Airbnb (NASDAQ:ABNB) Stock Price Expected to Rise, Susquehanna Analyst Says

Key Points

• Susquehanna raised its Airbnb price target to $220 from $200 and maintained a positive rating, implying 29.31% upside from the prior close.
• Airbnb beat quarterly expectations, reporting $4.87 billion in revenue, up 18.9% year over year, and earnings of $3.16 per share. Management also raised its 2026 revenue-growth outlook to the high teens.
• The company authorized a new $12 billion share-repurchase program and plans to expand into hotels and launch an AI travel agent in the first half of 2027.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price objective raised by equities researchers at Susquehanna from $200.00 to $220.00 in a report issued on Friday, Benzinga reports. The firm presently has a "positive" rating on the stock. Susquehanna's price objective suggests a potential upside of 29.31% from the stock's previous close.

Several other analysts also recently commented on ABNB. Wedbush upgraded Airbnb from a "neutral" rating to an "outperform" rating and raised their target price for the company from $152.00 to $200.00 in a research note on Friday, August 7th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $190.00 target price (up from $175.00) on shares of Airbnb in a research report on Monday, August 31st. KeyCorp initiated coverage on Airbnb in a research note on Friday, October 2nd. They set a "sector weight" rating on the stock. Gordon Haskett increased their price target on Airbnb from $146.00 to $180.00 and gave the stock a "hold" rating in a report on Thursday, September 10th. Finally, Citizens Jmp raised their price objective on Airbnb from $190.00 to $200.00 and gave the company a "market outperform" rating in a research note on Friday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $186.90.

Airbnb Stock Down 3.5%

Shares of NASDAQ ABNB opened at $170.13 on Friday. 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 firm has a market cap of $101.87 billion, a PE ratio of 38.67, a P/E/G ratio of 2.02 and a beta of 1.26. The company's fifty day simple moving average is $168.96 and its 200 day simple moving average is $147.42. Airbnb has a 12-month low of $110.81 and a 12-month high of $193.45.

Airbnb (NASDAQ:ABNB - Get Free Report) last posted its quarterly earnings results 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 net margin of 20.45% and a return on equity of 33.38%. The firm had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. During the same period in the previous year, the firm posted $2.21 earnings per share. The business's revenue was up 18.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Airbnb will post 5.29 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other 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 transaction of $38,560,622.56. Following the completion of the transaction, the insider directly owned 179,567 shares in the company, valued at $34,168,008.76. This trade represents a 53.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold 524,377 shares of company stock valued at $98,303,710 over the last 90 days. 27.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Airbnb

A number of institutional investors and hedge funds have recently made changes to their positions in ABNB. Eurizon Capital SGR S.p.A. increased its holdings in shares of Airbnb by 2.8% in the third quarter. Eurizon Capital SGR S.p.A. now owns 133,139 shares of the company's stock worth $21,047,000 after purchasing an additional 3,628 shares during the period. Werba Rubin Papier Wealth Management purchased a new position in Airbnb during the third quarter worth about $216,000. CENTRAL TRUST Co grew 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 buying an additional 1,231 shares in the last quarter. Three Bridge Wealth Advisors LLC bought a new position in Airbnb in the 3rd quarter worth about $129,000. Finally, Banyan Capital Management Inc. bought a new position in Airbnb in the 3rd quarter worth about $5,703,000. Institutional investors and hedge funds 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 estimates, while earnings of $3.16 per share also beat forecasts. Nights booked rose 16%, delivering the company’s fastest revenue growth in more than three years. Reuters: Airbnb rises on upbeat outlook
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid-teens, citing broad-based global demand. Q4 revenue guidance of $3.2 billion to $3.3 billion is roughly in line with analyst expectations. Reuters: Airbnb lifts annual revenue-growth forecast
• Positive Sentiment: The company authorized a new $12 billion share-repurchase program, offering a substantial potential return of capital to shareholders. It also outlined plans to expand into hotels and develop AI-powered travel tools. Q3 2026 earnings-call highlights
• Neutral Sentiment: Airbnb plans to launch an AI travel agent in the first half of 2027. The product could support future growth, but its commercial impact remains uncertain; CEO Brian Chesky said third-party AI agents currently account for little traffic and few bookings. TechCrunch: Airbnb plans AI travel agent
• Neutral Sentiment: A separate report disclosed a $7.1 million intellectual-property and sales deal with an AI lab founded by Chesky. The arrangement may attract investor scrutiny, though the supplied coverage does not describe a material financial impact. Airbnb AI deal report

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.

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