Airbnb Q2 revenue edges past estimates as World Cup, new services fuel bookings growth
ABNB•Outlook and analyst coverage
- Company says demand growth is accelerating in expansion and core markets in Q2 2026
- Airbnb expects continued strong demand driven by product innovation and expansion
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $3.60 bln | $3.58 bln (33 Analysts) |
| Q2 Net Income | $816 mln |
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 23 "strong buy" or "buy", 19 "hold" and 2 "sell" or "strong sell"
- The average consensus recommendation for the online services peer group is "buy"
- Wall Street's median 12-month price target for Airbnb, Inc. is $162.00, about 6.2% above its August 5 closing price of $152.49
- The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 27 three months ago
Q2 results and revenue drivers
- Online travel marketplace's Q2 revenue grew 17% yr/yr, slightly beating analyst expectations
- Q2 net income was $816 mln with a 23% margin
- Company says growth was driven by strong demand and product innovation
- Shares of the company were up about 10% in extended trading
