Airbnb, Inc. (ABNB) earnings on August 6, 2026
Prior outlook: Pessimistic Outcome: Missed
Airbnb's stock jumped sharply after its earnings report, closing up 17.3% after hitting a high of 17.6%. Analysts raised their price targets, adding to the positive mood.
ABNB price around the earnings
178.07
Change: +17.4%
2026-08-07, 20:00 UTC
Start of the measured window
End of the measured window
150.06
159.46
168.85
178.25
151.71
August 6, 2026
August 7, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
- Thesis published
- Results released
Setup is mixed heading into earnings, but the scenario points pessimistic.
Recent volatile trajectory with a late shift to downside risk, driven by consistent EPS misses and analyst downgrades.
Context analyzed before publication
- Summary
- Setup is mixed heading into earnings, but the scenario points pessimistic.
- Trend
- Recent volatile trajectory with a late shift to downside risk, driven by consistent EPS misses and analyst downgrades.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.16
- Analysts covering the stock
- 39
- Average price target
- 158.35
- Lowest price target
- 115
- Highest price target
- 185
- Upside to price target
- 4.7%
- Quarterly earnings growth
- 3.9%
- Revenue growth
- 17.9%
- Forward EPS
- 5.98
- Trailing EPS
- 4.06
- Analyst moves in the last 60 days
- 6
- Strong buy: 4
- Buy: 19
- Hold: 20
- Sell: 2
- Strong sell: 0
- Strong buy
- 4
- Buy
- 19
- Hold
- 20
- Sell
- 2
- Strong sell
- 0
- July 30, 2026 · UBS: Maintains rating (Neutral → Neutral)
- July 30, 2026 · Morgan Stanley: Maintains rating (Underweight → Underweight)
- July 14, 2026 · Jefferies: Maintains rating (Buy → Buy)
- June 29, 2026 · Baird: Maintains rating (Outperform → Outperform)
- June 12, 2026 · Truist Securities: Maintains rating (Hold → Hold)
- June 12, 2026 · Truist Securities: Maintains rating (Hold → Hold)
News and sentiment
Evidence
Sentiment
- Sentiment
- Cautious
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (7)
- Airbnb Earnings Prediction Market Preview: What Will Brian Chesky Say? (opens in a new tab) — Benzinga
- Top Wall Street Forecasters Revamp Airbnb Expectations Ahead Of Q2 Earnings (opens in a new tab) — Benzinga
- Top Four Nasdaq 100 Stocks to Watch Next Week: AMD, Uber, Palantir, Airbnb (opens in a new tab) — Benzinga
- UBS Maintains Neutral on Airbnb, Raises Price Target to $163 (opens in a new tab) — Benzinga
- Morgan Stanley Maintains Underweight on Airbnb, Raises Price Target to $125 (opens in a new tab) — Benzinga
- Airbnb CEO Brian Chesky Says His X Account Was Hacked to Promote Asset Tokenization: 'Thanks for All the New Crypto Followers' (opens in a new tab) — Benzinga
- Wedbush Assumes Airbnb at Neutral, Announces Price Target of $152 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 152.5
- Average true range (ATR)
- 2.6%
- Distance to 52-week high
- -1.2%
- 14-day change (14d)
- +8.9%
- 30-day change (30d)
- +3.3%
- 30-day relative strength
- +4.1%
- QQQ change (30d)
- -0.8%
- Nearest support
- 152.3
- Distance to nearest support
- 0.1%
- Nearest resistance
- 154.11
- Distance to nearest resistance
- 1.1%
- Volume accumulation ratio (14d / 46d)
- 0.91
- Mid: 152.3 (0.1% away, 0.05 ATR, 11 touches)
- Mid: 150.09 (1.6% away, 0.62 ATR, 23 touches)
- Mid: 148.43 (2.7% away, 1.04 ATR, 11 touches)
- Mid: 154.11 (1.1% away, 0.41 ATR, 6 touches)
- Minor: 155.11 (1.7% away, 0.67 ATR, 5 touches)
- Mid: 156.2 (2.4% away, 0.95 ATR, 5 touches)
Trends
Evidence
- Average earnings surprise
- -6.3%
- May 7, 2026: actual EPS 0.26 vs estimate 0.3 (surprise -14.1%)
- February 12, 2026: actual EPS 0.56 vs estimate 0.66 (surprise -15.7%)
- November 6, 2025: actual EPS 2.21 vs estimate 2.32 (surprise -4.8%)
- August 6, 2025: actual EPS 1.03 vs estimate 0.94 (surprise +9.4%)
Expected move
- Implied move
- +8.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 5.7%
- 75th percentile move
- 11.5%
- 90th percentile move
- 13.4%
- Up / down moves
- 10 / 10
- Average up move
- +6.0%
- Average down move
- -6.8%
Monitoring and close
What Airbnb, Inc. reported
- Status
- Finished
| Actual EPS | 1.37 |
|---|---|
| EPS estimate | 1.25 |
| EPS surprise | +9.6% |
| Revenue | $3,608 million |
| Revenue estimate | $3,576 million |
| Revenue surprise | +0.9% |
Airbnb reported Q2 results that beat expectations with earnings of $1.37 per share and sales of $3.608 billion, and forecast Q3 sales between $4.690B and $4.770B versus $4.607B expected.
Sources (3)
- Airbnb Sees Q3 Sales $4.690B-$4.770B vs $4.607B Est (opens in a new tab) — Benzinga
- Airbnb beat expectations with earnings of $1.37 per share and sales of $3.608 billion, above forecasts. — Benzinga
- Airbnb Q2 EPS $1.37 Beats $1.25 Estimate, Sales $3.608B Beat $3.576B Estimate (opens in a new tab) — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue and the price is indicating +7.3% pre-market, a move in line with the stock's usual reaction (about 6%). The figures overturn the prior pessimistic scenario. Across our market history, in the 1,458 similar cases the close held that direction 96% of the time.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +17.3%
- Max favorable move (MFE)
- 0.2%
- Max adverse move (MAE)
- 17.6%