Market
Cloudflare jumps after hours on a Q3 beat and stronger guidance, Airbnb gains and Lyft falls on a revenue miss
After Nov. 5 results, Cloudflare rose roughly 14-18% after hours on guidance, Airbnb gained and Lyft fell. These are after-hours moves that kept shifting.
After the close on November 5, 2026, three companies reported third-quarter results and their shares moved sharply in extended trading: Cloudflare up, Airbnb up, Lyft down. These are after-hours moves, not closing prices, and the percentages differ by source and by minute, so treat any single figure as a snapshot. Nothing here is a forecast of how the shares will open.
The essentials
- Cloudflare: CNBC reported a 14% jump; other outlets cited 14.5% to about 18% at different moments. Revenue was $782.5 million, up 39%, against roughly $737 million expected. The fourth-quarter outlook of $845-846 million was well above the roughly $798 million consensus.
- Airbnb: CNBC reported an 11% jump. Q3 EPS was $3.16 against $2.85 expected, with revenue of $4.87 billion against $4.75 billion. Q4 revenue guidance is $3.22-3.28 billion against a $3.16 billion estimate.
- Lyft: CNBC said it fell more than 5%; ChartMill put it near 8% later. Non-GAAP EPS beat but revenue missed. Q4 gross bookings guidance of $5.74-5.94 billion was against a $5.81 billion consensus.
- Caveat: Cloudflare had fallen about 8% in regular trading that day, so part of its move recovered earlier losses.
What drove each move?
For Cloudflare, outlets point to the guidance beat more than the quarter itself: it raised its full-year revenue outlook to about $2.96 billion and adjusted EPS to $1.35, and CEO Matthew Prince called it the company's best quarter ever. TradingView notes a GAAP net loss of $34.1 million, so profitability concerns remain. For Lyft, ChartMill says the top-line shortfall overshadowed the EPS beat, including a $69.1 million revenue reduction. For Airbnb, MarketScreener headlines the fastest revenue growth in more than three years.
Why not just quote one percentage?
Extended-hours prices thin out and swing. CNBC and ChartMill give different Lyft moves, and Cloudflare is quoted from 14% to 18%. The regular-session open on the next day may differ again.
What is not established
- Where each stock actually opens or closes on the next regular session: not known at writing.
- Whether the Cloudflare outlook reflects lasting demand or timing: management commentary was not reviewed in full.
- Why Lyft's revenue missed beyond the reported $69.1 million reduction: not detailed in the sources we read.
- Whether Airbnb's guidance will hold: no reliable way to tell yet.
Summary table
| Point | What is stated as of November 6, 2026 | Source |
|---|---|---|
| Cloudflare | Up about 14% (CNBC); up to about 18% in other reports | CNBC, Investing.com |
| Airbnb | Up about 11% (CNBC); EPS $3.16 vs $2.85 | CNBC, MarketScreener |
| Lyft | Down more than 5% (CNBC), about 8% later (ChartMill) | CNBC, ChartMill |
| Cloudflare Q4 outlook | Revenue $845-846 million vs about $798 million expected | Investing.com, TipRanks |
FAQ
Did these stocks close at those levels?
No. These are after-hours moves after the November 5 close and they kept changing.
Which results beat expectations?
Cloudflare beat on revenue and guidance. Airbnb beat on EPS and revenue. Lyft beat on non-GAAP EPS but missed on revenue.
Is this a recommendation?
No. It summarizes reported results and share moves.
Method and limits
Sources checked on November 6, 2026. After-hours figures vary by outlet and time. We did not read the companies' releases directly. This is not investment advice.
Sources
- CNBC: Stocks making the biggest moves after hours: DraftKings, Cloudflare, Airbnb, Atlassian & more (verified 2026-11-06)
- Investing.com (Reuters): Cloudflare shares soar after-hours on blowout Q3 results, strong forecast (verified 2026-11-06)
- TipRanks: Why Cloudflare Stock Surged After Hours and What Wall Street Sees Next (verified 2026-11-06)
- MarketScreener: Airbnb Q3 Earnings, Revenue Rise; Shares Jump After Hours (verified 2026-11-06)
- ChartMill: Lyft (NASDAQ:LYFT) Stock Falls as Q3 Revenue Miss Overshadows EPS Beat (verified 2026-11-06)
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