Airbnb (NASDAQ:ABNB) Stock Rating Raised to "Neutral" at Rothschild Redburn

Key Points

• Rothschild Redburn upgraded Airbnb from “Sell” to “Neutral” and raised its price target from $135 to $190, roughly in line with the cited share price.
• Analyst views overall remain positive: MarketBeat reports a “Moderate Buy” consensus and an average price target of $195.46, though some analysts maintain neutral ratings.
• Airbnb’s latest quarter beat expectations, with EPS of $3.16 versus $2.85 expected and revenue of $4.87 billion, up 18.9% year over year.

Airbnb (NASDAQ:ABNB - Get Free Report) was upgraded by research analysts at Rothschild Redburn from a "sell" rating to a "neutral" rating in a note issued to investors on Monday, FinViz reports. The firm currently has a $190.00 target price on the stock, up from their prior target price of $135.00. Rothschild Redburn's price target would indicate a potential downside of 0.15% from the stock's current price.

Several other equities analysts also recently commented on the stock. Wedbush upped their price objective on shares of Airbnb from $200.00 to $237.00 and gave the company an "outperform" rating in a report on Friday. BMO Capital Markets raised their target price on shares of Airbnb from $146.00 to $165.00 and gave the stock a "market perform" rating in a research note on Monday, August 10th. Susquehanna lifted their target price on shares of Airbnb from $200.00 to $220.00 and gave the stock a "positive" rating in a report on Friday. FBN Securities began coverage on shares of Airbnb in a report on Friday, October 2nd. They set an "outperform" rating for the company. Finally, Raymond James Financial reiterated an "outperform" rating on shares of Airbnb in a research note on Tuesday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $195.46.

Airbnb Stock Up 0.2%

NASDAQ:ABNB opened at $190.29 on Monday. Airbnb has a twelve month low of $110.81 and a twelve month high of $197.87. The firm has a market capitalization of $113.94 billion, a price-to-earnings ratio of 35.57, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26. 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's 50 day moving average price is $169.09 and its two-hundred day moving average price is $148.00.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Thursday, November 5th. The company reported $3.16 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 company had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. During the same quarter in the prior year, the firm posted $2.21 EPS. The firm's revenue for the quarter was up 18.9% compared to the same quarter last year. Equities research analysts expect that Airbnb will post 5.43 earnings per share for the current fiscal year.

Insider Activity

In other Airbnb news, insider Nathan Blecharczyk sold 13,615 shares of the stock in a transaction that occurred on Monday, October 26th. The shares were sold at an average price of $170.81, for a total transaction of $2,325,578.15. Following the transaction, the insider owned 20,567 shares in the company, valued at $3,513,049.27. This represents a 39.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO David C. Bernstein sold 1,756 shares of the firm's stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 43,899 shares in the company, valued at $7,347,814.62. This represents a 3.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 524,377 shares of company stock valued at $98,303,710 in the last quarter. Corporate insiders own 27.21% of the company's stock.

Institutional Investors Weigh In On Airbnb

Several institutional investors have recently made changes to their positions in the stock. Boyar Asset Management Inc. grew its holdings in Airbnb by 120.3% during the 3rd quarter. Boyar Asset Management Inc. now owns 3,166 shares of the company's stock worth $509,000 after acquiring an additional 1,729 shares during the period. Texas Capital Bank Wealth Management Services Inc raised its position in shares of Airbnb by 6.3% in the 3rd quarter. Texas Capital Bank Wealth Management Services Inc now owns 1,753 shares of the company's stock worth $282,000 after acquiring an additional 104 shares in the last quarter. West Family Investments Inc. raised its position in shares of Airbnb by 2.5% in the 3rd quarter. West Family Investments Inc. now owns 6,304 shares of the company's stock worth $1,013,000 after acquiring an additional 156 shares in the last quarter. Bessemer Group Inc. lifted its stake in shares of Airbnb by 22.1% in the 3rd quarter. Bessemer Group Inc. now owns 9,621 shares of the company's stock valued at $1,545,000 after purchasing an additional 1,742 shares during the period. Finally, Harbour Investments Inc. lifted its stake in shares of Airbnb by 16.7% in the 3rd quarter. Harbour Investments Inc. now owns 902 shares of the company's stock valued at $145,000 after purchasing an additional 129 shares during the period. 80.76% of the stock is currently owned by institutional investors.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Jefferies raised its price target to $230 and maintained a Buy rating, implying about 21% upside from the cited $190.29 share price. Other firms also lifted targets, with reported targets ranging as high as $237. Benzinga analyst forecasts
• Positive Sentiment: Recent Q3 coverage highlighted revenue of $4.87 billion, up 18.9% year over year and above analyst expectations, alongside earnings per share of $3.16, also ahead of consensus. Strong free cash flow and higher margins further support the growth story. Airbnb Q3 2026 deep dive
• Positive Sentiment: Long-term-investor coverage pointed to AI-driven product expansion and customer-support tools that reportedly reduced support costs per booking by more than 17%, potentially aiding margins as the platform grows. Airbnb: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst opinion is not unanimous: Piper Sandler reiterated a Neutral rating, and one reported price target of $180 is below the cited share price, suggesting some caution despite the generally higher targets. Piper Sandler rating update
• Negative Sentiment: A report flagged a potential drawback to Airbnb’s growth: guests’ use of its Reserve Now, Pay Later option may create a business challenge. The available coverage does not quantify the impact. Airbnb’s growth spurt comes with a catch

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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