Airbnb (NASDAQ:ABNB) Price Target Raised to $140.00

Key Points

• JPMorgan Chase & Co. raised its price target on Airbnb from $130 to $140 but kept a "neutral" rating, implying roughly a 3.1% downside from the recent share price.
• Airbnb's Q1 showed a revenue beat ($2.68B, +17.9% YoY) but an EPS miss ($0.26 vs. $0.31), with the stock near $144.53 and analysts holding a "Moderate Buy" consensus with an average target of $155.61.
• Significant insider selling has occurred recently—about 457,075 shares (~$60.4M) were sold in the last three months, leaving insiders with roughly 27.2% ownership.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price target increased by analysts at JPMorgan Chase & Co. from $130.00 to $140.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. JPMorgan Chase & Co.'s target price indicates a potential downside of 3.13% from the stock's current price.

Other equities research analysts have also issued research reports about the company. Robert W. Baird set a $150.00 price target on Airbnb in a research note on Friday. Rodman & Renshaw assumed coverage on Airbnb in a research report on Monday. They set a "buy" rating for the company. Morgan Stanley lowered Airbnb from an "underweight" rating to an "underweight" rating in a research report on Monday. Susquehanna raised their price objective on Airbnb from $150.00 to $170.00 and gave the company a "positive" rating in a research report on Friday. Finally, DA Davidson cut their price objective on Airbnb from $155.00 to $150.00 and set a "buy" rating for the company in a research report on Tuesday, February 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $155.61.

Airbnb Stock Up 2.9%

ABNB stock traded up $4.07 during trading on Friday, reaching $144.53. The company's stock had a trading volume of 4,615,391 shares, compared to its average volume of 4,267,526. Airbnb has a 1 year low of $110.81 and a 1 year high of $147.25. The company has a market capitalization of $87.98 billion, a P/E ratio of 35.77, a price-to-earnings-growth ratio of 1.70 and a beta of 1.20. The company's fifty day moving average is $133.41 and its 200-day moving average is $129.30.

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

Insider Buying and Selling

In related news, insider Nathan Blecharczyk sold 24,788 shares of the business's stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total value 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. The trade was a 67.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Joseph Gebbia sold 58,000 shares of the business's stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $126.16, for a total transaction of $7,317,280.00. Following the completion of the transaction, the director directly owned 170,015 shares of the company's stock, valued at $21,449,092.40. This trade represents a 25.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 457,075 shares of company stock valued at $60,358,795 in the last three months. 27.21% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Airbnb

A number of large investors have recently bought and sold shares of ABNB. Sumitomo Life Insurance Co. grew its holdings in Airbnb by 15.0% in the third quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company's stock worth $8,022,000 after purchasing an additional 8,636 shares during the last quarter. National Pension Service grew its holdings in Airbnb by 1.1% in the third quarter. National Pension Service now owns 1,096,411 shares of the company's stock worth $133,126,000 after purchasing an additional 12,453 shares during the last quarter. Chicago Partners Investment Group LLC grew its holdings in Airbnb by 87.5% in the third quarter. Chicago Partners Investment Group LLC now owns 23,155 shares of the company's stock worth $2,964,000 after purchasing an additional 10,808 shares during the last quarter. Syntax Research Inc. purchased a new stake in shares of Airbnb during the third quarter valued at $1,865,000. Finally, Markel Group Inc. grew its holdings in shares of Airbnb by 7.1% during the third quarter. Markel Group Inc. now owns 227,133 shares of the company's stock valued at $27,578,000 after buying an additional 15,130 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: Several firms raised price targets and upgraded ratings (Citizens Jmp, Susquehanna among them), boosting upside expectations and supporting buying interest. Read More.
• Positive Sentiment: Airbnb beat Q1 revenue estimates and raised full‑year guidance, indicating resilient travel demand and giving fundamental support to the stock. Read More.
• Positive Sentiment: Options-market flow showed traders positioned for upside into and after the Q1 report, which often amplifies intraday buying when fundamentals look constructive. Read More.
• Positive Sentiment: Airbnb highlighted heavy AI adoption (company says ~60% of new code is AI‑written), which investors interpret as a path to faster product iterations and margin expansion. Read More.
• Neutral Sentiment: Some analysts maintained neutral/hold stances (e.g., BTIG), reflecting a view that strong execution is balanced by a premium valuation—this tempers upside if multiple upgrades aren’t backed by faster earnings growth. Read More.
• Neutral Sentiment: Market headlines (macro, Middle East developments, jobs/data) are shaping intraday moves, so broader market direction is a simultaneous driver of ABNB price action. Read More.
• Negative Sentiment: Airbnb missed on GAAP EPS (Q1 EPS below estimates), which has produced some short‑term profit‑taking despite revenue and guidance beats. Read More.
• Negative Sentiment: The company noted slightly elevated cancellations in EMEA/APAC tied to the Iran war — a geopolitical headwind that could pressure near‑term bookings. Read More.
• Negative Sentiment: Large insider selling was disclosed (Director Joseph Gebbia sold ~58,000 shares; CFO Elinor Mertz also sold), which some investors view as a negative signal for sentiment. Read More.
• Negative Sentiment: At least one opinion piece recommended selling into earnings, reflecting pockets of skepticism that could amplify downside if subsequent data disappoints. Read More.

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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