ABNB
AirbnbPrevious close
164.39
Change
−2.06 / −1.24%
Market Cap
$98.8B
1M
+2.33%
S&P 500 −0.91% over same period
Volume / Avg Volume
4.0M / 2.8M
1.43× average
Latest earnings analysisFY2026 Q2Reported 2026-08-06
Airbnb Q2 2026: revenue up 16.5%, $816M net income, raised outlook
Airbnb's second quarter was an acceleration story: revenue rose 16.5% to $3.608 billion, net income hit $816 million, and management raised its full-year outlook again. GAAP earnings of $1.27 a share only matched the $1.2769 consensus and leaned on a $77 million tax benefit, so the headline beat is about demand, not profit per share. Read the revenue and margin lines first; treat the tax item as noise.
Read the full analysis →Revenue$3.61BYoY +16.50%
EPS$1.27Missest. $1.28
Next-quarter revenue guidance$4.73B ±0.85%YoY +31.10%
Next-day move+17.43%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-06 | $3.6B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-07 | $2.7B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-12 | $12.2B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-06 | $4.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-06 | $3.1B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-01 | $2.3B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
A 5-year P/E range needs a longer earnings record; not yet comparable
Last 4 quarters: $4.1B in buybacks + $0 in dividends, 4.16% of market cap combined
P/E (TTM)
37.0
P/B
12.8
P/S
7.6
PEG
1.63
Earnings Reaction
Over the last 6 reports, the stock moved ±5.4% on average on the first trading day after, rising 5 times
Most recent +17.43%
Volatility & Correlation
1-year beta 1.08 · Correlation with S&P 500 0.38Tracks the market
Annualized volatility 36% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 13 · $95.5MNet selling $95.5M
- 10-26Blecharczyk NathanChief Strategy OfficerSell$2.3M13,615 shares · 4 trades · Avg price 170.81
- 10-15Bernstein David CChief Accounting OfficerSell$0.23M1,369 shares · Avg price 168.01
- 10-12Blecharczyk NathanChief Strategy OfficerSell$2.2M13,615 shares · 5 trades · Avg price 165.18
- 09-28Blecharczyk NathanChief Strategy OfficerSell$2.1M13,615 shares · 5 trades · Avg price 156.82
- 09-15Bernstein David CChief Accounting OfficerSell$0.25M1,489 shares · Avg price 168.93
- 09-14Blecharczyk NathanChief Strategy OfficerSell$2.3M13,615 shares · 4 trades · Avg price 172.36
- 09-01Bernstein David CChief Accounting OfficerSell$0.95M5,224 shares · Avg price 182.49
- 08-31Blecharczyk NathanChief Strategy OfficerSell$2.5M13,615 shares · 5 trades · Avg price 187.27
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 3.61 | +16.5% | 82.5% | 0.82 | — |
| FY2026 Q1 | 2.68 | +17.9% | 78.3% | 0.16 | — |
| FY2025 Q4 | 2.78 | +12.0% | 82.5% | 0.34 | — |
| FY2025 Q3 | 4.10 | +9.7% | 86.6% | 1.37 | — |
| FY2025 Q2 | 3.10 | +12.7% | 82.4% | 0.64 | — |
| FY2025 Q1 | 2.27 | +6.1% | 77.7% | 0.15 | — |
| FY2024 Q4 | 2.48 | +11.8% | 82.8% | 0.46 | — |
| FY2024 Q3 | 3.73 | +9.9% | 87.5% | 1.37 | — |
| FY2024 Q2 | 2.75 | +10.6% | 81.6% | 0.56 | — |
| FY2024 Q1 | 2.14 | +17.8% | 77.6% | 0.26 | — |
| FY2023 Q4 | 2.22 | +16.6% | 82.7% | -0.35 | — |
| FY2023 Q3 | 3.40 | +17.8% | 86.5% | 4.37 | — |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ABNB | 37.0 | +16.5% | 82.5% | +2.33% | Bullish |
| AMZN | 19.4 | +12.1% | 53.2% | −3.53% | Neutral |
| TSLA | 495.1 | −0.2% | 19.6% | +12.68% | Neutral |
| HD | 23.3 | +5.7% | 33.7% | +15.72% | Neutral |
| MCD | 21.1 | +3.7% | 90.4% | +11.77% | Neutral |
| TJX | 25.8 | +5.4% | 33.4% | +6.05% | Bullish |
| SBUX | 59.0 | −1.4% | — | +10.33% | Neutral |
| LOW | 17.6 | +8.3% | 33.0% | +13.45% | Neutral |
| BKNG | 15.7 | +8.1% | — | −9.07% | Bullish |