Analyst Consensus ?
ConsensusHold46 ratings
Bullish2452.2%
Neutral1839.1%
Bearish48.7%
Airbnb, Inc. · ABNB · FY2025 Q1 · Calendar Q2 2025
Airbnb’s international growth and product pipeline offset U.S. softness
The supplied analysis is constructive but conditional: resilient international demand and a broad product pipeline support the growth case, while U.S. softness, execution, FX, and investment-related margin pressure remain material tests.
Reported After market closeNASDAQConsumer Cyclical
$96.40B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.25
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.26B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+1.0%
Event window
SPY move
+1.5%
Same window
Abnormal move
-0.5%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
+3.5%
Up to 20 sessions
ABNBSPY benchmark
Ask FN2 about ABNB FY2025 Q1
Transcript, numbers and history already loaded
What drove ABNB's +1.0% move after FY2025 Q1 earnings?What changed in ABNB's guidance and outlook in FY2025 Q1?Give me the bull and bear case for ABNB after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis shifts emphasis toward international expansion, product improvements, the Summer Release, and AI-enabled service. It also makes the near-term demand and investment risks more explicit.
Guidance delta
Maintained: the supplied analysis indicates Q2 revenue and full-year adjusted EBITDA margin guidance were unchanged.
Key takeaways
- Management described international expansion, especially in Latin America and Brazil, as a key growth engine.
- Product work spans affordability, price transparency, listing quality, AI customer service, and offerings beyond accommodations.
- The company said U.S. market share was still gaining despite softer domestic demand and longer lead times.
- The next test is whether new offerings scale without undermining the margin framework.
Management priorities
- Launch and scale the 2025 Summer Release and offerings beyond accommodations.
- Complete the U.S. rollout of the AI customer service agent.
- Expand HotelTonight and hotel inventory on the platform.
- Invest in localization and product improvements in under-penetrated international markets.
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Analyst 52W Price Targets
$162.43Current
$60Low
$162.58Average
$250High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Overweight | Sector Weight | Upgrade | Oct 2, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 21, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Sep 18, 2026 |
| Truist Securities | Hold | Hold | Maintain | Sep 10, 2026 |
| Raymond James | Outperform | Market Perform | Upgrade | Sep 8, 2026 |
| Baird | Outperform | Outperform | Maintain | Sep 8, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 31, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 24, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 24, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 10, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 7, 2026 |
| Wedbush | Outperform | Neutral | Upgrade | Aug 7, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Susquehanna | Positive | Positive | Maintain | Aug 7, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 7, 2026 |
| Needham | Hold | Hold | Maintain | Aug 7, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 7, 2026 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 7, 2026 |
| BTIG | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 7, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Aug 7, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 7, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Aug 7, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Jul 30, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Jul 20, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 14, 2026 |
| Tigress Financial | Buy | Buy | Maintain | Apr 8, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Mar 3, 2026 |
| TD Cowen | Buy | Buy | Maintain | Feb 13, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Feb 13, 2026 |
| JMP Securities | Market Perform | Market Perform | Maintain | Aug 11, 2025 |
| Phillip Securities | Reduce | Neutral | Downgrade | Nov 12, 2024 |
| Argus Research | Hold | Buy | Downgrade | Sep 4, 2024 |
| HSBC | Hold | Buy | Downgrade | May 9, 2024 |
| DBS Bank | Hold | Buy | Downgrade | Dec 8, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Aug 4, 2023 |
| Loop Capital | Buy | Buy | Maintain | Feb 16, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 15, 2023 |
| Gordon Haskett | Underperform | Hold | Downgrade | Jan 25, 2023 |
| Berenberg | Outperform | Outperform | Maintain | Oct 5, 2022 |
| Stifel | Hold | Hold | Maintain | May 4, 2022 |
| Wolfe Research | Peer Perform | Peer Perform | Maintain | Feb 16, 2022 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Jan 5, 2021 |
Named analyst price targets
Upside is calculated against the persisted current price $162.43. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| KeyBanc | Analyst unavailable | $191 | $160.47 | +17.6% | Oct 1, 2026 |
| China Renaissance Securities (US) Inc. | Analyst unavailable | $200 | $149.58 | +23.1% | Sep 24, 2026 |
| Morgan Stanley | Matthew Cost | $170 | $168.32 | +4.7% | Sep 16, 2026 |
| Truist Financial | Analyst unavailable | $161 | $168.27 | -0.9% | Sep 10, 2026 |
| Robert W. Baird | Analyst unavailable | $200 | $181.94 | +23.1% | Sep 8, 2026 |
| Raymond James | Analyst unavailable | $200 | $181.94 | +23.1% | Sep 8, 2026 |
| D.A. Davidson | Analyst unavailable | $220 | $185.34 | +35.4% | Aug 31, 2026 |
| Evercore ISI | Analyst unavailable | $200 | $191.27 | +23.1% | Aug 24, 2026 |
| Bernstein | Richard Clarke | $217 | $187.3 | +33.6% | Aug 24, 2026 |
| Bernstein | Richard Clarke | $168 | $181.65 | +3.4% | Aug 10, 2026 |
| BMO Capital | Analyst unavailable | $165 | $178.07 | +1.6% | Aug 10, 2026 |
| RBC Capital | Analyst unavailable | $165 | $181.34 | +1.6% | Aug 10, 2026 |
| Evercore ISI | Analyst unavailable | $190 | $174.73 | +17.0% | Aug 7, 2026 |
| Oppenheimer | Jed Kelly | $190 | $175.06 | +17.0% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $195 | $176.19 | +20.1% | Aug 7, 2026 |
| Canaccord Genuity | Analyst unavailable | $200 | $151.64 | +23.1% | Aug 7, 2026 |
| UBS | Stephen Ju | $172 | $151.64 | +5.9% | Aug 7, 2026 |
| Wedbush | Analyst unavailable | $200 | $151.64 | +23.1% | Aug 7, 2026 |
| Wells Fargo | Analyst unavailable | $186 | $151.64 | +14.5% | Aug 7, 2026 |
| Susquehanna | Shyam Patil | $200 | $151.64 | +23.1% | Aug 7, 2026 |
| Piper Sandler | Ross Sandler | $150 | $151.64 | -7.7% | Aug 7, 2026 |
| Morgan Stanley | Brian Nowak | $125 | $151.57 | -23.0% | Jul 30, 2026 |
| Goldman Sachs | Analyst unavailable | $170 | $146.86 | +4.7% | Jul 28, 2026 |
| Goldman Sachs | Analyst unavailable | $155 | $146.04 | -4.6% | Jul 20, 2026 |
| Jefferies | Analyst unavailable | $175 | $146.33 | +7.7% | Jul 14, 2026 |
| Robert W. Baird | Colin Sebastian | $160 | $145.56 | -1.5% | Jun 29, 2026 |
| Jefferies | Analyst unavailable | $160 | $133.72 | -1.5% | Jun 5, 2026 |
| D.A. Davidson | Analyst unavailable | $162 | $143.12 | -0.3% | May 11, 2026 |
| Barclays | Trevor Young | $125 | $141.49 | -23.0% | May 11, 2026 |
| Susquehanna | Analyst unavailable | $170 | $145.24 | +4.7% | May 8, 2026 |
| Robert W. Baird | Analyst unavailable | $150 | $145.52 | -7.7% | May 8, 2026 |
| Deutsche Bank | Analyst unavailable | $170 | $141.86 | +4.7% | May 8, 2026 |
| Wells Fargo | Analyst unavailable | $181 | $140.46 | +11.4% | May 8, 2026 |
| UBS | Analyst unavailable | $157 | $140.46 | -3.3% | May 8, 2026 |
| Oppenheimer | Jed Kelly | $180 | $141.66 | +10.8% | May 4, 2026 |
| UBS | Analyst unavailable | $153 | $142.84 | -5.8% | Apr 27, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $135 | $142.82 | -16.9% | Apr 27, 2026 |
| Tigress Financial | Ivan Feinseth | $185 | $131.4 | +13.9% | Apr 8, 2026 |
| D.A. Davidson | Tom White | $150 | $124.97 | -7.7% | Feb 17, 2026 |
| Morgan Stanley | Analyst unavailable | $120 | $120.37 | -26.1% | Feb 13, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $121 | $120.39 | -25.5% | Feb 13, 2026 |
| Wells Fargo | Analyst unavailable | $133 | $115.96 | -18.1% | Feb 13, 2026 |
| BMO Capital | Analyst unavailable | $140 | $115.96 | -13.8% | Feb 13, 2026 |
| Evercore ISI | Mark Mahaney | $145 | $115.96 | -10.7% | Feb 13, 2026 |
| Barclays | Trevor Young | $122 | $115.96 | -24.9% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $154 | $115.96 | -5.2% | Feb 13, 2026 |
| Wedbush | Analyst unavailable | $130 | $120.61 | -20.0% | Feb 6, 2026 |
| UBS | Analyst unavailable | $149 | $131.31 | -8.3% | Feb 3, 2026 |
| UBS | Analyst unavailable | $130 | $136.79 | -20.0% | Jan 13, 2026 |
| Wells Fargo | Ken Gawrelski | $128 | $138.66 | -21.2% | Jan 9, 2026 |
| Barclays | Analyst unavailable | $120 | $138.66 | -26.1% | Jan 9, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $141 | $137.04 | -13.2% | Jan 8, 2026 |
| Bernstein | Analyst unavailable | $162 | $136.7 | -0.3% | Jan 6, 2026 |
| Wedbush | Analyst unavailable | $135 | $134.69 | -16.9% | Dec 19, 2025 |
| RBC Capital | Brad Erickson | $170 | $132.01 | +4.7% | Dec 17, 2025 |
| Jefferies | Analyst unavailable | $165 | $123.61 | +1.6% | Dec 5, 2025 |
| Truist Financial | Analyst unavailable | $107 | $120.13 | -34.1% | Dec 4, 2025 |
| Wells Fargo | Ken Gawrelski | $118 | $116.98 | -27.4% | Dec 1, 2025 |
| D.A. Davidson | Tom White | $155 | $121.41 | -4.6% | Nov 14, 2025 |
| Mizuho Securities | Lloyd Walmsley | $156 | $121.56 | -4.0% | Nov 7, 2025 |
| Bernstein | Richard Clarke | $165 | $120.3 | +1.6% | Nov 7, 2025 |
| UBS | Lloyd Walmsley | $147 | $120.96 | -9.5% | Nov 7, 2025 |
| Mizuho Securities | Lloyd Walmsley | $151 | $122.92 | -7.0% | Sep 29, 2025 |
| BMO Capital | Brian Pitz | $124 | $119.18 | -23.7% | Aug 7, 2025 |
| Wells Fargo | Ken Gawrelski | $110 | $120.03 | -32.3% | Aug 7, 2025 |
| Barclays | Trevor Young | $105 | $130.5 | -35.4% | Aug 7, 2025 |
| Canaccord Genuity | Analyst unavailable | $180 | $123.3 | +10.8% | Apr 28, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $101 | $112.64 | -37.8% | Apr 16, 2025 |
| UBS | Stephen Ju | $143 | $130.74 | -12.0% | Feb 4, 2025 |
| D.A. Davidson | Tom White | $131 | $115.08 | -19.3% | Nov 18, 2024 |
| Evercore ISI | Mark Mahaney | $155 | $133.82 | -4.6% | Nov 8, 2024 |
| Goldman Sachs | Eric Sheridan | $107 | $137.98 | -34.1% | Nov 8, 2024 |
| Jefferies | John Colantuoni | $135 | $137.19 | -16.9% | Oct 22, 2024 |
| Citigroup | Ronald Josey | $135 | $135.15 | -16.9% | Oct 17, 2024 |
| B.Riley Financial | Naved Khan | $140 | $135.15 | -13.8% | Oct 16, 2024 |
| Bernstein | Richard Clarke | $155 | $122.76 | -4.6% | Sep 17, 2024 |
| Mizuho Securities | James Lee | $170 | $117.36 | +4.7% | Sep 13, 2024 |
| Truist Financial | Patrick Scholes | $124 | $114.98 | -23.7% | Sep 4, 2024 |
| Jefferies | John Colantuoni | $120 | $114.98 | -26.1% | Sep 4, 2024 |
| D.A. Davidson | Tom White | $125 | $114.46 | -23.0% | Aug 8, 2024 |
| RBC Capital | Brad Erickson | $150 | $112.2 | -7.7% | Aug 7, 2024 |
| Bank of America Securities | Justin Post | $132 | $113.97 | -18.7% | Aug 7, 2024 |
| Susquehanna | Shyam Patil | $130 | $113.01 | -20.0% | Aug 7, 2024 |
| Barclays | Trevor Young | $100 | $130.47 | -38.4% | Aug 7, 2024 |
| Morgan Stanley | Brian Nowak | $130 | $150.18 | -20.0% | Jul 23, 2024 |
| Argus Research | John Staszak | $170 | $146.63 | +4.7% | Jun 7, 2024 |
| Guggenheim | John Heinbockel | $85 | $147.55 | -47.7% | May 28, 2024 |
| Wedbush | Scott Devitt | $165 | $144.47 | +1.6% | May 28, 2024 |
| BMO Capital | Brian Pitz | $151 | $147.47 | -7.0% | May 9, 2024 |
| HSBC | Raymond Liu | $156 | $147.66 | -4.0% | May 9, 2024 |
| Deutsche Bank | Lee Horowitz | $148 | $148.92 | -8.9% | May 9, 2024 |
| Piper Sandler | Thomas Champion | $155 | $157.9 | -4.6% | May 9, 2024 |
| Mizuho Securities | James Lee | $200 | $162.02 | +23.1% | Apr 24, 2024 |
| Needham | Bernie McTernan | $190 | $164.74 | +17.0% | Apr 11, 2024 |
| B.Riley Financial | Naved Khan | $150 | $160.11 | -7.7% | Apr 3, 2024 |
| Wells Fargo | Ken Gawrelski | $163.29 | $162.94 | +0.5% | Apr 1, 2024 |
| Wells Fargo | Ken Gawrelski | $127 | $164.96 | -21.8% | Apr 1, 2024 |
| Truist Financial | Patrick Scholes | $118 | $147.89 | -27.4% | Feb 14, 2024 |
| Needham | Bernie McTernan | $135 | $116.18 | -16.9% | Nov 2, 2023 |
| RBC Capital | Brad Erickson | $140 | $142.45 | -13.8% | Aug 4, 2023 |
| Needham | Bernie McTernan | $160 | $137.24 | -1.5% | Jul 11, 2023 |
| Wells Fargo | Ken Gawrelski | $99 | $115.5 | -39.1% | Jun 8, 2023 |
| Loop Capital Markets | Justin Patterson | $135 | $105.76 | -16.9% | May 15, 2023 |
| RBC Capital | Brad Erickson | $105 | $113.63 | -35.4% | May 10, 2023 |
| D.A. Davidson | Tom White | $145 | $137.76 | -10.7% | Feb 15, 2023 |
| Wells Fargo | Brian Fitzgerald | $145 | $133.62 | -10.7% | Feb 15, 2023 |
| UBS | Lloyd Walmsley | $132.84 | $120.87 | -18.2% | Feb 15, 2023 |
| Goldman Sachs | Analyst unavailable | $87 | $98.31 | -46.4% | Jan 13, 2023 |
| Morgan Stanley | Brian Nowak | $80 | $89.78 | -50.7% | Dec 7, 2022 |
| RBC Capital | Brad Erickson | $110 | $97.84 | -32.3% | Nov 2, 2022 |
| Credit Suisse | Stephen Ju | $154 | $109.05 | -5.2% | Nov 2, 2022 |
| Credit Suisse | Stephen Ju | $112 | $109.05 | -31.0% | Nov 2, 2022 |
| Morgan Stanley | Brian Nowak | $110 | $94.41 | -32.3% | Nov 2, 2022 |
| Jefferies | John Colantuoni | $142 | $94.41 | -12.6% | Nov 2, 2022 |
| Mizuho Securities | James Lee | $125 | $94.41 | -23.0% | Nov 2, 2022 |
| Needham | Bernie McTernan | $150 | $94.41 | -7.7% | Nov 2, 2022 |
| Cowen & Co. | Kevin Kopelman | $125 | $109.05 | -23.0% | Nov 2, 2022 |
| KeyBanc | Justin Patterson | $142 | $109.05 | -12.6% | Nov 2, 2022 |
| Cowen & Co. | Kevin Kopelman | $125 | $94.41 | -23.0% | Nov 2, 2022 |
| Piper Sandler | Thomas Champion | $110 | $109.05 | -32.3% | Nov 1, 2022 |
| Piper Sandler | Thomas Champion | $110 | $109.05 | -32.3% | Nov 1, 2022 |
| J.P. Morgan | Doug Anmuth | $105 | $106.91 | -35.4% | Oct 31, 2022 |
| Tigress Financial | Ivan Feinseth | $160 | $101.42 | -1.5% | Sep 23, 2022 |
| Deutsche Bank | Lee Horowitz | $120 | $115.02 | -26.1% | Aug 4, 2022 |
| Morgan Stanley | Brian Nowak | $100 | $113.44 | -38.4% | Aug 3, 2022 |
| Credit Suisse | Stephen Ju | $165 | $116.34 | +1.6% | Aug 3, 2022 |
| Rosenblatt Securities | Barton Crockett | $60 | $110.98 | -63.1% | Aug 1, 2022 |
| Truist Financial | Naved Khan | $120 | $104.95 | -26.1% | Jul 26, 2022 |
| Evercore ISI | Mark Mahaney | $150 | $91.53 | -7.7% | Jul 14, 2022 |
| Truist Financial | Naved Khan | $160 | $109.44 | -1.5% | Jun 10, 2022 |
| Citigroup | Ronald Josey | $200 | $112.55 | +23.1% | May 20, 2022 |
| Robert W. Baird | Colin Sebastian | $210 | $121.45 | +29.3% | May 14, 2022 |
| Susquehanna | Shyam Patil | $190 | $143.09 | +17.0% | May 5, 2022 |
| HSBC | Raymond Liu | $213 | $156.18 | +31.1% | May 4, 2022 |
| Mizuho Securities | Analyst unavailable | $175 | $146.64 | +7.7% | May 4, 2022 |
| Evercore ISI | Mark Mahaney | $205 | $145 | +26.2% | May 4, 2022 |
| Barclays | Analyst unavailable | $170 | $145 | +4.7% | May 4, 2022 |
| Piper Sandler | Analyst unavailable | $174 | $145 | +7.1% | May 4, 2022 |
| KeyBanc | Justin Patterson | $195 | $145 | +20.1% | May 3, 2022 |
| Deutsche Bank | Lee Horowitz | $150 | $145.14 | -7.7% | Mar 13, 2022 |
| Citigroup | Jason Bazinet | $214 | $174.9 | +31.7% | Feb 20, 2022 |
| UBS | Lloyd Walmsley | $178 | $186.64 | +9.6% | Feb 16, 2022 |
| D.A. Davidson | Tom White | $235 | $186.64 | +44.7% | Feb 16, 2022 |
| Needham | Bernie McTernan | $220 | $186.64 | +35.4% | Feb 16, 2022 |
| Piper Sandler | Thomas Champion | $194 | $186.64 | +19.4% | Feb 16, 2022 |
| Morgan Stanley | Brian Nowak | $175 | $186.64 | +7.7% | Feb 16, 2022 |
| Wells Fargo | Brian Fitzgerald | $250 | $186.64 | +53.9% | Feb 16, 2022 |
| Truist Financial | Naved Khan | $190 | $186.64 | +17.0% | Feb 16, 2022 |
| Barclays | Mario Lu | $185 | $186.64 | +13.9% | Feb 16, 2022 |
| Jefferies | John Colantuoni | $225 | $186.64 | +38.5% | Feb 16, 2022 |
| Wolfe Research | Deepak Mathivanan | $170 | $186.64 | +4.7% | Feb 16, 2022 |
| JMP Securities | Andrew Boone | $215 | $186.64 | +32.4% | Feb 16, 2022 |
| Mizuho Securities | James Lee | $205 | $180.07 | +26.2% | Feb 15, 2022 |
| RBC Capital | Brad Erickson | $175 | $180.07 | +7.7% | Feb 15, 2022 |
| Stifel Nicolaus | Scott Devitt | $205 | $180.07 | +26.2% | Feb 15, 2022 |
| Evercore ISI | Mark Mahaney | $215 | $169.66 | +32.4% | Feb 14, 2022 |
| UBS | Lloyd Walmsley | $162 | $169.53 | -0.3% | Feb 9, 2022 |
| Jefferies | John Colantuoni | $220 | $142.77 | +35.4% | Jan 29, 2022 |
| Cowen & Co. | Kevin Kopelman | $220 | $171.04 | +35.4% | Dec 13, 2021 |
| Susquehanna | Shyam Patil | $235 | $200.32 | +44.7% | Nov 8, 2021 |
| Loop Capital Markets | Rob Sanderson | $250 | $200.32 | +53.9% | Nov 8, 2021 |
| CFRA | Angelo Zino | $215 | $152.76 | +32.4% | Aug 13, 2021 |
| HSBC | Raymond Liu | $219 | $152.76 | +34.8% | Aug 13, 2021 |
| Canaccord Genuity | Michael Graham | $220 | $135.75 | +35.4% | May 13, 2021 |
Track every rating change on ABNB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAirbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide. Users can easily book anything from private rooms and primary residences to vacation homes through its online and mobile channels. Originally established as AirBed & Breakfast, Inc. in 2007, the company officially rebranded to Airbnb, Inc. in November 2010. Its corporate headquarters are situated in San Francisco, California.
Historical context
All ABNB earningsConsumer Cyclical peers this season
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| AZO AutoZone, Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.6% | +3.3% | AutoZone pairs commercial momentum with an aggressive FY2027 expansion plan |
| LEN-B Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | — | Lennar: Efficiency Gains Offset Housing-Market Pressures |
| LEN Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | -4.1% | Lennar Holds Volume Guidance as Margins Improve Despite Housing Headwinds |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the ABNB recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-23T11:31:31.967616+00:00
- Polygon adjusted daily market bars · 2026-10-05T04:50:44.606488+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T04:50:44.603601+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.