Airbnb gains after KeyBanc upgrade, calls it 'AI beneficiary'

Airbnb

02/10/2026 13:00

** AirbnbABNB.O  shares gain 2% to $163.70 in premarket trading
** KeyBanc Capital Markets raises to "overweight" from "sector weight" with PT $191, implying an upside of about 19% to stock's last close
** Says "Airbnb is entering a period of more durable growth, supported by accelerating core trends, hotels emerging as a meaningful growth driver, and continued margin expansion"
** "Airbnb is an AI beneficiary and the business is defensible against AI disruption" - KeyBanc 
** Twenty-seven of 45 brokerages rate the stock "buy" or higher, 17 "hold" and 1 "sell"; their median PT is $189.86 - LSEG-compiled data
** Up to last day's close, shares up 18.2% YTD

 (Reporting by Sudeshna Ghoshal in Bengaluru)
 ((Sudeshna.Ghoshal@thomsonreuters.com;))