Airbnb (NASDAQ:ABNB) Stock Gets Price Target Increase from Oppenheimer

Key Points

• Oppenheimer raised its Airbnb price target to $230 from $210 and maintained an “outperform” rating, implying about 21.5% upside from the cited share price.
• Airbnb beat quarterly estimates, with revenue up 18.9% year over year to $4.87 billion and EPS of $3.16. Management raised its full-year revenue-growth outlook to the high teens.
• The company authorized a new $12 billion share-repurchase program; analyst sentiment overall was “Moderate Buy,” with a consensus price target of $191.70.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price target hoisted by Oppenheimer from $210.00 to $230.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has an "outperform" rating on the stock. Oppenheimer's price objective points to a potential upside of 21.49% from the company's current price.

Other analysts have also recently issued research reports about the stock. Jefferies Financial Group raised their target price on shares of Airbnb from $175.00 to $215.00 and gave the stock a "buy" rating in a research note on Thursday, August 13th. Citizens Jmp upped their price target on shares of Airbnb from $190.00 to $200.00 and gave the company a "market outperform" rating in a research note on Friday, September 18th. Cantor Fitzgerald increased their price target on shares of Airbnb from $160.00 to $180.00 and gave the company a "neutral" rating in a report on Friday. Evercore restated an "outperform" rating and set a $230.00 price objective on shares of Airbnb in a research report on Friday. Finally, BMO Capital Markets increased their target price on Airbnb from $146.00 to $165.00 and gave the stock a "market perform" rating in a research note on Monday, August 10th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Airbnb currently has an average rating of "Moderate Buy" and a consensus price target of $191.70.

Airbnb Stock Performance

Shares of ABNB stock traded up $19.18 during trading on Friday, reaching $189.31. 5,366,627 shares of the company's stock were exchanged, compared to its average volume of 4,293,557. Airbnb has a twelve month low of $110.81 and a twelve month high of $193.45. The firm's fifty day moving average price is $168.96 and its 200-day moving average price is $147.42. 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 stock has a market capitalization of $113.36 billion, a PE ratio of 43.15, a PEG ratio of 2.02 and a beta of 1.26.

Airbnb (NASDAQ:ABNB - Get Free Report) last announced its quarterly earnings results on Thursday, November 5th. The company reported $3.16 earnings per share (EPS) 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 business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. During the same quarter last year, the firm posted $2.21 EPS. The company's quarterly revenue was up 18.9% on a year-over-year basis. As a group, sell-side analysts anticipate that Airbnb will post 5.29 EPS for the current year.

Insider Buying and Selling

In other Airbnb news, insider Nathan Blecharczyk sold 202,652 shares of Airbnb stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total value of $38,560,622.56. Following the completion of the sale, the insider owned 179,567 shares in the company, valued at $34,168,008.76. The trade was a 53.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 524,377 shares of company stock worth $98,303,710 over the last 90 days. 27.21% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Jennison Associates LLC raised its stake in 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. Wellington Management Group LLP boosted its holdings in Airbnb by 80.6% in the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company's stock worth $827,929,000 after acquiring an additional 2,581,539 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in Airbnb in the second quarter valued at approximately $330,085,000. Assenagon Asset Management S.A. grew its stake in Airbnb by 114.6% in the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company's stock valued at $546,454,000 after acquiring an additional 1,816,522 shares during the period. Finally, MKA Charitable Fund acquired a new stake in Airbnb in the second quarter valued at approximately $232,515,606. 80.76% of the stock is owned by institutional investors.

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

About Airbnb

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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