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US: AirDNA data suggests Airbnb could outperform revenue expectations in the second quarter, driven by stronger-than-expected average daily rates (ADR).
According to analysis from Gordon Haskett Research Advisors, AirDNA forecasts Airbnb ADR growth of 8.1 per cent year-on-year during Q2 2026, ahead of both analyst consensus estimates and Gordon Haskett’s own model.
The forecast points to gross booking value (GBV) reaching $27.6 billion during the quarter, above Wall Street expectations of $26.5 billion.
However, Gordon Haskett maintained its Hold rating on Airbnb, citing uncertainty around the company’s longer-term growth investments and the pace at which newer products can scale profitably.
The analysts said they are waiting for June performance data before revising forecasts, noting that booking growth slowed slightly in May compared with April.
Highlights:
- AirDNA forecasts Airbnb ADR growth of 8.1% in Q2 2026
- Gross booking value projected to reach $27.6 billion
- Forecast sits above analyst consensus estimates
- Gordon Haskett maintained a Hold rating on Airbnb
- Analysts are waiting for June data before revising forecasts
