Airbnb (NASDAQ:ABNB) Rating Lowered to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen downgraded Airbnb from “Buy” to “Hold,” although the broader analyst consensus remains “Moderate Buy” with an average price target of $182.97.
• Airbnb reported quarterly earnings of $1.37 per share, beating estimates of $1.26, while revenue reached $3.61 billion and rose 16.3% year over year.
• Insiders sold approximately 1.57 million shares worth $271.3 million over the past 90 days, while institutional investors continue to own a substantial 80.76% of the company.

Airbnb (NASDAQ:ABNB - Get Free Report) was downgraded by investment analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research report issued to clients and investors on Sunday, Wall Street Zen reports.

Several other brokerages also recently issued reports on ABNB. Citigroup restated a "market outperform" rating on shares of Airbnb in a research note on Friday, September 18th. Jefferies Financial Group increased their price target on shares of Airbnb from $160.00 to $175.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. Truist Financial increased their price target on shares of Airbnb from $134.00 to $161.00 and gave the company a "hold" rating in a report on Thursday, September 10th. JPMorgan Chase & Co. raised their price target on shares of Airbnb from $140.00 to $170.00 and gave the stock a "neutral" rating in a research report on Friday, August 7th. Finally, TD Cowen upgraded shares of Airbnb to a "strong-buy" rating in a report on Monday, September 14th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Airbnb has a consensus rating of "Moderate Buy" and a consensus target price of $182.97.

Airbnb Trading Up 1.2%

Airbnb stock opened at $162.43 on Friday. 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 business's 50-day simple moving average is $170.49 and its 200-day simple moving average is $148.76. The firm has a market capitalization of $97.26 billion, a PE ratio of 36.92, a PEG ratio of 1.86 and a beta of 1.24. Airbnb has a 52 week low of $110.81 and a 52 week high of $193.45.

Airbnb (NASDAQ:ABNB - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.26 by $0.11. The business had revenue of $3.61 billion during the quarter, compared to analysts' expectations of $3.58 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The firm's revenue was up 16.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.03 EPS. Equities research analysts forecast that Airbnb will post 5.28 earnings per share for the current year.

Insider Activity at Airbnb

In other Airbnb news, Director Joseph Gebbia Jr. sold 265,000 shares of the business's stock in a transaction on Monday, July 27th. The shares were sold at an average price of $145.70, for a total value of $38,610,500.00. Following the sale, the director owned 1,828,518 shares of the company's stock, valued at $266,415,072.60. The trade was a 12.66% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Brian Chesky sold 200,000 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the completion of the transaction, the chief executive officer owned 10,501,685 shares of the company's stock, valued at approximately $1,835,589,521.15. This represents a 1.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,565,421 shares of company stock worth $271,287,073. 27.21% of the stock is owned by corporate insiders.

Institutional Trading of Airbnb

Several institutional investors have recently made changes to their positions in ABNB. Clearbridge Investments LLC lifted its stake in Airbnb by 3.7% during the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company's stock worth $824,356,000 after purchasing an additional 216,455 shares during the period. Wellington Management Group LLP grew its stake in shares of Airbnb by 80.6% in the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company's stock valued at $827,929,000 after purchasing an additional 2,581,539 shares during the period. Independent Franchise Partners LLP raised its holdings in shares of Airbnb by 23.6% in the 4th quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company's stock worth $698,452,000 after buying an additional 981,624 shares in the last quarter. Amundi raised its holdings in shares of Airbnb by 8.6% in the 1st quarter. Amundi now owns 4,686,765 shares of the company's stock worth $591,845,000 after buying an additional 370,426 shares in the last quarter. Finally, Jennison Associates LLC lifted its position in shares of Airbnb by 9,331.0% during the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company's stock worth $400,681,000 after buying an additional 3,139,315 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight
• Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth
• Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher
• Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results
• Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals.
• Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion.

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company's platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.

In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.

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