TLDR
- Airbnb stock hit a 52-week high of $143.93, representing a ~29% total return over the past year.
- The company completed a $2.5 billion senior notes offering, using proceeds to retire $2.0 billion in matured convertible notes.
- Q1 2026 earnings are due May 7, with analysts forecasting EPS of $0.30, up 25% year-over-year.
- Full-year 2026 EPS is projected at $4.96, up 23.1% from fiscal 2025’s $4.03.
- Of 41 analysts covering ABNB, 16 rate it “Strong Buy”, 20 say “Hold”, with an average price target of $147.46.
Airbnb (ABNB) hit a 52-week high of $143.93 today, pushing the stock’s one-year total return to nearly 29%.
That’s a strong run, though it still lags the S&P 500’s 34.6% gain and the Consumer Discretionary ETF (XLY) return of 29.3% over the same period.
The company carries a market cap of around $86.2 billion and continues to attract steady analyst attention heading into its next earnings report.
The last time ABNB reported, the market wasn’t thrilled. On Feb. 12, the stock fell 3% after Q4 2025 results came in mixed.
Revenue rose 12% year-over-year to $2.8 billion and beat estimates. Adjusted EBITDA of $786 million also topped forecasts. But adjusted EPS of $0.56 came in below expectations, hurt by higher operating expenses and spending on new initiatives.
That miss didn’t shake analyst conviction much. The stock still holds a “Moderate Buy” consensus.
What Analysts Are Saying
Tigress Financial Partners recently trimmed its price target from $200 to $185 but kept its Buy rating, pointing to AI-driven growth and partnership opportunities as key catalysts.
Bernstein SocGen Group held its Outperform rating, flagging potential for over 20% revenue growth and arguing that Airbnb’s AI positioning gives it a layer of protection against disruption.
Baird also reiterated an Outperform, citing strong demand signals for the upcoming summer travel period.
Across all 41 analysts covering the stock, 16 say Strong Buy, three say Moderate Buy, 20 say Hold, and two lean toward Sell. The average price target sits at $147.46 — about 2.7% above current levels.
Debt Refinancing and Balance Sheet
On the balance sheet side, Airbnb recently wrapped a $2.5 billion senior notes offering.
The proceeds were used to pay off $2.0 billion in convertible senior notes that had matured. The new notes come in three tranches with maturities between 2029 and 2036.
BofA Securities, Goldman Sachs, and Morgan Stanley were involved in the deal.
The company posts gross profit margins of 83%, though InvestingPro’s Fair Value model currently flags the stock as overvalued at current prices.
Q1 2026 Earnings on Deck
All eyes now turn to May 7, when Airbnb is set to release Q1 2026 results after market close.
The Street expects diluted EPS of $0.30, which would be a 25% jump from the same quarter last year.
Airbnb has beaten EPS estimates in two of its last four quarters and missed on the other two — so it’s not a sure thing either way.
For the full year, analysts project EPS of $4.96, up 23.1% from $4.03 in fiscal 2025. Looking further out, 2027 EPS is forecast at $5.65, a ~13.9% increase year-over-year.
The stock closed at $143.93 at its 52-week peak earlier today.
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