| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | MENTIONED | LOW | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Airbnb was cited among consumer stocks hit by AI-agent disruption fears, with no call from the host. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-24-26 |
Named among the booking brands consumers default to out of habit. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-23-26 |
Rob reported Airbnb falling 7% amid concern over AI travel agents, while noting booking platforms could control agent access and commissions. [audio] | +7.7% | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Airbnb was discussed as a travel marketplace exposed to AI agents becoming the customer-facing intermediary. [audio] | -3.0% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
He pointed to Airbnb adding services to its business model precisely because premiumization is what consumers now want from booking platforms. [audio] | -6.5% | — | — |
| 2026-08-19 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 8-19-26 |
Hit an all-time high and was cited by Evercore's Mark Mahaney as a company where AI improves customer experience without massive infrastructure spending. [audio] | +0.9% | -10.8% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Trouble In Tech Land |
Airbnb rose 2.9%, one of the names working on an otherwise weak tech day. [audio] | +4.0% | -9.5% | — |
| 2026-08-10 | BUY | HIGH | Rob Black Show Iran Makes Demands |
Rob called Airbnb's quarter fantastic and noted the CEO credited AI for most of it, making it his example of AI shifting from investment theme to operating theme. [audio] | -2.9% | -8.2% | — |
| 2026-08-06 | BUY | HIGH | Rob Black Show Afternoon podcast 8-6-26 |
Airbnb beat second quarter earnings and raised full-year guidance, rising 8-11% after hours, and Rob likes its inventory-free platform model alongside his thesis that Americans love to travel. [audio] | +22.1% | +20.0% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-5-26 |
Rob said Uber's asset-light marketplace model is probably closer to Airbnb than to a traditional transportation company. [audio] | +18.1% | +19.3% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Dow Rises But Semiconductors Slide |
Airbnb is up 2.9% today. [audio] | -2.1% | +20.4% | — |
| 2026-06-29 | BUY | HIGH | Rob Black Show Afternoon podcast 6-29-26 |
Airbnb traded at levels not seen since February 2025 and hit a new 52-week high; positive sentiment implied. [audio] | +0.3% | +4.0% | +7.0% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Host discusses Airbnb's strategy of expanding into car rentals, airport transfers, and boutique hotels to compete with Uber. [audio] | -0.6% | +8.2% | +39.8% |
| 2026-05-26 | SELL | HIGH | Rob Black Show Afternoon podcast 5-26-26 |
Host states they used to like Airbnb as a stock idea but notes the stock has done nothing since COVID, prices were jacked up, and profitability is gone. [audio] | +1.3% | +6.9% | +43.4% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Airbnb's AI being a major competitor to Google. [audio] | +1.3% | +6.9% | +43.4% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Crude Prices Jumped |
Host views the expansion into hotels and rentals as a 'smart move' that should lead to a higher stock price, expressing positive sentiment on CEO Brian Chesky's strategy. [audio] | +0.2% | +6.1% | +38.8% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Host mentions Airbnb in the context of travel agents being a top job. [audio] | -2.5% | +5.1% | +35.2% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Airbnb stock was up 2% today. [audio] | +0.4% | -1.0% | +34.7% |
| 2026-05-11 | MENTIONED | LOW | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions Airbnb was positive but less so than negative in the mixed market. [audio] | -2.0% | -5.8% | +29.9% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Airbnb reported mixed results, raised their outlook, and discussed the impact of AI on middle management. [audio] | -4.8% | -4.9% | +8.6% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Oil Continues Pullback |
Marriott is the only stock in the hotel industry that's interesting. [audio] | -4.8% | -4.9% | +8.6% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Host notes Airbnb is going to report earnings this week. [audio] | -3.0% | -4.3% | +7.8% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
Airbnb was upgraded to buy from hold over at Oppenheimer, with discussion on its profitability and challenges. [audio] | -1.3% | -3.8% | +9.1% |