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RBC Capital Markets

1 story · First covered May 8, 2026 · Latest 4d ago
RBC Capital Markets Coverage
Airbnb's Hotel Business Is Growing Twice as Fast as Its Core. That's the Number That Should Keep You Up Tonight.

Airbnb's Hotel Business Is Growing Twice as Fast as Its Core. That's the Number That Should Keep You Up Tonight.

Wall Street just raised Airbnb's price target after Q1 revenue hit $2.68 billion, but the real signal for hotel operators isn't the stock price... it's that Airbnb's test-market hotel listings are expanding at double the rate of its home-sharing business, and the summer product launch might blow the doors open.