| ABNB |
Report |
Revenue |
BEAT |
pred ~$3.62B vs. cons $3.58B |
MEDIUM |
| ABNB |
Report |
Nights & Seats Booked |
IN-LINE |
pred ~145M (+8%) vs. cons ~144.5M (+7.5%) |
MEDIUM |
| ABNB |
Report |
Adj. EBITDA |
BEAT |
pred ~$1.12B vs. cons $1.07B |
MEDIUM |
| ABNB |
Guide |
Q3 Revenue guide |
LOWER |
guide ~$4.55B vs. cons $4.63B (2026Q3) |
MEDIUM |
| ABNB |
Guide |
Q3 Nights growth guide |
LOWER |
guide ~+7% vs. cons ~+8% (2026Q3) |
MEDIUM |
| ABNB |
Guide |
FY26 Adj. EBITDA margin |
UNCHANGED |
guide 'at least 35%' vs. cons ~35.5% (FY2026) |
LOW |
| ABNB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| ABNB |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
Stock ran ~+11% (from $138 on 7/23 to $152) into a raised bar, setting up a sell-the-news. A likely Q2 beat is offset by a conservative Q3 guide (World Cup bookings skew late, tougher H2 comps, RNPL lapping) plus S&M-driven margin deceleration. Out-period math forces implicit H2 estimate cuts even after the beat, and peer read-through (Booking/Uber sold off on soft guides) reinforces downward revisions, so the initial drop follows through rather than fades. Insider selling (Gebbia ~$234M, CFO, Blecharczyk) adds headline pressure. |
LOW |