Monitor the Q4 2026 earnings call for updates on demand trends and margin trajectory, as the raised full-year guidance suggests confidence in continued growth.
Price Chart
Executive Summary
The company raised its full-year 2026 outlook for revenue growth (high teens) and Adjusted EBITDA Margin (approximately 36%), and announced a new $12B share repurchase authorization.
Key Financial Metrics
Key Facts
- Revenue of $4.75B vs consensus of $4.75B (in line)
- Full-year 2026 revenue growth outlook raised to high teens
- Full-year 2026 Adjusted EBITDA Margin outlook raised to approximately 36%
- New $12B share repurchase authorization announced
- Nights and Seats Booked grew 16% YoY
- GBV grew 21% YoY
Financial Impact
Revenue $4.75B, EPS $2.86, $12B buyback authorization
Risk Factors
- Forward-looking guidance may be subject to macroeconomic headwinds
- Share repurchase authorization does not guarantee execution
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302917687 |
Track record
54 reports on ABNB
7 of 10 bullish or bearish reports moved the stock their way by T+1. Best: +41.15% at T+60 after the May 19, 2026 report. 8 of 10 went positive at some point.
Filters
- Nov 10, 20261d ago Insider Cluster Bearish 4/10 Entry $192.72 Now $186.90 +3.02% settles Nov 12
- Nov 9, 20262d ago 144 Neutral 3/10 Entry $190.29 to $186.90 Now $186.90 −1.78% ▼ −1.78% −1.41% vs SPY
- Nov 6, 20265d ago 144 Neutral 3/10 Entry $190.29 to $186.90 Now $186.90 −1.78% ▼ −1.78% −1.41% vs SPY
- Nov 5, 20266d ago Press Release Neutral 5/10 Viewing No price data
- Nov 5, 20266d ago 8-K Bullish 6/10 Entry $189.99 to $190.29 Now $186.90 −1.63% ▲ +0.16% −2.21% vs SPY
- Nov 4, 20267d ago Insider Cluster Neutral 2/10 Entry $170.13 to $189.99 Now $186.90 +9.86% ▲ +11.67% +11.36% vs SPY
- Nov 2, 20269d ago 144 Neutral 2/10 Entry $171.11 to $166.96 Now $186.90 +9.23% ▼ −2.43% −2.72% vs SPY
- Oct 26, 202616d ago 144 Neutral 4/10 Entry $171.05 to $168.82 Now $186.90 +9.27% ▼ −1.30% −1.86% vs SPY
- Oct 23, 202619d ago Institutional Cluster Bullish 4/10 Entry $172.01 to $171.05 Now $186.90 +8.66% ▼ −0.56% −1.27% vs SPY
- Oct 19, 202623d ago Insider Cluster Neutral Not scored Entry $176.94 to $173.69 Now $186.90 +5.63% ▼ −1.84% −2.36% vs SPY
US Market Status
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