Ticker brief
ABNB AIRBNB INC-CLASS A
Communications · Internet
last close
$172.01
1 day
-2.1%
14 days
+3.7%
mkt cap
$88.4B
signals 14d
43
authors 14d
28
crowd 14d
+0.2σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 44% mid · 66 pctile own 1y | IV/HV 1.40× |
| Skew — 25Δ RR 30d | -0.028 56 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.61 elevated | 5-session Δ +0.07 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2025-11-07 (z=3.3) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.00 (−1 bearish … +1 bullish)
Who spoke28
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @TheValueTrade | C | +0.35 | 13 | +0.49 |
| @21cshock | C | +2.21 | 2 | +0.30 |
| @TheStreet | C | +0.51 | 2 | +0.05 |
| @DinoLeadingNews | C | +1.99 | 2 | -0.40 |
| @FINTECHTVglobal | C | +1.90 | 1 | +0.40 |
| @cnfinancewatch | B | -1.23 | 1 | +0.20 |
| @StockPatternPro | C | -0.75 | 1 | +0.50 |
| @tradetool1 | C | +0.68 | 1 | +0.35 |
| @newsinvesting | C | · | 1 | -0.15 |
| @AutismCapital | C | -1.37 | 1 | -0.50 |
| @TheLongInvest | C | -3.48 | 1 | +0.15 |
| @q8vortex | C | -0.70 | 1 | -0.20 |
| @USAnt_IDEA | C | -0.64 | 1 | +0.80 |
| @cevikfinance | C | -3.26 | 1 | -0.45 |
| @GutierrezRom | C | -0.59 | 1 | +0.05 |
| @AmeetRai | C | -0.17 | 1 | +0.30 |
| @ReneSellmann | B | -2.01 | 1 | +0.50 |
| @Fiscal_ai | B | -1.43 | 1 | +0.00 |
| @livetradepro | C | -3.08 | 1 | +0.40 |
| @StockOptionCole | C | -4.28 | 1 | -0.75 |
| @QossaiK | C | +0.20 | 1 | +0.00 |
| @AdamoMancino | C | +0.07 | 1 | +0.35 |
| @harmongreg | B | -1.66 | 1 | +0.00 |
| @LOGOinvestor | A | -0.12 | 1 | +0.80 |
| @kurtsaltrichter | B | +0.01 | 1 | +0.45 |
Recent signals30of 43 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @TheValueTrade | +0.00 | Identifies ABNB as a previously shared short-term trade without a current stance. | -1.0% | tweet ↗ |
| 2026-10-15 | @dissectmarkets | +0.45 | Reports continued gains across software names while semiconductors struggle. | -1.3% | tweet ↗ |
| 2026-10-15 | @DrewCohenMoney | +0.00 | Flags potential implications of Meta Muse for online travel agencies. | -1.3% | tweet ↗ |
| 2026-10-14 | @TheValueTrade | +0.65 | Retrospectively calls the move from $149 to $166 an easy buy. | +3.0% | tweet ↗ |
| 2026-10-14 | @Yourpersonaltr1 | +0.10 | Reports QNET and Nasdaq declines while warning currently green technology names could be sold next. | +3.0% | tweet ↗ |
| 2026-10-14 | @TheValueTrade | +0.70 | Discloses an aggressive ABNB position and satisfaction with it. | +3.0% | tweet ↗ |
| 2026-10-14 | @TheValueTrade | +0.30 | Expresses excitement as ABNB approaches its 200-day moving average. | +3.0% | tweet ↗ |
| 2026-10-14 | @kurtsaltrichter | +0.45 | Argues Meta's AI agent threatens travel intermediaries while Airbnb retains differentiated inventory. | +3.0% | tweet ↗ |
| 2026-10-14 | @TheValueTrade | +0.35 | Expresses hope for strong upside in three named stocks. | +3.0% | tweet ↗ |
| 2026-10-12 | @LOGOinvestor | +0.80 | Argues Airbnb's differentiated supply and expansion into experiences are materially underpriced. | +5.2% | tweet ↗ |
| 2026-10-12 | @TheValueTrade | +0.65 | Says ABNB broke above its 200-day moving average and looks good long term. | +5.2% | tweet ↗ |
| 2026-10-11 | @harmongreg | +0.00 | Publishes a Monday trade-idea watchlist without explicit entry direction or mechanics. | +3.7% | tweet ↗ |
| 2026-10-11 | @AdamoMancino | +0.35 | Notes that ABNB has broken out while explicitly disclosing no position. | +3.7% | tweet ↗ |
| 2026-10-10 | @QossaiK | +0.00 | Says two names are expensive and one is very cheap but does not identify which assessment belongs to each ticker. | +3.7% | tweet ↗ |
| 2026-10-10 | @StockOptionCole | -0.75 | Uses a costly Airbnb host fee to express an exaggerated bearish view on ABNB. | +3.7% | tweet ↗ |
| 2026-10-10 | @livetradepro | +0.40 | Notes ABNB has continued trending upward after filling a lower gap. | +3.7% | tweet ↗ |
| 2026-10-10 | @Fiscal_ai | +0.00 | Quantifies annual booking volumes at leading online travel agencies and asks how AI agents may alter them. | +3.7% | tweet ↗ |
| 2026-10-10 | @ReneSellmann | +0.50 | Wise, Airbnb, and DoorDash are presented as protected by supply, logistics, cost, or trust advantages. | +3.7% | tweet ↗ |
| 2026-10-09 | @TheValueTrade | +0.20 | Author agrees with unseen ABNB chart content, but its direction is unavailable. | +3.7% | tweet ↗ |
| 2026-10-09 | @AmeetRai | +0.30 | Describes reversal and opening-range-breakout setups rather than a current entry. | +3.7% | tweet ↗ |
| 2026-10-09 | @GutierrezRom | +0.05 | Balances AI-intermediary margin risks against execution and expansion opportunities. | +3.7% | tweet ↗ |
| 2026-10-09 | @TheValueTrade | +0.65 | Argues Airbnb's trust network is durable and will not be displaced by AI. | +3.7% | tweet ↗ |
| 2026-10-08 | @TheValueTrade | +0.30 | Flags relative strength in five stocks and says UNH is close to reversing. | +5.4% | tweet ↗ |
| 2026-10-07 | @DinoLeadingNews | -0.40 | Reports Wells Fargo cutting Airbnb's price target to $185 amid broader inflation concerns. | +7.1% | tweet ↗ |
| 2026-10-07 | @DinoLeadingNews | -0.40 | Reports Wells Fargo cutting Airbnb's price target to $185 amid broader inflation concerns. | +7.1% | tweet ↗ |
| 2026-10-07 | @cevikfinance | -0.45 | Attributes Airbnb's years of stagnation to context contained in the attached material. | +7.1% | tweet ↗ |
| 2026-10-06 | @TheValueTrade | +0.50 | Says the listed pullback positions should not be sold near their lows; capped at six tickers. | +7.2% | tweet ↗ |
| 2026-10-06 | @USAnt_IDEA | +0.80 | Airbnb's CEO says AI spending delivers strong ROI, conversion and operating efficiency. | +7.2% | tweet ↗ |
| 2026-10-06 | @q8vortex | -0.20 | Rates Airbnb slightly above fair value and recommends waiting for a pullback before entry. | +7.2% | tweet ↗ |
| 2026-10-05 | @TheStreet | +0.10 | Airbnb's CEO previews substantial traveler-facing changes without specifying them. | +4.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.