Airbnb (ABNB)
Coverage summary
Aardvark Labs Capital Research has covered Airbnb (ABNB) since November 7, 2025. The company is in the Consumer Cyclical sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 6, 2026. The current rating is Hold, unchanged since the Q2 2026 Earnings Recap of August 7, 2026. The rating has changed twice since coverage began.
Translations: 4 in Chinese.
Rating history
All ABNB reports
Recap: Q3 2026
The Fastest Growth in Three Years and Another Guide Raise, With the Cash Still in Transit
Recap: Q2 2026
Core Markets Accelerate and the Guide Goes Up a Third Time, But a 17% Session Took the Upside With It
Recap: Q1 2026
Beat, Raised Twice, and Quietly Trading Float for Volume: Ex-FX Bookings Growth Held at 13% While Free Cash Flow Fell
Recap: Q4 2025
The Margin Answer Arrives Intact: FY26 Guided to Accelerate on Stable Margins, With Three Pricing Changes Doing 300 Basis Points of the Work
Recap: Q3 2025
Three Businesses, One P&L: Nights Accelerate and EBITDA Sets a Record, But the Take Rate Slips and the 2026 Margin Answer Is Deferred to February