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Airbnb delivers strong Q3 beat with growth reacceleration and upbeat guidance

Nov 5, 2026, 5:31 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

ABNB exceeded expectations across EPS, revenue, GBV, and bookings, with a 21% YoY GBV rise suggesting durable demand. The Q4 guide above consensus reinforces the growth narrative. The after-hours 10% rally signals strong price sensitivity to earnings momentum and could attract momentum buyers in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Airbnb reported a robust Q3 with EPS of $3.16 and revenue of $4.87B, topping estimates. GBV rose 21% YoY to $27.7B as Nights/Seats booked reached 155M, up 16%. Guidance for Q4 implies further upside, as management notes growth reacceleration across established markets, triggering expectations of continued monetization and demand strength.

Q3 EPS $3.16 vs $2.84 est. Revenue $4.87B vs $4.75B est.
GBV $27.7B, +21% YoY; Nights/Seats booked 155M, +16%.
Q4 revenue guidance $3.22B-$3.28B, above consensus.
Shares jumped 10.8% after-hours to $188.48.
CEO notes growth reacceleration in core markets.

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