Jefferies says the AI scare trade is overdone, and flags 6 stock picks set up to win as the panic fades [Business Insider]
Airbnb, Inc. - Class A (ABNB)
Company Research
Source: Business Insider
Have an account? Log in Jefferies analysts say the market's dire fears of AI disruption are overblown. Analysts flagged a handful of internet stocks that they see as insulated from the panic. Airbnb and Disney are among the stocks Jefferies thinks are well-positioned to gain. AI has gone from Wall Street's favorite trade to bearish catalyst in short order, but not everyone on Wall Street is convinced the panic is warranted. After a viral note from Citrini Research painting a grim picture of a future shaped by AI tanked the market on Monday, Jefferies analysts wrote on Tuesday that they see the ongoing sell-off as unjustified. Internet stocks have been among the hardest hit, with the S&P Internet Select Industry Index down more than 15% since the start of 2026. While sentiment is negative, Jefferies said that they see the tech subsector as insulated from the panic, and flagged six stocks in particular that are positioned to break out once Wall Street stops erupting in pani
Show less
Read more
Impact Snapshot
Event Time:
ABNB
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ABNB alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ABNB alerts
High impacting Airbnb, Inc. - Class A news events
Weekly update
A roundup of the hottest topics
ABNB
News
- Airbnb Is Testing Airport Pickups. Are Flights Next? [Yahoo! Finance Canada]Yahoo! Finance Canada
- DA Davidson Trims Airbnb (ABNB) Target Price to $150 [Yahoo! Finance Canada]Yahoo! Finance Canada
- Airbnb (NASDAQ:ABNB) was upgraded by analysts at Argus to a "strong-buy" rating.MarketBeat
- The Top 5 Analyst Questions From Airbnb's Q4 Earnings Call [Yahoo! Finance Canada]Yahoo! Finance Canada
- LA area could rake in more money in 2028 Olympics by expanding lodging [USA TODAY]USA TODAY
ABNB
Earnings
- 2/12/26 - Miss
ABNB
Sec Filings
- 2/24/26 - Form 4
- 2/24/26 - Form 4
- 2/23/26 - Form 4
- ABNB's page on the SEC website