Airbnb Q4 Revenue Tops $2.78B, Analysts Lift Targets to $160
Airbnb delivered Q4 revenue of $2.78 billion versus forecasts of $2.71 billion, while EPS reached $0.56 against a $0.66 estimate. Six analysts raised price targets to $122–$160 and the company launched its Reserve Now, Pay Later feature globally to boost booking flexibility.
1. Q4 Financial Results
Airbnb reported Q4 revenue of $2.78 billion, exceeding the $2.71 billion consensus, while earnings per share came in at $0.56, below the $0.66 estimate. The revenue beat underscores the company’s continued demand strength in both leisure and urban markets despite pressure on margins.
2. Analyst Price Target Revisions
Following the quarterly report, six analysts raised price targets, with new levels ranging from $122 to $160. Upgrades included moves from in-line to outperform, buy reratings and significant target bumps reflecting expectations for sustained top‐line momentum.
3. Global Launch of Reserve Now, Pay Later
Airbnb expanded its Reserve Now, Pay Later feature to all markets, allowing users to secure bookings without immediate payment and cancel without upfront loss. Management expects the option to drive higher conversion rates and larger booking baskets by reducing friction for price-sensitive travelers.