Insider Selling: Airbnb (NASDAQ:ABNB) Insider Sells 4,260 Shares of Stock

Airbnb, Inc. (NASDAQ:ABNB) insider Nathan Blecharczyk sold 4,260 shares of the company’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $125.29, for a total value of $533,735.40. Following the completion of the sale, the insider owned 49,250 shares in the company, valued at $6,170,532.50. This trade represents a 7.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Nathan Blecharczyk also recently made the following trade(s):

• On Wednesday, December 3rd, Nathan Blecharczyk sold 39,806 shares of Airbnb stock. The stock was sold at an average price of $120.22, for a total value of $4,785,477.32.
• On Tuesday, December 9th, Nathan Blecharczyk sold 36,370 shares of Airbnb stock. The shares were sold at an average price of $123.24, for a total transaction of $4,482,238.80.
• On Monday, December 8th, Nathan Blecharczyk sold 141,063 shares of Airbnb stock. The stock was sold at an average price of $121.96, for a total transaction of $17,204,043.48.
• On Friday, December 5th, Nathan Blecharczyk sold 30,311 shares of Airbnb stock. The shares were sold at an average price of $123.70, for a total transaction of $3,749,470.70.
• On Friday, December 5th, Nathan Blecharczyk sold 23,761 shares of Airbnb stock. The shares were sold at an average price of $122.70, for a total transaction of $2,915,474.70.
• On Thursday, December 4th, Nathan Blecharczyk sold 77,527 shares of Airbnb stock. The stock was sold at an average price of $120.52, for a total transaction of $9,343,554.04.
• On Friday, November 28th, Nathan Blecharczyk sold 3,307 shares of Airbnb stock. The shares were sold at an average price of $116.71, for a total transaction of $385,959.97.

Airbnb Trading Up 2.2%

NASDAQ ABNB traded up $2.70 during trading hours on Tuesday, reaching $125.66. 4,694,744 shares of the company’s stock were exchanged, compared to its average volume of 4,947,342. The firm has a fifty day moving average of $130.91 and a 200-day moving average of $125.94. Airbnb, Inc. has a one year low of $99.88 and a one year high of $145.69. The stock has a market cap of $76.49 billion, a PE ratio of 31.10, a price-to-earnings-growth ratio of 1.73 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same period in the prior year, the firm posted $0.73 EPS. Airbnb’s revenue for the quarter was up 12.9% compared to the same quarter last year. As a group, research analysts forecast that Airbnb, Inc. will post 4.31 EPS for the current year.

Analyst Upgrades and Downgrades

ABNB has been the topic of several recent analyst reports. TD Cowen lifted their price objective on shares of Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Mizuho set a $156.00 target price on Airbnb in a research report on Friday, November 7th. Argus upgraded shares of Airbnb to a “strong-buy” rating in a research note on Tuesday, February 17th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a research note on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $148.69.

Hedge Funds Weigh In On Airbnb

Several hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Airbnb by 1.7% in the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock worth $4,649,814,000 after acquiring an additional 649,323 shares during the last quarter. Harris Associates L P grew its stake in shares of Airbnb by 21.0% in the fourth quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock worth $2,537,205,000 after purchasing an additional 3,240,477 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after buying an additional 47,966 shares during the period. AQR Capital Management LLC increased its position in Airbnb by 58.4% during the 4th quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after purchasing an additional 2,492,847 shares during the period. Finally, Clearbridge Investments LLC raised its holdings in Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock worth $824,356,000 after purchasing an additional 216,455 shares during the last quarter. 80.76% of the stock is owned by institutional investors.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is promoting hosting for FIFA World Cup 2026 and offering incentives to recruit new hosts ahead of the event, which should boost supply and incremental booking revenue in high-demand markets. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
• Positive Sentiment: Airbnb is piloting airport pickup services and appears to be exploring connected-trip features (potentially flights), signaling product expansion beyond lodging that could raise average trip spend and competitive positioning vs. Booking/expedia. Airbnb Is Testing Airport Pickups. Are Flights Next?
• Neutral Sentiment: Short-interest data reported for February appears anomalous (shows 0 shares, NaN change and a 0.0 days ratio), so there’s no clear evidence of a meaningful short-squeeze or new bearish positioning from this report; treat the data as unreliable until clarified by exchanges.
• Negative Sentiment: Cartel-related violence in parts of Mexico led to flight and cruise cancellations (Puerto Vallarta, Guadalajara), stranding travelers — a localized safety event that can dent near-term bookings and revenue in affected destinations and may increase customer-service costs. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico Cruise companies cancel Puerto Vallarta stops after violence in Mexico
• Negative Sentiment: DA Davidson trimmed its ABNB price target modestly (from $155 to $150) while maintaining a Buy — a small downward revision that reflects wider valuation compression and investor caution (AI/tech-driven market dynamics) and could limit near-term upside from analyst sentiment. DA Davidson Trims Airbnb (ABNB) Target Price to $150

About Airbnb

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.