Airbnb shares jumped 4% in extended trading after the company reported fourth-quarter revenue of $2.78 billion, beating analyst expectations of $2.71 billion. While earnings per share of $0.56 missed estimates of $0.66, the company's first-quarter revenue guidance of $2.59 billion to $2.63 billion exceeded Wall Street's forecast of $2.528 billion.

The San Francisco-based company's stock has declined more than 14% over the past year and is down over 10% in 2026. For the full year, Airbnb expects revenue to increase at least in the low double-digits, compared to analysts' estimate of 10.24% growth. The company does not anticipate adjusted core profit margin growth this year as it invests in marketing and technology.

Airbnb executives said expanding their platform to include more hotels could increase their total addressable market. The positive revenue outlook suggests continued travel demand despite broader economic uncertainties, helping offset concerns about missing profit estimates.