Airbnb stock gains 1.22 percent after new analyst calls

• KeyBanc upgraded Airbnb to Overweight with a $191 target on Oct 2, citing product-led growth and hotels. • Wall Street Zen cut Airbnb to Hold on Oct 4; consensus target $182.97 implies 12.6% upside. • Q2 2026 EPS beat at $1.37 on $3.61B revenue; Q3 results due after close on Nov 5, 2026. Airbnb (ABNB) closed at $162.43 on Nasdaq on October 2, 2026, up 1.22% from $160.47. Analyst views diverged: KeyBanc upgraded the stock to Overweight from Sector Weight with a $191 price target, citing durable product-led growth and hotel bookings as a second growth engine, while Wall Street Zen downgraded Airbnb from Buy to Hold on October 4. MarketBeat's consensus target stands at $182.97 with a Moderate Buy rating, about 12.6% above the October 2 close. Airbnb's Q2 2026 results underpin the debate: diluted EPS of $1.37 beat the $1.26 estimate, and revenue of $3.61 billion topped the $3.58 billion consensus, up 16.3% year over year. Gross booking value rose 16% to $27.2 billion, and adjusted EBITDA reached $1.3 billion (35% margin), prompting management to raise its full-year adjusted EBITDA margin outlook to at least 35.5%. Airbnb's market cap was $96.4 billion, with a 52-week range of $110.81-$193.45. The company reports Q3 2026 results after market close on November 5, 2026.