Airbnb (ABNB) — What Changed

Material changes in the AI committee's view · 30 events tracked · Detected nightly

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2026-07-31 MINOR
▼ Score Change

ABNB's Committee score moved from 61.88 to 60.81 (-1.07, 1 day(s) apart).

61.88 → 60.81 (-1.1)

2026-07-30 MATERIAL
▼ Agreement Shift

ABNB's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-30 MINOR
▲ Score Change

ABNB's Committee score moved from 59.06 to 61.88 (+2.82, 1 day(s) apart).

59.06 → 61.88 (+2.8)

2026-07-30 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-28 MATERIAL
▲ Agreement Shift

ABNB's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-28 MINOR
▼ Score Change

ABNB's Committee score moved from 60.80 to 59.06 (-1.74, 1 day(s) apart).

60.80 → 59.06 (-1.7)

2026-07-28 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-24 MATERIAL
▼ Agreement Shift

ABNB's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▼ Score Change

ABNB's Committee score moved from 60.61 to 57.94 (-2.67, 1 day(s) apart).

60.61 → 57.94 (-2.7)

2026-07-19 MATERIAL
▼ Agreement Shift

ABNB's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-19 MINOR
▲ Score Change

ABNB's Committee score moved from 60.30 to 60.61 (+0.31, 1 day(s) apart).

60.30 → 60.61 (+0.3)

2026-07-19 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MINOR
▼ Score Change

ABNB's Committee score moved from 61.73 to 60.30 (-1.43, 1 day(s) apart).

61.73 → 60.30 (-1.4)

2026-07-17 MATERIAL
▲ Agreement Shift

ABNB's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-17 MINOR
▼ Score Change

ABNB's Committee score moved from 62.03 to 61.73 (-0.30, 1 day(s) apart).

62.03 → 61.73 (-0.3)

2026-07-17 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-16 MINOR
▼ Score Change

ABNB's Committee score moved from 62.35 to 62.03 (-0.32, 1 day(s) apart).

62.35 → 62.03 (-0.3)

2026-07-15 MINOR
▼ Score Change

ABNB's Committee score moved from 63.20 to 62.35 (-0.85, 1 day(s) apart).

63.20 → 62.35 (-0.8)

2026-07-14 MATERIAL
▼ Agreement Shift

ABNB's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-14 MINOR
▼ Score Change

ABNB's Committee score moved from 65.81 to 63.20 (-2.61, 1 day(s) apart).

65.81 → 63.20 (-2.6)

2026-07-14 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-13 MINOR
▼ Agreement Shift

ABNB's Committee agreement moved from 80.00% to 71.40% (-8.60pp, 1 day(s) apart).

80.00 → 71.40 (-8.6)

2026-07-13 MINOR
▲ Score Change

ABNB's Committee score moved from 64.55 to 65.81 (+1.26, 1 day(s) apart).

64.55 → 65.81 (+1.3)

2026-07-13 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-11 MINOR
▲ Agreement Shift

ABNB's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-11 MINOR
▲ Score Change

ABNB's Committee score moved from 58.91 to 61.98 (+3.07, 1 day(s) apart).

58.91 → 61.98 (+3.1)

2026-07-11 MAJOR
— Rating Change

ABNB moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MINOR
▲ Agreement Shift

ABNB's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 3 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-10 MINOR
▲ Score Change

ABNB's Committee score moved from 56.55 to 59.26 (+2.71, 3 day(s) apart).

56.55 → 59.26 (+2.7)

2026-07-10 MATERIAL
— Conviction Change

ABNB's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →