Airbnb (ABNB) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.37
- Estimate
- $1.25
- Surprise
- +9.5%
- Revenue (period 2026-06-30)
- $3.61B
- Score at report (before → after)
- 5.8 → 5.7/10
Revenue source: xbrl.
How the report landed
Airbnb (ABNB) beat the $1.25 estimate with adjusted EPS of $1.37 — a clear 9.5% upside surprise. TrendMatrix's engine moved from Hold (5.8/10) to Sell at 5.7/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ABNB Buy (Wait) at 5.8/10.
1 of the last 4 quarters beat the estimate; this quarter's +9.5% surprise compares with a -6.3% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=8.0 in RISK_OFF)
- High-quality business
What argues against it
- Analyst target reached - limited upside remaining
- Sector modifier (Consumer Cyclical): -1.5
- Earnings in 1 day - binary event risk
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $166.96
- Entry target
- $147.10
- Price target
- $169.45
- Stop
- $138.02
- Upside to target
- +1.5%
- Reward-to-risk
- 0.3:1
The stock trades at 38.0× trailing but 26.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-04 — shown for context, not personalized investment advice.
ABNB at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Travel Services
- Market cap
- $99.97B
- P/E (fwd)
- 26.9
- P/E (ttm)
- 38.0
- 52-week range
- $110.81–$193.45
- Off 52-week high
- 13.7%
- RSI (14)
- 50
- Volume vs avg
- 1.12×
- Score today
- 5.8/10