Skift Take

All of Airbnb's competitors are vying for new listings, as well, so the company has some high targets to reach. And 2026 sometimes feels like it's a decade away; plenty of unknowns will shape prospects.

Whoever has the most short-term rental listings wins, right? OK, that's a simplistic view. But with Airbnb's revenue per available room forecast to decline a tad over the next four years compared with 2019, it would have to count on listings growth to hit analysts' bookings expectations in 2026.

That's the view of one financial analyst, Jake Fuller of BTIG Research, who thinks it's more likely than not — "we bias to the downside" — that Airbnb would be unable to expand its listings fast enough to mee