Airbnb (NASDAQ:ABNB) Price Target Raised to $195.00

Key Points

• Barclays raised its Airbnb price target to $195 from $150 but kept an “equal weight” rating; the new target implies 3.95% upside from the prior close.
• Airbnb reported quarterly earnings of $3.16 per share and revenue of $4.87 billion, beating analyst estimates; revenue grew 18.9% year over year.
• Analyst sentiment overall is “Moderate Buy,” with a consensus price target of $191.20. Shares traded at $187.59 on Friday.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price target lifted by equities researchers at Barclays from $150.00 to $195.00 in a research report issued on Friday, Benzinga reports. The firm presently has an "equal weight" rating on the stock. Barclays's target price suggests a potential upside of 3.95% from the company's previous close.

ABNB has been the topic of several other research reports. BMO Capital Markets boosted their price target on Airbnb from $146.00 to $165.00 and gave the company a "market perform" rating in a research note on Monday, August 10th. The Goldman Sachs Group reiterated a "neutral" rating and issued a $185.00 price target on shares of Airbnb in a research report on Friday. Rothschild & Co Redburn increased their price objective on Airbnb from $115.00 to $135.00 and gave the stock a "sell" rating in a research note on Monday, August 10th. Wall Street Zen cut Airbnb from a "buy" rating to a "hold" rating in a report on Sunday, October 4th. Finally, Rosenblatt Securities boosted their target price on shares of Airbnb from $220.00 to $230.00 and gave the company a "buy" rating in a research note on Friday. One investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $191.20.

Airbnb Price Performance

ABNB traded up $17.46 during midday trading on Friday, reaching $187.59. 4,171,042 shares of the company's stock were exchanged, compared to its average volume of 4,287,646. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. The business has a 50-day simple moving average of $168.96 and a two-hundred day simple moving average of $147.42. The firm has a market capitalization of $112.33 billion, a price-to-earnings ratio of 42.54, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26. Airbnb has a one year low of $110.81 and a one year high of $193.45.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Thursday, November 5th. The company reported $3.16 earnings per share for the quarter, beating the consensus estimate of $2.85 by $0.31. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.75 billion. During the same period in the prior year, the company posted $2.21 EPS. The company's revenue was up 18.9% compared to the same quarter last year. As a group, research analysts predict that Airbnb will post 5.29 EPS for the current year.

Insider Activity at Airbnb

In related news, insider Nathan Blecharczyk sold 202,652 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $190.28, for a total transaction of $38,560,622.56. Following the sale, the insider directly owned 179,567 shares in the company, valued at $34,168,008.76. This represents a 53.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Over the last 90 days, insiders sold 524,377 shares of company stock valued at $98,303,710. 27.21% of the stock is owned by insiders.

Hedge Funds Weigh In On Airbnb

A number of institutional investors and hedge funds have recently bought and sold shares of ABNB. Eurizon Capital SGR S.p.A. lifted its position in Airbnb by 2.8% in the 3rd quarter. Eurizon Capital SGR S.p.A. now owns 133,139 shares of the company's stock valued at $21,047,000 after acquiring an additional 3,628 shares in the last quarter. Werba Rubin Papier Wealth Management bought a new position in Airbnb during the 3rd quarter worth about $216,000. CENTRAL TRUST Co increased its holdings in Airbnb by 5,129.2% during the 3rd quarter. CENTRAL TRUST Co now owns 1,255 shares of the company's stock worth $202,000 after purchasing an additional 1,231 shares in the last quarter. Three Bridge Wealth Advisors LLC bought a new position in Airbnb during the 3rd quarter worth about $129,000. Finally, Banyan Capital Management Inc. acquired a new stake in shares of Airbnb in the 3rd quarter valued at about $5,703,000. Institutional investors and hedge funds own 80.76% of the company's stock.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb beat Q3 estimates, with revenue up 18.9% year over year to $4.87 billion and earnings of $3.16 per share versus analysts’ $2.85 consensus. Nights booked rose 16% to 155 million, while gross booking value increased 21%, signaling accelerating demand across regions. Airbnb Stock Gaps Higher After Best Revenue in 3 Years
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens and forecast Q4 revenue of $3.22 billion to $3.28 billion, implying 16%–18% growth. It also expects an adjusted EBITDA margin of about 36%. Airbnb raises full-year outlook and provides Q4 guidance
• Positive Sentiment: Airbnb authorized a new $12 billion share-repurchase program, offering a potential source of shareholder returns. Several firms also raised price targets, including Wells Fargo to $215 and Wedbush to $237. Q3 earnings call highlights
• Neutral Sentiment: Airbnb plans to launch its own AI travel agent in the first half of 2027. The initiative could support future product development, but its financial impact is not yet clear. Airbnb plans AI travel agent
• Negative Sentiment: Valuation could limit further upside after the rally: some analysts maintained neutral or hold ratings, with Morgan Stanley’s $170 target and Piper Sandler’s $180 target below the prevailing share price. The boost to Q3 bookings from Reserve Now, Pay Later is also expected to ease in Q4. Morgan Stanley maintains Hold rating and $170 target

Airbnb Company Profile

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world.

Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.

Brian Chesky is Airbnb's co-founder and chief executive officer.

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