Airbnb’s (ABNB) “Neutral” Rating Reaffirmed at Piper Sandler

Piper Sandler reiterated their neutral rating on shares of Airbnb (NASDAQ:ABNB) in a report published on Friday morning,Benzinga reports. They currently have a $180.00 target price on the stock, up from their previous target price of $170.00.

A number of other analysts also recently weighed in on ABNB. Royal Bank Of Canada began coverage on shares of Airbnb in a research report on Friday, October 2nd. They set an “outperform” rating for the company. UBS Group boosted their price target on shares of Airbnb from $172.00 to $181.00 and gave the stock a “neutral” rating in a research report on Tuesday. BNP Paribas Exane upped their price objective on shares of Airbnb from $150.00 to $175.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Wedbush upped their price objective on shares of Airbnb from $200.00 to $237.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Citigroup reiterated a “market outperform” rating on shares of Airbnb in a research report on Friday, September 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Airbnb has an average rating of “Moderate Buy” and a consensus target price of $193.85.

Airbnb Trading Up 11.7%

Shares of ABNB stock traded up $19.86 on Friday, hitting $189.99. The company had a trading volume of 12,748,005 shares, compared to its average volume of 3,328,964. Airbnb has a twelve month low of $110.81 and a twelve month high of $193.45. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. The firm has a market cap of $113.76 billion, a P/E ratio of 35.51, a P/E/G ratio of 1.96 and a beta of 1.26. The stock’s 50-day moving average is $169.07 and its two-hundred day moving average is $147.71.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.31. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.75 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The firm’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.21 earnings per share. On average, equities research analysts anticipate that Airbnb will post 5.29 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other news, insider Nathan Blecharczyk sold 202,652 shares of the company’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total transaction of $38,560,622.56. Following the transaction, the insider owned 179,567 shares in the company, valued at approximately $34,168,008.76. This represents a 53.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold a total of 524,377 shares of company stock worth $98,303,710 in the last quarter. 27.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Airbnb

Several large investors have recently made changes to their positions in the company. Jennison Associates LLC increased its position in Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after buying an additional 3,139,315 shares in the last quarter. Wellington Management Group LLP raised its stake in Airbnb by 80.6% during the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock worth $827,929,000 after buying an additional 2,581,539 shares during the period. Bank of New York Mellon Corp acquired a new position in Airbnb during the 2nd quarter worth approximately $330,085,000. Assenagon Asset Management S.A. boosted its holdings in Airbnb by 114.6% in the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock worth $546,454,000 after acquiring an additional 1,816,522 shares in the last quarter. Finally, MKA Charitable Fund bought a new position in Airbnb in the second quarter worth approximately $232,515,606. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Airbnb News Roundup

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 above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
• Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
• Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
• Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats

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.