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Feb 13, 2026 12:01 PM

Airbnb Posts Q4 Beat, 'Wins The Narrative Battle': Analysts

Shares of Airbnb Inc (NASDAQ:ABNB) rallied in early trading on Friday, after the company reported its fourth-quarter (Q4) results.

Here are the key analyst insights:

Benchmark analyst Daniel Kurnos maintained a Buy rating, but cut the price target from $155 to $145.

JPMorgan analyst Doug Anmuth reiterated a Neutral rating and price target of $130.

Check out other analyst stock ratings.

Benchmark: Airbnb delivered a "solid" quarterly beat and announced strong guidance, managing "to pull out their first relative win in several quarters," Kurnos said in a note. The company reported its revenues and EBITDA higher than expectations by $70 million and $20 million, respectively, he added.

The analyst stated that the figures were not blockbuster but ...