Airbnb's hotel and experiences expansion could add $1.8B to revenue by 2030, says Jefferies.

Jefferies projects Airbnb will sustain double-digit revenue growth through 2030 by expanding into hotels, travel experiences, and increasing take rates. Hotels integration addresses new market needs like one-night stays and business travel, potentially adding $1 billion in revenue by 2030. Growth in online travel experiences bookings could add $800 million, while take rate expansion might contribute $1.3 billion. Sponsored listings could add even more but are considered an upside scenario. Jefferies raised 2027 estimates, reflecting confidence in Airbnb's growth trajectory.