Airbnb (NASDAQ:ABNB) Stock: Insider Nathan Blecharczyk Sells 100,889 Shares

Posted by Mitch Edgeman on Nov 11th, 2026

Airbnb, Inc. (NASDAQ:ABNB – Get Free Report) insider Nathan Blecharczyk sold 100,889 shares of Airbnb stock in a transaction that occurred on Friday, November 6th. The shares were sold at an average price of $190.83, for a total transaction of $19,252,647.87. Following the completion of the transaction, the insider owned 20,567 shares of the company’s stock, valued at $3,924,800.61. This trade represents a 83.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

Nathan Blecharczyk also recently made the following trade(s):

On Monday, November 9th, Nathan Blecharczyk sold 13,625 shares of Airbnb stock. The stock was sold at an average price of $194.37, for a total value of $2,648,291.25.
On Monday, October 26th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $170.81, for a total value of $2,325,578.15.
On Monday, October 12th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $165.18, for a total value of $2,248,925.70.
On Monday, September 28th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $156.82, for a total value of $2,135,104.30.
On Monday, September 14th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $172.36, for a total value of $2,346,681.40.
On Monday, August 31st, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $187.27, for a total value of $2,549,681.05.
On Friday, August 28th, Nathan Blecharczyk sold 57,160 shares of Airbnb stock. The shares were sold at an average price of $190.71, for a total value of $10,900,983.60.
On Wednesday, August 26th, Nathan Blecharczyk sold 19,659 shares of Airbnb stock. The stock was sold at an average price of $190.73, for a total value of $3,749,561.07.
On Tuesday, August 25th, Nathan Blecharczyk sold 202,652 shares of Airbnb stock. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56.
On Monday, August 24th, Nathan Blecharczyk sold 150,640 shares of Airbnb stock. The stock was sold at an average price of $190.94, for a total value of $28,763,201.60.

Airbnb Price Performance

Shares of NASDAQ:ABNB traded down $3.39 during midday trading on Tuesday, reaching $186.90. The company’s stock had a trading volume of 4,443,993 shares, compared to its average volume of 4,454,430. The business’s fifty day simple moving average is $169.16 and its 200-day simple moving average is $148.26. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.73 and a quick ratio of 1.73. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $197.87. The company has a market capitalization of $111.91 billion, a P/E ratio of 34.93, a P/E/G ratio of 2.03 and a beta of 1.26.

Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings results on Thursday, November 5th. The company reported $3.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.85 by $0.31. Airbnb had a net margin of 23.02% and a return on equity of 38.94%. The business had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.75 billion. During the same quarter in the prior year, the company earned $2.21 EPS. The firm’s quarterly revenue was up 18.9% on a year-over-year basis. As a group, equities research analysts expect that Airbnb, Inc. will post 5.47 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Carmignac Gestion grew its holdings in Airbnb by 40.8% during the 1st quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock worth $83,290,000 after acquiring an additional 191,200 shares during the period. ZWJ Investment Counsel Inc. raised its position in shares of Airbnb by 16.5% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 85,116 shares of the company’s stock valued at $13,674,000 after acquiring an additional 12,025 shares during the last quarter. OMERS ADMINISTRATION Corp lifted its stake in shares of Airbnb by 21.7% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company’s stock valued at $5,392,000 after purchasing an additional 7,613 shares during the period. Assenagon Asset Management S.A. lifted its stake in shares of Airbnb by 114.6% in the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after purchasing an additional 1,816,522 shares during the period. Finally, Diversify Advisory Services LLC boosted its position in shares of Airbnb by 11.0% in the 3rd quarter. Diversify Advisory Services LLC now owns 73,815 shares of the company’s stock worth $12,865,000 after purchasing an additional 7,329 shares during the last quarter. Institutional investors own 80.76% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Airbnb reported third-quarter earnings and revenue above analyst expectations, with revenue up 18.9% year over year, and authorized a $12 billion share repurchase program. The results and buyback helped lift shares previously. Why Airbnb stock is up today
Positive Sentiment: CEO Brian Chesky said AI-assistant improvements reduced customer-support cost per booking by 17% year over year, pointing to potential efficiency gains and margin support. Airbnb reduces customer support cost per booking
Positive Sentiment: Rothschild Redburn upgraded Airbnb from “sell” to “neutral” and raised its price target from $135 to $190, acknowledging its prior cautious view had been wrong over the past year. Redburn revises its Airbnb stance
Neutral Sentiment: Airbnb and other platforms report very little use of third-party AI agents to book travel or handle errands so far. That suggests limited near-term disruption, but also indicates AI-agent bookings are not yet a meaningful growth driver. AI agents see little use on travel platforms
Negative Sentiment: Travel stocks, including Airbnb, came under pressure after reports that OpenAI acquired AI travel-planning platform Odessia. Investors may worry that AI companies could become stronger competitors in travel discovery and bookings. Travel stocks fall on OpenAI acquisition report

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on ABNB shares. FBN Securities initiated coverage on shares of Airbnb in a research report on Friday, October 2nd. They set an “outperform” rating on the stock. Truist Financial raised their price target on shares of Airbnb from $134.00 to $161.00 and gave the company a “hold” rating in a report on Thursday, September 10th. Sanford C. Bernstein restated an “outperform” rating on shares of Airbnb in a research report on Monday. Cantor Fitzgerald upped their price objective on Airbnb from $160.00 to $180.00 and gave the stock a “neutral” rating in a report on Friday. Finally, B. Riley Financial reiterated a “buy” rating and issued a $230.00 price objective (up from $210.00) on shares of Airbnb in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $195.46.

Get Our Latest Analysis on Airbnb

About Airbnb

(Get Free Report)

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.