Business · Companies · 2 hrs ago
Airbnb raises 2026 revenue growth forecast as travel demand holds up
Airbnb raised its 2026 revenue growth forecast to the high teens, from at least the mid-teens.
The San Francisco-based vacation rental company said global travel bookings rose 16 per cent to 155 million in the third quarter, including room stays and service bookings.
Third-quarter revenue grew about 19 per cent to US$4.87 billion, and Airbnb shares rose 11 per cent in extended trading after the forecast.
The company expects travel demand to stay resilient despite inflation and uncertainty linked to conflict in the Middle East and unrest in Europe.
Airbnb’s finance chief said it does not expect those events to have a material impact on the current quarter, but is monitoring both regions.
Airbnb plans to launch its own AI trip-planning agent in the first half of 2027, while it also authorized a share repurchase program of up to US$12 billion.
Airbnb raised its full-year 2026 revenue growth forecast to the high teens, from at least the mid-teens.
The company said global nights and seats booked rose 16 per cent to 155 million in the third quarter.
Third-quarter revenue increased about 19 per cent to US$4.87-billion, above analysts’ average estimate of US$4.75-billion.
Airbnb shares rose 11 per cent in extended trading after the forecast announcement.
The company also authorized a stock repurchase program of up to an additional US$12-billion.
- Who
- Airbnb, the vacation rental platform.
- What
- It raised its 2026 revenue growth forecast and authorized a stock repurchase program of up to an additional US$12-billion.
- When
- Thursday. The article was published on Nov. 6, 2026.
- Where
- San Francisco, where Airbnb is based; the company reported global booking results.
- Why
- Airbnb cited resilient global leisure travel demand. It pointed to corporate travel and spending by affluent customers as support for travel demand.
Airbnb
Hotel operators and online travel agencies
Travel outlook
Airbnb
Airbnb raised its forecast, citing resilient global leisure travel demand.
Hotel operators and online travel agencies
Hotel operators such as Hilton and Marriott, and agencies such as Expedia and Booking Holdings, were cautious about fourth-quarter forecasts.
Regional risks
Airbnb
Airbnb’s CFO said the company did not expect a material current-quarter impact from unrest in Europe or conflict in the Middle East.
Hotel operators and online travel agencies
The article said elevated airfares linked to the Iran war and unrest in parts of Europe contributed to other travel companies’ caution.
Airbnb reported revenue of US$4.87-billion and 155 million global nights and seats booked.
Airbnb raised its full-year 2026 revenue growth forecast and shares rose 11 per cent in extended trading.
Airbnb said it sold certain intellectual property to an AI lab founded by its CEO for US$7.1-million in cash.
- 2026 revenue growth forecast
- High teens, up from at least mid-teens
- Third-quarter revenue
- US$4.87-billion, up about 19 per cent
- Global nights and seats booked
- 155 million, up 16 per cent
- New stock repurchase authorization
- Up to an additional US$12-billion
- Intellectual property sale
- US$7.1-million in cash
What people are saying
high teens
at least mid-teens