as of Oct 23
ABNB
GrowthAIRBNB, INC. CLASS A
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide. The company's marketplace connects hosts and guests online or through mobile devices to book spaces, experiences, and services. It also offers gift cards.
Close · 3M
+23.78%
Held by 2 AI ETFs
as of Oct 23
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
AIVL · Accumulation · 5d
weight 0.263% → 0.278% (+0.016 pp)·stock up 5.6% in the 30 days before
Oct 19·entry $175.46·now $172.01Fresh
AIVL · Accumulation · 5d
weight 0.260% → 0.275% (+0.015 pp)·stock up 4.7% in the 30 days before
Oct 16·entry $173.70·now $172.01Fresh
AIVL · Accumulation · 6d
weight 0.258% → 0.276% (+0.017 pp)·stock up 4.0% in the 30 days before
Oct 15·entry $174.28·now $172.01Fresh
AIVL · Accumulation · 5d
weight 0.266% → 0.267% (+0.001 pp)·stock down 0.7% in the 30 days before
Oct 14·entry $167.06·now $172.01Drifting
AIVL · Weight increase · 3d
weight 0.258% → 0.265% (+0.006 pp)·stock down 1.1% in the 30 days before
Oct 9·entry $165.87·now $172.01Drifting
AIVL · Weight increase · 2d
weight 0.258% → 0.263% (+0.004 pp)·stock down 3.8% in the 30 days before
Oct 8·entry $163.23·now $172.01Drifting
AIVL · Weight decrease · 2d
weight 0.273% → 0.258% (-0.015 pp)·stock down 11.8% in the 30 days before
Oct 6·entry $160.39·now $172.01
AIVL · Accumulation · 5d
weight 0.249% → 0.274% (+0.024 pp)·stock down 11.4% in the 30 days before
Oct 2·entry $162.43·now $172.01Drifting
AIVL · Weight increase · 2d
weight 0.263% → 0.273% (+0.009 pp)·stock down 12.3% in the 30 days before
Sep 30·entry $160.65·now $172.01Drifting
AIVL · Weight increase · 2d
weight 0.249% → 0.264% (+0.015 pp)·stock down 16.3% in the 30 days before
Sep 25·entry $157.47·now $172.01Drifting
AIVL · Weight decrease · 2d
weight 0.277% → 0.249% (-0.027 pp)·stock down 21.4% in the 30 days before
Sep 23·entry $149.58·now $172.01
AIVL · Weight increase · 2d
weight 0.278% → 0.282% (+0.004 pp)·stock down 7.8% in the 30 days before
Sep 14·entry $170.65·now $172.01Fresh
AIVL · Weight decrease · 4d
weight 0.299% → 0.278% (-0.021 pp)·stock down 9.4% in the 30 days before
Sep 10·entry $167.65·now $172.01
AIVL · Weight decrease · 3d
weight 0.299% → 0.280% (-0.019 pp)·stock down 8.2% in the 30 days before
Sep 9·entry $169.63·now $172.01
AIVL · Weight decrease · 2d
weight 0.299% → 0.285% (-0.014 pp)·stock down 2.0% in the 30 days before
Sep 8·entry $174.54·now $172.01
AIVL · Weight increase · 2d
stock up 34.8% in the 30 days before
Aug 24·entry $190.21·now $172.01Fresh
AIVL · Weight increase · 2d
stock up 29.3% in the 30 days before
Aug 19·entry $186.39·now $172.01Fresh
PQUS · New entry · 1d
weight 0 → 0.030% (new)·stock up 24.6% in the 30 days before
Aug 28·entry $189.43·now $172.01Fresh
AIUP · Exit · 1d
weight 4.350% → 0 (exited)·stock down 8.2% in the 30 days before
Sep 9·entry $169.63·now $172.01
AIUP · Weight decrease · 2d
weight 4.580% → 4.350% (-0.230 pp)·stock up 20.0% in the 30 days before
Sep 4·entry $181.94·now $172.01
AIUP · Weight increase · 2d
weight 4.210% → 4.580% (+0.370 pp)·stock up 22.2% in the 30 days before
Sep 2·entry $183.26·now $172.01Fresh
AIUP · Sudden change · 1d
weight 4.210% → 4.530% (+0.320 pp)·stock up 21.2% in the 30 days before
Sep 1·entry $182.54·now $172.01
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
AI ETFs like AIVL, QRFT, and PQUS currently hold Airbnb, with AIVL showing recent fluctuations in its weighting, suggesting active management or conviction in the stock. This AI activity implies a perceived investability, contrasting with the Buffett-style framework's conclusion that the company's long-term earning power is too unpredictable for confident analysis.
- Circle of CompetenceThe dynamic global regulatory environment for short-term rentals introduces significant uncertainty, making reliable ten-year cash flow projections inherently difficult.
- Economic Moat
- Management
- Financial Health
- Margin of Safety
A Warren Buffett-style framework prioritizes businesses with predictable unit economics and stable cash flows for long-term projection. Airbnb's exposure to evolving global regulatory landscapes for short-term rentals makes its future cash flows genuinely difficult to forecast with the necessary confidence. Therefore, from this perspective, the business falls outside the circle of competence, precluding further investment consideration.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.