← Back

ABNBAirbnb

$170.19+1.52%Real quote · delayedShort-term rentalsTravel, lodging & airlines · 12 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $12.2B · latest quarter up 16.5% YoY · profitable (FY net income $2.5B) · short activity within its normal range.

FY revenue

$12.2B

2025-12

Latest Q YoY

+16.5%

FY net income

$2.5B

Short volume

34.4%

20d avg 36.4% · normal

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-08-14passive (13G)Chesky Brian
2026-08-14passive (13G)Gebbia Joseph
2026-08-14passive (13G)Blecharczyk Nathan
2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-03-26passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability High · 71/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$2.88Estimate range $2.61 ~ $3.28 · 11 analystsRevisions (4w):↑2

History: actual vs consensusavg -5.1%

Jun 2026$1.37 vs $1.20+14.17%
Mar 2026$0.26 vs $0.31-16.13%
Dec 2025$0.56 vs $0.66-15.15%
Sep 2025$2.21 vs $2.29-3.49%

The takeaway

It has missed by -5.1% on average recently; expectations have been marked down repeatedly.

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

0 direct · 3 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▼1.05%2nd-orderMeta Introduces Muse, an A.I. Agent That Can Send Your Emails and Book Your Travel4d ago
Its unique host inventory offers some moat, but agent-driven booking could still siphon direct traffic.
Impact chain →
Also named: META · GOOGL · MSFT · BKNG · EXPE · TRIP
#2▼0.36%2nd-orderAmazon's $20 Billion FTC Fight Is Really a Test Case for AI Pricing11d ago
Smart pricing tools face spillover risk from algorithmic-pricing regulation.
Impact chain →
Also named: AMZN · UBER · EXPE
#3▼0.17%2nd-orderCramer Hyped Anthropic's IPO, Then Its Own Researcher Put 10% Odds on AI Killing Us3d ago
Airbnb is only incidentally mentioned in the coverage; its fundamentals (16.5% revenue growth) are untouched, with only a minor sentiment ripple
Impact chain →
Also named: P-ANTH · META · NVDA

🕰️ Price × news · engine report card

Drag to pan, scroll to zoom · real daily bars and volume

The 22 engine calls on this chart (hit / miss / pending) are Pro — price and volume only for now▂ volume

📜 Call history (newest first

🔒 Pro only

22 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view

🔒 Pro only

Impact chains · crowding · conviction engine · insider signals — free 7-day trial on signup.