Airbnb Inc. (ABNB) delivered mixed results in Q2 FY2026 on revenue of $3.6B versus the $3.6B estimate (+16.5% YoY) and EPS of $1.37. The next Airbnb Inc. (ABNB) earnings date is Nov 5, 2026. Below is the full Airbnb Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Airbnb Inc. (ABNB) Earnings Analysis — key stats
Next earnings date
Nov 5, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±6.3% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±32.3% (options-derived · into Nov 5, 2026)
Institutional ownership
51.3% (13F as of 2026-06-30)
Top 10 holders
26.5% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$3.6B (vs $3.6B est · +0.8% surprise · +16.5% YoY)
EPS
$1.37 (vs $1.26 est · +8.7% surprise · +32.7% YoY)
Share price
$184.06 (-0.6%)
Market cap
$109.2B
Airbnb Inc. (ABNB) Earnings Analysis — beat / miss history
Next Airbnb Inc. (ABNB) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Airbnb Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Airbnb Inc. (ABNB)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Airbnb Inc.'s next earnings date?
Airbnb Inc.'s (ABNB) next scheduled earnings date is Nov 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Airbnb Inc. (ABNB) beat or miss earnings?
In Q2 FY2026, Airbnb Inc. (ABNB) posted mixed results — revenue of $3.6B versus the $3.6B estimate (+0.8% surprise) and EPS of $1.37 versus $1.26 expected (+8.7% surprise). Magnisto decodes every Airbnb Inc. (ABNB) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Airbnb Inc. beat earnings estimates?
Over its last 8 reported quarters, Airbnb Inc. (ABNB) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Airbnb Inc. (ABNB) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Airbnb Inc. stock move after earnings?
Over its last 8 quarterly reports, Airbnb Inc. (ABNB) moved an average of ±6.3% the day after earnings — ranging from -7.6% (Q3 FY2025) to +16.8% (Q3 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Nov 5, 2026, options-implied volatility is pricing in a move of roughly ±32.3% (derived). Magnisto tracks the realized post-earnings move for every Airbnb Inc. (ABNB) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Airbnb Inc.?
Institutions hold about 51.3% of Airbnb Inc.'s (ABNB) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (5.5%), Vanguard Capital Management LLC (4.5%), Harris Associates L P (3.2%). Magnisto lists Airbnb Inc.'s (ABNB) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Airbnb Inc. (ABNB)?
In the most recent Form 4 filings Magnisto tracks, Airbnb Inc. (ABNB) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Airbnb Inc. (ABNB) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Airbnb Inc. (ABNB), anchored to the current $184.06 share price, so you can weigh the bull, base and bear cases for Airbnb Inc. side by side.
Is Airbnb Inc. (ABNB) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Airbnb Inc. fits your own thesis and risk profile. This is research, not investment advice.