ABNB

2025Q4AMC

Airbnb Inc primary · CONSUMER CYCLICAL · TRAVEL SERVICES

Report 2026-02-12 · Fiscal end 2025-12-31 · Features as of 2026-02-12

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS0.66
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move4.2%
IV front—
P/C full—
P/C front—
Features as of2026-02-12

Run-up

Close—
Ret 5d-4.4%
Ret 10d-12.0%
Ret 20d-12.7%
Ret 30d-15.3%

Post-Earnings Data

Results & reaction

Print

Actual EPS
0.56Miss
Estimated EPS0.66
Actual revenue
2.8B
Surprise %-15.2%
Beat / missMiss
Beat streak 40
Beat streak 80

Reaction

1-day stock reaction-4.0%
Implied vs actual

Implied 4.2%Actual 9.1%

Gap reaction+9.1%
Day result+4.6%
Next-day upNo
Realized / IV2.15×

Post tape

Post 5d+1.3%
Post 10d+9.8%
Post volume11.0M
Vol ×10d2.01×
Vol ×20d2.34×
Post range5.8%