ATLAS News · Earnings

Airbnb Q3 Earnings and Revenue Beat Estimates as Bookings Accelerate

Published November 6, 2026 · 6 sources

Airbnb reported Q3 2026 EPS of $3.16 and revenue of $4.87 billion, both above consensus, as nights booked grew 16%, according to several outlets.

What happened

Airbnb (ABNB) reported third-quarter 2026 results that topped analyst expectations, according to TradingView, which cites the Zacks Consensus Estimate. GAAP earnings came in at $3.16 per share, compared with $2.21 in the same quarter a year earlier.

TradingView reports that revenue rose 18.9% year over year to $4.87 billion, beating the consensus mark by 2.52%, while earnings per share exceeded the estimate by 10.49%. Quantisnow puts revenue growth at about 19% and says nights grew 16%, but notes that the Reserve Now Pay Later option pulls cash collection later.

Yahoo Finance describes the period as the company's fastest growth in more than 3 years. Bloomberg reports that growth accelerated and the company's outlook rose.

Context

Airbnb operates an online marketplace for short-term stays and experiences, and Booking is another large company in online travel.

Why it matters

The results offer a read on travel demand and on how Airbnb is performing relative to online travel peers such as Booking.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

AirbnbABNB

+11.67%

Consumer Cyclical · NASDAQ

Close on November 6: $189.99+11.67% vs. previous close ($170.13)
Fair value (ATLAS): $136.91Fair range: $91.37 to $190.59The price ($189.99) is 38.8% above that figure.
Chance of a rise in 1 month: 48%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $171.64 and $207.47; 9 in 10, between $145.09 and $245.43.

See the full ATLAS analysis of Airbnb →

BookingBKNG

−4.77%

Consumer Cyclical · NASDAQ

Close on November 6: $160.67−4.77% vs. previous close ($168.72)
Fair value (ATLAS): $250.62Fair range: $176.08 to $356.72The price ($160.67) is 35.9% below that figure.
Chance of a rise in 1 month: 49%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $147.83 and $173.52; 9 in 10, between $128.26 and $199.99.

See the full ATLAS analysis of Booking →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Airbnb Q3 Earnings Beat Estimates as Booking Demand Accelerates · TradingView · November 6, 2026
Airbnb Jumps 11% After Hours on Its Fastest Growth in More Than 3 Years · Yahoo Finance · November 6, 2026
Airbnb earnings analysis: questions answered and next catalysts · Yahoo Finance · November 6, 2026
Airbnb (ABNB) Q3 2026 Earnings Call Transcript · The Globe and Mail · November 6, 2026
Watch Airbnb Surges 12% as Growth Accelerates and Outlook Rises | Closing Bell · Bloomberg.com · November 6, 2026
Airbnb Q3 revenue rises 19% on volume as nights grow 16%, but Reserve Now Pay Later pulls cash collection later · Quantisnow · November 7, 2026

Latest market news · Markets today on ATLAS · Airbnb · Booking

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Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer