Airbnb (NASDAQ:ABNB) is set to give its latest quarterly earnings report on Thursday, 2026-02-12. Here's what investors need to know before the announcement.

Analysts estimate that Airbnb will report an earnings per share (EPS) of $0.66.

The market awaits Airbnb's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.

It's important for new investors to understand that guidance can be a significant driver of stock prices.

Historical Earnings Performance

In the previous earnings release, the company missed EPS by $0.10, leading to a 0.29% increase in the share price the following trading session.

Here's a look at Airbnb's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	2.31	0.94	0.23	0.58
EPS Actual	2.21	1.03	0.24	0.73
Price Change %	0.00	-8.00	1.00	14.00

Tracking Airbnb's Stock Performance

Shares of Airbnb were trading at $120.32 as of February 10. Over the last 52-week period, shares are down 14.69%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.

Analysts' Perspectives on Airbnb

Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Airbnb.

A total of 15 analyst ratings have been received for Airbnb, with the consensus rating being Neutral. The average one-year price target stands at $142.67, suggesting a potential 17.61% upside.

Peer Ratings Overview

The below comparison of the analyst ratings and average 1-year price targets of Royal Caribbean Gr, Carnival and Viking Holdings, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.

• Analysts currently favor an Outperform trajectory for Royal Caribbean Gr, with an average 1-year price target of $348.33, suggesting a potential 187.14% upside.
• Analysts currently favor an Buy trajectory for Carnival, with an average 1-year price target of $37.05, suggesting a potential 69.46% downside.
• Analysts currently favor an Buy trajectory for Viking Holdings, with an average 1-year price target of $71.58, suggesting a potential 40.99% downside.

Comprehensive Peer Analysis Summary

The peer analysis summary presents essential metrics for Royal Caribbean Gr, Carnival and Viking Holdings, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Airbnb	Neutral	9.73%	$3.55B	16.76%
Royal Caribbean Gr	Outperform	-17.10%	$2.66B	7.49%
Carnival	Buy	6.60%	$2.42B	3.49%
Viking Holdings	Buy	19.12%	$941.47M	95.60%

Key Takeaway:

Airbnb ranks highest in Revenue Growth among its peers. It also leads in Gross Profit margin. However, it has a lower Return on Equity compared to one peer. Overall, Airbnb is positioned favorably compared to its peers in terms of financial performance metrics.

All You Need to Know About Airbnb

Airbnb is the world's largest online alternative accommodation travel agency; it also offers booking services for boutique hotels, experiences, and hotel-like services. Airbnb's platform offers over 8 million active accommodation listings. Listings from the company's 5 million-plus hosts are spread over almost every country in the world. In 2024, 45% of revenue was from North America, 37% from Europe, the Middle East, and Africa, 9% from Latin America, and 9% from Asia-Pacific. Transaction fees for online bookings account for all its revenue.

Financial Milestones: Airbnb's Journey

Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.

Positive Revenue Trend: Examining Airbnb's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 9.73% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Consumer Discretionary sector.

Net Margin: Airbnb's net margin is impressive, surpassing industry averages. With a net margin of 33.55%, the company demonstrates strong profitability and effective cost management.

Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 16.76%, the company showcases effective utilization of equity capital.

Return on Assets (ROA): Airbnb's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 5.49%, the company showcases efficient use of assets and strong financial health.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.26.

To track all earnings releases for Airbnb visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.