Airbnb, Inc. (NASDAQ:ABNB – Get Free Report) has been assigned an average rating of “Hold” from the thirty-four ratings firms that are covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, sixteen have given a hold recommendation, fourteen have given a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $148.6923.
Several research firms have recently commented on ABNB. Argus raised shares of Airbnb to a “strong-buy” rating in a research report on Tuesday, February 17th. Cantor Fitzgerald set a $121.00 price objective on shares of Airbnb in a report on Friday, February 13th. BTIG Research reaffirmed a “neutral” rating on shares of Airbnb in a research report on Friday, November 7th. UBS Group increased their target price on Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Finally, DA Davidson lowered their target price on Airbnb from $155.00 to $150.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th.
Read Our Latest Stock Analysis on ABNB
Airbnb Stock Performance
Airbnb (NASDAQ:ABNB – Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business’s revenue was up 12.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.73 EPS. As a group, equities analysts predict that Airbnb will post 4.31 EPS for the current year.
More Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb is testing airport pickups and exploring broader connected-trip services (possible move toward offering flights), which could increase ancillary revenue and strengthen its “travel concierge” positioning. Airbnb Is Testing Airport Pickups. Are Flights Next?
- Positive Sentiment: Airbnb is promoting hosting ahead of FIFA World Cup 2026 and offering incentives to new hosts (e.g., $750), which could boost supply and incremental revenue during a major travel demand event. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
- Neutral Sentiment: DA Davidson trimmed its ABNB price target modestly to $150 but maintained a Buy rating — a mild valuation headwind but confirmation of continued analyst conviction. DA Davidson Trims Airbnb (ABNB) Target Price to $150
- Neutral Sentiment: Reported short interest data is effectively zero/unchanged (the published figures are anomalous), implying short sellers are not currently a material near-term pressure — little signal for immediate volatility.
- Negative Sentiment: Insider sale: co‑founder Nathan Blecharczyk sold 4,260 shares (~$533k) and reduced his stake by ~8% — insider selling can be perceived negatively even if not uncommon for executives. Nathan Blecharczyk Insider Sale
- Negative Sentiment: Violence in parts of Mexico led to canceled flights and stranded travelers; MarketWatch notes obligations for airlines, hotels and Airbnb — this creates near-term booking disruptions and potential service/PR costs in affected markets. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico
- Negative Sentiment: Cruise lines canceled Puerto Vallarta calls after the same violence, signaling broader tourism disruptions in the region that could dent near‑term demand for stays. Cruise companies cancel Puerto Vallarta stops after violence in Mexico
Insider Buying and Selling
In related news, Director Joseph Gebbia sold 58,000 shares of Airbnb stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $118.47, for a total transaction of $6,871,260.00. Following the completion of the transaction, the director directly owned 692,015 shares of the company’s stock, valued at $81,983,017.05. This trade represents a 7.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the sale, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. The trade was a 52.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 799,682 shares of company stock worth $101,094,903 in the last three months. 27.83% of the stock is owned by corporate insiders.
Institutional Trading of Airbnb
A number of hedge funds have recently made changes to their positions in ABNB. Harris Associates L P increased its position in Airbnb by 43.2% during the 2nd quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after buying an additional 4,292,383 shares in the last quarter. Independent Franchise Partners LLP bought a new position in shares of Airbnb during the third quarter valued at $505,672,000. Norges Bank bought a new position in shares of Airbnb during the second quarter valued at $483,644,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Airbnb by 453.5% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company’s stock worth $403,782,000 after purchasing an additional 2,724,682 shares during the last quarter. Finally, SRS Investment Management LLC bought a new position in Airbnb in the 4th quarter worth about $342,017,000. 80.76% of the stock is owned by institutional investors.
Airbnb Company Profile
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.
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