Last refreshed: October 26, 2026 (US ET)
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ABNB

Growth

AIRBNB, INC. CLASS A

Consumer Discretionary·Hotels, Resorts & Cruise Lines

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%

ABNB · 3M

+23.78%

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Held by 2 AI ETFs

AIVL0.270%

as of Oct 23

PQUS0.020%

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.

Buy signals15
Win rate47% (7/15)
Avg buy return-0.64%
AIVLnow 0.270% of fund18 signals

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

-1.97%
since Oct 19

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

-0.97%
since Oct 16

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

-1.30%
since Oct 15

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

+2.96%
since Oct 14

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

+3.70%
since Oct 9

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

+5.38%
since Oct 8

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

+7.24%
since Oct 6

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

+5.90%
since Oct 2

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

+7.07%
since Sep 30

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

+9.23%
since Sep 25

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

+15.00%
since Sep 23

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

+0.80%
since Sep 14

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

+2.60%
since Sep 10

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

+1.40%
since Sep 9

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

-1.45%
since Sep 8

AIVL · Weight decrease · 2d

stock up 20.5% in the 30 days before

Aug 27·entry $184.40·now $172.01

-6.72%
since Aug 27

AIVL · Weight increase · 2d

stock up 34.8% in the 30 days before

Aug 24·entry $190.21·now $172.01Fresh

-9.57%
since Aug 24

AIVL · Weight increase · 2d

stock up 29.3% in the 30 days before

Aug 19·entry $186.39·now $172.01Fresh

-7.72%
since Aug 19
PQUSnow 0.020% of fund1 signal

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

-9.20%
since Aug 28
AIUPno longer held10 signals

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

+1.40%
since Sep 9

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

-5.46%
since Sep 4

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

-6.14%
since Sep 2

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

-5.77%
since Sep 1

AIUP · Weight decrease · 6d

stock up 20.5% in the 30 days before

Aug 27·entry $184.40·now $172.01

-6.72%
since Aug 27

AIUP · Weight decrease · 5d

stock up 22.8% in the 30 days before

Aug 26·entry $188.07·now $172.01

-8.54%
since Aug 26

AIUP · Weight decrease · 4d

stock up 29.7% in the 30 days before

Aug 25·entry $190.50·now $172.01

-9.71%
since Aug 25

AIUP · Weight decrease · 3d

stock up 34.8% in the 30 days before

Aug 24·entry $190.21·now $172.01

-9.57%
since Aug 24

AIUP · Weight decrease · 2d

stock up 36.1% in the 30 days before

Aug 21·entry $187.30·now $172.01

-8.16%
since Aug 21

AIUP · Accumulation · 5d

stock up 29.3% in the 30 days before

Aug 19·entry $186.39·now $172.01Fresh

-7.72%
since Aug 19

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

Too hard to callas of Sep 27

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.