Airbnb (NASDAQ:ABNB) Upgraded to Neutral at Rothschild Redburn

Rothschild Redburn upgraded shares of Airbnb (NASDAQ:ABNB) from a sell rating to a neutral rating in a report published on Monday,FinViz reports. The brokerage currently has $190.00 price objective on the stock, up from their previous price objective of $135.00.

Several other analysts have also issued reports on the stock. JPMorgan Chase & Co. increased their price target on shares of Airbnb from $170.00 to $202.00 and gave the stock a “neutral” rating in a research report on Friday. Argus boosted their price objective on shares of Airbnb from $165.00 to $220.00 and gave the company a “buy” rating in a research report on Friday, August 21st. Robert W. Baird boosted their price objective on shares of Airbnb from $175.00 to $200.00 and gave the company an “outperform” rating in a research report on Tuesday, September 8th. BNP Paribas Exane upped their target price on Airbnb from $150.00 to $175.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Finally, TD Cowen raised Airbnb to a “strong-buy” rating in a report on Monday, September 14th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $195.46.

Airbnb Price Performance

Shares of NASDAQ ABNB opened at $190.29 on Monday. The stock has a market capitalization of $113.94 billion, a PE ratio of 35.57, a P/E/G ratio of 2.02 and a beta of 1.26. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. The business has a fifty day moving average price of $169.09 and a two-hundred day moving average price of $148.00. Airbnb has a fifty-two week low of $110.81 and a fifty-two week high of $197.87.

Airbnb (NASDAQ:ABNB) last released its earnings results on Thursday, November 5th. The company reported $3.16 earnings per share for the quarter, beating analysts’ consensus estimates of $2.85 by $0.31. The firm had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The company’s revenue was up 18.9% compared to the same quarter last year. During the same period in the prior year, the company posted $2.21 EPS. As a group, equities analysts predict that Airbnb will post 5.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Nathan Blecharczyk sold 202,652 shares of Airbnb stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $190.28, for a total transaction of $38,560,622.56. Following the sale, the insider directly owned 179,567 shares of the company’s stock, valued at approximately $34,168,008.76. This trade represents a 53.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders sold 524,377 shares of company stock valued at $98,303,710 in the last ninety days. 27.21% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Boyar Asset Management Inc. boosted its position 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 buying an additional 1,729 shares during the period. Texas Capital Bank Wealth Management Services Inc increased its position in 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 valued at $282,000 after acquiring an additional 104 shares during the period. West Family Investments Inc. increased its position in Airbnb by 2.5% in the 3rd quarter. West Family Investments Inc. now owns 6,304 shares of the company’s stock valued at $1,013,000 after acquiring an additional 156 shares during the period. Bessemer Group Inc. increased its position in 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 acquiring an additional 1,742 shares during the period. Finally, Harbour Investments Inc. increased its position in 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 acquiring an additional 129 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb News Summary

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.