Benchmark Cuts Airbnb (NASDAQ:ABNB) Price Target to $145.00

Airbnb (NASDAQ:ABNB) had its price objective cut by Benchmark from $155.00 to $145.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Benchmark’s price objective indicates a potential upside of 25.04% from the company’s previous close.

Other research analysts have also recently issued research reports about the company. Jefferies Financial Group increased their target price on Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Cantor Fitzgerald raised Airbnb from an “underweight” rating to a “neutral” rating and raised their price objective for the company from $117.00 to $141.00 in a report on Thursday, January 8th. Wedbush cut their target price on Airbnb from $135.00 to $130.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. B. Riley Financial upgraded shares of Airbnb from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $140.00 to $170.00 in a research report on Monday, January 12th. Finally, KeyCorp assumed coverage on Airbnb in a report on Thursday, October 23rd. They issued a “sector weight” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nineteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $149.33.

Airbnb Stock Down 3.0%

NASDAQ:ABNB opened at $115.96 on Friday. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93. The stock has a market cap of $71.38 billion, a P/E ratio of 27.54, a PEG ratio of 1.84 and a beta of 1.15. The business’s 50-day moving average price is $131.31 and its two-hundred day moving average price is $126.40.

Airbnb (NASDAQ:ABNB) last released 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 company had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.Airbnb’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.73 EPS. On average, equities research analysts expect that Airbnb will post 4.31 EPS for the current fiscal year.

Insider Activity at Airbnb

In other news, CTO Aristotle N. Balogh sold 2,565 shares of Airbnb stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $134.79, for a total transaction of $345,736.35. Following the sale, the chief technology officer owned 165,086 shares of the company’s stock, valued at approximately $22,251,941.94. The trade was a 1.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of the 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 completion of the transaction, the chief executive officer directly owned 45,854 shares of the company’s stock, valued at approximately $6,014,210.64. The trade was a 52.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,027,422 shares of company stock valued at $127,060,208. 27.91% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in ABNB. Aster Capital Management DIFC Ltd purchased a new stake in shares of Airbnb in the third quarter worth $25,000. ORG Partners LLC increased its holdings in shares of Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after purchasing an additional 96 shares in the last quarter. Entrust Financial LLC purchased a new stake in shares of Airbnb during the fourth quarter valued at $27,000. Sunbelt Securities Inc. raised its position in Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock worth $27,000 after buying an additional 175 shares during the last quarter. Finally, Wiser Advisor Group LLC purchased a new stake in shares of Airbnb during the 3rd quarter valued at about $27,000. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Company beat top‑line expectations and issued above‑consensus Q1 revenue guidance, which supports near‑term revenue momentum. Airbnb forecasts revenue above estimates
• Positive Sentiment: Management highlighted a technology rebuild and faster product shipping—positioning Airbnb to use pricing, supply quality initiatives and AI to drive growth over the medium term. Airbnb’s Q4 reacceleration marks strongest growth
• Neutral Sentiment: Analyst reactions are mixed and largely cautious—several firms reiterate Hold/Neutral ratings citing limited near‑term upside despite execution. BTIG Hold on Airbnb
• Neutral Sentiment: Full Q4 earnings call/transcript is available—useful for parsing guidance assumptions and investment plans that will drive near‑term margin and capex expectations. Q4 earnings call transcript
• Neutral Sentiment: Short‑term trading signals (options and prediction markets) magnify binary risk into/after the print—this can amplify volatility but doesn’t change fundamentals. Polymarket odds ahead of earnings
• Negative Sentiment: ARK Invest (Cathie Wood) trimmed its Airbnb position over two days, selling tens of millions of dollars of shares — fund selling from a high‑profile investor can pressure sentiment and flows. Cathie Wood sells Airbnb
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (multiple recent insider sales), which may weigh on sentiment even if sales are for diversification. Joseph Gebbia insider sale filing
• Negative Sentiment: EPS missed consensus (Q4 EPS $0.56 vs. ~$0.66 expected), a key reason for the stock’s after‑hours weakness despite the revenue beat and upbeat guidance. EPS miss coverage

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.