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Airbnb, Inc.

ABNB

Consumer Cyclical · 182.03 +20.0% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 10 Aug, 11:30 GMT-4

Jodie situation report

Airbnb, Inc.'s move is being confirmed by its market group.

ABNB accounts for 15.4% of the group's measured movement across 4.0 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 36%, 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 moveAligned contributor#2 of 12 by movement share
Group movement share15.4%Absolute path energy—not portfolio weight
Relative path+4.91%aligned
Effective breadth4.0 / 12balanced
Relative alignment7/12upside path · 1 counter-moving
Capital-flow agreement36%not yet clean
SEQUENCE READ

BRSL, MMYT, FOUR moved materially before ABNB. ABNB crossed its material path threshold at 15:30 ET, 155 minutes after the first measured mover. GPN, LFST followed.

EVIDENCE COVERAGE

8 of 13 members in Payment Technology are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 9 of 13 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as FIS begins moving with the group.

Invalidation: The live read weakens if participation falls to 4 of 13 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 Payment Technology. 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.