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ABNB · Analysis updated Nov 6, 2026, 10:34 AM ET
Why is Airbnb, Inc. (ABNB) stock moving?
Airbnb's third-quarter revenue rose 19% to $4.87 billion, ahead of the roughly $4.75 billion expected, and earnings of $3.16 a share beat the $2.84-2.85 consensus. Bookings (gross booking value) grew 21% to $27.7 billion and nights booked 16% to 155 million. The company guided fourth-quarter revenue to $3.22-3.28 billion versus about $3.16 billion expected, raised its 2026 outlook and approved a new $12 billion share buyback. At about 10:25 AM ET the stock was $185.75, up 9.2% from $170.13.
News behind the analysis
- Airbnb Shares Jump Over 10% as Third-Quarter Earnings Beat Forecasts and Travel Bookings AccelerateEPS $3.16 vs $2.85 expected; revenue $4.87 billion (+19%) vs $4.75 billion; GBV $27.7 billion (+21%); first-time bookers +13%; BTIG and Truist comments.
- These Analysts Boost Their Forecasts On Airbnb Following Strong Q3 ResultsQ4 revenue guidance $3.22-3.28 billion vs $3.16 billion expected; analysts raised targets to $230 and $180.
- Airbnb (ABNB) Q3 2026: Shares Jump on 19% Revenue Growth2026 revenue growth in the high teens, adjusted EBITDA margin about 36%; $12 billion buyback; AI travel agent due in 2027; Expedia flagged slower Q4 growth.
- Airbnb Q3 2026 net income rises $516M to $1.9B (10-Q)Up to $12 billion of additional buybacks plus $2.7 billion remaining; IRS dispute could exceed reserves by more than $1 billion.
- Airbnb (ABNB) Reports Strong Q3 2026 Results and Launches $12B Buyback ProgramTrailing P/E about 38.7 vs five-year median 33.9; insiders sold $1.14 billion over 12 months.
In the Daily Standout
- November 6, 2026: on the shortlist +9.18%