Airbnb (NASDAQ:ABNB) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Airbnb (NASDAQ:ABNB) had its target price raised by research analysts at Rosenblatt Securities from $220.00 to $230.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has a “buy” rating on the stock. Rosenblatt Securities‘s price target indicates a potential upside of 35.19% from the company’s current price.

A number of other analysts also recently weighed in on the company. KeyCorp started coverage on Airbnb in a research note on Friday, October 2nd. They issued a “sector weight” rating on the stock. Wells Fargo & Company dropped their price objective on Airbnb from $186.00 to $185.00 and set an “overweight” rating on the stock in a report on Wednesday, October 7th. Robert W. Baird increased their price objective on Airbnb from $175.00 to $200.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 8th. Wedbush raised Airbnb from a “neutral” rating to an “outperform” rating and raised their target price for the company from $152.00 to $200.00 in a report on Friday, August 7th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $190.00 target price (up from $175.00) on shares of Airbnb in a research report on Monday, August 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $186.40.

Airbnb Price Performance

Shares of ABNB opened at $170.13 on Friday. Airbnb has a twelve month low of $110.81 and a twelve month high of $193.45. The stock’s 50 day moving average is $168.96 and its two-hundred day moving average is $147.42. The firm has a market capitalization of $101.87 billion, a PE ratio of 38.67, a P/E/G ratio of 2.02 and a beta of 1.26. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, November 5th. The company reported $3.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.85 by $0.31. The business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period in the prior year, the business posted $2.21 EPS. Research analysts anticipate that Airbnb will post 5.29 earnings per share for the current year.

Insiders Place Their Bets

In other news, CAO David C. Bernstein sold 1,756 shares of the firm’s stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $167.38, for a total value of $293,919.28. Following the completion of the transaction, the chief accounting officer owned 43,899 shares in the company, valued at $7,347,814.62. This trade represents a 3.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction on Monday, October 26th. The stock was sold at an average price of $170.81, for a total value of $2,325,578.15. Following the transaction, the insider directly owned 20,567 shares of the company’s stock, valued at $3,513,049.27. This trade represents a 39.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 524,377 shares of company stock worth $98,303,710. 27.21% of the stock is owned by company insiders.

Institutional Investors Weigh In On Airbnb

A number of large investors have recently added to or reduced their stakes in ABNB. Jennison Associates LLC grew its stake in Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after acquiring an additional 3,139,315 shares during the period. Wellington Management Group LLP raised its holdings in Airbnb by 80.6% in the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after acquiring an additional 2,581,539 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in Airbnb in the 2nd quarter valued at $330,085,000. Assenagon Asset Management S.A. lifted its stake in shares of Airbnb by 114.6% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock worth $546,454,000 after purchasing an additional 1,816,522 shares during the period. Finally, MKA Charitable Fund purchased a new position in shares of Airbnb during the 2nd quarter worth $232,515,606. 80.76% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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 ahead of estimates, while earnings of $3.16 per share also beat forecasts. Nights booked rose 16%, delivering the company’s fastest revenue growth in more than three years. Reuters: Airbnb rises on upbeat outlook
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid-teens, citing broad-based global demand. Q4 revenue guidance of $3.2 billion to $3.3 billion is roughly in line with analyst expectations. Reuters: Airbnb lifts annual revenue-growth forecast
• Positive Sentiment: The company authorized a new $12 billion share-repurchase program, offering a substantial potential return of capital to shareholders. It also outlined plans to expand into hotels and develop AI-powered travel tools. Q3 2026 earnings-call highlights
• Neutral Sentiment: Airbnb plans to launch an AI travel agent in the first half of 2027. The product could support future growth, but its commercial impact remains uncertain; CEO Brian Chesky said third-party AI agents currently account for little traffic and few bookings. TechCrunch: Airbnb plans AI travel agent
• Neutral Sentiment: A separate report disclosed a $7.1 million intellectual-property and sales deal with an AI lab founded by Chesky. The arrangement may attract investor scrutiny, though the supplied coverage does not describe a material financial impact. Airbnb AI deal report

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.