Airbnb, Inc. (ABNB) – What Are Brokerages Saying About This Stock?

Airbnb, Inc. (NASDAQ:ABNB) has been assigned an average recommendation of “Moderate Buy” from the forty-four research firms that are currently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, thirteen have given a hold recommendation, twenty-seven have given a buy recommendation and two have given a strong buy recommendation to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $182.65.

ABNB has been the subject of several recent research reports. FBN Securities assumed coverage on Airbnb in a report on Friday, October 2nd. They issued an “outperform” rating for the company. Mizuho lifted their price objective on Airbnb from $175.00 to $200.00 in a report on Friday, August 7th. Jefferies Financial Group boosted their price objective on Airbnb from $175.00 to $215.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. UBS Group boosted their price objective on Airbnb from $172.00 to $181.00 and gave the company a “neutral” rating in a research report on Tuesday. Finally, Wells Fargo & Company cut their target price on Airbnb from $186.00 to $185.00 and set an “overweight” rating for the company in a research note on Wednesday, October 7th.

Airbnb Stock Down 3.5%

ABNB stock opened at $170.13 on Friday. The stock has a market capitalization of $101.87 billion, a price-to-earnings ratio of 38.67, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26. The company has a 50-day moving average of $168.96 and a two-hundred day moving average of $147.42. Airbnb has a 52-week low of $110.81 and a 52-week high of $193.45. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data 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 20.45% and a return on equity of 33.38%. The business had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.75 billion. During the same quarter last year, the company posted $2.21 earnings per share. Airbnb’s quarterly revenue was up 18.9% on a year-over-year basis. As a group, equities research analysts anticipate that Airbnb will post 5.29 EPS for the current year.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q3 results topped expectations: Airbnb reported earnings of $3.16 per share and revenue of $4.87 billion, exceeding analyst estimates. Revenue grew 18.9% year over year, while nights and experiences booked rose 16%, pointing to resilient travel demand and stronger-than-expected business momentum. Airbnb lifts annual revenue growth forecast
• Positive Sentiment: Full-year outlook raised: The company now expects annual revenue growth in the high teens, up from its previous mid-teens forecast, reflecting stronger demand across global markets. Fourth-quarter revenue guidance of $3.2 billion to $3.3 billion was broadly in line with consensus. Airbnb raises outlook
• Positive Sentiment: Large buyback authorization: Airbnb authorized an additional $12 billion in share repurchases, a substantial potential source of shareholder returns and support for per-share metrics, though actual purchases may occur over time. Airbnb authorizes another $12 billion in buybacks
• Neutral Sentiment: AI product planned: Airbnb said it expects to launch an AI travel agent in the first half of 2027. It could improve trip planning and customer engagement, but the financial impact is not yet clear. Airbnb plans an AI travel agent

Insiders Place Their Bets

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

Institutional Trading of Airbnb

Hedge funds have recently modified their holdings of the company. Carmignac Gestion increased its stake in Airbnb by 40.8% in the 1st quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock valued at $83,290,000 after buying an additional 191,200 shares during the last quarter. ZWJ Investment Counsel Inc. lifted its position in Airbnb by 16.5% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 85,116 shares of the company’s stock worth $13,674,000 after buying an additional 12,025 shares in the last quarter. OMERS ADMINISTRATION Corp boosted its stake in shares of Airbnb by 21.7% during the 1st 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 during the last quarter. Assenagon Asset Management S.A. boosted 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 buying an additional 1,816,522 shares during the last quarter. Finally, Plato Investment Management Ltd acquired a new position in shares of Airbnb during the 2nd quarter worth about $3,070,000. Institutional investors and hedge funds own 80.76% of the company’s stock.

About Airbnb

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.