Airbnb (ABNB) forecasts Q1 revenue above estimates amid premium bookings

Airbnb (ABNB) reported on February 12, 2026, that it forecast first-quarter revenue of $2.59 billion to $2.63 billion, exceeding the $2.53 billion average estimate from analysts. The outlook reflects strength in premium and luxury bookings as cost-conscious travelers decline amid inflation and economic uncertainty. The company anticipates 2026 revenue growth of at least double digits, higher than the 10.24% median estimate. It noted that Q4 experiences bookings were not always tied to accommodation, and it is expanding into hotels in cities such as New York and Madrid to broaden its addressable market. Q4 results showed EPS of 56 cents versus 73 cents a year earlier, and revenue of $2.78 billion versus $2.71 billion, as it continues to invest in marketing, product and technology.