| ABNB |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$3.63B vs. cons $3.58B |
MEDIUM |
| ABNB |
Report |
Q2 2026 Nights and Seats Booked |
IN-LINE |
pred ~145.6M vs. cons 145.0M |
MEDIUM |
| ABNB |
Report |
Q2 2026 Adjusted EBITDA |
BEAT |
pred ~$1.25B vs. cons $1.22B |
MEDIUM |
| ABNB |
Guide |
Q3 2026 Revenue |
LOWER |
guide ~$4.55B vs. cons $4.61B (Q3 2026) |
MEDIUM |
| ABNB |
Guide |
Full-Year Revenue Growth |
UNCHANGED |
guide ~14.0% vs. cons 14.1% (FY 2026) |
MEDIUM |
| ABNB |
Guide |
Full-Year Adjusted EBITDA Margin |
LOWER |
guide ~35.0% vs. cons 35.5% (FY 2026) |
MEDIUM |
| ABNB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| ABNB |
Return |
5-day cumulative residual |
-4.6% (FOLLOW-THROUGH) |
Q2 beats are outweighed by guide ~$4.55B vs. cons $4.61B for Q3 2026 and FY margin guide ~35.0% vs. cons 35.5%; the implied out-period cuts drive the residual from ~-3.2% on day 1 to ~-4.6% cumulatively by day 5. |
MEDIUM |