Short Answer

Both the model and the market expect Airbnb's nights and experiences booked in Q3 2026 to exceed 138 million, with no compelling evidence of mispricing.

1. Market Behavior & Drivers

This market's price action is defined by a single, sharp repricing on July 29, 2026. On that day, the implied probability of Airbnb's Q3 bookings exceeding 138 million jumped from 1.0% to 88.0%. The price has remained stable at this level since the move, with the chart showing a vertical step-function rather than a gradual trend.
The 87-point spike was a direct reaction to fundamental data. The market appears to have incorporated reports of Airbnb's Q1 2026 Nights and Experiences Booked, which reached 156.2 million. This Q1 figure is already well above the market's 138 million threshold for Q3, suggesting the initial 1.0% price was a significant undervaluation. Trading volume is extremely low at just two contracts, indicating the repricing reflects the actions of a few participants rather than a deep, liquid consensus.
Given the single-day repricing, the 88.0% price point now acts as the market's key level. Market sentiment is overwhelmingly positive for a 'YES' resolution. The chart suggests participants view the outcome as highly probable, based on the Q1 performance data that makes the 138 million target appear easily achievable.
  • Bookings above 140 million appear likely, driven by Q1 2026's 156.2 million performance.
  • Optimistic demand trends and steady volume reinforce expectations for high Q3 bookings.
  • Market analysts project robust 2026 performance, supporting elevated nights and experiences booked.

Who Wins and Why

Outcome Market Model Why
Above 146 million 60.0% 34.4% Market higher by 25.6pp
Above 150 million 30.0% 22.0% Market higher by 8.0pp
Above 148 million 53.0% 28.0% Market higher by 25.0pp
Above 138 million 88.0% 96.5% Model higher by 8.5pp
Above 140 million 90.0% 95.0% Model higher by 5.0pp

Current Context

Airbnb's Q3 2026 financial results are anticipated in early November. The company is expected to release its third quarter (Q3) 2026 financial results in early November 2026, consistent with its historical reporting schedule; for instance, Q3 2025 results were released on November 6, 2025 [1][2]. Wall Street consensus estimates for Q3 2026 revenue range from approximately $4.6 billion to $4.7 billion [1][2]. Expected earnings per share (EPS) estimates fall between $2.75 and $2.81 [1][2].
Management has raised full-year guidance, with strong Q3 EPS growth expected. Airbnb management increased its full-year 2026 guidance, projecting revenue growth in the low-to-mid teens and establishing an adjusted EBITDA margin floor of at least 35% [3][4]. Analysts project a strong rebound in Airbnb's Q3 2026 earnings, forecasting normalized EPS growth to reach approximately 24% year-over-year [5][3]. This expected growth attributes to the dissipation of prior tax drags [5][3].
Sources (5)
  1. 1Airbnb, Inc. (ABNB) Analyst Ratings, Estimates & Forecastsfinance.yahoo.com
  2. 2ABNB Forecast, Price Target & Analyst Ratingschartmill.com
  3. 3Airbnb Stock Looks Fully Valued. The EPS Trajectory Says Otherwise. | TIKR.comtikr.com
  4. 4Airbnb Raised Its 2026 Guidance After Q1 Revenue Grew 18%. Is the Stock Undervalued? | TIKR.comtikr.com
  5. 5Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com

2. Price Chart

Historical Price (Probability)

Outcome probability
Date

3. Significant Price Movements

Notable price changes detected in the chart, along with research into what caused each movement.

📈 July 29, 2026: 87.0pp spike

Price increased from 1.0% to 88.0%

Outcome: Above 138 million

What happened: The primary driver of the July 29, 2026, price spike in the "Airbnb bookings in Q3" market was likely a market-wide re-evaluation of the high probability of the outcome "Above 138 million." This was strongly supported by Airbnb's Q1 2026 Nights and Seats Booked already reaching 156.2 million [1][2], a figure well above the Q3 target. Furthermore, the company had raised its full-year 2026 revenue guidance following a strong Q1 [3][1], and the 2026 FIFA World Cup was a significant growth catalyst for booking volume impacting the period [4][5]. No specific social media posts or viral narratives from key figures are identified as directly preceding or coinciding with this precise price movement. Social media was therefore irrelevant as a primary driver or direct accelerant for this specific spike.
Sources (5)
  1. 1Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com
  2. 2Airbnb Q1 2026 Earnings: What 2.7B Revenue and 9% Booking Growth Mean for STR Investors | StaySTRA.comstaystra.com
  3. 3Airbnb Raised Its 2026 Guidance After Q1 Revenue Grew 18%. Is the Stock Undervalued? | TIKR.comtikr.com
  4. 4Airbnb’s $90 Billion Growth Story Is Far From Peaking - 24/7 Wall St.247wallst.com
  5. 5Insider Selling: Airbnb (NASDAQ:ABNB) Director Sells $1,251,900.00 in Stock - Markets Dailythemarketsdaily.com

4. Market Data

Contract Snapshot

This market on Airbnb bookings in Q3 resolves to "Yes" if Airbnb's reported "Total Nights and Seats Booked" for the third quarter exceeds the specific threshold of the contract, such as 144 million. Conversely, a "No" resolution triggers if the total is at or below that defined threshold. Trading for the market ends on November 5 at 4:00 PM EST, with the latest possible payout occurring by March 5, 2027.

Available Contracts

Market options and current pricing

Outcome bucket Yes (price) No (price) Last trade probability
Above 140 million $0.96 $0.09 90%
Above 138 million $0.96 $0.11 88%
Above 142 million $0.92 $0.16 84%
Above 144 million $0.83 $0.24 83%
Above 146 million $0.69 $0.36 60%
Above 148 million $0.53 $0.48 53%
Above 150 million $0.34 $0.73 30%

Market Discussion

As of July 29, 2026, public discussion for Airbnb (ABNB) is predominantly centered on upcoming Q2 2026 earnings, with limited specific focus on Q3 bookings [1][2]. However, community forums reveal persistent host dissatisfaction regarding pricing model changes and search experiences, which may impact booking availability and appeal [3][4]. Additionally, consumer frustration over perceived price-gouging during major events suggests potential challenges for pricing strategies that could affect future bookings [5][6].

Sources (6)
  1. 1Will Airbnb (ABNB) Q2 gross booking value be above __?polymarket.com
  2. 2Airbnb Raised Its 2026 Guidance After Q1 Revenue Grew 18%. Is the Stock Undervalued? | TIKR.comtikr.com
  3. 3Sudden Drop in bookings - Airbnb Communitycommunity.withairbnb.com
  4. 4Re: Decline in bookings. - Airbnb Communitycommunity.withairbnb.com
  5. 5'It's a scam': What the AFL and city of Adelaide won't tell you about Gather Round - ESPNglobal.espn.com
  6. 6'$4,000 for one night in Adelaide!': Fans not impressed by Gather Round irony - ESPNespn.com

5. Trust Index

Octagon Trust Index Kalshi 61 Caution

Order book is critically thin.

Primary risk· Trade quality

How it adds up
Integrity80% of score67Caution
Trade quality20% of score36High Risk

Includes the cost to trade: a $1,000 order can't be filled here because the order book is too thin.

Trust score61Caution

Weighted blend with hard caps — a critically weak safety pillar, or a severe trading anomaly, caps the total regardless of the rest. Full methodology · About the Trust Index

Trust profile
Integrity4 screens run · 3 don't apply · 3 awaiting data
Market integrity
77Good

Outcome is hard to influence

Thin-volume movesTrade signals · high confidence

“Above 144 million” made a large jump with almost no trading behind it.

Large tradesTrade signals · medium confidence

Largest single print on KXABNB-26NOVNEB-148,000,000 carried 50% of its $141 tape (print is 43d old)

Screened clean
Size patternsNo distribution read Clear
2 screens not run
Outcome control · doesn't apply to this market type
Thin-leg conviction · doesn't apply to this market type
Info fairness
40High Risk
Information exposureStructural risk · medium confidence

Company-reported metric: finance and investor relations know the number before the earnings release

4 screens not run
Move vs. catalyst · data source not connected
Longshot repricing · data source not connected
Pre-broadcast certainty · doesn't apply to this market type
Cross-venue timing · data source not connected
Resolution quality
92Strong

Resolution mechanism is dependable

No suspicious activity on any screen

Resolution rules read: Clear

Liquidity
45Thin

Expect slippage beyond small size

6 contracts · worst first · 1 below the volume floor — not scored

Above 144 million39
Very thin · low confidence

Light recent trading — size may not fill near the screen price.

Above 150 million47
Thin · low confidence

Light recent trading — size may not fill near the screen price.

Above 140 million—
No recent trading to measure

No recent trading to measure

Above 138 million—
No recent trading to measure

No recent trading to measure

Above 146 million—
No recent trading to measure

No recent trading to measure

Above 148 million—
No recent trading to measure

No recent trading to measure

Move quality
70Stable

No significant moves

6 contracts · worst first · 1 below the volume floor — not scored

Above 140 million—
No trading in 4d

No trades in the last 4d — nothing to confirm

Above 138 million—
No trading in 5d

No trades in the last 5d — nothing to confirm

Above 144 million—
No significant move (5d)

Price was stable over the last 5 days.

Above 146 million—
No trading in 5d

No trades in the last 5d — nothing to confirm

Above 148 million—
No trading in 5d

No trades in the last 5d — nothing to confirm

Above 150 million—
No significant move (24h)

Price was stable over the last 24 hours.

Rule clarity
100Clear

Counts toward Resolution quality, not here

6 contracts · worst first · 1 below the volume floor — not scored

Above 140 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 138 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 144 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 146 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 148 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 150 million100
Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Trade quality
36High Risk

Order book is critically thin

Thin market — entering or exiting at fair value will be difficult.

Outcome quality 45 (notional-weighted across 2 scored legs)

$100 order: 5.1c slippage (~6% of a 92.5c contract)

$1,000 order: book too thin to fill

$10,000 order: book too thin to fill

1 below the volume floor — not scored

Above 140 million–Market scoreLiquidity–Move quality–Rule clarity100
Why this score
Liquidity
No recent trading to measure

No recent trading to measure

Move quality
No trading in 4d

No trades in the last 4d — nothing to confirm

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 138 million–Market scoreLiquidity–Move quality–Rule clarity100
Why this score
Liquidity
No recent trading to measure

No recent trading to measure

Move quality
No trading in 5d

No trades in the last 5d — nothing to confirm

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 144 million39Market scoreLiquidity39Move quality–Rule clarity100
Why 39
Liquidity
39 · Very thin · low confidence

Light recent trading — size may not fill near the screen price.

Move quality
No significant move (5d)

Price was stable over the last 5 days.

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 146 million–Market scoreLiquidity–Move quality–Rule clarity100
Why this score
Liquidity
No recent trading to measure

No recent trading to measure

Move quality
No trading in 5d

No trades in the last 5d — nothing to confirm

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 148 million–Market scoreLiquidity–Move quality–Rule clarity100
Why this score
Liquidity
No recent trading to measure

No recent trading to measure

Move quality
No trading in 5d

No trades in the last 5d — nothing to confirm

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear
Above 150 million47Market scoreLiquidity47Move quality–Rule clarity100
Why 47
Liquidity
47 · Thin · low confidence

Light recent trading — size may not fill near the screen price.

Move quality
No significant move (24h)

Price was stable over the last 24 hours.

Rule clarity
100 · Clear · high confidence

All checks pass

objective outcome · Clearofficial source · Cleartime boundary · Clear

underwriting_v1.4 · computed Sep 19, 2026

6. What is the consensus among Wall Street analysts for Airbnb's 'Nights and Experiences Booked' in Q3 2026?

Q3 2026 Nights and Experiences Booked ConsensusNot widely cited [1]
Q3 2026 EPS Consensus$2.75 (from 29 analysts) [1]
Q3 2025 Nights and Seats Booked133.6 million (9% YoY growth) [2][3][4]
A consensus for Airbnb's Q3 2026 'Nights and Experiences Booked' is not widely available. As of July 29, 2026, a specific Wall Street analyst consensus figure for Airbnb's 'Nights and Experiences Booked' for the third quarter of 2026 has not been broadly published [1]. However, Wall Street analysts have established an earnings per share (EPS) consensus for Q3 2026, projecting it to be $2.75 based on the analysis of 29 different analysts [1].
Airbnb reported robust historical bookings and anticipates future growth catalysts. In Q3 2025, the company reported 133.6 million 'Nights and Seats Booked,' which represented a 9% year-over-year growth [2][3][4]. Looking ahead, Airbnb is focusing on key growth initiatives such as the FIFA World Cup 2026, which is anticipated to be a significant driver for future bookings and experiences [1].
Sources (4)
  1. 1Airbnb Inc. (ABNB) Stock Analysis 2026: Reduce Rating & DCF Valuationalcapitaladvisory.com
  2. 2Airbnb shares rise on Q3 revenue beat, strong bookings | NASDAQ:ABNB, XETRA:6Z1proactiveinvestors.com
  3. 3Airbnb Q3 2025 financial resultsnews.airbnb.com
  4. 4Airbnb, Inc. (ABNB) 8-K Earnings Release - Nov 2025last10k.com

7. How might macroeconomic indicators from Q2 2026, such as consumer confidence indices and international travel statistics, influence Airbnb's Q3 booking performance?

Michigan Consumer Sentiment (July 2026)54.4 [1][2][3]
Conference Board Consumer Confidence (July 2026)90.8 [4][3]
Analyst Q3 2026 Revenue Growth Projectionroughly 9.7% [5]
Consumer sentiment in Q2/early Q3 2026 presented mixed signals for travel. The U.S. consumer sentiment showed signs of stabilization, with the Michigan Consumer Sentiment index rising to 54.4 in July 2026 from 49.5 in June, though it remained low compared to historical averages [1][2][3]. Conversely, the Conference Board's Consumer Confidence Index experienced a slight dip to 90.8 in July, indicating persistent concerns among consumers [4][3]. Despite this mixed sentiment, consumers in July 2026 expressed intentions to spend on services such as hotels for personal travel and airfare, suggesting a resilient demand for travel experiences entering Q3, even as gasoline prices continue to be a volatility factor [4][3].
Airbnb's Q3 booking performance faces headwinds despite resilient travel demand. For 2026, Airbnb management anticipates year-over-year revenue growth in the low-to-mid teens, navigating challenges including tougher year-over-year comparisons and geopolitical headwinds, particularly conflicts in the Middle East impacting EMEA and APAC regions [6][7]. Wall Street analysts foresee pressure on Airbnb's Q3 2026 earnings due to increased marketing expenses and a deceleration in booking growth [5]. Despite these pressures, analysts project year-over-year revenue growth of approximately 9.7% for the quarter [5].
Sources (7)
  1. 1Surveys of Consumerssca.isr.umich.edu
  2. 2United States Michigan Consumer Sentimenttradingeconomics.com
  3. 3Macroeconomic Currentassets.equifax.com
  4. 4US Consumer Confidenceconference-board.org
  5. 5https://www.tipranks.com/news/airbnb-abnb-q3-earnings-preview-heres-what-to-expecttipranks.com
  6. 6Airbnb, Inc. (ABNB)s26.q4cdn.com
  7. 7Airbnb Q1 2026 financial resultsnews.airbnb.com

8. How are Airbnb's projected Q3 2026 booking growth and average daily rates (ADRs) expected to compare with competitors like Booking.com and Vrbo?

Airbnb Q1 2026 Nights & Seats Booked156.2 million (up 9% year-over-year) [1][2][3]
Airbnb Q1 2026 Revenue$2.678 billion (up 18% year-over-year) [1][2][3]
Airbnb Q3 2025 Average Daily Rate (ADR)$171 (up 5% year-over-year) [4][5]
Direct Q3 2026 projections are unavailable, though Airbnb showed strong momentum. Specific projected Q3 2026 booking growth and average daily rates (ADRs) are not available for Airbnb, Booking.com, or Vrbo, preventing direct numerical comparisons for this future period. However, Airbnb demonstrated strong momentum in early 2026, reporting 156.2 million nights and seats booked in Q1, marking a 9% year-over-year increase [1][2][3]. Revenue for Q1 2026 reached $2.678 billion, an 18% year-over-year increase, leading management to subsequently raise its full-year 2026 revenue growth guidance to the low-to-mid teens [1][2][3].
Airbnb anticipates sustained ADR growth while Booking.com emerges as a strong competitor. In Q3 2025, Airbnb’s ADR stood at $171, a 5% year-over-year increase, and the company projects sustained ADR growth for 2026 [4][5]. This growth is expected to be supported by price appreciation, mix shift, and favorable foreign exchange rates, though regional disruptions could affect quarterly growth rates [4][5]. Booking.com is establishing itself as a significant competitor in alternative accommodations, having surpassed Airbnb in holiday rental listings in 2025 with 7.1 million compared to Airbnb’s 6.8 million [6][7]. Booking.com's alternative accommodation room nights have consistently grown above industry averages, bolstered by hotel cross-promotion and a global loyalty program [8][9][10]. In contrast, Vrbo continues to experience headwinds within the U.S. market [8][9][10][6].
Sources (10)
  1. 1Airbnb Q1 2026 financial resultsnews.airbnb.com
  2. 2Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com
  3. 3Airbnb Stock at $135 With a $156 Street Target: Here’s What the Q1 Beat Changes for Investors | TIKR.comtikr.com
  4. 4http://s26.q4cdn.com/656283129/files/doc_financials/2025/q3/v2/Airbnb_Q3-2025-Shareholder-Letter.pdfs26.q4cdn.com
  5. 5Airbnb, Inc. (ABNB)s26.q4cdn.com
  6. 6The Great Convergence: Booking.com vs. Airbnb in 2026 - Wirewire.scalerentals.show
  7. 7Booking Holdings vs. Airbnb: What Their Revenue Trends Tell Investors | The Motley Foolfool.com
  8. 8Booking.com Q3 2025: Why It Sounds More Confident Than Airbnb or Vrborentalscaleup.com
  9. 9Short-term rental management insights from top OTAs Q3 | Guestyguesty.com
  10. 10Booking.com Q1 2026 Results: Middle East Headwinds, Alternative Accommodation Growth, and a Possible Domestic Travel Boostrentalscaleup.com

9. What do third-party data providers like AirDNA or KeyData indicate about Airbnb's booking pace and demand trends leading into Q3 2026?

Q1 2026 Bookings156.2 million (9% year-over-year growth) [1][2]
US Market Share (Reservations)54% (July 2026) [1][2]
European Demand Nights (YoY Change)-3.3% (June 2026) [3]
Airbnb's booking pace and demand show an optimistic outlook. Performance indicators as of July 2026 reinforce this, driven by strong, steady volume growth throughout the first half of the year. Q1 2026 bookings reached 156.2 million, representing a 9% year-over-year increase [1][2]. Furthermore, Airbnb holds a dominant US market share, accounting for approximately 54% of reservations as of July 2026 [1][2].
European demand softened, while booking lead times contracted significantly. European market data from June 2026 indicates some localized demand softening, reflected in a -3.3% year-over-year change in demand nights, although moderate RevPAR growth of 4.8% was observed [3]. A key trend influencing Q3 2026 demand is the structural contraction of booking lead times, with national averages compressing toward 29 days, necessitating a focus on short-window pickup [3][4][5]. Financial technology solutions, such as Reserve Now, Pay Later (RNPL), are actively pulling booking demand forward, which helps mitigate traditional seasonal troughs and smooth volatility in booking curves leading into Q3 [2][6].
Sources (6)
  1. 1U.S. Short-Term Rental Market Report Q2 2026 | Beyondbeyondpricing.com
  2. 2Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com
  3. 3European Review June 2026: Summer Demand Shifts Northairdna.co
  4. 4Airbnb Booking Pace: How to Read Your Pickup Curve Before It's Too Late to Fix the Month | MagicBNBmagicbnb.io
  5. 5Airbnb Lead Time Data 2026: Why Guests Book 17 Days...airroi.com
  6. 6http://s26.q4cdn.com/656283129/files/doc_financials/2025/q3/v2/Airbnb_Q3-2025-Shareholder-Letter.pdfs26.q4cdn.com

10. How are booking trends expected to differ across Airbnb's key geographic regions—North America, EMEA, and Asia-Pacific—in Q3 2026?

North America Q3 2026 Growthstable, mid-single digit growth [1][2][3]
EMEA Growth (recent periods)14% [1]
Nights and Seats Booked Headwindroughly 100bps [3][4][5]
Airbnb expects diverse Q3 2026 growth across its key regions. North America is projected to have stable growth, estimated at 4% in recent periods, aligning with mid-single digit expectations for Q3 2026. Asia-Pacific and Latin America are anticipated to drive higher growth momentum overall. Airbnb's strategy centers on reinforcing core markets such as North America, while pursuing hyper-localized expansion in markets like India and Latin America [1][2][3].
Growth rates vary, with macro headwinds impacting some regions. EMEA's growth trajectory is higher, estimated at 14% in recent periods, suggesting a long-term narrowing of the revenue gap with North America [1]. However, both EMEA and Asia-Pacific are projected to experience a slight deceleration in Nights and Seats Booked growth. This is largely due to macro headwinds, including an approximately 100 basis point headwind expected for Q2 2026 and into Q3, primarily affecting these regions due to ongoing conflict in the Middle East [3][4][5].
Expansion markets like India and Brazil show strong adoption. Within the higher growth regions, India and Brazil are demonstrating particularly strong adoption rates, contributing significantly to the momentum in Asia-Pacific and Latin America respectively [1][2].
Sources (5)
  1. 1Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com
  2. 2Airbnb Shareholders' Letters26.q4cdn.com
  3. 3Airbnb Q1 2026 financial resultsnews.airbnb.com
  4. 4EX-99.1sec.gov
  5. 5Airbnb, Inc. (ABNB) 8-K Earnings Release - May 2026last10k.com

11. What Could Change the Odds

Key Catalysts

Airbnb's Q3 2026 earnings release is estimated to occur in early November 2026, consistent with the company's historical reporting schedule [1]. Market analysts project strong performance for 2026, with revenue growth guidance in the low-to-mid teens and adjusted EBITDA margins expected to reach at least 35% [1][2][3]. Estimates for Q3 2026 EPS average approximately $2.53, based on current analyst consensus [1][2][3].
Key operational catalysts for Q3 2026 include the continued adoption of 'Reserve Now, Pay Later', international market expansion in Asia-Pacific and Latin America, and ongoing improvements from the 'Project Y' continuous shipping model [3][4][5]. Bullish indicators also encompass accelerating first-time booker growth, high-margin platform economics at 82.9% gross margin, and effective AI-driven platform enhancements [3][4][5]. The company's asset-light model, brand/network effects, and expansion into experiences/services remain growth drivers [6]. Historically, Airbnb has used collaborations with sports entities for promotional catalysts, such as listing stadium venues and professional athletes' homes [7][8][9][10][11].
Potential bearish risks include sensitivity to macroeconomic conditions, challenging year-over-year growth comparisons, and ongoing investment costs associated with international expansion and infrastructure [3][4][5]. Q1 2026 earnings reported $0.26 EPS, missing the $0.31 consensus, which could affect sentiment [3]. Recent insider selling activity by senior executives and directors occurred in late June and July 2026 [4][5][12]. Additionally, some analyst coverage maintains a cautious stance, including a neutral rating from Wedbush [4].

Key Dates & Catalysts

  • Expiration: March 05, 2027
  • Closes: March 05, 2027
Sources (12)
  1. 1Airbnb (ABNB) Earnings Date and Reports 2026marketbeat.com
  2. 2Airbnb, Inc. (ABNB) Analyst Estimates Quarterly - Discounting Cash Flowsdiscountingcashflows.com
  3. 3Airbnb Raised Its 2026 Guidance After Q1 Revenue Grew 18%. Is the Stock Undervalued? | TIKR.comtikr.com
  4. 4Airbnb Q1 2026 financial resultsnews.airbnb.com
  5. 5Airbnb Statistics 2026: Revenue, Bookings, Host Earnings & Market Data - Axis Intelligenceaxis-intelligence.com
  6. 6Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Timeyoutube.com
  7. 7Scottie Pippen puts his house on Airbnb for the Olympics - ESPNespn.com
  8. 8ESPN.com - Contest lets fan crash at Bulls arenaespn.com
  9. 9Michael Jordan's former Chicago-area estate listed on Airbnb - ESPNespn.com
  10. 10ESPN.com - Pensacola Blue Wahoos list stadium for Airbnb rentalsespn.com
  11. 11ESPN.com - Goodyear Blimp serving as hotel room before Michigan hosts Notre Dameespn.com
  12. 12SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars?youtube.com