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

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

Other equities analysts have also issued research reports about the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $190.00 price target (up from $175.00) on shares of Airbnb in a research report on Monday, August 31st. UBS Group lifted their price target on shares of Airbnb from $172.00 to $181.00 and gave the company a “neutral” rating in a report on Tuesday. Rothschild & Co Redburn boosted their price objective on shares of Airbnb from $115.00 to $135.00 and gave the company a “sell” rating in a research note on Monday, August 10th. Wall Street Zen downgraded Airbnb from a “buy” rating to a “hold” rating in a report on Sunday, October 4th. Finally, FBN Securities initiated coverage on Airbnb in a research report on Friday, October 2nd. They issued an “outperform” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $186.40.

Airbnb Trading Down 3.5%

NASDAQ ABNB opened at $170.13 on Friday. Airbnb has a 12 month low of $110.81 and a 12 month high of $193.45. The company has a 50-day moving average of $168.96 and a 200-day moving average of $147.42. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. The company has a market cap of $101.87 billion, a P/E ratio of 38.67, a P/E/G ratio of 2.02 and a beta of 1.26.

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

Insider Buying and Selling

In other Airbnb news, insider Nathan Blecharczyk sold 202,652 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56. Following the transaction, the insider directly owned 179,567 shares of the company’s stock, valued at $34,168,008.76. This trade represents a 53.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold 524,377 shares of company stock valued at $98,303,710 over the last 90 days. Company insiders own 27.21% of the company’s stock.

Institutional Investors Weigh In On Airbnb

Large investors have recently modified their holdings of the stock. Wellington Management Group LLP boosted 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 worth $827,929,000 after acquiring an additional 2,581,539 shares during the period. Amundi grew its position in Airbnb by 8.6% in the first quarter. Amundi now owns 4,686,765 shares of the company’s stock valued at $591,845,000 after acquiring an additional 370,426 shares in the last quarter. Assenagon Asset Management S.A. grew its position in Airbnb by 114.6% in the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after acquiring an additional 1,816,522 shares in the last quarter. Jennison Associates LLC raised its stake in shares of Airbnb by 9,331.0% during the first quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after purchasing an additional 3,139,315 shares during the period. Finally, Pacer Advisors Inc. raised its stake in shares of Airbnb by 2.5% during the first quarter. Pacer Advisors Inc. now owns 2,325,214 shares of the company’s stock valued at $293,628,000 after purchasing an additional 56,250 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb News Roundup

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.