02:58 PM EST, 11/07/2025 (MT Newswires) -- Airbnb's ( ABNB ) Reserve Now Pay Later or RNPL payment offering is clearly having a positive effect, with US nights booked rising to high-single digit from low-single digit growth last quarter, RBC Capital Markets said.

The brokerage said in a Thursday note that Airbnb's ( ABNB ) Q3 outperformance, with its gross booking value rising 14% year-on-year and beating Wall Street estimates by 4.4%, was attributable to the strength in the US market aided by the RNPL payment offering.

RBC further said that Airbnb ( ABNB ) saw "steady or accelerated growth" across major regions and remained optimistic about the continued momentum in bookings, aided by longer lead-time reservations and the success of its new payment offerings.

Airbnb's ( ABNB ) recently launched services and experiences offerings have been "well-received," RBC said, adding that almost half of the people who booked an experience did not have a stay and about 10% of those booking such experiences were first-time users, suggesting that these offerings are attracting new audiences.

RBC reiterated its sector perform rating on Airbnb ( ABNB ) with a $145 price target.

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