Mizuho reiterates an Outperform rating and names Airbnb a top pick for 2026, strengthening its investment case. The company has hired a former Meta AI executive as its new Chief Technology Officer to lead its artificial intelligence efforts. However, the stock recently fell over 5%, partly due to broader travel sector weakness following a US visa processing announcement. Analysts project a high single-digit earnings drop for the upcoming Q4 report, and a hotel rollout is not expected to impact near-term financials significantly.