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ABNB — Airbnb
_Created 2026-11-05 16:00 ET from report. Screening/research, not investment advice._
Business
Online short-term lodging marketplace; TRAI Internet/Media; cluster 2 with BKNG (ρ 0.81).
Catalysts, guidance & news
- Q3 2026 results: AMC Thu 2026-11-05; webcast 5:00 PM ET (Airbnb schedule PR) [V-P schedule]. Shareholder letter / numbers [UNV] until IR posts.
- Pre-print Yahoo last 170.13 vs 11-04 close 176.37 ≈ −3.54% (16:00 report). Note: 15:00 slot’s ~+2% figure used an older chartPreviousClose — corrected here vs 11-04 bar.
TRAI data
- Next earnings: 2026-11-05 AMC, gapRisk imminent.
- Typical reaction (last 4): avg |gap| 5.86% (2.01 ATR), fill 50%, continuation 25%, avg day-1 in gap dir −0.51%.
- ABNB–BKNG ρ 0.81 — BKNG is an LM name on the 11-04 snapshot; peer-event flag into Friday open if gap is large (S-132 style).
Report links
2026-11-06 17:00 update — day-1 LM after beat/raise + $12B buyback
- Issuer Q3 (Airbnb Newsroom 2026-11-05 [V-P]): rev ~$4.9B (+19%), GBV $27.7B (+21%), nights/seats +16%, NI ~$1.9B, adj. EBITDA ~$2.5B (52% margin); Q4 rev $3.22–3.28B; FY26 rev growth high teens, adj. EBITDA margin ~36%; new $12B Class A repurchase auth.
- Yahoo Fri 189.99 (+11.67%); TRAI long_momentum, gap +12.35%, residZ +5.42, relVol 3.18. Cluster 3. BKNG −4.77% same day — twin break on ABNB print (S-118 live case). Feeds S-151 companion (travel ≠ Software).
- Source: 2026-11-06 17:00 report.