KeyCorp Predicts Airbnb’s Q3 Earnings (NASDAQ:ABNB)

Airbnb, Inc. (NASDAQ:ABNB) – Equities researchers at KeyCorp issued their Q3 2026 earnings per share (EPS) estimates for Airbnb in a research report issued on Thursday, October 1st. KeyCorp analyst S. Segura expects that the company will post earnings of $2.85 per share for the quarter. KeyCorp has a “Sector Weight” rating on the stock. The consensus estimate for Airbnb’s current full-year earnings is $5.28 per share. KeyCorp also issued estimates for Airbnb’s Q4 2026 earnings at $0.81 EPS, FY2026 earnings at $5.26 EPS, FY2027 earnings at $5.99 EPS and FY2028 earnings at $7.18 EPS.

ABNB has been the topic of several other reports. Morgan Stanley began coverage on shares of Airbnb in a research report on Wednesday, September 16th. They issued an “equal weight” rating and a $170.00 price objective on the stock. JPMorgan Chase & Co. lifted their target price on shares of Airbnb from $140.00 to $170.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Cantor Fitzgerald started coverage on shares of Airbnb in a research note on Friday. They issued an “overweight” rating for the company. Raymond James Financial raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $200.00 price target on the stock in a report on Tuesday, September 8th. Finally, Oppenheimer raised their price objective on shares of Airbnb from $180.00 to $190.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $182.97.

Airbnb Stock Performance

Shares of ABNB opened at $164.07 on Monday. Airbnb has a 12-month low of $110.81 and a 12-month high of $193.45. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The company has a market cap of $98.24 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 1.86 and a beta of 1.24. The stock has a 50-day moving average price of $170.84 and a 200-day moving average price of $149.13.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The firm had revenue of $3.61 billion for the quarter, compared to analysts’ expectations of $3.58 billion. During the same quarter last year, the firm posted $1.03 EPS. The company’s revenue was up 16.3% compared to the same quarter last year.

Institutional Investors Weigh In On Airbnb

A number of hedge funds have recently made changes to their positions in the business. Wellington Management Group LLP boosted its stake in shares of Airbnb by 80.6% in the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after purchasing an additional 2,581,539 shares in the last quarter. Clearbridge Investments LLC grew its holdings in shares of Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock valued at $824,356,000 after purchasing an additional 216,455 shares during the last quarter. Independent Franchise Partners LLP lifted its stake in Airbnb by 23.6% in the fourth quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock worth $698,452,000 after purchasing an additional 981,624 shares during the last quarter. Amundi lifted its stake in Airbnb by 8.6% in the first quarter. Amundi now owns 4,686,765 shares of the company’s stock worth $591,845,000 after purchasing an additional 370,426 shares during the last quarter. Finally, Jennison Associates LLC boosted its position in Airbnb by 9,331.0% during the first quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after buying an additional 3,139,315 shares during the period. 80.76% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Joseph Gebbia Jr. sold 265,000 shares of the firm’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $145.70, for a total transaction of $38,610,500.00. Following the transaction, the director directly owned 1,828,518 shares of the company’s stock, valued at approximately $266,415,072.60. This trade represents a 12.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Brian Chesky sold 200,000 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $174.79, for a total value of $34,958,000.00. Following the completion of the sale, the chief executive officer owned 10,501,685 shares of the company’s stock, valued at $1,835,589,521.15. The trade was a 1.87% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,549,346 shares of company stock worth $268,898,016. 27.21% of the stock is currently owned by insiders.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: KeyBanc upgraded Airbnb to Overweight from Sector Weight, citing potential for continued hotel-market growth. Analysts view Airbnb’s expansion beyond home sharing as a possible long-term growth driver and believe the valuation may be attractive after the recent pullback. Airbnb After KeyBanc Upgrade Are Hotel Growth Hopes Making Valuation Look Too Cheap
• Positive Sentiment: Brokerage estimates imply further upside, with the reported consensus price target at $182.97. The target reflects expectations that Airbnb can sustain earnings growth and benefit from its expanding travel marketplace. Airbnb Stock Has Consensus Price Target of $182.97 According to Brokerages
• Positive Sentiment: Jim Cramer characterized Airbnb as relatively insulated from AI disruption compared with other online-travel companies, framing the recent sector sell-off as a potential buying opportunity. Jim Cramer Believes Airbnb Is Mostly Insulated From AI Competition
• Neutral Sentiment: Airbnb is approaching its next quarterly results, making the report an important catalyst. Investors will focus on bookings, revenue growth, profitability and management’s outlook for travel demand and hotel expansion. Airbnb Stock Ahead of Quarterly Results
• Negative Sentiment: Wall Street Zen downgraded Airbnb to Hold, providing a counterpoint to KeyBanc’s upgrade and signaling that some investors believe the current valuation already reflects a substantial portion of the company’s growth prospects. Airbnb Downgraded by Wall Street Zen to Hold
• Negative Sentiment: CEO Brian Chesky said traffic from ChatGPT converts better than traffic from Google, highlighting Airbnb’s ability to benefit from AI-driven discovery but also underscoring the longer-term risk that AI agents could change how travelers search and book accommodations. Airbnb CEO ChatGPT Traffic Converts Better Than Google’s

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.

In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.