DEFA14A ·Filed Apr 24, 2026

ABNB

Airbnb, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed5mo ago SEC0001193125-26-175118
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for any significant shareholder activism or governance changes in future filings, but this proxy is routine with no immediate financial implications.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
ABNB ▲ +0.90% at T+60d
NEUTRAL call ✓ call won +0.90% · α vs SPY -4.18% · entry $142.82 → $144.10
Entry anchored
Apr 23, 04:51 PM ET
via exchange tick
T+1d
-1.23%
call -1.23% · α -1.40%
$141.06
settled 5mo ago
T+5d
-1.72%
call -1.72% · α -2.63%
$140.36
settled 5mo ago
T+20d
-6.00%
call -6.00% · α -10.03%
$134.25
settled 4mo ago
T+60d
+0.90%
call +0.90% · α -4.18%
$144.10
settled 2mo ago

Price Chart

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Executive Summary

Airbnb's 2026 proxy statement outlines the re-election of three directors, ratification of auditors, and an advisory vote on executive pay. It also includes four shareholder proposals on digital risks, charitable discrimination, dual-class sunset, and politicized divestments, all of which the board recommends voting against.

Key Facts

  • Re-election of directors Nathan Blecharczyk, Alfred Lin, and James Manyika
  • Ratification of PricewaterhouseCoopers LLP as independent auditor
  • Advisory approval of executive compensation
  • Shareholder proposals on digital risks, charitable discrimination, dual-class sunset, and politicized divestments
  • Board recommends voting against all four shareholder proposals

Financial Impact

No immediate financial impact; routine governance matters

board compositionauditorexecutive compensationshareholder proposals

Risk Factors

  • Potential shareholder dissatisfaction with board recommendations on proposals
  • No immediate financial risks identified

Market Snapshot

Exchange
Nasdaq
Sector
Services-To Dwellings & Other Buildings
Analyst Consensus
50% bullish (48 analysts)

Investment Themes

E-commerce & Platforms

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-175118
Document: 0001193125-26-175118-index-headers.html0001193125-26-175118
Document: 0001193125-26-175118-index.html0001193125-26-175118
Document: 0001193125-26-175118.txt0001193125-26-175118
41 reports for ABNB
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+60▲ +41.15%May 19, 2026
Filters
Rows
Reports for ABNB — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
144
NEUTRAL ★ 2/10
$168.32 $166.22▼ −1.25%▼ −2.07%$160.47 (−4.66%)
Sep 8, 2026
23d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$174.54 $168.32▼ −3.56%▼ −2.44%$160.47 (−8.06%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$181.94 $170.65▼ −6.21%▼ −5.00%$160.47 (−11.80%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 2/10
$182.55 $169.63▼ −7.08%▼ −7.16%$160.47 (−12.09%)
Sep 1, 2026
4w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$182.55 $169.63▼ −7.08%▼ −7.16%$160.47 (−12.09%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$178.07 $184.06▲ +3.36%▲ +2.97%$160.47 (−9.88%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$151.64 $185.13▲ +22.09%▲ +20.87%$160.47 (+5.82%)
Showing 10 of 41

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