| ABNB |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$3.63B vs. cons $3.58B |
MEDIUM |
| ABNB |
Report |
Q2 2026 GAAP/Adjusted EPS |
MISS |
pred ~$1.18 vs. cons $1.23 |
MEDIUM |
| ABNB |
Report |
Q2 2026 Gross Booking Value (GBV) |
BEAT |
pred ~$26.7B vs. cons $26.4B |
LOW |
| ABNB |
Guide |
Q3 2026 Revenue guidance (World Cup ramp) |
BETTER |
guide ~$4.30B vs. cons $4.18B (Q3 2026) |
LOW |
| ABNB |
Guide |
Q3 2026 Nights & Seats Booked growth |
BETTER |
guide ~10-11% Y/Y vs. cons ~9% Y/Y (Q3 2026) |
LOW |
| ABNB |
Guide |
FY2026 Adjusted EBITDA margin |
UNCHANGED |
guide ~35% vs. cons ~35% (FY2026) |
MEDIUM |
| ABNB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| ABNB |
Return |
5-day cumulative residual |
-2.8% (FADE) |
Stock already ran hard into the print (52-week highs, PT hikes), so even a revenue/GBV beat is largely priced in, while the recurring EPS-miss pattern (heavy reinvestment/SBC) and the fact that the true World Cup P&L benefit shifts into Q3 guidance rather than Q2 actuals leaves little immediate upside catalyst; as sell-side models tougher 2H comps (RNPL anniversary, Middle East drag) into out-quarters, estimate revisions likely trim post-print, fading an initial pop. |
MEDIUM |