Airbnb (NASDAQ:ABNB – Free Report) had its price objective upped by Barclays from $150.00 to $195.00 in a research note published on Friday,Benzinga reports. They currently have an equal weight rating on the stock.
Other analysts have also issued reports about the company. B. Riley Financial reiterated a “buy” rating and set a $230.00 price objective (up from $210.00) on shares of Airbnb in a research note on Friday. Rothschild & Co Redburn raised their target price on Airbnb from $115.00 to $135.00 and gave the stock a “sell” rating in a research note on Monday, August 10th. Wedbush raised their target price on Airbnb from $200.00 to $237.00 and gave the stock an “outperform” rating in a research note on Friday. Citizens Jmp lifted their target price on Airbnb from $190.00 to $200.00 and gave the company a “market outperform” rating in a report on Friday, September 18th. Finally, Bank of America lifted their target price on Airbnb from $160.00 to $175.00 in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $193.85.
Read Our Latest Report on Airbnb
Airbnb Stock Performance
Airbnb (NASDAQ:ABNB – Get Free Report) last posted its quarterly earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.31. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The firm had revenue of $4.87 billion during the quarter, compared to analyst estimates of $4.75 billion. During the same period last year, the company earned $2.21 earnings per share. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. As a group, equities analysts anticipate that Airbnb will post 5.29 EPS for the current year.
Insider Buying and Selling
In other Airbnb news, insider Nathan Blecharczyk sold 202,652 shares of the firm’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total value of $38,560,622.56. Following the completion of the transaction, the insider directly owned 179,567 shares of the company’s stock, valued at $34,168,008.76. This trade represents a 53.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Over the last ninety days, insiders have sold 524,377 shares of company stock valued at $98,303,710. 27.21% of the stock is owned by company insiders.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in the company. Carmignac Gestion raised its position in shares of Airbnb by 40.8% in the first quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock worth $83,290,000 after buying an additional 191,200 shares in the last quarter. ZWJ Investment Counsel Inc. boosted its stake in Airbnb by 16.5% during the third quarter. ZWJ Investment Counsel Inc. now owns 85,116 shares of the company’s stock valued at $13,674,000 after buying an additional 12,025 shares during the period. OMERS ADMINISTRATION Corp grew its position in Airbnb by 21.7% during the first quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company’s stock worth $5,392,000 after buying an additional 7,613 shares in the last quarter. Assenagon Asset Management S.A. grew its position in Airbnb by 114.6% during the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock worth $546,454,000 after buying an additional 1,816,522 shares in the last quarter. Finally, Plato Investment Management Ltd purchased a new position in Airbnb during the second quarter worth about $3,070,000. 80.76% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
- Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
- Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
- Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
- Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats
Airbnb Company Profile
Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world.
Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.
Brian Chesky is Airbnb’s co-founder and chief executive officer.
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