Feed / ABNB

Airbnb, Inc.

ABNB

Consumer Cyclical · 187.32 +1.2% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Airbnb, Inc.'s move is spreading beyond its market group.

ABNB accounts for 0.7% of the group's measured movement across 6.0 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 15%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveFlat / inactive path#11 of 12 by movement share
Group movement share0.7%Absolute path energy—not portfolio weight
Relative path-0.06%flat
Effective breadth6.0 / 12broad
Relative alignment0/12mixed path · 0 counter-moving
Capital-flow agreement15%not yet clean
SEQUENCE READ

CARG, DKNG, DASH moved materially before ABNB. ABNB crossed its material path threshold at 15:30 ET, 110 minutes after the first measured mover.

What changed
  • Revenue increased 16.5% versus the comparable filing period.
EVIDENCE COVERAGE

17 of 31 members in Internet Retail & Services are active. 2 of 8 disclosed connections are confirming.

What would change this read
  • At least 21 of 31 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • CPAY remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 10 of 31 members or fewer.

Watch this read

Who this business touches

The relationships behind ABNB

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BKNGBooking Holdings Inc.competitorFeb 12, 2026 ▾

“Our competitors include: • online travel agencies (“OTAs”), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brands Expedia and VRBO), Trip.com Group, and other regional OTAs; • internet search engines, such as Google a…”

EXPEExpedia Group, Inc.competitorFeb 12, 2026 ▾

“Our competitors include: • online travel agencies (“OTAs”), such as Booking Holdings (including the brand Booking.com), Expedia Group (including the brands Expedia and VRBO), Trip.com Group, and other regional OTAs; • internet search engines, such as Google a…”

Depended on by

EXPEExpedia Group, Inc.competitorMay 8, 2026 ▾

“Other competitors have arisen, including alternative accommodation property managers, who operate their own booking sites in addition to listing on Airbnb, Vrbo, and Booking.com.”

Filing peers

BKNGMAREXPE

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ABNB is currently a Participant in the organic co-movement group Internet Retail & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.