Airbnb, Inc. (NASDAQ:ABNB) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Airbnb has a “Moderate Buy” consensus rating among 40 analysts, with 25 buy ratings and an average 12-month price target of approximately $179.10.
• The company exceeded quarterly expectations, reporting $1.37 EPS and $3.61 billion in revenue; revenue increased 16.3% year over year.
• Despite analyst optimism and institutional ownership of 80.76%, Airbnb faces risks from potential tighter EU short-term-rental rules and significant insider selling, including $375 million in sales over the past 90 days.

Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) has earned a consensus rating of "Moderate Buy" from the forty research firms that are presently covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, eleven have given a hold rating, twenty-five have assigned a buy rating and two have given a strong buy rating to the company. The average 1-year target price among brokers that have covered the stock in the last year is $179.0968.

Several research firms have commented on ABNB. CICC Research assumed coverage on shares of Airbnb in a report on Friday, June 5th. They set an "outperform" rating and a $165.00 price objective for the company. Susquehanna lifted their target price on Airbnb from $170.00 to $200.00 and gave the stock a "positive" rating in a report on Friday, August 7th. Weiss Ratings upgraded Airbnb from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, August 21st. JPMorgan Chase & Co. increased their price target on Airbnb from $140.00 to $170.00 and gave the company a "neutral" rating in a research note on Friday, August 7th. Finally, Phillip Securities cut Airbnb from a "hold" rating to a "moderate sell" rating in a report on Tuesday, August 11th.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst upgrades signal confidence in Airbnb’s growth outlook. Raymond James upgraded ABNB to “outperform” with a $200 price target, and Robert W. Baird also raised its target from $175 to $200 while maintaining an “outperform” rating. The firms cited potential upside from Airbnb’s asset-light home-rental model and a recovering travel sector. Bull v. Bear: ABNB Upgrade Backs Stock, Travel Sector Resurgence
• Neutral Sentiment: Management’s investor-conference appearance may provide additional strategic context. Airbnb presented at the Goldman Sachs Communacopia + Technology Conference, but the available item is a transcript and does not identify a major new catalyst. Airbnb Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
• Negative Sentiment: Proposed European Union rules could increase regulatory pressure. New plans would give European cities more flexibility to restrict short-term rentals in tourism-heavy areas to address housing affordability. Tighter limits, licensing requirements, or reduced availability could constrain Airbnb’s listings, nights booked, and revenue in important European markets. EU helps cities tighten screws on Airbnb, holiday rentals

Insider Activity at Airbnb

In related news, CEO Brian Chesky sold 200,000 shares of the business's stock in a transaction on Friday, August 7th. The shares were sold at an average price of $174.79, for a total value of $34,958,000.00. Following the sale, the chief executive officer owned 10,501,685 shares in the company, valued at approximately $1,835,589,521.15. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of the company's stock in a transaction on Friday, August 7th. The shares were sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the sale, the insider directly owned 171,370 shares in the company, valued at approximately $29,888,641.70. The trade was a 75.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,288,689 shares of company stock valued at $374,988,733. 27.21% of the stock is owned by corporate insiders.

Institutional Trading of Airbnb

Hedge funds have recently made changes to their positions in the business. North Dakota State Investment Board purchased a new stake in shares of Airbnb during the fourth quarter valued at $2,785,000. North Star Asset Management Inc. lifted its position in Airbnb by 13.4% during the 4th quarter. North Star Asset Management Inc. now owns 78,564 shares of the company's stock worth $10,663,000 after acquiring an additional 9,294 shares during the period. Carmignac Gestion grew its stake in Airbnb by 40.8% during the 1st quarter. Carmignac Gestion now owns 659,570 shares of the company's stock valued at $83,290,000 after purchasing an additional 191,200 shares during the last quarter. OMERS ADMINISTRATION Corp increased its holdings in shares of Airbnb by 21.7% in the first quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company's stock valued at $5,392,000 after purchasing an additional 7,613 shares during the period. Finally, Markel Group Inc. increased its holdings in shares of Airbnb by 5.8% in the fourth quarter. Markel Group Inc. now owns 240,289 shares of the company's stock valued at $32,612,000 after purchasing an additional 13,156 shares during the period. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Airbnb Trading Down 2.8%

ABNB stock opened at $169.63 on Thursday. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. Airbnb has a 1-year low of $110.81 and a 1-year high of $193.45. The business has a 50 day simple moving average of $164.80 and a two-hundred day simple moving average of $145.19. The company has a market capitalization of $101.57 billion, a price-to-earnings ratio of 38.55, a PEG ratio of 2.02 and a beta of 1.16.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.26 by $0.11. The firm had revenue of $3.61 billion for the quarter, compared to analysts' expectations of $3.58 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 16.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.03 earnings per share. Research analysts anticipate that Airbnb will post 5.24 EPS for the current fiscal year.

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.

The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.

Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.

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