Stocks / Internet & Digital Services
ABNBInternet & Digital Services
Airbnb, Inc.
$167.001d -0.3%5d -0.3%settled close · 2026-09-17
Mkt cap $75B (4/10)β 1.1052w $112–191Shares 423.6M (A)Ind. Services-To Dwellings & Other BuildingsNasdaq since 2020Emp. 8,200HQ San Francisco, CAairbnb.com
The tape, with the calls on it
Who said what, and what ABNB did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ABNB
3 longlatest 2026-07-30
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Airbnb is a powerful two-sided marketplace intermediary primarily serving the US where dispersed supply and… |
| 2026-03-23 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Drew Cohen | Adding back investment spending in unprofitable new segments (experiences) makes Airbnb cheaper than Booking… |
| 2024-10-19 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Record $4.3B trailing-12-month free cash flow, 20% net income margins, and multiple untapped category… |
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Earnings
Next report: 4 Nov 2026 after the close
Confirmed date · consensus EPS 2.90. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ABNB’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-05-07 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-03-27 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ABNB is in this morning’s Brief.
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