ABNB as of Nov 2 · 11:54 ET

ABNBNasdaqServices-To Dwellings & Other Buildings

Airbnb, Inc. · Brief

Next report

3 days

Nov 5 · after closeconfirmedQ3 FY26

Earnings

Expected move

Inputs

±5.4%implied · report alone

155.58173.20

straddle ±6.6%

spot 164.39exp Nov 6ATM strike 165ATM straddle 12.83IV 70%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

4 of 8≥ implied

avg implied: ±6.9%
avg realized: ±6.9%

Nov 7 '24±8.6%▼−8.66%×1.01

Feb 13 '25±8.1%▲+14.45%×1.79

May 1 '25±6.5%▲+1.01%×0.16

Aug 6 '25±6.6%▼−8.02%×1.21

Q3 FY25±7.4%▲+0.29%×0.04

Feb 12 '26±6.8%▲+4.65%×0.68

Q1 FY26±5.5%▲+0.73%×0.13

Q2 FY26±6.0%▲+17.43%×2.89

quarterimplied−20%0+20%realized×

Q2 FY26±6.0%▲+17.43%×2.89

Q1 FY26±5.5%▲+0.73%×0.13

Feb '26±6.8%▲+4.65%×0.68

Q3 FY25±7.4%▲+0.29%×0.04

Aug '25±6.6%▼−8.02%×1.21

May '25±6.5%▲+1.01%×0.16

2 older reports

Feb '25±8.1%▲+14.45%×1.79

Nov '24±8.6%▼−8.66%×1.01

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · confirmed

Bull2 of 3

11tracked funds holding ABNBN-PORT · Aug 31 '26

1,315managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

8 of 24largest reporting managers that cut their stakes in the latest quarter13F · Jun 30 '26

4 of 8recent reports where the move came in under the options implied rangeEarnings history

AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

ABNB report session

No linked exposure.

Latest changes

30 daysAll changes

Oct 22impliedImplied move: ±7.7% into Nov 5 earnings (Oct 22 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.