BUZZ-Brokerages lift Airbnb's PT on 2026 forecast raise, growth initiatives

Airbnb, Inc.

Airbnb, Inc.

ABNB

0.00

** Multiple brokerages lift Airbnb's ABNB.O price target on growth initiatives

** On Thursday, ABNB raised its 2026 revenue growth forecast to the "low- to mid-teens", compared with "at least low double-digits" earlier

** Baird says co is benefiting from RNPL (pay later) use, ramping app engagement, fee simplification, insurance, and international expansion

** B. Riley adds that tweaks to cancellation policy, international expansion, addition of hotel inventory and rollout of AI-powered search should drive growth over the near/medium term

** Jefferies says it is encouraged by ABNB revising its FY26 EBITDA margin outlook from "stable YoY" (35%) to "at least 35%", along with faster growth in international expansion markets, increased hotel penetration and product initiatives

** As of last close, shares up 3.5% YTD

** Following are the new PTs:


Brokerage

New PT

Old PT

Baird

$150

$145

J.P. Morgan

$140

$130

TD Cowen

$170

$160

Susquehanna

$170

$150

Citi

$175

$155

Wells Fargo

$181

$178

RBC Capital

$173

$170