Airbnb (ABNB) Expected to Release Quarterly Earnings on Thursday

Key Points

• Airbnb is expected to report Q3 2026 earnings on November 5 after the market close, with analysts forecasting $2.85 in EPS and $4.75 billion in revenue. Its previous quarter beat estimates, reporting $1.37 EPS and $3.61 billion in revenue.
• The stock opened at $166.04, with a market capitalization of approximately $99.4 billion, while analysts maintain a “Moderate Buy” consensus and an average price target of $182.43.
• Insider selling and host concerns are potential near-term risks: insiders sold about $233.1 million of stock over the past 90 days, and more than 10,000 hosts reportedly oppose a new cleaning-task policy that could affect fees, listings and bookings.

Airbnb (NASDAQ:ABNB - Get Free Report) is expected to be releasing its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect Airbnb to post earnings of $2.85 per share and revenue of $4.75 billion for the quarter. Parties are encouraged to explore the company's upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Thursday, November 5, 2026 at 5:00 PM ET.

Airbnb (NASDAQ:ABNB - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.26 by $0.11. The company had revenue of $3.61 billion for the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The company's revenue for the quarter was up 16.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.03 earnings per share. On average, analysts expect Airbnb to post $5.29 EPS for the current fiscal year and $6.30 EPS for the next fiscal year.

Airbnb Stock Performance

Airbnb stock opened at $166.04 on Thursday. The firm has a market capitalization of $99.42 billion, a P/E ratio of 37.74, a PEG ratio of 1.97 and a beta of 1.24. Airbnb has a 52 week low of $110.81 and a 52 week high of $193.45. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The stock has a fifty day moving average price of $171.20 and a 200 day moving average price of $146.41.

Insider Activity

In related news, CAO David C. Bernstein sold 1,369 shares of the firm's stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $168.01, for a total transaction of $230,005.69. Following the sale, the chief accounting officer directly owned 45,655 shares in the company, valued at approximately $7,670,496.55. This trade represents a 2.91% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of the business's stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $170.81, for a total value of $2,325,578.15. Following the transaction, the insider directly owned 20,567 shares in the company, valued at $3,513,049.27. This trade represents a 39.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,299,330 shares of company stock valued at $233,111,996 in the last ninety days. Company insiders own 27.21% of the company's stock.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb continues to show a stronger revenue profile than some consumer-industry peers, with consistent year-over-year growth over roughly the past eight quarters. Its asset-light marketplace, global reach across more than 220 countries and regions, double-digit revenue growth, and high net margins remain fundamental strengths. Advance Auto Parts vs. Airbnb: Diverging Paths in Revenue Flash a Warning for Investors
• Neutral Sentiment: Recent comparison articles continue to frame Airbnb as a high-margin, capital-light business with a broad global network, but they offer relative-investment analysis rather than new company-specific developments. Airbnb vs. GameStop Airbnb vs. Five Below
• Negative Sentiment: Co-founder Nathan Blecharczyk sold 13,615 shares for approximately $2.33 million, reducing his direct stake by 39.83%. While insider sales do not necessarily signal deteriorating fundamentals, the transaction can weigh on sentiment. SEC insider transaction filing
• Negative Sentiment: A new policy prevents hosts from requiring guests to perform cleaning tasks typically handled by professional cleaners. More than 10,000 hosts have reportedly signed a petition opposing the change, with some considering a booking blackout or higher cleaning fees, creating a risk to listings, pricing, and bookings. Airbnb guests no longer have to wash dishes or strip beds
• Negative Sentiment: Airbnb underperformed the broader market in the latest session, while commentary from Trefis raised concern about the possibility of another decline, reinforcing a cautious near-term outlook. How Big Could Airbnb Stock's Next Fall Be?

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Gordon Haskett lifted their target price on Airbnb from $146.00 to $180.00 and gave the company a "hold" rating in a report on Thursday, September 10th. BMO Capital Markets upped their price target on Airbnb from $146.00 to $165.00 and gave the stock a "market perform" rating in a research note on Monday, August 10th. KeyCorp initiated coverage on Airbnb in a report on Friday, October 2nd. They issued a "sector weight" rating on the stock. Phillip Securities downgraded Airbnb from a "hold" rating to a "moderate sell" rating in a report on Tuesday, August 11th. Finally, FBN Securities began coverage on Airbnb in a research note on Friday, October 2nd. They issued an "outperform" rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $182.43.

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.

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