Airbnb (ABNB) is expected to see a nearly 10% drop in its fourth quarter earnings, scheduled for February 12, after markets close.
The consensus EPS Estimate is $0.66, while analysts see revenue of $2.71B, representing a 9.3% year-on-year jump. Over the last 3 months, EPS estimates have seen 3 upward revisions and no downward moves. Revenue estimates have seen 14 upward revisions and 3 downward moves.
Last quarter, the vacation rental company guided for Q4 revenue in the range of $2.66 billion to $2.72 billion. It anticipates a full-year adjusted EBITDA margin of about 35% while GMV is expected to grow in low double digits year-over-year, CFO Ellie Mertz had said.
Airbnb introduced its Reserve Now, Pay Later option in the United States in the third quarter, helping drive bookings during Q3. It expects the feature to support momentum into Q4, with a broader rollout planned this year.
Seeking Alpha analyst IWA Research said that Q4 is likely to see more volatility as the firm should release guidance for 2026.
“I’ll look out for their investment plans going into this year and growth expectations. I’ll also pay attention to what they decide to do with their notes, as they have plenty of cash or investments to pay them, which would likely be more efficient than issuing debt,” the analyst added.
The stock has lost over 11% in the year so far compared to a 1.41% rise in the broader markets.