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

Key Points

• Analysts remain broadly positive: Airbnb has a “Moderate Buy” consensus from 39 analysts, with 23 buy and two strong-buy ratings. The average 12-month price target is $172, though several firms recently raised targets as high as $200.
• Strong quarterly performance supported the outlook: Airbnb reported $3.61 billion in revenue and $1.37 in adjusted EPS, beating estimates, while revenue rose 16.3% year over year. The company also increased its annual revenue outlook, with AI improvements and hotel expansion identified as potential growth drivers.
• Valuation and insider selling remain risks: Shares were trading near their 52-week high at $184.06, with a P/E ratio of 41.83. Insiders sold more than 3.16 million shares worth approximately $466.6 million over the past three months, while some analysts continue to question the stock’s elevated valuation and seasonal revenue consistency.

Shares of Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) have earned an average rating of "Moderate Buy" from the thirty-nine analysts that are covering the stock, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, twelve have given a hold recommendation, twenty-three have given a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $172.00.

A number of analysts have recently commented on the company. Wells Fargo & Company lifted their price target on Airbnb from $181.00 to $186.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. Susquehanna upped their price objective on Airbnb from $170.00 to $200.00 and gave the company a "positive" rating in a research note on Friday, August 7th. Piper Sandler set a $150.00 price target on shares of Airbnb in a research note on Friday, August 7th. KeyCorp reiterated a "sector weight" rating on shares of Airbnb in a report on Monday, August 10th. Finally, Evercore reissued an "outperform" rating and issued a $190.00 price objective on shares of Airbnb in a research note on Friday, August 7th.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Strong Q2 results and guidance: Airbnb reported approximately $3.6 billion in revenue and $1.37 in adjusted earnings per share, exceeding analyst expectations. Revenue rose about 16%–17% year over year, while free cash flow increased 30%. The company also raised its annual revenue outlook, helping ease concerns about travel demand and geopolitical risks. Airbnb Stock Surges Near 52-Week Peak on Strong Q2 Performance
• Positive Sentiment: AI and hotel expansion support the growth narrative: Management highlighted AI-driven product improvements and expansion into hotels as potential sources of additional bookings, efficiency and profit growth. Investors appear encouraged that Airbnb can use AI to improve discovery, personalization and operations. Airbnb Q2 2026 Earnings Call Transcript
• Positive Sentiment: Improved investor sentiment: Eight reported institutional inflows over the past 30 days and the stock’s recent momentum suggest increased demand from large investors following the earnings beat and outlook improvement. Airbnb Sales Gains, Guidance Boost Shares
• Neutral Sentiment: CEO Brian Chesky said AI now writes a substantial portion of Airbnb’s code and emphasized maintaining a startup-like “founder mode.” The comments reinforce the company’s technology strategy but do not by themselves change near-term financial estimates. Airbnb CEO on AI and Founder Mode
• Negative Sentiment: Valuation and consistency concerns remain: A comparison with MercadoLibre noted that Airbnb’s seasonal revenue can fluctuate more than MercadoLibre’s consistently growing revenue, which may make Airbnb’s elevated valuation harder to justify. Airbnb vs. MercadoLibre Revenue Trajectories
• Negative Sentiment: Phillip Securities downgraded Airbnb to “Moderate Sell,” while director Nathan Blecharczyk reportedly sold 531,000 shares. Neither necessarily signals deteriorating fundamentals, but both could weigh on sentiment after the recent rally. Airbnb Cut to Moderate Sell

Airbnb Stock Down 0.6%

Shares of ABNB opened at $184.06 on Friday. Airbnb has a 52 week low of $110.81 and a 52 week high of $187.12. The stock has a market capitalization of $110.21 billion, a price-to-earnings ratio of 41.83, a PEG ratio of 2.13 and a beta of 1.14. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. The stock has a fifty day moving average of $148.90 and a 200-day moving average of $137.66.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The company had revenue of $3.61 billion for the quarter, compared to the consensus estimate of $3.58 billion. During the same quarter last year, the business posted $1.03 EPS. Airbnb's revenue for the quarter was up 16.3% on a year-over-year basis. As a group, sell-side analysts anticipate that Airbnb will post 5.22 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Brian Chesky sold 265,746 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $132.22, for a total value of $35,136,936.12. Following the completion of the sale, the chief executive officer owned 11,206,389 shares of the company's stock, valued at approximately $1,481,708,753.58. This represents a 2.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Nathan Blecharczyk sold 531,000 shares of the firm's stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $174.41, for a total value of $92,611,710.00. Following the transaction, the insider owned 171,370 shares of the company's stock, valued at $29,888,641.70. This trade represents a 75.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 3,164,675 shares of company stock valued at $466,636,153. 27.21% of the stock is currently owned by company insiders.

Institutional Trading of Airbnb

Institutional investors have recently added to or reduced their stakes in the stock. Transamerica Financial Advisors LLC lifted its position in shares of Airbnb by 143.6% in the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company's stock worth $26,000 after purchasing an additional 112 shares during the period. Entrust Financial LLC acquired a new stake in shares of Airbnb during the fourth quarter worth $27,000. Meeder Asset Management Inc. raised its stake in Airbnb by 96.3% during the first quarter. Meeder Asset Management Inc. now owns 214 shares of the company's stock worth $27,000 after buying an additional 105 shares during the last quarter. Sunbelt Securities Inc. raised its stake in Airbnb by 397.7% during the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company's stock worth $27,000 after buying an additional 175 shares during the last quarter. Finally, Wiser Advisor Group LLC bought a new position in Airbnb during the third quarter worth $27,000. 80.76% of the stock is currently owned by institutional investors.

Airbnb Company Profile

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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