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This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

The macro backdrop is tough for OTA (online travel agency) names into this earnings season, but the longer-term investor debate will be driven by AI, said BTIG analysts as they identified an OTA stock with the most constructive earnings setup, expected to deliver a beat along with a below-street Q4 guide.

The stock in question is Expedia Group, Inc (NASDAQ: EXPE). The analysts noted that data checks for EXPE are upbeat, but Q4 guidance might be light given the difficult comps, a tough macro, and the group’s historically conservative guidance bias.

EXPE is rated Buy with a price target of $400 at

This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

EXPE is rated Buy with a price target of $400 at

This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

EXPE is rated Buy with a price target of $400 at

This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

EXPE is rated Buy with a price target of $400 at

This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

EXPE is rated Buy with a price target of $400 at

This OTA stock has the most constructive earnings setup

Sun, 18 Oct 2026 04:00:00 -0400

EXPE is rated Buy with a price target of $400 at

Form 144 Airbnb, Inc. Filed by: Bernstein David C

Thu, 15 Oct 2026 10:28:00 -0400

si-local-file:///var/storage/secattach/20261015/27191622.html

Form 4 Airbnb, Inc. For: Oct 12 Filed by: Blecharczyk Nathan

Wed, 14 Oct 2026 16:29:00 -0400

si-local-file:///var/storage/secattach/20261014/27187438.html

Form 144 Airbnb, Inc. Filed by: Blecharczyk Nathan

Tue, 13 Oct 2026 08:03:00 -0400

si-local-file:///var/storage/secattach/20261013/27177546.html

Bernstein SocGen Group Reiterates Outperform Rating on Airbnb Inc. (ABNB)

Mon, 12 Oct 2026 08:53:13 -0400

Bernstein SocGen Group analyst Richard Clarke reiterated an Outperform rating and $217.00 price target on Airbnb Inc. (NASDAQ: ABNB).

The analyst commented: "Pulling the "biggest lever". Sizing dynamic pricing; Airbnb’s fall update included the official rollout of dynamic pricing. CEO Brian Chesky described pricing at Q2 results as "one of the biggest single levers for growth" and "many multiples bigger than RNPL." Hosts can now allow Airbnb to automatically adjust prices within an approved range, raising or lowering rates in response to changes in demand and competitive supply. Accounting for a reasonable uplift in host revenue and the currently modest penetration

Airbnb Inc. (ABNB) PT Lowered to $185 at Wells Fargo

Wed, 07 Oct 2026 04:56:54 -0400

Wells Fargo analyst Ken Gawrelski lowered the price target on Airbnb Inc. (NASDAQ: ABNB) to $185.00 (from $186.00) while maintaining a Overweight rating.

The analyst comments "Slight trim to 3Q:26 nights, but see ABNB continuing to put up best growth among peers by a wide margin. Maintaining LDD nights into 4Q:26 key for stock to work near-term. Hotel momentum should persist even as RNPL begins to wane. Lower agentic risk. Trim 3Q:26 nights to +11.8% on continued macro headwinds, softer app trends; still ~30bps ahead of consensus. Global app growth in Aug. turned negative -0.9% y/y, directionally consistent with -4.4% TSA

Airbnb Inc. (ABNB) PT Lowered to $185 at Wells Fargo

Wed, 07 Oct 2026 04:56:54 -0400

Wells Fargo analyst Ken Gawrelski lowered the price target on Airbnb Inc. (NASDAQ: ABNB) to $185.00 (from $186.00) while maintaining a Overweight rating.

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'

Wed, 07 Oct 2026 04:50:04 -0400

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'.

The analyst comments "Our analysis of 3Q travel industry data (lodging, air) for U.S. and Europe, short-terms rental (STR) share trends and pacing demand for 4Q26, and inbound tourism to the U.S. suggest that a) leisure travel demand continues to show healthy growth in the U.S. while Europe continues to be relatively soft (likely reflecting geopolitical and macroeconomic impacts); b) inbound travel for the U.S. remains pressured Y/Y; c) solid share gains for Airbnb (ABNB — Buy, $210 PT) across both Europe and the U.S. in 3Q; a pickup

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'

Wed, 07 Oct 2026 04:50:04 -0400

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'.

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'

Wed, 07 Oct 2026 04:50:04 -0400

B. Riley: 'we maintain our constructive view on BKNG, EXPE, and ABNB'.

KeyBanc bullish on Airbnb, sees hotels as second growth engine

Fri, 02 Oct 2026 08:49:15 -0400

Investing.com -- KeyBanc Capital Markets lifted its rating for Airbnb to Overweight from Sector Weight and set a $191 price target on the stock in a note Friday, based on 17 times its 2028 EBITDA estimate.

Analyst Sergio Segura said his thesis rests on three pillars, with increasingly durable core growth, hotels emerging as a credible second growth engine, and Airbnb's position as a beneficiary of AI.

"Core growth appears increasingly durable and product-led," Segura wrote. He added that the recent reacceleration reflects product improvements, wider market penetration and stronger brand engagement. First-time bookers grew at their fastest rate in

KeyBanc Upgrades Airbnb Inc. (ABNB) to Overweight

Fri, 02 Oct 2026 02:16:30 -0400

KeyBanc analyst Sergio Segura upgraded Airbnb Inc. (NASDAQ: ABNB) from Sector Weight to Overweight with a price target of $191.00.

The analyst comments: “We upgrade ABNB to Overweight and establish a $191 PT based on 17.0x 2028E EV/EBITDA. Our thesis rests on three key pillars: 1) core growth appears increasingly durable and product-led; 2) hotels are emerging as a credible second growth engine; and 3) Airbnb is positioned to be an AI beneficiary. With shares trading below their three-year median valuation multiple and at a discount to traditional lodging peers despite stronger growth and operating momentum, we view the current risk/reward

KeyBanc Upgrades Airbnb Inc. (ABNB) to Overweight

Fri, 02 Oct 2026 02:16:30 -0400

KeyBanc analyst Sergio Segura upgraded Airbnb Inc. (NASDAQ: ABNB) from Sector Weight to Overweight with a price target of $191.00.

Airbnb to Announce Third Quarter 2026 Results

Thu, 01 Oct 2026 16:00:00 -0400

SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's third quarter 2026 financial results will be released after market close on November 5, 2026. The company's shareholder letter will be made available on the Airbnb Investor Relations website at https://investors.airbnb.com.

Airbnb to Announce Third Quarter 2026 Results

Thu, 01 Oct 2026 16:00:00 -0400

Form 4 Airbnb, Inc. For: Sep 28 Filed by: Mertz Elinor

Wed, 30 Sep 2026 16:44:00 -0400

si-local-file:///var/storage/secattach/20260930/27129177.html

Form 4 Airbnb, Inc. For: Sep 28 Filed by: Blecharczyk Nathan

Wed, 30 Sep 2026 16:30:00 -0400

si-local-file:///var/storage/secattach/20260930/27129021.html

Airbnb (ABNB) call put ratio 1.4 calls to 1 put amid wide price movement

Wed, 30 Sep 2026 11:01:04 -0400

Airbnb (NASDAQ: ABNB) 30-day option implied volatility is at 37; compared to its 52-week range of 25 to 52. Call put ratio 1.4 calls to 1 put amid wide price movement.

Airbnb adds social features and AI tools to trip planning

Wed, 30 Sep 2026 10:46:40 -0400

Investing.com -- Airbnb rolled out new features on Wednesday that allow users to share travel recommendations with connections and use AI throughout the booking process.

The platform now lets guests connect with family, friends, and past travel companions to view their stays and recommendations. An interactive travel map displays where connections have been and their future destinations. Users can explore homes their connections booked, read their reviews, save listings to a wishlist, or send direct messages. Privacy controls allow users to choose which trips they share and with whom.

In the US, AI features now cover each stage of trip planning. Guests

Airbnb adds social features and AI tools to trip planning

Wed, 30 Sep 2026 10:46:40 -0400

Investing.com -- Airbnb rolled out new features on Wednesday that allow users to share travel recommendations with connections and use AI throughout the booking process.

In the US, AI features now cover each stage of trip planning. Guests