Airbnb: Upgrading To Buy Amid Growth Acceleration
Explore how Airbnb's (ABNB) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Airbnb has taken its time to launch AI features within the app, but CEO Brian Chesky on Friday said the company is now planning to bake in features powered by large language models that would help users search for listings, plan their trips, and aid hosts in managing their properties.
Airbnb says its custom-built AI agent is now handling roughly a third of its customer support issues in North America, and it's preparing to roll out the feature globally. If successful, the company believes that in a year's time, more than 30% of its total customer support tickets will be handled by AI voice and chat in all the languages where it also employs a human customer service agent.
ABNB misses Q4 earnings estimates as revenues climb 12%, GBV jumps 16%, and shares rise nearly 4% on strong bookings and an upbeat 2026 outlook.
HSY, EAT, MOV, IPAR and ABNB stand to gain as Valentine's Day spending is set to hit a record $29.1B this year, lifting gifting, dining and travel demand.
Shares of Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) rose nearly 7% on Friday morning after the vacation rental platform reported fourth-quarter revenue that beat Wall Street expectations and issued a stronger-than-expected outlook for the start of 2026. Airbnb reported fourth-quarter earnings per share of $0.56, below analysts' expectations of $0.66.
Airbnb used the quarter to reinforce a shift toward continuous product shipping rather than large feature launches. CEO Brian Chesky in the earnings call described a multiyear rebuild of the platform's technical foundation, positioning Airbnb to move faster across pricing, supply quality and artificial intelligence.
Confidence in economic strength began to sharply erode today upon the worst Existing Home Sales report in four years.
While the top- and bottom-line numbers for Airbnb (ABNB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Airbnb, Inc. (ABNB) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.73 per share a year ago.
The vacation-rental platform is also moving deeper into an industry it once sought to disrupt — hotels.