ABNB Earnings

ABNB reported its earnings on 2026-02-12, showcasing a revenue of 2.78B against an estimate of 2.72B, resulting in a 2.13% surprise. The EPS was 0.56, surpassing the expected 0.66 by -15.15%. The stock experienced a 4.65% price change on the earnings day and a 8.49% change over the next five days, reflecting market reactions to the results.

Following ABNB's earnings announcement on 2026-02-12, the stock price moved by 4.65% on the day of the release. Over the subsequent five days, it saw a 8.49% change. Historically, ABNB's stock price tends to shift by an average of 3.23% in the 10 days leading up to earnings and -0.61% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ABNB's annual revenue to reach 2.52B, while the EPS is projected at 0.27. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates revised upward by 0.06% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ABNB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved revised upward by 0.06%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ABNB's stock price typically moves by 3.23% in the 10 days before its earnings and -0.61% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.27 and revenue of 2.52B.

The earnings call summary indicates solid financial performance with a 7-10% revenue growth forecast and strong adjusted EBITDA margins. The Q&A session revealed positive sentiment from analysts, with growth opportunities in APAC and AI integration mentioned. The $1.1 billion share repurchase is a positive shareholder return action. While some management responses were vague, the overall tone was optimistic, with strategic investments and event-driven growth expected. This suggests a positive stock price movement in the short term.