What is KeyCorp's Estimate for Airbnb Q3 Earnings?

Key Points

• KeyCorp expects Airbnb to earn $2.85 per share in Q3 2026 and maintains a “Sector Weight” rating. Its estimates are $5.26 EPS for fiscal 2026, rising to $5.99 in 2027 and $7.18 in 2028.
• Airbnb’s latest quarter exceeded expectations, with EPS of $1.37 versus the $1.26 consensus and revenue of $3.61 billion, up 16.3% year over year.
• Analyst sentiment is broadly positive, with MarketBeat reporting a “Moderate Buy” consensus and an average price target of $182.97, although insider selling and valuation or macroeconomic risks remain concerns.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Investment analysts at KeyCorp issued their Q3 2026 EPS estimates for Airbnb in a research note 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 currently 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.

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

Other analysts have also recently issued research reports about the company. JPMorgan Chase & Co. upped their price objective on 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 Airbnb in a research report on Friday. They issued an "overweight" rating on the stock. BMO Capital Markets boosted their price target on Airbnb from $146.00 to $165.00 and gave the company a "market perform" rating in a research note on Monday, August 10th. Royal Bank Of Canada started coverage on shares of Airbnb in a research report on Friday. They set an "outperform" rating for the company. Finally, Sanford C. Bernstein raised their price objective on shares of Airbnb from $168.00 to $217.00 and gave the stock an "outperform" rating in a report on Monday, August 24th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $182.97.

Airbnb Stock Performance

ABNB stock opened at $162.43 on Monday. The company has a market cap of $97.26 billion, a P/E ratio of 36.92, a price-to-earnings-growth ratio of 1.86 and a beta of 1.24. Airbnb has a 1 year low of $110.81 and a 1 year high of $193.45. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. The stock's fifty day moving average price is $170.49 and its 200-day moving average price is $148.90.

Institutional Trading of Airbnb

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

Insider Transactions at Airbnb

In related news, 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 transaction of $34,958,000.00. Following the completion of the transaction, the chief executive officer directly owned 10,501,685 shares in the company, valued at approximately $1,835,589,521.15. The trade was a 1.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Joseph Gebbia Jr. sold 265,000 shares of the stock in a transaction that occurred on 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 completion of the sale, the director directly owned 1,828,518 shares of the company's stock, valued at $266,415,072.60. This represents a 12.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,551,806 shares of company stock valued at $269,267,016 over the last quarter. 27.21% of the stock is currently owned by company insiders.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight
• Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth
• Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher
• Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results
• Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals.
• Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion.

About Airbnb

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.

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