Airbnb, Inc. (ABNB) Misses Q3 Earnings Estimates

Core Insights - Airbnb, Inc. reported quarterly earnings of $2.21 per share, missing the Zacks Consensus Estimate of $2.29 per share, but showing an increase from $2.13 per share a year ago, resulting in an earnings surprise of -3.49% [1] - The company posted revenues of $4.1 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.25% and increasing from $3.73 billion year-over-year [2] - Airbnb shares have underperformed the market, losing about 6.8% since the beginning of the year compared to the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.67 on revenues of $2.67 billion, and for the current fiscal year, it is $4.23 on revenues of $12.13 billion [7] - The estimate revisions trend for Airbnb was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Airbnb belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]