Airbnb (NASDAQ:ABNB – Get Free Report) had its price objective lifted by research analysts at Citizens Jmp from $170.00 to $190.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “market outperform” rating on the stock. Citizens Jmp’s price target would indicate a potential upside of 7.91% from the company’s previous close.
A number of other equities research analysts have also recently issued reports on ABNB. Evercore reaffirmed an “outperform” rating on shares of Airbnb in a report on Friday, May 8th. JPMorgan Chase & Co. upped their price objective on Airbnb from $130.00 to $140.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $170.00 price objective on shares of Airbnb in a research report on Friday, May 8th. Morgan Stanley boosted their target price on Airbnb from $120.00 to $125.00 and gave the stock an “underweight” rating in a report on Thursday, July 30th. Finally, DA Davidson increased their price target on Airbnb from $150.00 to $162.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $166.93.
Read Our Latest Stock Analysis on Airbnb
Airbnb Stock Up 16.1%
Airbnb (NASDAQ:ABNB – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 EPS for the quarter, beating the consensus estimate of $1.26 by $0.11. The company had revenue of $3.61 billion during the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The firm’s revenue for the quarter was up 16.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.03 EPS. Sell-side analysts anticipate that Airbnb will post 4.93 earnings per share for the current year.
Insiders Place Their Bets
In other news, CEO Brian Chesky sold 265,746 shares of Airbnb stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $132.22, for a total transaction of $35,136,936.12. Following the completion of the sale, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at approximately $1,481,708,753.58. This trade represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 88,366 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $145.81, for a total transaction of $12,884,646.46. Following the completion of the transaction, the insider owned 12,370 shares in the company, valued at $1,803,669.70. This trade represents a 87.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,405,956 shares of company stock worth $334,266,758 in the last 90 days. Company insiders own 27.21% of the company’s stock.
Institutional Investors Weigh In On Airbnb
Several institutional investors have recently made changes to their positions in the stock. Harris Associates L P lifted its position in shares of Airbnb by 21.0% during the 4th quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after acquiring an additional 3,240,477 shares during the period. Geode Capital Management LLC lifted its position in Airbnb by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock worth $1,368,338,000 after purchasing an additional 47,966 shares during the period. AQR Capital Management LLC grew its stake in Airbnb by 58.4% during the fourth quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock worth $917,845,000 after buying an additional 2,492,847 shares in the last quarter. Clearbridge Investments LLC grew its stake in Airbnb by 3.7% during the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock worth $824,356,000 after buying an additional 216,455 shares in the last quarter. Finally, Independent Franchise Partners LLP increased its holdings in Airbnb by 23.6% in the 4th quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock valued at $698,452,000 after buying an additional 981,624 shares during the period. 80.76% of the stock is currently owned by institutional investors.
More Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Q2 results exceeded expectations. Airbnb reported earnings of $1.37 per share versus the $1.26 analyst consensus, while revenue increased 16.3% year over year to $3.61 billion, ahead of the $3.58 billion estimate. Gross booking value rose 16% to $27.2 billion. Airbnb stock soars on earnings and revenue beat
- Positive Sentiment: Airbnb raised its 2026 forecast. Management now expects full-year revenue growth of at least mid-teens, compared with its previous low- to mid-teens outlook. Third-quarter revenue guidance of $4.7 billion to $4.8 billion also exceeds the roughly $4.6 billion consensus estimate. Airbnb boosts forecast on strong demand
- Positive Sentiment: Travel catalysts and product expansion are strengthening the outlook. FIFA World Cup travel across the United States, Canada and Mexico helped attract first-time users, while higher average daily rates, luggage storage, rental cars and artificial-intelligence tools are contributing to growth. Management said demand remains strong across regions despite Middle East conflict concerns. World Cup travel sparks growth
- Positive Sentiment: Analyst sentiment improved. Wedbush upgraded ABNB from Neutral to Outperform and assigned a $200 price target, while Cantor Fitzgerald raised its target to $160 but maintained a Neutral rating. The contrasting views show stronger fundamentals, though valuation remains a consideration. Wedbush analyst upgrade
- Neutral Sentiment: Geopolitical and valuation risks remain. Continued Middle East tensions could affect international travel, and the stock’s elevated earnings multiple leaves less room for execution or guidance disappointments.
- Negative Sentiment: Recent insider selling may temper sentiment. CFO Elinor Mertz sold 3,748 shares for approximately $575,000, while director Nathan Blecharczyk sold 13,615 shares worth about $2.07 million. The trades were relatively small compared with their remaining holdings and may reflect routine diversification. Airbnb CFO SEC filing
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.
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