Airbnb hotels and experiences push could add $1.8B to 2030 revenue, Jefferies estimates
Key takeaways
- Airbnb integrated independent hotels into its core platform last year, initially launching in three markets before expanding to approximately 20.
- Of the roughly $280 billion spent globally on experiences, only about $80 billion is currently booked online, compared to a 65% online penetration rate for lodging.
- However, Jefferies moved sponsored listings out of its base case and into an upside scenario, citing Airbnb s apparent near-term focus on recently launched products and reduced confidence in a near-term rollout.
Airbnb hotels and experiences push could add $1.8B to 2030 revenue, Jefferies estimates Airbnb hotels and experiences push could add $1.8B to 2030 revenue, Jefferies estimates Proactive uses images sourced from Shutterstock Proactive Fri, June 5, 2026 at 10:39 PM GMT+7 2 min read ABNB Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) is on track to sustain double-digit revenue growth through the end of the decade as its expansion into hotels, travel experiences, and higher take rates adds meaningful incremental revenue, Jefferies said, reiterating a Buy rating on the stock.
Analysts at Jefferies project that each of the three growth drivers -- hotels, experiences, and take rate expansion -- could contribute roughly one percentage point to annual revenue growth between 2025 and 2030, underpinning estimates that now sit above Wall Street consensus.
Airbnb integrated independent hotels into its core platform last year, initially launching in three markets before expanding to approximately 20. Jefferies views hotels as a way for Airbnb to address use cases historically unsuitable for home rentals, including one-night stays, business travel, and last-minute bookings, while also filling supply gaps in markets prone to seasonal demand spikes. The firm estimates Airbnb s share of online bookings for independent hotels will grow from roughly 1% today to 3.5% by 2030, adding approximately $1 billion to 2030 revenue.