Airbnb Reports 12% Revenue Growth in Q4, New Payment Feature Launched
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ABNB?
Source: stocktwits
- Revenue Beat: Airbnb's Q4 revenue reached $2.80 billion, marking a 12% year-over-year increase and surpassing analysts' expectations of $2.71 billion, although the earnings per share of $0.56 fell short of the $0.66 forecast primarily due to investments in technology and marketing.
- New Payment Feature Drives Bookings: The launch of the 'Reserve Now, Pay Later' feature in the U.S. allows guests to pay $0 upfront, significantly accelerating bookings in Q4, particularly for larger, higher-priced homes, indicating successful customer attraction strategies.
- Optimistic Q1 Guidance: The company anticipates Q1 revenue between $2.59 billion and $2.63 billion, representing a year-over-year growth of 14% to 16%, exceeding analysts' expectations of $2.53 billion, reflecting strong confidence in future growth.
- Shareholder Dynamics Impact Stock Price: Cathie Wood's Ark Investment Management sold nearly 260,000 shares of Airbnb ahead of earnings, causing stock volatility; however, retail investor sentiment has shifted to 'extremely bullish', indicating optimism about the company's future performance.
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Analyst Views on ABNB
Wall Street analysts forecast ABNB stock price to rise
29 Analyst Rating
12 Buy
16 Hold
1 Sell
Moderate Buy
Current: 119.550
Low
107.00
Averages
144.85
High
180.00
Current: 119.550
Low
107.00
Averages
144.85
High
180.00
About ABNB
Airbnb, Inc. operates a global platform for stays and experiences. The Company’s marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences around the world. The Company has built its platform to onboard new hosts, especially those who previously had not considered hosting. It partners with hosts throughout the process of setting up their listing and provides them with a suite of tools to manage their listings, including scheduling, merchandising, integrated payments, community support, host protection, pricing guidance, and feedback from reviews. Its Website and mobile applications provide its guests with a way to explore a variety of homes and experiences and an easy way to book them. Its technology platform powers its two-sided marketplace and enables its global network of hosts and guests. It owns a trademark portfolio with protection in 220 countries in which it operates for its primary brands, AIRBNB, and its Belo logo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Airbnb Reports 12% Revenue Growth in Q4, New Payment Feature Launched
- Revenue Beat: Airbnb's Q4 revenue reached $2.80 billion, marking a 12% year-over-year increase and surpassing analysts' expectations of $2.71 billion, although the earnings per share of $0.56 fell short of the $0.66 forecast primarily due to investments in technology and marketing.
- New Payment Feature Drives Bookings: The launch of the 'Reserve Now, Pay Later' feature in the U.S. allows guests to pay $0 upfront, significantly accelerating bookings in Q4, particularly for larger, higher-priced homes, indicating successful customer attraction strategies.
- Optimistic Q1 Guidance: The company anticipates Q1 revenue between $2.59 billion and $2.63 billion, representing a year-over-year growth of 14% to 16%, exceeding analysts' expectations of $2.53 billion, reflecting strong confidence in future growth.
- Shareholder Dynamics Impact Stock Price: Cathie Wood's Ark Investment Management sold nearly 260,000 shares of Airbnb ahead of earnings, causing stock volatility; however, retail investor sentiment has shifted to 'extremely bullish', indicating optimism about the company's future performance.
See More
Airbnb Q4 2025 Earnings: Strong Growth and Innovation Strategy
- Significant Revenue Growth: Airbnb reported Q4 2025 revenue of $2.8 billion, reflecting a 12% year-over-year increase, marking the highest growth quarter in over two years, indicating strong market performance and ongoing business expansion potential.
- Innovation-Driven Revenue: The launch of Project Hawaii generated hundreds of millions in revenue in 2025, with expectations for similar results in 2026, demonstrating that the company's continued investment in technology and user experience is yielding positive outcomes.
- Effective Pricing Strategy: The newly introduced 'Reserve Now, Pay Later' initiative in the U.S. accelerated bookings for high-priced homes, expected to drive revenue alongside Project Hawaii, enhancing the company's competitive edge in the market for years to come.
- International Market Expansion: Brazil emerged as one of Airbnb's top five markets and the second-largest contributor to first-time bookers in Q4, showcasing the positive impact of the company's global expansion strategy.
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- Analyst Ratings: Despite the stock decline, analysts maintain a Buy rating on Robinhood with an average price target of $142, reflecting confidence in its growth levers such as prediction markets and international expansion.
- Bitmine Trading Dynamics: Shares of Bitmine Immersion Technologies rose slightly by 1.81% to $20.85, benefiting from Ethereum price sensitivity, with staked ETH expected to generate over $370 million in annualized rewards, showcasing its potential in the crypto market.
- Airbnb Stake Adjustment: Ark Invest trimmed its stake in Airbnb by selling 259,652 shares across its ARKF, ARKK, and ARKW funds, reflecting a cautious stance following the company's mixed fourth-quarter earnings where revenues beat but EPS missed expectations.
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Airbnb (ABNB) Q4 2025 Earnings Call Transcript
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Multiple Companies Shine in After-Hours Trading
- Applied Materials Earnings Beat: California-based semiconductor equipment company Applied Materials reported adjusted earnings of $2.38 per share and revenue of $7.01 billion, both exceeding analyst expectations, leading to an 11% stock price increase that reflects strong market demand and profitability.
- Coinbase Trading Volume Surge: Coinbase announced a total trading volume of $5.2 trillion in 2025, up 156% year-over-year, and despite missing fourth-quarter revenue expectations, its stock rose nearly 2%, indicating robust performance in the crypto market.
- Rivian Delivery Forecast Upgrade: Electric truck manufacturer Rivian expects vehicle deliveries for 2026 to range from 62,000 to 67,000 units, representing a 47% to 59% increase compared to 2025, resulting in a 14% stock price surge that reflects market confidence in its growth potential.
- Airbnb's Upbeat Guidance: Airbnb reported fourth-quarter earnings of $0.56 per share on $2.78 billion in revenue, falling short of analyst expectations, yet the company anticipates full-year revenue growth of at least low double digits, leading to a stock increase of about 2%, showcasing market confidence in its future growth.
See More
Airbnb Q4 Results Exceed Expectations Despite Profit Miss
- Strong Performance: Airbnb reported total revenue of $2.78 billion for Q4, marking a 12% year-over-year increase and exceeding market expectations by $70 million, showcasing the strength of its core business.
- Adjusted EBITDA Growth: Adjusted EBITDA rose 3% to $786 million, surpassing estimates by $21 million, indicating improved profitability despite a $90 million tax expense impacting net earnings.
- Optimistic Outlook: The company anticipates current quarter revenues between $2.59 billion and $2.63 billion, reflecting a growth rate of 14% to 16%, which is above the $2.53 billion estimates, indicating strong future growth potential.
- Stock Price Surge: Airbnb's shares rose approximately 5% in after-hours trading on Thursday, reflecting investor confidence in the company's long-term strategy and market performance.
See More
Airbnb Reports 12% Revenue Growth in Q4, New Payment Feature Launched
- Revenue Beat: Airbnb's Q4 revenue reached $2.80 billion, marking a 12% year-over-year increase and surpassing analysts' expectations of $2.71 billion, although the earnings per share of $0.56 fell short of the $0.66 forecast primarily due to investments in technology and marketing.
- New Payment Feature Drives Bookings: The launch of the 'Reserve Now, Pay Later' feature in the U.S. allows guests to pay $0 upfront, significantly accelerating bookings in Q4, particularly for larger, higher-priced homes, indicating successful customer attraction strategies.
- Optimistic Q1 Guidance: The company anticipates Q1 revenue between $2.59 billion and $2.63 billion, representing a year-over-year growth of 14% to 16%, exceeding analysts' expectations of $2.53 billion, reflecting strong confidence in future growth.
- Shareholder Dynamics Impact Stock Price: Cathie Wood's Ark Investment Management sold nearly 260,000 shares of Airbnb ahead of earnings, causing stock volatility; however, retail investor sentiment has shifted to 'extremely bullish', indicating optimism about the company's future performance.
See More
Airbnb Q4 2025 Earnings: Strong Growth and Innovation Strategy
- Significant Revenue Growth: Airbnb reported Q4 2025 revenue of $2.8 billion, reflecting a 12% year-over-year increase, marking the highest growth quarter in over two years, indicating strong market performance and ongoing business expansion potential.
- Innovation-Driven Revenue: The launch of Project Hawaii generated hundreds of millions in revenue in 2025, with expectations for similar results in 2026, demonstrating that the company's continued investment in technology and user experience is yielding positive outcomes.
- Effective Pricing Strategy: The newly introduced 'Reserve Now, Pay Later' initiative in the U.S. accelerated bookings for high-priced homes, expected to drive revenue alongside Project Hawaii, enhancing the company's competitive edge in the market for years to come.
- International Market Expansion: Brazil emerged as one of Airbnb's top five markets and the second-largest contributor to first-time bookers in Q4, showcasing the positive impact of the company's global expansion strategy.
See More
Robinhood's Mixed Q4 Results Lead to Stock Decline
- Performance Volatility: Robinhood's fourth-quarter results showed mixed outcomes, with profits exceeding expectations but revenues falling short, leading to an 8.20% drop in stock price to $71.51 on Thursday, indicating market concerns about its growth potential.
- Analyst Ratings: Despite the stock decline, analysts maintain a Buy rating on Robinhood with an average price target of $142, reflecting confidence in its growth levers such as prediction markets and international expansion.
- Bitmine Trading Dynamics: Shares of Bitmine Immersion Technologies rose slightly by 1.81% to $20.85, benefiting from Ethereum price sensitivity, with staked ETH expected to generate over $370 million in annualized rewards, showcasing its potential in the crypto market.
- Airbnb Stake Adjustment: Ark Invest trimmed its stake in Airbnb by selling 259,652 shares across its ARKF, ARKK, and ARKW funds, reflecting a cautious stance following the company's mixed fourth-quarter earnings where revenues beat but EPS missed expectations.
See More
Airbnb (ABNB) Q4 2025 Earnings Call Transcript
See More
Multiple Companies Shine in After-Hours Trading
- Applied Materials Earnings Beat: California-based semiconductor equipment company Applied Materials reported adjusted earnings of $2.38 per share and revenue of $7.01 billion, both exceeding analyst expectations, leading to an 11% stock price increase that reflects strong market demand and profitability.
- Coinbase Trading Volume Surge: Coinbase announced a total trading volume of $5.2 trillion in 2025, up 156% year-over-year, and despite missing fourth-quarter revenue expectations, its stock rose nearly 2%, indicating robust performance in the crypto market.
- Rivian Delivery Forecast Upgrade: Electric truck manufacturer Rivian expects vehicle deliveries for 2026 to range from 62,000 to 67,000 units, representing a 47% to 59% increase compared to 2025, resulting in a 14% stock price surge that reflects market confidence in its growth potential.
- Airbnb's Upbeat Guidance: Airbnb reported fourth-quarter earnings of $0.56 per share on $2.78 billion in revenue, falling short of analyst expectations, yet the company anticipates full-year revenue growth of at least low double digits, leading to a stock increase of about 2%, showcasing market confidence in its future growth.
See More
Airbnb Q4 Results Exceed Expectations Despite Profit Miss
- Strong Performance: Airbnb reported total revenue of $2.78 billion for Q4, marking a 12% year-over-year increase and exceeding market expectations by $70 million, showcasing the strength of its core business.
- Adjusted EBITDA Growth: Adjusted EBITDA rose 3% to $786 million, surpassing estimates by $21 million, indicating improved profitability despite a $90 million tax expense impacting net earnings.
- Optimistic Outlook: The company anticipates current quarter revenues between $2.59 billion and $2.63 billion, reflecting a growth rate of 14% to 16%, which is above the $2.53 billion estimates, indicating strong future growth potential.
- Stock Price Surge: Airbnb's shares rose approximately 5% in after-hours trading on Thursday, reflecting investor confidence in the company's long-term strategy and market performance.
See More
