Airbnb Inc. NASDAQ: ABNB stock was down a fraction in early morning trading on Nov. 7, the day after the company delivered third-quarter earnings. Those results fell into the “better than feared” category, but came at a time of broad market weakness.
Airbnb's Q3 earnings miss estimates, but strong bookings, rising ADR, and upbeat guidance lift prospects.
Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) shares climbed almost 6% following the company's third quarter 2025 earnings release, with higher-than-expected bookings and revenue, though earnings per share fell short of estimates. The company reported revenue of $4.10 billion, up 10% year-over-year and slightly ahead of analyst expectations of about $4.08 billion.
Airbnb faces slowing revenue growth, now at 10%, with management guiding for further deceleration and no signs of renewed momentum. ABNB's cash flow margins remain flat in the mid-30% range, indicating neither increasing efficiency nor aggressive investment for future growth. Despite a strong balance sheet and ongoing stock buybacks, ABNB trades at a valuation (17x TTM UFCF) more typical of growth stocks than value names.
Airbnb is rated a Buy with a $140 price target, reflecting confidence in its leading position in short-term rentals. Despite a slight EPS miss, ABNB reported steady top and bottom-line growth and double-digit booking increases, supporting a bullish outlook. AI-powered platform enhancements are expected to drive future revenue growth, user engagement, and overall experience for ABNB.
Airbnb, Inc. ( ABNB ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Angela Yang - Director of Investor Relations Brian Chesky - Co-Founder, CEO, Head of Community & Chairman of the Board Ellie Mertz - Chief Financial Officer Conference Call Participants Richard Clarke - Sanford C. Bernstein & Co., LLC.
While the top- and bottom-line numbers for Airbnb (ABNB) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Airbnb, Inc. (ABNB) came out with quarterly earnings of $2.21 per share, missing the Zacks Consensus Estimate of $2.29 per share. This compares to earnings of $2.13 per share a year ago.
Airbnb (NASDAQ: ABNB) posted Q3 results that split the difference.
Shares of Airbnb rose in extended trading after the company reporter third-quarter results that beat analysts' estimates for revenue. Revenue increased 10% to $4.10 billion, according to a release.
ABNB's Q3 results may reflect stronger bookings, rising ADR and AI-driven service gains, despite margin pressure from higher investments.
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