Airbnb (NASDAQ:ABNB) Stock Gets Price Target Increase from Wells Fargo & Company

Key Points

• Wells Fargo raised Airbnb’s price target from $185 to $215 and maintained an “overweight” rating, implying about 15% upside from the prior close.
• Analyst views are broadly positive but targets vary: MarketBeat reports a “Moderate Buy” consensus and an average target of $190.07, while recent targets from other firms range as high as $230.
• Airbnb’s latest quarter beat expectations, with earnings of $3.16 per share and revenue of $4.87 billion; revenue grew 18.9% year over year. Shares rose $16.70 on Friday to $186.83.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price target upped by stock analysts at Wells Fargo & Company from $185.00 to $215.00 in a note issued to investors on Friday, Benzinga reports. The brokerage currently has an "overweight" rating on the stock. Wells Fargo & Company's price target would suggest a potential upside of 15.08% from the stock's previous close.

Other equities analysts have also recently issued reports about the company. Evercore reissued an "outperform" rating and issued a $230.00 target price on shares of Airbnb in a report on Friday. Argus lifted their price objective on Airbnb from $165.00 to $220.00 and gave the company a "buy" rating in a research report on Friday, August 21st. Bank of America upped their target price on shares of Airbnb from $160.00 to $175.00 in a research report on Friday, August 7th. Canaccord Genuity Group set a $225.00 price target on Airbnb in a research note on Friday. Finally, Citigroup reaffirmed a "market outperform" rating on shares of Airbnb in a research note on Friday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $190.07.

Airbnb Price Performance

NASDAQ ABNB traded up $16.70 on Friday, reaching $186.83. The company's stock had a trading volume of 3,691,644 shares, compared to its average volume of 4,284,878. Airbnb has a 52 week low of $110.81 and a 52 week high of $193.45. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The firm has a market cap of $111.87 billion, a PE ratio of 42.19, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26. The business has a 50-day moving average price of $168.96 and a 200 day moving average price of $147.42.

Airbnb (NASDAQ:ABNB - Get Free Report) last announced its quarterly earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping analysts' consensus estimates of $2.85 by $0.31. The firm had revenue of $4.87 billion during the quarter, compared to analysts' expectations of $4.75 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The company's revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter last year, the company earned $2.21 earnings per share. Sell-side analysts expect that Airbnb will post 5.29 EPS for the current year.

Insider Buying and Selling at Airbnb

In related news, CAO David Bernstein sold 1,756 shares of the firm's stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $167.38, for a total transaction of $293,919.28. Following the sale, the chief accounting officer owned 43,899 shares of the company's stock, valued at approximately $7,347,814.62. This trade represents a 3.85% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction dated Monday, October 26th. The stock was sold at an average price of $170.81, for a total value of $2,325,578.15. Following the transaction, the insider owned 20,567 shares in the company, valued at approximately $3,513,049.27. This represents a 39.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 524,377 shares of company stock worth $98,303,710 in the last ninety days. 27.21% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the stock. Eurizon Capital SGR S.p.A. raised its stake 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 during the period. Werba Rubin Papier Wealth Management bought a new position in Airbnb during the third quarter worth $216,000. CENTRAL TRUST Co boosted its position in Airbnb by 5,129.2% during the third quarter. CENTRAL TRUST Co now owns 1,255 shares of the company's stock worth $202,000 after purchasing an additional 1,231 shares during the period. Three Bridge Wealth Advisors LLC bought a new position in Airbnb during the third quarter worth $129,000. Finally, Banyan Capital Management Inc. bought a new position in Airbnb during the third quarter worth $5,703,000. Institutional investors own 80.76% of the company's stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and ahead of expectations, while earnings of $3.16 per share also topped forecasts. Nights booked increased 16% and gross booking value rose 21%, signaling stronger booking momentum across regions. Reuters: Airbnb rises on upbeat outlook
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid-teens, citing resilient global travel demand. It also forecast Q4 revenue of about $3.2 billion to $3.3 billion, broadly around analyst expectations. Reuters: Airbnb lifts annual revenue growth forecast
• Positive Sentiment: A new $12 billion share-repurchase authorization adds a substantial capital-return program. Analyst sentiment also strengthened: Wedbush raised its target to $237 and Rosenblatt to $230, both with bullish ratings; Susquehanna lifted its target to $220 and maintained a positive rating. Airbnb Q3 2026 earnings-call highlights
• Neutral Sentiment: Cantor Fitzgerald raised its target to $180 but kept a neutral rating, while broader analyst coverage remains moderately bullish. This suggests optimism, but not unanimity about further upside. Barchart: Wall Street analysts’ views on Airbnb
• Negative Sentiment: Management expects the benefit from its Reserve Now, Pay Later option to ease sequentially in Q4, potentially reducing one source of booking growth. Airbnb’s valuation is also elevated, and broader market weakness could limit gains even if operating results remain strong. MarketBeat: Airbnb earnings and growth risks

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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