Airbnb, Inc. (NASDAQ:ABNB) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• Moderate Buy consensus from 35 analysts with an average 12‑month price target of $153, reflecting broad analyst optimism and several recent upgrades.
• Q1 revenue beat as sales rose ~17.9% to $2.68B and management raised full‑year and Q2 guidance (Q2 midpoint ~$3.57B), even though GAAP EPS missed at $0.26 vs. $0.31 expected.
• Insider selling has been sizable (Joseph Gebbia sold 58,000 shares; Nathan Blecharczyk sold 24,788), with insiders offloading 457,075 shares (~$60.36M) over the past three months, which could weigh on sentiment.

Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) has earned a consensus rating of "Moderate Buy" from the thirty-five research firms that are presently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, fourteen have issued a hold recommendation, eighteen have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $153.00.

Several research analysts have commented on ABNB shares. DA Davidson decreased their target price on shares of Airbnb from $155.00 to $150.00 and set a "buy" rating for the company in a research report on Tuesday, February 17th. Mizuho boosted their price objective on Airbnb from $156.00 to $175.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 3rd. Tigress Financial decreased their price objective on Airbnb from $200.00 to $185.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. HC Wainwright upgraded Airbnb to a "buy" rating in a research report on Monday. Finally, Needham & Company LLC began coverage on Airbnb in a research note on Monday. They set a "buy" rating on the stock.

Airbnb Stock Performance

Shares of ABNB opened at $140.46 on Friday. The firm has a fifty day moving average of $133.41 and a 200-day moving average of $129.30. The company has a market cap of $85.50 billion, a price-to-earnings ratio of 34.77, a price-to-earnings-growth ratio of 1.70 and a beta of 1.20. Airbnb has a 1 year low of $110.81 and a 1 year high of $147.25.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts' consensus estimates of $0.31 by ($0.05). The firm had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.62 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The firm's revenue was up 17.9% on a year-over-year basis. During the same period last year, the business earned $0.24 EPS. Analysts predict that Airbnb will post 4.95 EPS for the current year.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Revenue beat and full‑year guidance raise — Q1 sales rose ~17.9% to $2.68B and management lifted annual revenue outlook to low‑ to mid‑teens growth, supporting upside expectations. Read More.
• Positive Sentiment: Q2 revenue guide topped estimates — next quarter midpoint revenue guidance (~$3.57B) was ~3.1% above Street forecasts, giving investors a reason to stay bullish on near‑term top‑line momentum. Read More.
• Positive Sentiment: Analyst and options bullishness — several upgrades and elevated options positioning ahead of the print suggest institutional and derivative-driven support for upside. Read More.
• Neutral Sentiment: Product/strategy news: Airbnb is expanding hotel bookings and pushing AI initiatives — potential longer‑term benefits but uncertain near‑term impact on margins and execution. Read More.
• Neutral Sentiment: CEO commentary on AI and org changes is attracting attention — could be positive for efficiency long term but creates execution/culture questions in the near term. Read More.
• Negative Sentiment: EPS miss — GAAP EPS of $0.26 missed consensus (~$0.31), a key reason some traders faded the print despite the revenue beat. Read More.
• Negative Sentiment: Geopolitical cancellations — management cited "slightly elevated" cancellations in EMEA and APAC tied to the Iran war, a risk to near‑term bookings and seasonality. Read More.
• Negative Sentiment: Insider selling — director Joseph Gebbia sold a large block (~58k shares) and the CFO sold smaller tranches, which can weigh on sentiment when combined with an earnings miss. Read More.
• Negative Sentiment: Mixed media/analyst views — some opinion pieces urged selling into earnings, highlighting valuation and profit‑delivery concerns that could cap upside if execution slips. Read More.

Insiders Place Their Bets

In related news, Director Joseph Gebbia sold 58,000 shares of the company's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $126.16, for a total value of $7,317,280.00. Following the completion of the sale, the director owned 170,015 shares of the company's stock, valued at $21,449,092.40. This represents a 25.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nathan Blecharczyk sold 24,788 shares of the stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the completion of the transaction, the insider owned 11,920 shares of the company's stock, valued at $1,738,651.20. This represents a 67.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 457,075 shares of company stock worth $60,358,795 over the last three months. Corporate insiders own 27.21% of the company's stock.

Institutional Trading of Airbnb

Institutional investors have recently made changes to their positions in the stock. Patton Fund Management Inc. raised its stake in shares of Airbnb by 4.3% in the 4th quarter. Patton Fund Management Inc. now owns 1,874 shares of the company's stock worth $254,000 after buying an additional 77 shares in the last quarter. BOKF NA grew its holdings in Airbnb by 11.0% during the fourth quarter. BOKF NA now owns 787 shares of the company's stock worth $107,000 after acquiring an additional 78 shares during the period. Yoder Wealth Management Inc. raised its position in Airbnb by 0.3% in the fourth quarter. Yoder Wealth Management Inc. now owns 26,389 shares of the company's stock worth $3,582,000 after acquiring an additional 84 shares in the last quarter. Private Advisor Group LLC lifted its holdings in Airbnb by 1.0% in the 3rd quarter. Private Advisor Group LLC now owns 8,295 shares of the company's stock valued at $1,007,000 after acquiring an additional 86 shares during the last quarter. Finally, Koshinski Asset Management Inc. lifted its holdings in Airbnb by 4.1% in the 3rd quarter. Koshinski Asset Management Inc. now owns 2,226 shares of the company's stock valued at $270,000 after acquiring an additional 87 shares during the last quarter. 80.76% of the stock is owned by institutional investors and hedge funds.

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.

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