| ABNB |
Report |
Revenue |
BEAT |
pred ~$3.62B vs. cons $3.57B |
MEDIUM |
| ABNB |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.22B vs. cons $1.19B |
MEDIUM |
| ABNB |
Report |
Nights & Seats Booked |
BEAT |
pred ~146.5M vs. cons 144.8M |
MEDIUM |
| ABNB |
Guide |
Q3 2026 Revenue guidance |
LOWER |
guide ~$4.53B midpoint vs. cons $4.58B (Q3 2026) |
MEDIUM |
| ABNB |
Guide |
FY 2026 Revenue growth guidance |
UNCHANGED |
guide ~14.5% YoY midpoint vs. cons 14.5% YoY (FY 2026) |
MEDIUM |
| ABNB |
Guide |
FY 2026 Adjusted EBITDA margin guidance |
UNCHANGED |
guide ~35.0% vs. cons 35.0% (FY 2026) |
HIGH |
| ABNB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| ABNB |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
Q2 revenue, EBITDA, and nights beat modestly, but a ~$4.53B Q3 revenue guide versus ~$4.58B consensus signals tougher post-World-Cup and Reserve Now, Pay Later comparisons; the implied H2 revenue math pulls FY estimates and valuation expectations lower. |
MEDIUM |