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$Airbnb(ABNB.US)

Airbnb $Airbnb(ABNB.US) has delivered a quarter that materially strengthens the bull case. The Business Times highlighted robust travel demand and the 2026 World Cup catalyst; Q2 revenue jumped 17% YoY to US$3.61bn, EPS rose 33% to US$1.37, while nights/seats booked increased 10% to 148.3m. Management lifted FY2026 revenue growth to mid-teens and expects adjusted EBITDA margin of at least 35.5%.

Fundamentally, AI-driven conversion and customer-service efficiencies, alongside hotel supply growing nearly 3x faster than home listings, broaden Airbnb’s TAM. Wedbush upgraded to Outperform with a US$200 target, while Benchmark raised its target to US$180.

Valuation remains the caveat: ABNB previously traded around 28–30x forward earnings, above traditional travel peers. After the earnings surge toward US$176, the margin of safety has narrowed.

Technically, the breakout above the US$147.25 base is bullish, but the ~16% one-day surge risks near-term overextension. Entry: wait for a pullback toward US$160–165 rather than chase. Options: cash-secured puts around US$155–160 offer a better risk/reward; bullish investors could consider a US$165/190 call spread to cap premium risk.

View: Bullish fundamentally, tactically cautious.

Not financial advice.

Good news for local banks delivered clean sweep and strong earnings send Straits Times to fresh high.

SpaceX rallied through a $100B share unlock. Unsure whether the retail conviction or steady local fundamentals trend to trust more.

Glad for Atlassian, Airbnb and Datadog revenues rose.

Hope it can boost the global economy.

ABNB 2Q26 First Take: as widely expected, boosted by the World Cup backdrop, Airbnb delivered a solid print with faster bookings growth and stronger profitability, both beating estimates. Guidance for the quarter when the World Cup kicks off also points to faster revenue growth than expected, with nights likely to re-accelerate. In short, both the reported quarter and the next-quarter outlook look strong.

In detail. We highlight the following.

1) Core ops: GBV rose 16% YoY. It may look slower QoQ, but ex-FX growth was 15%, implying a 200bps QoQ acceleration. The main driver was nights growth picking up from ~9% last quarter to nearly 11% this quarter, while nominal ADR growth eased from 9% to 5% as FX tailwinds faded, yet ADRs were still broadly higher ex-FX globally.

2) On the back of strong bookings, revenue and GP growth both modestly beat, though by a small margin. GPM was ~0.2ppt above expectations, less eye-catching than the operating metrics.

Ex-FX, however, revenue grew only 13% this quarter, 200bps slower than last quarter, implying a slight decline in the underlying take rate ex-FX. The drivers warrant attention.

3) Alongside robust growth, opex came in slightly above expectations at $2.22bn, up 14% YoY vs. the Street at $2.21bn. Marketing spend was the swing factor, still up 27%, outpacing both GBV and revenue growth. As a result, GAAP OP slightly missed, though adj. EBITDA met the company’s focus metric.

4) Guidance: management sees next-quarter revenue growth of 15%–17%, well ahead of the Street at 12%. That said, the outlook embeds roughly a 3ppt FX tailwind, so the underlying beat is less dramatic.

More notably, management expects next-quarter GBV growth around 15% and nights growth above 10%, both raised vs. prior and well ahead of the Street (GBV ~10%, nights ~8%). World Cup tailwinds should keep travel demand elevated through Q3. $Airbnb(ABNB.US)

$Airbnb(ABNB.US) +9.6% AH after posting a 2Q rev and earnings beat and guiding to stronger than expected 3Q revs. 2Q beat was fueled by strong demand by FIFA World Cup in the Americas.

Tech has made a remarkable turnaround since last week and seems to be doing rather well. There are those who still are wary and rightly so. However I believe tech is just starting its engines.

The markets are placing such high expectations on these memory stocks. The funny thing is the valuation now is generally lower than when the market was hungrily bidding them up just two months back. Sentiments just can’t be quantified. It allows rational investors better prices though so that’s a good thing.

This week is packed with important market catalysts. I'm paying close attention to the earnings reports from SGX, Venture Corp, Datadog, Cloudflare, and Airbnb, as management guidance and future outlook will likely have a bigger impact than whether they simply beat or missed expectations. Next week's US CPI report could also influence expectations for interest rates and market sentiment across global equities. If inflation continues to ease, growth and technology stocks may benefit, while a higher-than-expected reading could increase volatility. I'll be watching the numbers carefully before drawing any conclusions, as one earnings report rarely tells the full story. Looking forward to seeing how the market reacts over the next several trading sessions.

Looking ahead, Cloudflare and Airbnb earnings could shape tech sentiment, while SGX and Venture results may influence Singapore markets this week.

$Airbnb(ABNB.US) Mixed Results

$Airbnb(ABNB.US) is the guest that never checks out

Source: TrendSpider

With the current housing market in the United States of America, housing loan are on the rise in bullish #tradeshowcase$Airbnb(ABNB.US)

Airbnb with the current housigg no market in USA. Airbnb is getting a strong hold! Bullish here! Time to buy more $Airbnb(ABNB.US)

Today’s CPI coming in below expectations definitely helps the liquidity narrative. Softer inflation reduces pressure on yields and gives the market room to price in a more dovish path. That’s supportive for risk assets, especially long-duration tech. That said, one print doesn’t make a full pivot. Markets usually need a trend of cooling data before calling it a true liquidity turn. It’s a positive start, but confirmation still matters.