Airbnb (NASDAQ:ABNB) Given New $190.00 Price Target at Oppenheimer

Airbnb (NASDAQ:ABNB) had its price objective raised by Oppenheimer from $180.00 to $190.00 in a report released on Friday morning, Marketbeat.com reports. Oppenheimer currently has an outperform rating on the stock.

Other equities research analysts have also recently issued research reports about the company. HSBC cut Airbnb from a “hold” rating to a “hold” rating in a research note on Monday, May 4th. Weiss Ratings raised shares of Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, May 12th. Morgan Stanley boosted their price objective on shares of Airbnb from $120.00 to $125.00 and gave the stock an “underweight” rating in a research report on Thursday, July 30th. Cantor Fitzgerald increased their target price on shares of Airbnb from $140.00 to $160.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Citigroup increased their target price on shares of Airbnb from $175.00 to $193.00 and gave the company a “buy” rating in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $171.52.

Airbnb Stock Performance

Shares of ABNB stock opened at $178.07 on Friday. The company has a current ratio of 1.44, a quick ratio of 1.44 and a debt-to-equity ratio of 0.32. The firm has a fifty day moving average price of $143.98 and a 200 day moving average price of $135.85. The company has a market cap of $107.32 billion, a P/E ratio of 40.47, a PEG ratio of 1.62 and a beta of 1.14. Airbnb has a 12 month low of $110.81 and a 12 month high of $178.48.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. The company had revenue of $3.61 billion during the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a return on equity of 33.03% and a net margin of 20.45%.Airbnb’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.03 EPS. Sell-side analysts predict that Airbnb will post 4.93 earnings per share for the current fiscal year.

Insider Transactions at Airbnb

In other news, CFO Elinor Mertz sold 3,748 shares of Airbnb stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.34, for a total value of $574,718.32. Following the transaction, the chief financial officer directly owned 441,542 shares of the company’s stock, valued at $67,706,050.28. The trade was a 0.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $151.80, for a total transaction of $2,066,757.00. Following the completion of the sale, the insider owned 12,370 shares of the company’s stock, valued at approximately $1,877,766. This trade represents a 52.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,405,956 shares of company stock worth $334,266,758 in the last three months. Corporate insiders own 27.21% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of ABNB. North Dakota State Investment Board purchased a new position in Airbnb in the 4th quarter valued at $2,785,000. Merit Financial Group LLC increased its stake in Airbnb by 72.1% in the 4th quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after buying an additional 13,818 shares during the period. North Star Asset Management Inc. raised 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 buying an additional 9,294 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Airbnb by 18.3% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company’s stock worth $30,305,000 after acquiring an additional 34,573 shares during the period. Finally, Oxbow Advisors LLC boosted its holdings in shares of Airbnb by 122.9% in the fourth quarter. Oxbow Advisors LLC now owns 50,414 shares of the company’s stock valued at $6,842,000 after acquiring an additional 27,793 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q2 results beat expectations. Revenue rose 16.3% year over year to $3.61 billion, exceeding the $3.58 billion consensus estimate, while EPS of $1.37 topped estimates of $1.26 and increased from $1.03 a year earlier. Gross bookings rose 16% to $27.2 billion. Airbnb stock soars on earnings and revenue beat
• Positive Sentiment: Airbnb raised its forecast. The company now expects 2026 revenue growth of at least a mid-teens rate, up from its prior low- to mid-teens projection. Third-quarter revenue guidance of $4.7 billion to $4.8 billion also exceeded consensus expectations. Airbnb boosts forecast on strong demand
• Positive Sentiment: Travel demand and AI are strengthening the growth narrative. Management cited resilient demand across regions, World Cup-related bookings and higher average daily rates. CEO Brian Chesky said AI is helping attract bookings, accelerate feature development, support hosts and reduce service costs, with further AI investment planned. Chesky says Airbnb will spend more on AI
• Neutral Sentiment: Analyst views are mixed after the rally. Wedbush upgraded ABNB to outperform with a $200 target, while Oppenheimer and Citizens JMP set $190 targets. JPMorgan, Piper Sandler and Cantor Fitzgerald maintained neutral ratings with targets below the recent trading level, highlighting valuation risk. Airbnb analyst price-target changes
• Negative Sentiment: Valuation and insider selling remain risks. After reaching its highest level in four years, ABNB may face profit-taking or elevated expectations. CFO Elinor Mertz also sold approximately $575,000 of stock, although she retained a substantial position. Airbnb CFO stock sale

Airbnb Company Profile

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.