its travel rewards platform.
The companies on Thursday announced a new partnership to bring more than 1 million Airbnb listings to Amex's travel portal and allow cardholders to earn rewards when booking the stays. It does not currently allow members to redeem points to pay for Airbnb bookings.
The launch adds Airbnb rentals to Amex's hotel portfolio, which includes more than 3,400 properties across its Fine Hotels + Resorts and The Hotel Collection programs.
Amex members with either the consumer or business Platinum card can also now apply their $600 annual lodging credit — previously called the hotel credit — to Airbnb's higher-end Luxe stays and take advantage of a new $250 statement credit on eligible Airbnb Experiences after making a Luxe booking.
"We're excited to bring more choice and flexibility to American Express Card Members with this exclusive partnership. Both of our companies exist to help people travel more and better, and this partnership helps people see more of the world by making travel more rewarding," said Juan David Borrero, head of partnerships at Airbnb, in a news release.
Membership points vary by card:
Consumer and Business Platinum Card members earn five times the membership rewards on prepaid Airbnb bookings through Amex Travel. Consumer Classic Green Card members earn three times the points on travel bookings made directly through third-party sites, including Airbnb. Other eligible rewards members earn two times the points on prepaid Airbnb bookings through Amex Travel.The changes come as competition among premium credit cards continues to ramp up.
Last year, American Express raised the annual fee on its premium Platinum card to $895. In turn, it's been investing in cardholder perks such as new lounges in airports and at big-ticket events and experiences as a way to attract more high-paying customers.
Earlier this month, it announced an expansion of its Centurion Lounges, with renovations coming to four existing lounges and new ones planned for Newark Liberty International Airport and London Heathrow Airport. The Newark lounge will be the largest in its network.
The partnership also comes as Americans continue to opt for travel and luxury experiences, even as prices for airfare, gas and hotels rise. Despite higher costs, more than half of Americans reported making no changes to their travel plans this summer, a recent study by travel insurance company Squaremouth found.
Airbnb u rezervací vytvořených od 20. listopadu zakáže hostitelům vyžadovat po hostech svlékání postelí, mytí nádobí, praní prádla či vynášení odpadků.
Airbnb is taking steps to limit the chores that hosts can require of guests prior to checkout, addressing a long-standing grievance among customers who often pay cleaning fees and are told they must do a list of tasks themselves.
In a new policy update, Airbnb prohibits hosts from mandating that guests strip beds, wash and put away dishes, start laundry, or remove trash from the property. This new guideline will apply to reservations made on or after November 20.
This change comes in response to years of backlash regarding overly burdensome checkout instructions and hefty fines for not disposing of trash. Many guests have voiced their frustrations on social media, questioning why they should be responsible for cleaning tasks after already paying a cleaning fee.
However, some hosts aren’t pleased with the update. Within Airbnb’s community forums, some argue that basic cleaning responsibilities are essential for maintaining sanitary conditions and protecting their properties. They point out that hosts must manage the costs and practical demands of preparing their properties for the next guests.
One host expressed concern that the new policy leans towards a hotel-like model, which detracts from the unique appeal of Airbnb.
“Guests are given complete freedom to be lazy while the hosts bear the risk,” the host wrote. “The major distinction between commercial hotels and my private home is the personal touch. Guests can certainly be expected to wash their dishes or put them in the dishwasher and remove their dirty linens. In exchange, they enjoy a personal connection and a unique environment that a hotel simply can’t provide. Plus, every potential guest has the opportunity to read the listing beforehand and decide what they prefer. If these restrictions are removed, it could lead me to withdraw my listing and bid farewell to Airbnb after twelve years.”
Airbnb has outlined some exceptions to the new policy, though. Hosts may still ask guests to conserve water during droughts or use bear-proof trash containers in areas where wildlife poses a risk.
The policy change highlights the challenge Airbnb faces in balancing the expectations of guests versus hosts, and is another step taken in addressing guests’ concerns. The company faced scrutiny in 2024 over price transparency from hosts tacking on cleaning fees after guests booked their listings. In 2023, the company said more than 260,000 hosts had reduced or eliminated their cleaning fees. In May 2025, Airbnb began displaying total prices — including fees but excluding taxes — by default in search results worldwide.
It will be interesting to see how many hosts decide the new restrictions make Airbnb less attractive as a platform. But the move could also draw in more travelers who want the convenience of a rental without feeling as though they are both paying for housecleaning while still expected to clean the home themselves.
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Airbnb (ABNB +1.01%) has mostly been a disappointment for investors after initially surging out of the gate in its 2020 IPO, but in 2026, the stock is finally gaining momentum.
The #1 home-sharing platform has delivered better-than-expected growth, solid margins, and it's leveraging AI to improve user satisfaction. Meanwhile, it is expanding its platform with expanded experiences and guest services offerings.
Over the last two weeks, the stock is up 9.4%, even as the S&P 500 has fallen 1.6%, as the chart below shows.
ABNB data by YCharts
Airbnb's gains have come as the tech sector has tumbled on concerns about an AI bubble and rising interest rates. However, the company has demonstrated its resilience and is well-positioned to thrive in such an environment. Here are three reasons why Airbnb is poised to be a winner in today's stock market.
Image source: Getty Images.
1. It wins on high interest ratesStock investors generally dislike rising interest rates. After all, higher interest rates tend to make the bond market more attractive, leading investors to rotate out of stocks and into bonds. Additionally, higher interest rates put pressure on high-priced stocks like much of the tech sector, as it makes future earnings less valuable due to a higher discount rate in the discounted cash flow.
Normally, a company like Airbnb would be susceptible to that pressure, but the home-sharing leader actually earns significant profit from interest income thanks to the funds it holds in between customer bookings and disbursement. Through the first half of the year, it's earned $363 million in interest income, more than a third of its before-tax profit, and that number is likely to go up as interest rates go up. As of the end of the second quarter, the company held $12.2 billion in "funds receivable and amounts held on behalf of customers," on which it earns interest. That's a substantial advantage of its business model and gives it resilience when many of its tech stock peers are falling in the face of higher interest rates.
2. It won't be disrupted by agentic AIThe launch of Meta Platforms' Muse also exposed a hidden advantage of Airbnb. Unlike its online travel agency (OTA) rivals Expedia and Booking, Airbnb's inventory is mostly specific to its platform. Expedia and Booking, on the other hand, are essentially middlemen, connecting users to hotels and acting as a clearinghouse for hotels that want to get their listings in front of prospective customers.
Tools like Muse make it easy for users to book directly with a given hotel or with the platform that offers the lowest price. It eliminates the friction that might ordinarily lead users to book directly on Expedia and Booking. Airbnb doesn't have this problem, as homestays don't typically offer the option of booking directly. That's one of the benefits Airbnb provides to its hosts, and it should give it an advantage if users continue to adopt AI agents.
ABNB Airbnb$175.46+$1.76 (+1.01%)
NASDAQ · As of 4:00 PM ET 10/19/26
3. The travel sector continues to outperformWhile other discretionary sectors struggle, Airbnb and its travel stock peers have continued to deliver solid growth. Despite concerns about inflation, stock and home values remain at all-time highs, enabling wealthier people to spend on vacations and travel.
A number of other factors support that trend, including record wealth among the baby boomer generation and a preference for spending money on experiences over things among younger adults. Additionally, social media has helped stoke wanderlust, and the pandemic may have convinced people to travel while they have the opportunity.
Those tailwinds might not be permanent for Airbnb, but the current strength of the travel sector shows its advantages over other consumer-facing industries.
Taken together, those three factors make the stock a good bet to continue outperforming.
Airbnb očekává za čtvrtletí zisk 2,89 USD na akcii, což představuje meziroční nárůst o 30,8 %, a tržby ve výši 4,75 miliardy USD, meziročně vyšší o 15,9 %.
Airbnb, Inc. (ABNB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned -5.3%, compared to the Zacks S&P 500 composite's +1.4% change. During this period, the Zacks Leisure and Recreation Services industry, which Airbnb falls in, has lost 3.6%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Airbnb is expected to post earnings of $2.89 per share for the current quarter, representing a year-over-year change of +30.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.8%.
For the current fiscal year, the consensus earnings estimate of $5.28 points to a change of +31% from the prior year. Over the last 30 days, this estimate has changed +1.1%.
For the next fiscal year, the consensus earnings estimate of $6.12 indicates a change of +15.8% from what Airbnb is expected to report a year ago. Over the past month, the estimate has changed +1.6%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Airbnb is rated Zacks Rank #2 (Buy).
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Airbnb, the consensus sales estimate for the current quarter of $4.75 billion indicates a year-over-year change of +15.9%. For the current and next fiscal years, $14.15 billion and $15.87 billion estimates indicate +15.6% and +12.1% changes, respectively.
Last Reported Results and Surprise HistoryAirbnb reported revenues of $3.61 billion in the last reported quarter, representing a year-over-year change of +16.5%. EPS of $1.37 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $3.58 billion, the reported revenues represent a surprise of +0.81%. The EPS surprise was +14.17%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Airbnb is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Airbnb. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Airbnb přidává do aplikace služby, jako je rozvoz jídla, praní prádla, půjčování vybavení pro děti, půjčování lyží a lodí na omezených trzích a rozšířený rozvoz potravin, a také AI vyhledávání podle textu i hlasu a nové sociální funkce pro objevování cest a zážitků.
Airbnb is evolving in two directions: On the ground, it wants to compete with hotels by providing myriad services; online, it is using AI and people in its Airbnb network to aid travel discovery.
As part of its fall product update, the company is adding services to the app it had launched last year, such as meal delivery, laundry, baby-gear rental, ski and boat rental in limited locations, and expanded grocery delivery.
The second big feature is AI search. The company has taken a cautious approach to rolling out AI features, with CEO Brian Chesky opting to stay away from a chatbot-like interface. Earlier this year, he teased the new search feature for property discovery.
Now, users can switch on a toggle to search for properties via text or voice prompts. Once you start the search, the interface will show you dynamic filters based on your preferences. For instance, if you type “baby” in the AI search filter, Airbnb will automatically show you further filters like cribs, playgrounds, or children’s books and toys.
Image Credits:Airbnb The platform is also using AI to bring out relevant features of a property, and will let you compare properties in your wish list by way of AI-powered summaries and reviews.
“We are finally making our first foray into AI search. And what you see is just the very beginning of something. And over the coming months, we’re going to really be iterating this very quickly. It’s not hard to create AI search; it’s hard to create AI search in e-commerce when you have $100 billion going through your platform,” Airbnb CEO Brian Chesky told TechCrunch.
“Anyone can vibe-code a search function, but to do something that doesn’t kill conversion rate, that’s the hard part.”
Image Credits:Airbnb The company is also doubling down on social features that nudge people to take more trips and book additional experiences such as food tastings and craft workshops. Last year, the app started allowing users to connect with fellow travelers and friends on its platform.
Image Credits:Airbnb Now, travelers can look at a map based on their connections’ past or upcoming trips. When you tap on a trip, you can see where your connection stayed, and which experiences they sought out. For those conscious about their privacy, there’s an option to not share their trips with others as well.
Airbnb is also building pages about neighborhoods based on guest reviews and other sources to help travelers discover places to eat and things to do.
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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.
You can contact or verify outreach from Ivan by emailing [email protected] or via encrypted message at ivan.42 on Signal.
Meta spustila AI agenta Muse pro přímé rezervace cest a online cestovní sektor se kvůli tomu prudce prodal. Airbnb klesla o 7,56 % bez firemních zpráv.
Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.
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Airbnb (NASDAQ:ABNB | ABNB Price Prediction) fell 7.56% to $149.58 without company news. Wall Street’s consensus target sits at $184.35. The gap opened on news of a product launch at another company.
Meta Platforms (NASDAQ:META) debuted Muse, an AI agent that can search, compare, and complete bookings directly with airlines and hotels. The entire online travel sector sold off. Booking Holdings (NASDAQ:BKNG) shed 5.07%, and Expedia Group (NASDAQ:EXPE) dropped 7.72%, while Meta rose. None of the three travel companies issued statements.
Airbnb has accelerated for over a year, raised full-year guidance in August to at least mid-teens revenue growth, and generated $4.8 billion in trailing free cash flow. The multiple contracted anyway because the business model itself sold off.
A Sector Repricing With No Company News A group move without company news signals a repricing of the model, which is more durable than a headline shock and more likely to overshoot in the moment. When peers move together on no company-specific catalyst, the market is re-rating the category rather than any single name.
A Goldman Sachs trading desk note flagged businesses built on “recurring bills, add-on charges and customer passivity.” Online travel platforms fit that description because they earn a fee for matching supply and demand. An agent can reach the supplier directly and strip out the fee.
Airbnb has fallen 10.7% over the past week and 21.36% over the past month. The S&P 500 has moved less, signaling a targeted repricing of intermediaries.
What Meta’s Muse Actually Does Muse is days old. Early adoption figures have been reported, but no booking has been demonstrated to have moved off any of these platforms.
A booking platform earns money by matching travelers to suppliers. An agent that talks straight to the supplier and completes payment removes the middle step.
Expedia has reportedly agreed to let Muse access its platform. If suppliers, resellers and agents converge into distribution rather than replacement, the fee compresses but does not vanish.
Why Airbnb Sits Furthest From the Fallout Airbnb owns supply that cannot be booked elsewhere. An agent can route around a reseller of interchangeable hotel rooms far more easily than around a marketplace holding exclusive inventory, verified identities, and proprietary reviews.
Guests message hosts through Airbnb before and during stays, creating a direct relationship that outside agents can’t replicate without becoming a thin layer over Airbnb’s systems.
Brian Chesky told investors that “a bet on Airbnb is a bet on AI,” and the company has reorganized around that view, including hiring a former head of generative AI from Meta as technology chief.
The weakness in this argument is that exclusivity erodes if hosts list widely elsewhere, though there is no evidence they are.
Fundamentals the Selloff Ignored Second-quarter revenue rose 17% to $3.6 billion, gross booking value rose 16% to $27.2 billion, and first-time bookers grew 11%, the fastest pace in four years.
The consensus target of $184.35 is backed by 4 Strong Buy, 21 Buy, 18 Hold, 2 Sell and 1 Strong Sell ratings. The stock is up 10.21% year-to-date and 21.12% over one year, well ahead of the broader market.
Brian Chesky said “AI is the best thing to ever happen to Airbnb,” and the raised outlook reflects planned increases in AI spending.
Bull and Bear Case for ABNB Stock The bull case rests on exclusive supply, direct guest relationships, and accelerating first-time-booker growth surviving agent-led discovery. Execution has improved into the fear, and analyst revisions have skewed upward with 30 upward EPS revisions against 4 downward for the current fiscal year.
The bear case rests on agents becoming the default front door to travel. Every marketplace loses pricing power on fees, and Airbnb’s multiple was built partly on owning the customer relationship.
The market is applying one multiple to a fee-based reseller and a supply-owning marketplace. If those deserve different multiples, this pricing is an opportunity in one and a warning in the other.
The deciding variable is whether Airbnb’s direct guest relationship holds as agents insert themselves into discovery. The next bookings report is the first real evidence either way.
I lean constructive on Airbnb specifically because the supply is not replaceable, although I would size the position around the assumption that the group multiple stays lower for several quarters while the agent story sorts itself out.
Contact [email protected] for any questions or corrections.
Generální ředitel Airbnb Brian Chesky řekl, že AI je pro firmu nejlepší věc vůbec, a podpořil to čísly: o 80 % více softwaru a téměř 45 % zákaznických tiketů je nyní řešeno AI.
Brian Chesky made a bold claim at Goldman Sachs this week, comparing AI to electricity and calling it the best thing to ever happen to Airbnb. The real question is whether his numbers actually back that up or whether the…
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Airbnb (NASDAQ:ABNB | ABNB Price Prediction) CEO Brian Chesky told CNBC’s David Faber at Goldman Sachs’ technology conference this week that AI is the best thing to happen to his company. Most executives who make that claim offer vibes, but Chesky backed it up with numbers.
He said Airbnb is shipping 80% more software than a year ago, and that almost half of customer service tickets are now handled by AI. He also argued that the long-run economic value of AI will accrue to the companies applying it, comparing the technology to electricity.
Airbnb’s Q2 2026 receipts are strong, though shipping velocity and deflected tickets are input metrics. The real question for you as an investor is whether the AI story shows up where it matters: bookings, take rate, and margin.
Receipts Behind the AI Boast Chesky’s operating claims track what Airbnb reported for the quarter. Revenue rose 16.54% to $3.608 billion, net income climbed 27.1% to $816 million, and free cash flow jumped 31.62%.
The AI-specific evidence is clearer than most companies produce. Airbnb’s 8-K exhibit shows customer support cost per booking fell about 16% year over year, and the AI assistant now resolves nearly 45% of issues without a human agent.
Chesky told analysts on the call, “It’s not about how many tokens you use, it’s about the throughput of your product and the quality of your product designs and how much you’re shipping.” That framing matters because inference costs are small relative to conversion gains at Airbnb’s scale.
The margin math supports him. Adjusted EBITDA margin landed at 35%, and management raised the full-year 2026 target to at least 35.5%. Airbnb is absorbing higher AI spend and still expanding margins.
Selling Tickets and Other Adjacencies Chesky’s adjacency argument is that AI lowers the cost of standing up new lines of business, using ticket sales as proof. His verbatim line: “We’re selling tickets on Airbnb now. We had no business selling tickets, but now we can spin up new businesses.”
The receipts here are thinner. Experience supply grew nearly 80% year over year, and Airbnb added grocery delivery, car rentals, airport pickups, and resort passes to its services roster.
Hotel nights are growing approximately three times faster than home nights, and about 35% of first-time hotel guests return to book a home. That is a genuine cross-sell producing repeat demand.
Adjacent expansion is also where platform companies most often overreach. Services remain a small share of the business, and Airbnb is asking you to trust that AI-driven speed will let it win categories where Booking Holdings (NASDAQ:BKNG), Expedia Group (NASDAQ:EXPE), and Viator already compete.
Electricity Analogy, Tested Against Peers Chesky’s electricity comparison, that appliers eventually capture more value than builders, is a defensible reading of general-purpose technology history. If AI capability becomes cheap and widely available, competitors get the same tools and the advantage compresses.
The peer set is talking the same language. Booking’s Q2 2026 revenue grew 8.2% with adjusted EPS of $2.54, and its Transformation Program now targets $650 million in run-rate savings. Expedia grew revenue 14% with adjusted EPS of $5.76.
Airbnb outpaced both on the top line, and TripAdvisor (NASDAQ:TRIP) went the other way, with Q1 2026 revenue down 3.9% and the stock down 50.31% over the past year. Chesky’s growth-gap claim holds against the group.
Whether the gap is durable is another matter. Uber Technologies (NYSE:UBER) CEO Dara Khosrowshahi is running a similar playbook, citing near 100% adoption of AI coding tools among engineers. The tools are becoming a baseline requirement across the industry.
Where ABNB Stock Sits Airbnb trades around $167.65, up 23.53% year to date. The trailing P/E sits near 40x, forward P/E near 30x, and the analyst target is $180.57.
That valuation demands the AI story keep translating into bookings, conversion, and margin. Q2 delivered on all three, plus $1.1 billion in repurchases against $3.4 billion remaining authorization.
Bookings are cheaper at a forward P/E of about 15x, though growth is slower and the stock is down 18.22% year to date. TripAdvisor is restructuring toward experiences after agreeing to sell TheFork for $700 million.
The AI narrative is visible in Airbnb’s numbers today, and the services roadmap adds real optionality. ABNB’s premium multiple hinges on the AI story continuing to translate into bookings, conversion, and margin gains, and the growth gap Chesky is touting will likely compress if peers close the AI execution gap over the next several quarters.
Contact [email protected] for any questions or corrections.
Airbnb rozšiřuje byznys mimo krátkodobé pronájmy do hotelů, služeb a zážitků. Chesky zároveň uvedl, že sponzorované nabídky mohou přinést až 1 miliardu USD dodatečných vysoce maržových výnosů.
Why Flywire and Airbnb Could Be Quiet Winners of a CeasefireAirbnb NASDAQ: ABNB CEO Brian Chesky said the company is expanding beyond its core short-term home rental business, outlining ambitions in hotels, services, experiences, longer-term housing and eventually products focused on human connection.
Speaking at an investor conference, Chesky said Airbnb spent recent years rebuilding its technology and operating foundation to support broader platform expansion. He compared the effort to reconstructing a one-story house before adding multiple floors, saying the company had to accept some growth pressure while establishing the new foundation.
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Trip.com’s Selloff Raises a Bigger Question About Its Travel Recovery Story“Our vision was to become AI native,” Chesky said. “Our idea was we’re going to go from homes to everything for travel, and eventually to living and beyond.”
Chesky said Airbnb’s core business is approaching $100 billion in gross booking value, while the hotel market represents a substantially larger opportunity. Although Airbnb’s early messaging urged travelers to “Forget hotels,” Chesky said customer demand and the opportunity among independent properties changed his view.
Hotels, services and international expansion Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and BookingThe company has been adding hotels to its platform, initially concentrating on independent and boutique operators. Chesky said about half of the world’s hotels are independent, and that many such properties are seeking alternatives to larger hotel chains and major online travel agencies.
He said Airbnb’s lower commission structure, younger customer base and focus on unique inventory have helped attract independent hotels. According to Chesky, one in three travelers who book a hotel through Airbnb later return to book a home.
Airbnb is also pursuing service and experience offerings, as well as categories including car rentals and resort passes. Chesky said car rentals have become a fast-growing category for the company. He added that each new business can be launched more quickly as Airbnb reuses technology and supply-acquisition tools developed for prior categories.
On international growth, Chesky said the company’s strategy centers on localizing its product, building the right supply in markets where demand exists, and marketing the offering. He cited differences in consumer behavior across countries, including a preference for browsing over search in Japan and the importance of local payment options in India.
Brazil is Airbnb’s third-largest market, Chesky said, while India is growing 60% year over year. He said 70% of the company’s business is concentrated in five countries, leaving significant room for expansion in markets such as Japan, Korea and other parts of Asia.
AI use across operations Chesky said artificial intelligence is already changing Airbnb’s operations, even as he argued that consumer-facing AI applications remain in their early stages. Nearly half of Airbnb’s customer-service tickets are now handled by AI, he said, allowing the company to shift human agents toward more complex and premium support needs.
He said AI can assist support agents by analyzing prior cases and recommending solutions, an important capability given the complexity of disputes between guests and hosts. Airbnb also uses AI in search, where travelers may be weighing thousands of potential listings and multiple preferences across a group trip.
Internally, Chesky said the company is shipping 80% more features than it did a year ago after adopting AI tools more broadly. He characterized AI adoption as a cultural issue as much as a technical one, arguing that companies with the ability to adapt quickly will benefit most.
While Airbnb is testing AI-driven product experiences, Chesky said he does not view a text-based chatbot as the ideal interface for travel planning. He said Airbnb’s future approach will need to be visual and collaborative, reflecting that the average Airbnb reservation includes three guests and often involves shared decision-making.
Events and monetization Chesky said large events remain an important supply-acquisition channel for Airbnb. The company was founded around a design conference in San Francisco, when its founders rented air beds after local hotels sold out. He said people frequently list their homes for a single event, with about half continuing to host afterward.
He cited the Paris Olympics as an example, saying 600,000 people stayed in Airbnb properties during the event and that the company added tens of thousands of new supply types. Such events can help cities accommodate surges in visitors when hotels are fully booked, he said.
For revenue and margins, Chesky identified category expansion and international growth as major top-line opportunities. He said seller services could provide a margin opportunity, including sponsored listings and other products for hosts. Sponsored listings alone could represent $1 billion in incremental high-margin revenue, based on comparisons with other platforms, he said. Airbnb’s travel insurance offering is also a high-margin product, according to Chesky.
Looking ahead, Chesky described three priorities: expanding categories, building deeper customer profiles and community engagement, and becoming an AI-native company. He said Airbnb’s core business still has considerable room to grow, while longer-term rentals and other living-related services could become future areas of focus.
About Airbnb (NASDAQ:ABNB)Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.
The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.
Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.
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Should You Invest $1,000 in Airbnb Right Now?Before you consider Airbnb, you'll want to hear this.
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Airbnb vykázal ve 2. fiskálním čtvrtletí tržby ve výši 3,6 miliardy USD a čistý zisk 816 milionů USD. Na 3. čtvrtletí očekává tržby až 4,77 miliardy USD, což by znamenalo růst o 17 %.
Shares of Airbnb, Inc. (ABNB) see eight institutional inflows in the past 30 days.
In this article:ABNB
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ABNB operates an online marketplace for travelers to book spaces to stay, covering a wide range of options like apartments, houses, hotels, and more. The company’s second-quarter fiscal 2026 report showed $3.6 billion in revenue (a 17% year-over-year rise), gross booking value of $27.2 billion (a 16% jump), net income of $816 million (a 23% margin), and third-quarter guidance of up to $4.77 billion in revenue (representing 17% growth).
It’s no wonder ABNB shares are up 36% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Airbnb Brings Big Money to the Table
Institutional volumes reveal plenty. Over the last year, ABNB has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in ABNB shares. They reflect our proprietary inflow signal, pushing the stock higher:
Institutions have been priming the pump all year on ABNB shares, though inflows took off in August. Source: www.moneyflows.com
Plenty of discretionary names are under accumulation right now. But there’s a powerful fundamental story happening with Airbnb.
Airbnb Fundamental Analysis
Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, ABNB has had strong sales and earnings growth:
Also, EPS is estimated to ramp higher this year by +17.4%.
Now it makes sense why the stock has been powering to new heights. ABNB has a track record of strong financial performance.
Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.
Airbnb has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s made the rare Outlier 20 report seven times since 2021. The blue bars below show when ABNB was a top pick in the last four years…institutions keep buying:
ABNB has had five institutional inflow signals in the past 30 days, including an outlier inflow – the first since 2024. Source: www.moneyflows.com
Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Airbnb Price Prediction
The ABNB rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds no position in ABNB at the time of publication.
If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level, learn more about the MoneyFlows process here.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
Airbnb dál roste díky silné výsledkové zprávě za 2. čtvrtletí a plánům kolem AI. Tržby meziročně vzrostly o 17 % na 3,6 miliardy USD a volný cash flow stoupl o 30 % na 1,25 miliardy USD.
Shares of Airbnb (ABNB +2.80%) furthered their ascent on Thursday, as investors continue to price in the vacation rental company's strong second-quarter report and artificial intelligence (AI)-powered expansion initiatives.
Image source: Getty Images.
AI-driven gains Airbnb's revenue jumped 17% year over year to $3.6 billion in the second quarter, boosted by higher travel demand for the FIFA World Cup.
Nights and seats booked on its platform increased 10% to 148.3 million, fueling a 16% rise in gross booking value to $27.2 billion.
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CEO Brian Chesky said AI was also helping to drive Airbnb's sales and profits higher. AI is making it easier for hosts to list properties and for guests to find them. It's also enabling Airbnb to roll out new features faster.
"We've rebuilt Airbnb from the ground up to be an AI-native company, and it's showing up in our results," Chesky said in a letter to shareholders.
All told, Airbnb's free cash flow surged 30% to $1.25 billion.
Acquisitions could accelerate Airbnb's growth That robust cash flow provides Airbnb with considerable optionality.
The travel platform is expanding beyond short-term house rentals to include hotel stays, car rentals, grocery deliveries, and other services. All of which offer Airbnb potential acquisition prospects.
"Entrepreneurs would love to be part of Airbnb and to hold stock," Chesky said during a conference call with analysts. "So, I think there's a huge number of opportunities for us."
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Airbnb. The Motley Fool has a disclosure policy.
Airbnb ve čtvrtletí zvýšila tržby na 3,61 miliardy USD, meziročně o 16,5 %. Největší podíl měl region Evropa, Blízký východ a Afrika s 1,43 miliardy USD.
Did you analyze how Airbnb, Inc. (ABNB - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
Upon examining ABNB's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.
The company's total revenue for the quarter amounted to $3.61 billion, marking an increase of 16.5% from the year-ago quarter. We will next turn our attention to dissecting ABNB's international revenue to get a clearer picture of how significant its operations are outside its main base.
A Look into ABNB's International Revenue StreamsLatin America generated $291 million in revenues for the company in the last quarter, constituting 8.1% of the total. This represented a surprise of -34.9% compared to the $447 million projected by Wall Street analysts. Comparatively, in the previous quarter, Latin America accounted for $451 million (16.8%), and in the year-ago quarter, it contributed $231 million (7.5%) to the total revenue.
Asia Pacific accounted for 8.3% of the company's total revenue during the quarter, translating to $298 million. Revenues from this region represented a surprise of -0.67%, with Wall Street analysts collectively expecting $300 million. When compared to the preceding quarter and the same quarter in the previous year, Asia Pacific contributed $342 million (12.8%) and $255 million (8.2%) to the total revenue, respectively.
During the quarter, Europe, the Middle East, and Africa contributed $1.43 billion in revenue, making up 39.5% of the total revenue. When compared to the consensus estimate of $1.41 billion, this meant a surprise of +1.35%. Looking back, Europe, the Middle East, and Africa contributed $747 million, or 27.9%, in the previous quarter, and $1.23 billion, or 39.8%, in the same quarter of the previous year.
International Market Revenue ProjectionsThe current fiscal quarter's total revenue for Airbnb, as projected by Wall Street analysts, is expected to reach $4.54 billion, reflecting an increase of 10.9% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Latin America is anticipated to contribute 7.6% or $343 million, Asia Pacific 7% or $320 million and Europe, the Middle East, and Africa 50.4% or $2.29 billion.
Analysts expect the company to report a total annual revenue of $14.06 billion for the full year, marking an increase of 14.8% compared to last year. The expected revenue contributions from Latin America, Asia Pacific and Europe, the Middle East, and Africa are projected to be 13.1% ($1.84 billion), 9.7% ($1.36 billion) and 38.8% ($5.45 billion) of the total revenue, in that order.
Wrapping UpAirbnb's leaning on foreign markets for its revenue stream presents a mix of chances and challenges. Therefore, a vigilant watch on its international revenue movements can greatly aid in projecting the company's future direction.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.
Currently, Airbnb holds a Zacks Rank #3 (Hold), signifying its potential to match the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Airbnb, Inc.'s Recent Stock Market PerformanceThe stock has increased by 19.8% over the past month compared to the 3.4% increase of the Zacks S&P 500 composite. Meanwhile, the Zacks Consumer Discretionary sector, which includes Airbnb,has increased 1.1% during this time frame. Over the past three months, the company's shares have experienced a gain of 34% relative to the S&P 500's 6% increase. Throughout this period, the sector overall has witnessed a 0.5% decrease.
Akcie Airbnb v pátek vyskočily o 15 % po silném čtvrtletí a zvýšení celoročního výhledu. CEO Brian Chesky říká, že AI zrychluje vývoj, zvyšuje produktivitu a pomáhá růstu tržeb.
Airbnb shares surged 15% Friday after the company delivered one of its strongest growth quarters in years and raised its full-year outlook — a turnaround CEO Brian Chesky is directly crediting to artificial intelligence.
In an exclusive interview with CNBC after the earnings report, Chesky said Airbnb will spend "a lot more" on AI tokens this year than it originally forecast because the cost of inference "pales in comparison" to the revenue and productivity the company is getting back.
Airbnb is cutting product-development time by roughly 60%, shipping about 80% more features year over year and keeping headcount roughly flat even as AI spending rises sharply, Chesky said.
"I think now it's safe to say AI is the best thing to have happened to Airbnb," he said. "I think we're becoming an AI-native company, and I think that is probably the number one explanation for our results."
That conviction marks a sharp turn for Chesky. A year ago, Chesky said the question inside the company was essentially, "Is AI good for Airbnb or is AI bad for Airbnb?"
The shift is notable for a CEO who has long approached technology more like a designer than a traditional engineer.
Chesky went to the Rhode Island School of Design and studied industrial design before co-founding Airbnb. Years later, he would become close with former Apple design chief Jony Ive and OpenAI CEO Sam Altman — and eventually introduce the two men, helping spark the relationship that led to their work together on AI hardware.
Now, Chesky is trying to bring that same design-first sensibility to Airbnb's own AI overhaul.
Read more CNBC tech news'AI Kill Switch' bill needs to be passed this year amid ongoing rogue agent hacks, Rep. Lieu saysSpaceX stock could face further pressure as first batch of shares unlock since IPOGoogle is expanding its AI empire — and losing the people who built itHadrian valued at nearly $8 billion after fresh funding as money pours into defense techThe company hired Ahmad Al-Dahle, Meta's former head of generative AI and a leader of its Llama work, as chief technology officer in January. Chesky said Airbnb had been "maybe middle of the pack in AI" before Al-Dahle arrived with a mandate to help make the company "AI-native."
There are already measurable signs of that shift. Chesky said AI is helping Airbnb attract more bookings, make it easier for hosts to list and price homes, and lower customer-service costs.
The company is piloting AI-powered search, using AI to generate personalized listing highlights and answers for guests, and helping hosts create and price listings. In customer service, 45% of guests who interact with Airbnb's AI agent never need to speak with a human agent.
"It's really across the board: More demand, more supply, cheaper customer service," Chesky said.
Internally, Airbnb is also closely tracking how employees use AI. Chesky said the company looks at individual token usage as one measure of adoption, but considers that a relatively crude metric and focuses more heavily on the output of teams.
"What we're seeing is that across the board, teams are significantly more productive," Chesky said. He said those gains began with engineers and have since spread to product management, design, marketing, and creative services. "I have so underestimated the impact of AI."
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That productivity is showing up in Airbnb's hiring plans as well. Headcount is roughly flat year to date, even as spending on AI rises sharply, and Chesky said investors should expect revenue to grow "a lot faster" than staffing for the foreseeable future.
"Our philosophy has been not necessarily to use AI to have fewer people, but to use AI to get more out of the people," Chesky said. He added that revenue per employee should continue to rise.
The economics are central to Chesky's increasingly bullish view of AI. While many consumer companies are still trying to figure out how to generate enough revenue to justify inference costs, he argues Airbnb has an unusually favorable model.
"One of the problems is a lot of people feel like they don't know how to make money on consumer with AI," Chesky said.
At Airbnb, he said, inference costs pale in comparison with "the amount of money we make on every booking" and the additional revenue generated by faster product development.
"We are going to spend a lot more on AI tokens this year than we forecasted," he said. "But that's great because the ROI is there, and therefore our revenue is much higher."
Airbnb is still trying to be selective about where it spends those tokens and the company is using more than a dozen AI models internally, Chesky said. Those include models like Anthropic's Claude Code and OpenAI's Codex. But it limits access to some slower and more expensive models when their additional capability is not necessary for the task.
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Chesky is particularly bullish on open-source models for consumer-facing products and said frontier models remain important for the hardest problems, but most consumer tasks do not require the most expensive systems.
"Consumers mostly do not need frontier models for most things," Chesky said. "It's a matter of throttling the right job for the right tool."
He declined to name the open-source models Airbnb is deploying in consumer products, saying the makeup of the company's technology stack is becoming competitively sensitive.
The bigger question is whether AI ultimately becomes more than a tool inside Airbnb — and instead changes how travelers reach the platform in the first place. As AI agents become better at assembling itineraries and acting on behalf of users, companies like OpenAI and Alphabet could theoretically become the interface through which travelers discover and book accommodations.
But Chesky is skeptical that chatbots will replace Airbnb as the transaction layer.
Travel is visual, difficult to compare through text alone and often planned collaboratively, he said, all areas where the traditional chatbot interface remains weak.
"I do not believe the chat interface is the right interface for travel," Chesky said.
He expects chatbots to become important for inspiration and itinerary building, but said he does not see them becoming major booking platforms "in the coming future."
For now, Chesky said he is focused on using AI to extend Airbnb's own growth runway. He told CNBC that first-time bookers are growing at the fastest pace in four years and said the U.S. business accelerated from the first quarter. Hotels, meanwhile, are growing three times faster than the company's traditional home listings as Airbnb expands beyond the home-rental marketplace it built its name on.
"We are not a company whose best days were in the 2010s," Chesky said. "We are a company where the best days are in front of us."
Airbnb začíná testovat vyhledávání s využitím AI s přepínačem vedle stávajícího hledání a filtrů. AI mu zároveň zkrátila dobu od nápadu po uvedení funkcí až o 60 %.
Airbnb might be taking slow steps to roll out AI features to its consumer-facing interface, but the company is rapidly adopting the tech to build product. Earlier this year, the company said AI is writing 60% of its code. In its latest earnings call, co-founder and CEO Brian Chesky said AI is helping Airbnb create features a at rapid rate.
Chesky said that because of AI, the company has reduced time from conceptualization to finally shopping features by 60%.
“Today, we’re building, testing, and iterating faster than we could just a year ago. Across some of our key initiatives, we’ve reduced the time from concept to launch by as much as 60%. And compared to the same six months last year, we’ve increased the number of features and improvements we shipped this year by nearly 80%,” he said during the company’s second-quarter earnings call.
He pointed out that AI has helped the company in areas like search, sign-up, checkout, and payments. Airbnb has also released features designed to help hosts with things like quicker onboarding flow.
Airbnb’s adoption of consumer-facing AI features has been slower, and mostly isolated to features like review summaries and listing highlights.
Until now, Chesky has maintained that just adopting a chatbot-like interface won’t work for travel use cases. Instead, the company has focused on developing an AI for search, discovery, and support.
Chesky said during the earnings call that the company will finally start testing AI search. Even with the new test, Airbnb doesn’t want to impose AI search on customers who are used to the current search and filter feature on the app. To accommodate that, Airbnb is adding a toggle that lets users switch to AI search, where they can type in natural language to get results, which would be in a visual format.
“The titles [in the answer] could actually be AI-generated and they can be conversational as if you’re reading a chatbot, but more visual. Then you get to the product description page and the highlights are AI generated in real-time and personalized to you,” Chesky said.
On the back end, customer support is one area where Airbnb has heavily deployed AI. The company launched its AI-powered bot in North America in 2025, and this year, it has expanded it to more than 50 languages with plans to make it available for voice calls later this year.
The company said that nearly 45% of the customer issues that start with its AI agent are completed without any human intervention. Because of this, the company’s support cost per booking is down 16% year-over-year.
Airbnb posted positive results for the quarter ended in June with revenue up 17% year-over-year to $3.6 billion and adjusted EBITDA jumping 21% to $1.3 billion.
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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.
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Airbnb reported second-quarter results that topped analysts' estimates and issued a better-than-expected forecast for the current period, citing strong demand "across all regions." The stock jumped 9% in extended trading on Thursday.
Here's how the company did compared with LSEG's consensus of analyst estimates:
Earnings per share: $1.37 vs. $1.25 expectedRevenue: $3.61 billion vs. $3.58 billion expectedRevenue climbed 17% from $3.1 billion a year earlier, Airbnb said in a statement. Net income increased to $816 million from $642 million, or $1.03 per share, a year ago.
For the current period, Airbnb said it expects revenue of between $4.69 billion and $4.77 billion, while analysts had been projecting sales of $4.61 billion, according to LSEG. At the midpoint of the range, year-over-year revenue growth would be about 14%.
Airbnb said that in the U.S. and Canada region and in the area that includes Europe and the Middle East, bookings growth was in the high single digits. For Asia-Pacific, growth was in the high teens, while the Latin America business saw bookings growth of about 20%.
The company highlighted particular strength in Brazil and Mexico, but said, "Overall, we continue to observe market share gains broadly across Latin America, demonstrating the success of our expansion strategy within this region."
Free cash flow jumped 30% to $1.25 billion from $962 million a year earlier, Airbnb said.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) has posted a shareholder letter containing its second quarter 2026 financial results on its Investor Relations website at https://investors.airbnb.com.
Airbnb will host an audio webcast to discuss its results at 2:00 p.m. PT / 5:00 p.m. ET today. The link to the webcast will be made available on the Investor Relations website at https://investors.airbnb.com.
Interested parties can register for the call in advance by visiting https://registrations.events/direct/Q4I66365784. After registering, instructions will be shared on how to join the call.
About Airbnb
Airbnb was born in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown to over 5.5 million hosts who have welcomed over 2.5 billion guest arrivals in almost every country across the globe. Every day, hosts offer unique stays, experiences, and services that make it possible for guests to connect with communities in a more authentic way.
Airbnb koupila svou první kancelář v New Yorku za 81,5 milionu USD. Budova na Manhattanu má sloužit jako centrum pro více než 600 zaměstnanců v regionu.
Airbnb is doubling down on New York City despite its years-long battle with local officials over short-term rental restrictions, buying its first office in the Big Apple.
The San Francisco-based home-sharing giant paid $81.5 million for the landmarked property at 281 Park Ave. South in Manhattan’s Gramercy neighborhood, the Wall Street Journal first reported.
An Airbnb spokesperson confirmed to The Post that the company purchased the building and said the transaction closed Wednesday.
Airbnb has purchased 281 Park Ave. South in Manhattan for $81.5 million, marking the short-term rental giant’s first New York City office building. Penske Media via Getty Images The six-story, 42,500-square-foot Beaux-Arts building will serve as a dedicated hub for Airbnb’s New York workforce, which numbers more than 600 employees in the region.
“This building reflects our long-term commitment to the city and will be home to one of our largest employee hubs outside of San Francisco,” Airbnb CEO and co-founder Brian Chesky said in a statement.
“We’re excited to keep investing in the city and the people who make it extraordinary,” Chesky added.
The sale comes as Airbnb continues to push city and state officials to loosen New York’s stringent restrictions on short-term rentals.
Local Law 18, which took effect in 2023, dramatically tightened enforcement of the city’s long-standing limits on short-term rentals by requiring hosts to register with the city and forcing booking platforms to verify registrations before processing reservations.
Supporters of the law argued it was necessary to preserve New York’s housing stock and prevent residential buildings from functioning as unlicensed hotels.
Airbnb’s newly acquired office at 281 Park Ave. South sits just north of Manhattan’s Gramercy Park. NurPhoto via Getty Images Airbnb has countered that the restrictions deprive residents of supplemental income and have failed to address the city’s housing affordability crisis.
According to the Journal, Airbnb contributed $10 million last year to its Affordable New York political action committee, which spent more than $1.3 million opposing mayoral candidates Zohran Mamdani, Brad Lander and Scott Stringer, all of whom have been critical of the company.
Despite maintaining a “work anywhere” policy since 2022 that allows employees to work remotely or relocate within the US without a change in pay, Airbnb said it expects to maintain a significant presence in New York for years to come.
Airbnb CEO and co-founder Brian Chesky said the company’s new Manhattan office reflects its “long-term commitment” to New York City. Bloomberg via Getty Images According to the company, many of its New York-based employees prefer to work from the office regularly, prompting the need for a dedicated employee hub.
The building was originally listed for sale in 2022 with an asking price of $135 million, according to Airbnb.
The seller, New York developer Aby Rosen’s RFR, bought the property in 2014. According to the Journal, Airbnb’s purchase price represented roughly a 63% gain over what RFR paid for the building more than a decade ago.
Built in 1894 and renovated in 2019, 281 Park Ave. South previously figured into one of New York’s most notorious recent fraud cases.
Anna Sorokin, who posed as wealthy German heiress Anna Delvey, allegedly used forged financial documents while attempting to lease the building for a private members’ club.
The project never materialized, and Sorokin was convicted in 2019 of defrauding banks, hotels and other businesses.
Airbnb vykázal v 1. čtvrtletí tržby 2,7 miliardy USD, meziročně o 18 % více, a upravený EBITDA vzrostl na 519 milionů USD. Firma zároveň zvýšila celoroční výhled na nízký až střední dvouciferný růst tržeb.
$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB | ABNB Price Prediction) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move.
At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for the company’s growth story, and was disclosed on the Q1 2026 conference call held by CEO Brian Chesky and CFO Ellie Mertz.
What It Means Gross booking value is the money flowing across the platform before Airbnb takes its cut. Scale on that base is why the top line moves the way it does. The company’s Q1 revenue landed at $2.7 billion, up 18% year over year, beating the high end of prior guidance by two points. Impressively, nights and seats booked rose 9% against a roughly 100 basis point headwind tied to the Middle East conflict, while Airbnb’s average daily rate rose 9%.
The engagement mix explains the acceleration. App bookings reached 63% of total nights, up from 58% a year earlier, and grew 22%. First time bookers grew 10%, the fastest rate since 2022. Reserve Now, Pay Later already accounts for roughly 20% of global GBV after only a few quarters of global rollout.
I think one of the most underrated and overlooked fundamentals is Airbnb’s performance in emerging markets. India origin nights are up around 50% year over year, and Brazil is compounding at over 20%. This is the mechanism behind the $29 billion print.
With profitability moving alongside volume (adjusted EBITDA reached $519 million, up 24%), there’s a lot to like about where Airbnb is headed form here. I think the company’s trailing twelve month free cash flow of $4.5 billion at a 36% margin is also critical to point out at this stage of the company’s growth trajectory.
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Bull Case Airbnb raised its full year 2026 outlook to low to mid teens revenue growth with an adjusted EBITDA margin of at least 35%. That makes sense to me, given the company’s Q2 guidance calls for $3.54 billion to $3.6 billion in revenue, or 14% to 16% year over year. Mertz was direct about the setup: “Underlying demand is strong. Our product improvements are working. Our monetization initiatives are gaining traction.”
Capital return backs the growth story. Airbnb repurchased $1.1 billion of Class A stock in Q1, has $4.5 billion remaining on its authorization, and has bought back $14.8 billion total since Q3 2022, taking the fully diluted count down roughly 9%. The Winter Olympics in Milan drew around 200,000 guests with supply in host markets up roughly 30% and GBV that more than tripled. The 2026 FIFA World Cup, which management calls the largest event in Airbnb history, already has 100,000+ new homes listed across 16 host cities.
Efficiency is the other pillar. Roughly 60% of engineering code is AI co-authored, and Chesky argues that “Airbnb has to move at the speed of AI.” Polymarket traders assign an 84% probability the stock hits $152 in July, and a 49% probability of $160. The analyst consensus price target sits at $156.74.
Bottom Line At a 27 forward earnings multiple on a company throwing off $4.5 billion in trailing free cash flow, the growth flywheel is visible in the numbers. Consumer sentiment has weakened to 44.8 in May 2026, and Q1 EPS of $0.26 missed the $0.31 estimate on a $70 million one time CAMT tax charge. Yet booking volumes, guidance, and capital return are moving in one direction. The forward catalyst is the World Cup activation across 16 cities in three countries. If the growth story is peaking, $29 billion in a single quarter is a strange way to show it.
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Airbnb těží z role oficiálního partnera Mistrovství světa ve fotbale 2026, které vyvolalo největší jednorázový nárůst poptávky v historii firmy. Za necelý měsíc akcie vzrostly o 13,1 %.
Investors who put $1,000 into Airbnb (NASDAQ: ABNB) stock at the start of the 2026 FIFA World Cup have already generated a double-digit return.
In this line, a $1,000 investment made on June 11, 2026, when Airbnb shares traded at $130, would now be worth approximately $1,131 based on the stock’s July 6 closing price of $147.65. The investment gained about $131, representing a return of roughly 13.1% in less than a month.
Airbnb one-month stock price chart. Source: Google Finance The strong Airbnb stock performance has coincided with the company’s role as the official alternative accommodations partner for the 2026 FIFA World Cup, which is being hosted across the United States, Canada, and Mexico.
The expanded 48-team tournament has created what Airbnb describes as the largest single-event demand surge in its history.
The World Cup features 104 matches and is expected to attract millions of fans, with Airbnb projecting more than 380,000 guests will book accommodations through its platform during the tournament, surpassing demand seen during the Paris Olympics.
The tournament has also boosted local economies. In Miami, Airbnb expects about 31,000 guests to generate $384 million in economic output and nearly $20 million in host earnings, while Atlanta could see up to $70 million in economic impact. To meet demand, the company has offered incentives of up to $750 for new hosts.
Alongside its World Cup partnership, Airbnb expanded its platform through its 2026 Summer Release, adding car rentals, airport pickups, grocery delivery, boutique hotels, and enhanced AI-powered tools.
The company has also launched football-themed experiences hosted by former players and introduced select listings across all 16 host cities that include complimentary match tickets, with bookings averaging about $385 per night.
Airbnb stock fundamentals The World Cup boost comes as Airbnb continues to post strong financial results. In the first quarter of 2026, the company reported revenue of $2.68 billion, up 18% year-over-year, while maintaining strong profitability with trailing 12-month earnings per share of about $4.05 and free cash flow margins above 60%.
For the second quarter, Airbnb guided revenue between $3.54 billion and $3.60 billion, representing growth of 14% to 16%, and raised its full-year outlook to low-to-mid-teens expansion.
With earnings due on August 5 and the World Cup entering its final stages, investors will be watching whether tournament-driven demand can support further gains in Airbnb stock.
