Jefferies Financial Group Issues Positive Forecast for Airbnb (NASDAQ:ABNB) Stock Price

Key Points

• Jefferies raised its Airbnb price target to $230 from $215 and maintained a Buy rating, implying about 20.9% upside from the prior close.
• Analyst sentiment is broadly positive: MarketBeat reports a Moderate Buy consensus and an average price target of $195.60, though several firms maintain neutral ratings.
• Airbnb beat quarterly estimates, reporting $3.16 in EPS and $4.87 billion in revenue; revenue grew 18.9% year over year.

Airbnb (NASDAQ:ABNB - Get Free Report) had its price objective raised by equities researchers at Jefferies Financial Group from $215.00 to $230.00 in a research note issued to investors on Monday, Benzinga reports. The firm currently has a "buy" rating on the stock. Jefferies Financial Group's target price would indicate a potential upside of 20.87% from the company's previous close.

Several other brokerages have also recently weighed in on ABNB. JPMorgan Chase & Co. boosted their price target on shares of Airbnb from $170.00 to $202.00 and gave the company a "neutral" rating in a research report on Friday. The Goldman Sachs Group reaffirmed a "neutral" rating and set a $185.00 price objective on shares of Airbnb in a research report on Friday. KeyCorp began coverage on shares of Airbnb in a research note on Friday, October 2nd. They issued a "sector weight" rating for the company. Rosenblatt Securities boosted their target price on Airbnb from $220.00 to $230.00 and gave the stock a "buy" rating in a research note on Friday. Finally, HSBC boosted their target price on Airbnb from $162.00 to $177.00 and gave the company a "buy" rating in a report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $195.60.

Airbnb Stock Up 0.2%

NASDAQ ABNB traded up $0.30 during midday trading on Monday, hitting $190.29. 5,842,633 shares of the company traded hands, compared to its average volume of 4,337,134. The company's 50-day simple moving average is $169.07 and its 200-day simple moving average is $147.71. Airbnb has a 52 week low of $110.81 and a 52 week high of $197.87. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.73 and a quick ratio of 1.73. The company has a market cap of $113.94 billion, a PE ratio of 35.57, a price-to-earnings-growth ratio of 2.12 and a beta of 1.26.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its 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. The firm had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a return on equity of 38.94% and a net margin of 23.02%. The firm's revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the firm earned $2.21 EPS. As a group, equities research analysts forecast that Airbnb will post 5.43 earnings per share for the current year.

Insider Activity

In related news, 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 transaction of $2,325,578.15. Following the transaction, the insider directly owned 20,567 shares of the company's stock, valued at $3,513,049.27. The trade was a 39.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO David C. Bernstein sold 1,756 shares of Airbnb stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $167.38, for a total value of $293,919.28. Following the completion of 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 position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 524,377 shares of company stock worth $98,303,710. 27.21% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Airbnb

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Pathway Financial Advisers LLC acquired a new stake in shares of Airbnb in the third quarter valued at about $32,000. Putney Financial Group LLC purchased a new position in shares of Airbnb during the third quarter valued at approximately $32,000. First Command Advisory Services Inc. raised its holdings in Airbnb by 627.6% in the 3rd quarter. First Command Advisory Services Inc. now owns 211 shares of the company's stock valued at $34,000 after acquiring an additional 182 shares during the last quarter. Meeder Asset Management Inc. raised its holdings in Airbnb by 96.3% in the 1st quarter. Meeder Asset Management Inc. now owns 214 shares of the company's stock valued at $27,000 after acquiring an additional 105 shares during the last quarter. Finally, Compass Financial Management LLC lifted its stake in shares of Airbnb by 760.0% during the 3rd quarter. Compass Financial Management LLC now owns 215 shares of the company's stock worth $35,000 after purchasing an additional 190 shares during the period. Institutional investors and hedge funds own 80.76% of the company's stock.

Key Headlines Impacting Airbnb

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 consensus, and earnings per share of $3.16, also above estimates. Coverage highlighted strong free cash flow and higher free-cash-flow margins—results that helped support the stock’s recent rise. Airbnb Q3 2026 deep dive Airbnb’s strong free cash flow results
• Positive Sentiment: Analysts raised price targets, with reported new targets ranging from $202 to $237. B. Riley reiterated its Buy rating, adding to the positive analyst tone. Analyst forecasts for Monday Airbnb price target raised to $237 B. Riley reiterates Buy rating
• Positive Sentiment: AI-powered customer-support tools reportedly reduced support costs per booking by more than 17%, while the company’s product expansion was credited with helping drive growth and margin gains. Airbnb: 3 key takeaways for long-term investors
• Neutral Sentiment: Not all analyst views were bullish: Piper Sandler reiterated its Neutral rating, despite reports of a higher price target. Piper Sandler reiterates Neutral rating
• Negative Sentiment: A report flagged widespread use of Reserve Now, Pay Later as a potential complication for Airbnb. The article summary did not specify the financial impact, but the issue could temper the otherwise positive growth outlook. Airbnb’s growth spurt comes with a catch

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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