Street View: Airbnb to benefit from streamlined pricing model

Airbnb

13/02/2026 13:26

** Airbnb ABNB.O forecast first-quarter revenue above Wall Street estimates on Thursday, banking on premium bookings to counter easing demand from cost-conscious customers

** Shares of ABNB were up 5.4% in premarket trading

** Median PT of 42 brokerages covering the stock is $148.5 - data compiled by LSEG

STREAMLINED FEE MODEL & AI CONVERSION BOOST

** Benchmark (cuts PT to $145 from $155) says shift to single fee structure should offer a modest positive tailwind, expects average daily rates to remain closer to flattish

** TD Cowen (raises PT to $150 from $160) notes ABNB has begun early testing of AI-powered search functionality, focusing on natural language search and listings research; raises FY26 revenue growth to 12% from 11% and EPS to $4.91 from $4.86

** Deutsche Bank (raises PT to $154 from %128) says ABNB's FY26/27 product pipeline looks robust, expects AI native search to boost conversion and a more streamlined fee model enabling smarter host pricing

** Brokerage sees upside from sponsored advertising and expanded experiences and services in the coming years

 (Reporting by Megavarshini G. Somasundaram in Bengaluru)

 ((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))