$ABNB Airbnb Tape Reports
Per Ticker.id: $ABNB Airbnb Tape Reports — 77 podcast mentions across 13 podcasts (30 days), latest 2026-08-26 23:16 UTC.
I'm pissed about a policy change that the platform they list on is mandating next month. The 15% fee the company charges renters will now be hidden in owners' listing prices, making their rates look more expensive. My neighbors and others are— we're cutting ties with the company. Should I do the same and swap my 5% of Airbnb with Toll Brothers or wait?
Speaker E — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Well, I do like Toll Brothers very much, but I have to tell you, I think you're an outlier. As I know the Jersey beaches, they're always trying to figure out how to start the party houses. I wouldn't worry. Internationally, Airbnb is smoking it. I say you stay long that stock. And thank you, Alex. Okay.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26So you bring in your brother or your mom or your fraternity brother, they say, wait a second, your sorority sister's joining the board, doesn't make sense. So they can essentially have a veto. But if you say, hey, we need somebody, we're Airbnb, be great to have somebody who knows hospitality. Oh, okay. We've, we've got Paris Hilton here and she's from the Hilton family. Let's get Paris Hilton on the board. And everyone's like, okay, sounds great. It's gonna be a great press release. And she knows hotels and she certainly knows marketing and everybody approves. The founder selected the, uh, uh, the investors approve the independence on the board. What do you give an independent board director? Uh, what's the range of compensation for them? Uh, Hunter Biden got like, uh, $100,000 a month and a couple million dollars a year.
Jason Calacanis — This Week in Startups · You Can't Fire a VC From Your Board: Here's Why | Wilson Sonsini Startup Legal Basics · 2026-08-25Yeah, let's do some stocks. Okay, I thought this was interesting. The travel trade has been on fire this year, and we have talked a lot about Hilton, and we've talked about, um, Marriott and Expedia and Booking.com, um, the airlines. There's just been money made, and this is not one year, this is going on multiple years. One of the big laggards all this time finally caught a bid. And it is Airbnb. And this is a company whose product I will never use. I will not stay in someone's home. I don't judge anyone for wanting to do that. I will never let somebody stay in my home.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25No, I don't. I get it. I totally get it. There are people— listen, people like, oh, so you'd rather go to a hotel where 9 million people slept in the bed? Than stay in a house where maybe 20 people a year— they have a point. They have a point. I don't care. I don't do this, and no one is ever living in my house. I will starve and die. I will starve and die before that. Anyway, Airbnb is kind of killing it right now. So let's put this chart up. Huge upgrade from Bernstein after their latest earnings report, which was earlier in August. and I want to show people the technical, the technicals here first. This is what we call a runaway gap. Runaway gap, not a breakaway gap. A runaway gap happens in the middle of a move, and this is like Edwards and McGee stuff, but basically you would take the, the amount of the move that preceded it, and then on the other side, that's how far you should expect this to be able to keep running before it runs out of steam. So these are very bullish. This thing gapped up and never even looked back at that gap level. Michael, would you agree that's a pretty bullish formation in a chart?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Okay. Management is now guiding to a 5th consecutive quarter of 10% or higher growth in usage. So Bernstein came out and put a $217 target on the stock. They're looking at double-digit revenue growth, margin expansion, ongoing buybacks, and they think they're going to get 20% annual earnings per share growth going forward. They're also talking that this is an AI stock, which I thought was interesting. So this is— so, you know, my antennas are up because I love this idea of the S&P 493 being the next leg of the bull market because they're the users of AI. Airbnb is using a ton of AI. They have an awesome CEO, Brian Chesky. He knows what he's doing. And here are some of the ways that they're using AI to grow earnings. Rebuilding its search and discovery layer to better match guests to listings they're likely to book rather than just returning results based on proximity, which is how this thing used to work. Um, surfacing the right home for the right traveler at the right time, increasing conversion rates. Dynamic pricing tools. Are they charging the right amount? Probably not. Nobody is. AI helps you get to the highest price somebody will pay without abandoning their shopping cart.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25We've seen them do this in the concert business. We've seen the airlines do this. Okay. Sponsored listings, an emerging advertising product where hosts can pay to appear in search results. High margin revenue stream that sits on top of the core take rate. AI is central to making the auction and placement logic work. And last, the loyalty program expanding. AI personalization to make more loyalty offers and rewards and target them better. This is what Meta does. Um, they're the best in the world at it. But seeing Airbnb utilizing AI to start putting up 20% growth— this, these are the types of stocks that I personally am most interested in. This is a pretty boring business. It's lodging, but supercharging the existing business with AI, I think, is how the S&P could have multiple bull market years ahead of it. We'll do one more.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Here's— wait, wait, wait. I have something to say about Airbnb. The biggest problem for Airbnb, the biggest problem was when it came public. Airbnb came public in December 2020, it was unprofitable right at the top. It was trading at 40 times sales, and that is it. It took 6 years to grow its way out of that hole. Jon, throw this, throw this tweet up. So this tweet comes from— I want to give attribution. This tweet comes from, uh, Ben Schmark at the benchmark. Oh, that's clever. That's clever. What we're looking at is this. He says it's hard to overcome a high starting multiple even when future growth is robust. So here's what we're looking at.
Michael Batnick — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25