ABNBInternet & Digital Services
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Get what investors say about ABNB next
3 investor calls on ABNB in the last 90 days (3 bullish, 0 bearish). Follow ABNB free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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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.
Who’s talking about ABNB
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Lou BasenesePresident & chief market strategist, MDB Capital Holdings | Bullish | Fox Business (uncut) | Housing market slowdown will drive excess inventory onto Airbnb's platform, boosting listing supply and… |
| 2026-10-14 | Sarah HuntChief market strategist, Alpine Saxon Woods | Bullish | Fox Business (uncut) | Airbnb is gaining share from Expedia and Booking.com, expanding into hotels, generates strong cash flow, and… |
| 2026-09-30 | Jonathan BoyarPresident, Boyar Value Group | Bullish | The Acquirers Podcast | Airbnb's supply-side moat — millions of individual homeowners — cannot be replicated by AI agents, making the… |
| 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… |
| 2026-04-19 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | We Study Billionaires | Airbnb's two-sided marketplace drives direct brand traffic (avoiding Booking.com's 'Google tax'), its supply… |
| 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… |
| 2026-02-27 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | AI will reduce Airbnb's customer support costs from roughly 10% of revenue to ~2% as automation scales from… |
| 2024-10-19 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Record $4.3B trailing-12-month free cash flow, 20% net income margins, and multiple untapped category… |
Next report: 5 Nov 2026 after the close
Notable options days
Sessions in the last 120 where ABNB’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-23 | ||||||
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 |
ABNB on the Wheel
ABNB did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
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