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Airbnb Stock Jumps 10% After Earnings Beat

Airbnb Newsroom2 min read6 sources

Why is Airbnb stock up today?

Airbnb (ABNB) stock jumped 10% after hours on Thursday from its $170.13 close, after an earnings beat and fourth-quarter revenue guidance above estimates.

Key numbers

Q3 revenue$4.87B+19% YoY, vs $4.75B expected
Q3 EPS$3.16vs $2.85 expected
Q4 revenue guidance$3.22B–$3.28Bvs $3.16B expected
After-hours move+10%reports range 10%–12%
Thursday close$170.13-3.5% on the day (per [4])
New buyback$12BClass A shares

What happened

Airbnb (ABNB) stock jumped 10% after hours on Thursday from its $170.13 close, after an earnings beat and fourth-quarter revenue guidance above estimates. Profit per share (EPS) came in at $3.16, well above the $2.85 analysts expected. Sales rose 19% from a year ago to $4.87 billion, the fastest growth in more than three years. Airbnb also said fourth-quarter sales should reach $3.22 billion to $3.28 billion, above the $3.16 billion analysts expected, and approved a new $12 billion share buyback.

Why it matters

Airbnb is growing faster again, which is unusual because large travel companies tend to slow down as they get bigger. Its 16% rise in nights booked was more than double the 7% rise in room nights at rivals Booking Holdings and Expedia. The new buyback means Airbnb can spend up to $12 billion buying its own shares, which can support the share price.

Who this affects

Marketmixed
Medium impact
Travel stocks split: Airbnb gains, Expedia drops after its own report.
Companybullish
High impact
Airbnb shareholders gain from the jump and $12B buyback.
Competitorsbearish
Medium impact
Expedia fell 8.5% after hours; Booking guides slower growth.
Industrybullish
Low impact
Travel demand looks resilient despite Middle East and Europe unrest.

Airbnb vs Booking Holdings, Expedia

AirbnbABNB+19%+21%+16%+10%
Booking HoldingsBKNG+9% (adj.)+10%+7%—
ExpediaEXPE+12%+11%+7%-8.5%

As of 2026-11-06

How we got here

  1. Booking Holdings reports Q3 results and guides to slower Q4 room-night growth.

  2. Airbnb reports Q3 after the close: EPS $3.16, revenue $4.87B, $12B buyback.

  3. Airbnb shares jump about 10% after hours; Expedia falls about 8.5%.

  4. Regular trading in Airbnb shares opens with the earnings reaction in focus.

What to watch

  • Whether Airbnb's after-hours gain holds through Friday's regular trading session2026-11-06
  • Airbnb's actual Q4 revenue versus its $3.22B–$3.28B guidance rangeQ4 2026
  • Impact of Middle East and Europe unrest on travel demand, flagged by Airbnb's CFOQ4 2026

Educational content only. Not investment advice.

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