On a day the Nasdaq plunged 5.5%, one stock bucked the trend after the market close: ABNB.
The facts: Airbnb reported Q3 2026 results on Nov. 5, after U.S. markets closed — EPS of $3.16 vs. the $2.85 consensus, and revenue of $4.87 billion (+19% YoY) vs. the $4.75 billion estimate. Gross booking value rose 21% to $27.7 billion. Q4 guidance was $3.22–3.28 billion, above the roughly $3.16 billion consensus, and full-year guidance was raised to high-teens growth, alongside a new $12 billion buyback. The stock rose about 11% in after-hours trading to around $189, after falling 3.5% to $170.13 during the regular session.
Market context: The S&P 500 fell 4.36% and the Nasdaq 5.52% on Nov. 5 — their worst day since April 2025 — led by a sell-off in chip stocks (the semiconductor index fell 12.25%) amid concerns about data center spending following the election. ABNB bucked the index trend, but remember: the after-hours surge hasn’t been confirmed in the regular session — liquidity is thin, and the stock could reverse at the open.
What I’m watching next: whether the after-hours gains hold in Friday’s regular session, and tonight’s 8:30 p.m. WIB NFP report, which could move the entire market.
My take: this is an example of strong earnings on a bad day — beats across the board, raised guidance, and a large buyback. But one good report doesn’t change the market’s direction: ABNB still has to prove its gains in the regular session, not just after hours.
This is my analysis, not financial advice — always DYOR.
Do you think ABNB can stay in the green during the regular session, or will it get dragged down by market sentiment again?
#Airbnb #SahamUSA
The facts: Airbnb reported Q3 2026 results on Nov. 5, after U.S. markets closed — EPS of $3.16 vs. the $2.85 consensus, and revenue of $4.87 billion (+19% YoY) vs. the $4.75 billion estimate. Gross booking value rose 21% to $27.7 billion. Q4 guidance was $3.22–3.28 billion, above the roughly $3.16 billion consensus, and full-year guidance was raised to high-teens growth, alongside a new $12 billion buyback. The stock rose about 11% in after-hours trading to around $189, after falling 3.5% to $170.13 during the regular session.
Market context: The S&P 500 fell 4.36% and the Nasdaq 5.52% on Nov. 5 — their worst day since April 2025 — led by a sell-off in chip stocks (the semiconductor index fell 12.25%) amid concerns about data center spending following the election. ABNB bucked the index trend, but remember: the after-hours surge hasn’t been confirmed in the regular session — liquidity is thin, and the stock could reverse at the open.
What I’m watching next: whether the after-hours gains hold in Friday’s regular session, and tonight’s 8:30 p.m. WIB NFP report, which could move the entire market.
My take: this is an example of strong earnings on a bad day — beats across the board, raised guidance, and a large buyback. But one good report doesn’t change the market’s direction: ABNB still has to prove its gains in the regular session, not just after hours.
This is my analysis, not financial advice — always DYOR.
Do you think ABNB can stay in the green during the regular session, or will it get dragged down by market sentiment again?
#Airbnb #SahamUSA