82/100BAirbnb stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Airbnb is 192.87, 3.3% above the current price of 186.75. Their targets range from 150.00 to 245.00.
Of the 36 firms that rated Airbnb in the past 12 months, 23 rate it buy or strong buy, 11 hold and 2 sell or strong sell (each firm at its latest rating): a Buy consensus.
Analysts' 1-year price targets range from 150.00 to 245.00, with an average of 192.87.
| Buy | 23 | |
| Hold | 11 | |
| Sell | 2 |
12-month price target
| Highest target | 245.00 |
| Average target | 192.87 |
| Lowest target | 150.00 |
| Current price | 186.75 |
Airbnb price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Airbnb price target and rating?
How analysts rate Airbnb, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
23 of 36 firms rate it buy now, against 10 of 29 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Airbnb analyst upgrades, downgrades and price targets
The latest rating change came on 9 November 2026, when Rothschild & Co upgraded Airbnb from Sell to Neutral. The most recent new target came from Redburn Partners on 9 November 2026: 190.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 9 Nov 2026 | Redburn Partners Alex Brignall | — | 190.00 | — | 189.99 |
| 9 Nov 2026 | Rothschild & Co | Upgraded · Sell → Neutral | — | — | — |
| 6 Nov 2026 | Cantor Fitzgerald Deepak Mathivanan | Reiterated · Neutral | 135.00 → 180.00 | +33.3% | 170.13 |
| 6 Nov 2026 | Evercore ISI Mark Mahaney | Reiterated · Outperform | 200.00 → 230.00 | +15.0% | 170.13 |
| 6 Nov 2026 | Canaccord Genuity Michael Graham | Reiterated · Buy | 200.00 → 225.00 | +12.5% | 170.13 |
| 6 Nov 2026 | Mizuho Securities Lloyd Walmsley | — | 156.00 → 245.00 | +57.1% | 170.13 |
| 6 Nov 2026 | Goldman Sachs Eric Sheridan | — | 170.00 → 185.00 | +8.8% | 170.13 |
| 27 Oct 2026 | Oppenheimer | Reiterated · Outperform | 190.00 → 210.00 | +10.5% | 171.05 |
| 7 Oct 2026 | Wells Fargo Ken Gawrelski | Reiterated · Overweight | 186.00 → 185.00 | -0.5% | 160.39 |
| 2 Oct 2026 | Keybanc | Upgraded · Sector Weight → Overweight | — | — | — |
| 1 Oct 2026 | KeyBanc | — | 191.00 | — | 160.47 |
| 24 Sept 2026 | China Renaissance Securities (US) Inc. | — | 200.00 | — | 149.58 |
| 16 Sept 2026 | Morgan Stanley Matthew Cost | — | 125.00 → 170.00 | +36.0% | 168.32 |
| 10 Sept 2026 | Truist Financial | Reiterated · Hold | 107.00 → 161.00 | +50.5% | 168.27 |
| 8 Sept 2026 | Robert W. Baird | — | 160.00 → 200.00 | +25.0% | 181.94 |
| 8 Sept 2026 | Raymond James | Upgraded · Market Perform → Outperform | 200.00 | — | 181.94 |
| 31 Aug 2026 | D.A. Davidson | — | 162.00 → 220.00 | +35.8% | 185.34 |
| 24 Aug 2026 | Evercore ISI | Reiterated · Outperform | 190.00 → 200.00 | +5.3% | 191.27 |
| 24 Aug 2026 | Bernstein Richard Clarke | Reiterated · Outperform | 168.00 → 217.00 | +29.2% | 187.30 |
| 10 Aug 2026 | Bernstein Richard Clarke | — | 162.00 → 168.00 | +3.7% | 181.65 |
| 10 Aug 2026 | BMO Capital | Reiterated · Market Perform | 140.00 → 165.00 | +17.9% | 178.07 |
| 10 Aug 2026 | RBC Capital | — | 195.00 → 165.00 | -15.4% | 181.34 |
| 7 Aug 2026 | Evercore ISI | — | 145.00 → 190.00 | +31.0% | 174.73 |
| 7 Aug 2026 | Oppenheimer Jed Kelly | Reiterated · Outperform | 180.00 → 190.00 | +5.6% | 175.06 |
| 7 Aug 2026 | RBC Capital | Reiterated · Outperform | 170.00 → 195.00 | +14.7% | 176.19 |
| 7 Aug 2026 | Canaccord Genuity | Reiterated · Buy | 200.00 | — | 151.64 |
| 7 Aug 2026 | UBS Stephen Ju | Reiterated · Neutral | 157.00 → 172.00 | +9.6% | 151.64 |
| 7 Aug 2026 | Wedbush | Upgraded · Neutral → Outperform | 130.00 → 200.00 | +53.8% | 151.64 |
| 7 Aug 2026 | Wells Fargo | Reiterated · Overweight | 181.00 → 186.00 | +2.8% | 151.64 |
| 7 Aug 2026 | Susquehanna Shyam Patil | Reiterated · Positive | 170.00 → 200.00 | +17.6% | 151.64 |
| 7 Aug 2026 | Piper Sandler Ross Sandler | Reiterated · Neutral | 150.00 | — | 151.64 |
| 30 Jul 2026 | Morgan Stanley Brian Nowak | Reiterated · Underweight | 120.00 → 125.00 | +4.2% | 151.57 |
| 28 Jul 2026 | Goldman Sachs | — | 155.00 → 170.00 | +9.7% | 146.86 |
| 20 Jul 2026 | Goldman Sachs | Reiterated · Sell | 155.00 | — | 146.04 |
| 14 Jul 2026 | Jefferies | Reiterated · Buy | 160.00 → 175.00 | +9.4% | 146.33 |
| 29 Jun 2026 | Robert W. Baird Colin Sebastian | — | 150.00 → 160.00 | +6.7% | 145.56 |
| 5 Jun 2026 | Jefferies | — | 165.00 → 160.00 | -3.0% | 133.72 |
| 11 May 2026 | D.A. Davidson | — | 150.00 → 162.00 | +8.0% | 143.12 |
| 11 May 2026 | Barclays Trevor Young | Reiterated · Equal Weight | 122.00 → 125.00 | +2.5% | 141.49 |
| 8 May 2026 | Susquehanna | Reiterated · Positive | 170.00 | — | 145.24 |
| 8 May 2026 | Robert W. Baird | — | 150.00 | — | 145.52 |
| 8 May 2026 | Deutsche Bank | — | 154.00 → 170.00 | +10.4% | 141.86 |
| 8 May 2026 | Wells Fargo | Reiterated · Overweight | 133.00 → 181.00 | +36.1% | 140.46 |
| 8 May 2026 | UBS | Reiterated · Neutral | 153.00 → 157.00 | +2.6% | 140.46 |
| 4 May 2026 | Oppenheimer Jed Kelly | Upgraded · Perform → Outperform | 180.00 | — | 141.66 |
| 27 Apr 2026 | UBS | Reiterated · Neutral | 149.00 → 153.00 | +2.7% | 142.84 |
| 27 Apr 2026 | Cantor Fitzgerald | — | 121.00 → 135.00 | +11.6% | 142.82 |
| 22 Apr 2026 | Wells Fargo | Upgraded · Equal Weight → Overweight | — | — | — |
| 8 Apr 2026 | Tigress Financial Ivan Feinseth | Reiterated · Buy | 185.00 | — | 131.40 |
| 26 Mar 2026 | Truist Securities | Upgraded · Sell → Hold | — | — | — |
Airbnb EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Airbnb's EPS to grow 23.5% a year until 2028.
Analysts expect Airbnb's revenue to grow 13.8% a year until 2028. Over the last 5 years it grew 29.4% a year, and over the last 3 years 13.4%.
Revenue
EPS
Does Airbnb beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 15.0% off the result, either way, and their revenue estimate 1.7%, over the last 12 quarters.
- EPS beats
- 17 / 24
- Revenue beats
- 22 / 24
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +8.1%
- Since
- February 2021
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 5 Nov 2026 | 2.85 | 3.16 | +10.9% | 4.75B | 4.87B | +2.6% |
| Q2 FY2026 | 6 Aug 2026 | 1.26 | 1.37 | +8.7% | 3.58B | 3.61B | +0.8% |
| Q1 FY2026 | 7 May 2026 | 0.30 | 0.26 | -14.5% | 2.62B | 2.68B | +2.3% |
| Q4 FY2025 | 12 Feb 2026 | 0.67 | 0.56 | -15.9% | 2.71B | 2.78B | +2.3% |
| Q3 FY2025 | 6 Nov 2025 | 2.31 | 2.21 | -4.3% | 4.08B | 4.10B | +0.4% |
| Q2 FY2025 | 6 Aug 2025 | 0.94 | 1.03 | +9.9% | 3.03B | 3.10B | +2.2% |
| Q1 FY2025 | 1 May 2025 | 0.23 | 0.24 | +2.8% | 2.26B | 2.27B | +0.5% |
| Q4 FY2024 | 13 Feb 2025 | 0.61 | 0.73 | +19.7% | 2.42B | 2.48B | +2.4% |
| Q3 FY2024 | 7 Nov 2024 | 2.14 | 2.13 | -0.5% | 3.72B | 3.73B | +0.4% |
| Q2 FY2024 | 6 Aug 2024 | 0.92 | 0.86 | -6.5% | 2.74B | 2.75B | +0.4% |
| Q1 FY2024 | 8 May 2024 | 0.24 | 0.41 | +70.8% | 2.06B | 2.14B | +3.9% |
| Q4 FY2023 | 13 Feb 2024 | 0.66 | 0.76 | +15.9% | 2.17B | 2.22B | +2.4% |
Airbnb stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Airbnb's earnings grow at the 23.4% a year analysts expect to FY2028, then 15.0% a year, it would earn about 10.03 a share in FY2030. At the P/E it has traded at over the last five years (18.1 to 34.5) that is 181.56 to 345.55 a share, or 292.47 at its average P/E of 29.2. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 5.57 | 100.88 | 162.51 | 192.01 |
| FY2027 | 6.37 | 115.35 | 185.81 | 219.54 |
| FY2028 | 7.58 | 137.28 | 221.15 | 261.29 |
| FY2029 (extrapolated) | 8.72 | 157.88 | 254.32 | 300.48 |
| FY2030 (extrapolated) | 10.03 | 181.56 | 292.47 | 345.55 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (18.1, 29.2, 34.5).
Is Airbnb stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Airbnb's P/E of 34.5 is around the middle of its 5-year range (13.5 to 95.9, median 33.9). It is in line with its own history. Fair value is not a reliable guide for Airbnb: it made a loss in FY2021, so its usual P/E says little about what it is worth. Its forward P/E, on the consensus for FY2026, is 33.5.
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 34.46
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 33.86
- Five-year P/E range
- 13.5 – 95.9
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 33.51
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 1.48
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +3.3%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.760 | 71.4258Price 35.76193 | +99.7% | |
| 29.080 | 56.2434Price 29.0896 | +93.4% | |
| 240.360 | 464.26205Price 240.36627 | +93.2% | |
| 202.040 | 384.58163Price 202.042,644 | +90.3% | |
| 161.340 | 305.52160Price 161.34396 | +89.4% | |
| 125.395 | 237.44178Price 125.40297 | +89.4% | |
| 159.580 | 300.48225Price 159.58376 | +88.3% |
Furthest below the fair value on each stock's page, updated every day.