Shares of Airbnb, Inc. (NASDAQ:ABNB – Get Free Report) have received a consensus rating of “Moderate Buy” from the thirty-nine research firms that are presently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, thirteen have assigned a hold recommendation, twenty-three have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $158.36.
ABNB has been the topic of a number of research analyst reports. Needham & Company LLC began coverage on shares of Airbnb in a report on Monday, May 4th. They issued a “buy” rating on the stock. Benchmark upped their price objective on Airbnb from $145.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, May 8th. DA Davidson increased their target price on Airbnb from $150.00 to $162.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. HC Wainwright upgraded Airbnb to a “buy” rating in a report on Monday, May 4th. Finally, Citigroup reissued an “outperform” rating on shares of Airbnb in a research report on Friday, May 8th.
View Our Latest Report on Airbnb
Airbnb Trading Up 2.9%
Airbnb (NASDAQ:ABNB – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same period in the prior year, the business posted $0.24 earnings per share. Airbnb’s revenue was up 17.9% on a year-over-year basis. As a group, equities analysts predict that Airbnb will post 4.91 earnings per share for the current year.
Airbnb News Summary
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Robert W. Baird raised its price target on Airbnb to $160 from $150 and reiterated an Outperform rating, adding to the bullish case that travel demand and product expansion can keep driving growth.
- Positive Sentiment: Airbnb recently hit a new 12-month high after an analyst upgrade, showing that investors remain willing to bid up the stock on improving Wall Street sentiment.
- Positive Sentiment: Strength across travel stocks has also helped ABNB, as investors rotate back into the sector and look for continued post-pandemic travel spending resilience.
- Neutral Sentiment: Bank of America Securities maintained a Hold rating and said Airbnb’s hotel expansion is only a modest near-term driver, which supports the stock but does not point to a major catalyst right away. Article: Airbnb Maintained at Hold as Hotel Expansion Seen as Modest Near-Term Driver; $150 Price Target Reaffirmed
- Neutral Sentiment: Airbnb’s shares also rose in recent trading, but the move lagged the broader market, suggesting steady interest without a strong breakout. Article: Airbnb Inc. Cl A stock rises Monday, still underperforms market
- Negative Sentiment: Director Joseph Gebbia sold 294,903 shares worth about $43.8 million, reducing his position by 10.1%, which can pressure sentiment when a large insider trims exposure.
- Negative Sentiment: Co-founder Nathan Blecharczyk sold 31,033 shares worth about $4.5 million, cutting his stake by 28.6% and adding to the recent wave of insider selling.
- Negative Sentiment: Airbnb must still face a Los Angeles lawsuit alleging price gouging during the 2025 wildfires, creating legal and reputational risk that could weigh on the stock. Article: Airbnb must face Los Angeles lawsuit alleging price gouging during 2025 wildfires
Insider Activity
In other news, Director Joseph Gebbia sold 294,903 shares of Airbnb stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $148.43, for a total value of $43,772,452.29. Following the transaction, the director directly owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. The trade was a 10.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Brian Chesky sold 265,746 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $132.22, for a total value of $35,136,936.12. Following the sale, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at $1,481,708,753.58. The trade was a 2.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,339,621 shares of company stock valued at $322,629,605 in the last three months. Corporate insiders own 27.21% of the company’s stock.
Institutional Investors Weigh In On Airbnb
Several institutional investors have recently bought and sold shares of ABNB. Merit Financial Group LLC increased its holdings in Airbnb by 72.1% in the 4th quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after purchasing an additional 13,818 shares in the last quarter. ARK Investment Management LLC lifted its stake in shares of Airbnb by 30.7% during the third quarter. ARK Investment Management LLC now owns 1,035,828 shares of the company’s stock worth $125,770,000 after purchasing an additional 243,299 shares in the last quarter. Victory Capital Management Inc. boosted its position in shares of Airbnb by 14.6% in the third quarter. Victory Capital Management Inc. now owns 1,529,652 shares of the company’s stock worth $185,730,000 after buying an additional 195,055 shares during the period. North Dakota State Investment Board purchased a new stake in shares of Airbnb in the fourth quarter worth about $2,785,000. Finally, North Star Asset Management Inc. grew its stake in shares of Airbnb by 13.4% in the fourth quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock valued at $10,663,000 after buying an additional 9,294 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.
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.
Featured Articles
- Five stocks we like better than Airbnb
- AirJoule Unveils Prime System, Clearing Path to Commercialization
- Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks
- Nike Q4 Beat Masks Core Weakness as Analysts Cut Price Targets
- Uber’s Waymo Detour Tests the Stock’s Robotaxi Bull Case
Receive News & Ratings for Airbnb Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Airbnb and related companies with MarketBeat.com's FREE daily email newsletter.
