Seyahat Talebi Güçlenirken Airbnb İkinci Çeyrek Beklentilerini Aştı ve 2026 Tahminini Yükseltti

Airbnb Beats Second-Quarter Expectations and Raises 2026 Forecast as Travel Demand Strengthens

Fiona Craig

Fri, August 7, 2026 at 1:28 PM GMT+3 2 min read

• ABNB +17.43%

Airbnb (NASDAQ:ABNB) shares climbed more than 8% in premarket trading on Friday after the online accommodation platform reported second-quarter results that exceeded Wall Street forecasts and upgraded its outlook for the full year. Strong travel demand, rising booking volumes and higher average daily rates supported the company's performance.

Airbnb posted earnings of $1.37 per share, ahead of analysts' expectations of $1.26. Revenue increased 17% year over year to $3.61 billion, surpassing the consensus forecast of $3.58 billion.

Booking Growth Accelerates Across Key Markets

The company said travel demand remained robust despite ongoing macroeconomic uncertainty, with momentum improving in several of its largest markets as well as newer expansion regions.

Airbnb highlighted stronger demand in the United States, France, the United Kingdom and Australia. The company also credited product enhancements and AI-powered features with increasing customer engagement and driving higher booking activity.

Third-Quarter Guidance Comes in Above Expectations

For the third quarter, Airbnb expects revenue to range between $4.69 billion and $4.77 billion, comfortably above the market consensus of $4.605 billion.

The company forecasts gross booking value to grow at a mid-teen percentage rate, although it expects adjusted EBITDA margin to be slightly lower than the prior year due to the timing of planned investments.

Company Lifts Full-Year Outlook

Airbnb also increased its guidance for 2026, now expecting annual revenue growth of at least the mid-teens. Management said the improved outlook reflects accelerating Nights and Seats Booked, continued product innovation and resilient global travel demand.

The company now expects its adjusted EBITDA margin for the full year to reach at least 35.5%.

Management added that AI-driven product upgrades, an expanded range of services and stronger guest engagement continue to support confidence in booking growth through the remainder of the year.

Following the results, analysts at BTIG said, "ABNB delivered a beat & raise, pointing to accelerating 2H room nights & we come away with estimates up."

They added, "While certainly encouraged by trends & step-up in #s, we continue to see valuation as relatively full."

Profit and Booking Value Continue to Improve

During the second quarter, Airbnb generated gross booking value of $27.2 billion, an increase of 16% compared with the previous year.

Nights and Seats Booked rose 10% to 148.3 million, while net income increased to $816 million from $642 million a year earlier. Adjusted EBITDA climbed 21% year over year to $1.26 billion.

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