AB
Airbnb Inc. Class A
ABNB · Airbnb Inc. Class A · Consumer Discretionary
Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±6.7%
typical swing on earnings
Price when beating
+2.4%
avg over 6 beats
Biggest single move
+17.4%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 3 of 6 beats (50%)
Moves in line with results — fairly predictable
Avg +2.4% on a beat, -3.0% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
-0.3%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
3xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 5After close
'26.9 expectedEst. EPS $2.85
Quarter ended 6/2026
Reported 2026-08-06
Next-day move
+17.4%
After 5 days +22.1%
vs Consensus$1.25→$1.37+9.5% beat
EPS
$1.37
YoY +33%
Revenue
$3.6B
YoY +17%
Next-Q guidance
—
N/A
Price around earnings
vs market +16.8%p8.9x normal — unusual surge
Earnings trend · last 12 quarters
EPS$1.37YoY +33%
'23.9'26.6
Revenue$3.6BYoY +17%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 4 of 12q (33%)
Community · ABNB
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