Airbnb, Inc. (NASDAQ: ABNB) has entered a steadier phase after years of rapid growth. The stock trades near $120/share, roughly flat over the past year, as investors weigh solid profitability against slowing demand.
Recently, Airbnb introduced new features such as its “Icons” experiences and upgraded AI-powered search tools, designed to make the platform more personalized and engaging for users. The company also reported strong Q2 2025 results, with healthy booking trends and expanding margins, showing that demand for alternative travel remains resilient even as global travel patterns normalize.
This article explores where Wall Street analysts think Airbnb could trade by 2027. We’ve pulled together consensus targets and valuation models to outline the stock’s potential path. These figures reflect current analyst expectations and are not TIKR’s own predictions.
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Analyst Price Targets Suggest Modest Upside
Airbnb trades at about $120/share today. The average analyst price target is $138/share, implying around 15% upside. Forecasts reflect modest optimism and a relatively narrow range:
- High estimate: ~$180/share
- Low estimate: ~$98/share
- Median target: ~$140/share
- Ratings: 13 Buys, 2 Outperforms, 24 Holds, 1 Underperform, 1 Sell
For investors, that signals expectations are moderate. The stock could outperform if growth in nights booked or host supply accelerates, but most analysts expect steady gains rather than a major breakout.
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Airbnb: Growth Outlook and Valuation
Airbnb’s fundamentals remain strong, supported by consistent earnings growth and expanding profitability:
- Revenue is projected to grow about 9–10% annually through 2027
- Operating margins are expected to stay near 24%
- Shares trade around 28x forward earnings, in line with other profitable internet platforms
- Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 27x forward P/E suggests ~$167/share by 2027
- That implies roughly 39% total upside, or about 16% annualized returns
For investors, that suggests Airbnb offers steady compounding potential with a healthy balance of growth and profitability. The company’s strong cash flow, asset-light model, and global scale give it the flexibility to reward long-term shareholders even if revenue growth continues to normalize.
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What’s Driving the Optimism?
Airbnb remains one of the strongest platforms in global travel. Its asset-light business model delivers wide margins, while steady demand for unique accommodations keeps bookings resilient. The company’s ongoing investments in AI-powered search, “Icons” experiences, and longer stays are helping strengthen engagement and expand use cases beyond traditional vacations.
Management’s focus on improving host quality, customer trust, and brand awareness continues to drive user retention. For investors, these strengths suggest Airbnb can sustain high profitability and incremental growth even in a slower travel environment.
Bear Case: Growth Pressure and Competition
Despite its strengths, Airbnb’s growth rate has cooled meaningfully from its post-pandemic highs. Slower global travel spending, tougher comparisons, and rising regulatory hurdles in key cities could limit listing growth.
Competition is also intensifying, with Booking Holdings, Vrbo, and hotel loyalty programs all fighting for traveler share. For investors, the risk is that Airbnb’s premium valuation may prove difficult to defend if top-line growth continues to moderate or new regulatory costs weigh on margins.
Outlook for 2027: What Could Airbnb Be Worth?
Based on analysts’ average estimates, TIKR’s Guided Valuation Model suggests Airbnb could trade near $167/share by 2027. That would represent about 39% total upside and roughly 16% annualized returns from current levels.
For investors, this outlook reflects a solid compounding story rather than a high-growth one. The company’s profitability, cash position, and global scale provide a strong foundation for long-term value creation. Still, meaningful upside will likely depend on Airbnb sustaining margin expansion and unlocking new growth through categories like extended stays and experiences.
Airbnb remains a high-quality platform business with durable economics, but its future returns will depend on management’s ability to balance growth, regulation, and competitive pressure without sacrificing profitability.
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