Airbnb (NASDAQ:ABNB) Stock Price Expected to Rise, Susquehanna Analyst Says

Airbnb (NASDAQ:ABNB) had its price target lifted by equities researchers at Susquehanna from $150.00 to $170.00 in a research note issued on Friday, Marketbeat reports. The brokerage currently has a “positive” rating on the stock. Susquehanna’s price objective points to a potential upside of 21.03% from the stock’s previous close.

A number of other research firms also recently issued reports on ABNB. B. Riley Financial upgraded Airbnb from a “neutral” rating to a “buy” rating and boosted their price target for the company from $140.00 to $170.00 in a research note on Monday, January 12th. HSBC downgraded shares of Airbnb from a “hold” rating to a “hold” rating in a report on Monday. Mizuho boosted their target price on shares of Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. HC Wainwright raised shares of Airbnb to a “buy” rating in a report on Monday. Finally, Royal Bank Of Canada downgraded shares of Airbnb from an “outperform” rating to a “sector perform” rating in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $153.77.

Airbnb Stock Up 0.4%

Shares of ABNB stock opened at $140.46 on Friday. The company has a 50 day moving average price of $133.41 and a 200-day moving average price of $129.30. Airbnb has a 52 week low of $110.81 and a 52 week high of $147.25. The firm has a market capitalization of $85.50 billion, a PE ratio of 34.77, a P/E/G ratio of 1.70 and a beta of 1.20.

Airbnb (NASDAQ:ABNB) last announced its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The company had revenue of $2.68 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the prior year, the firm posted $0.24 earnings per share. Airbnb’s quarterly revenue was up 17.9% on a year-over-year basis. Analysts anticipate that Airbnb will post 4.95 earnings per share for the current year.

Insider Activity at Airbnb

In other news, insider Nathan Blecharczyk sold 24,788 shares of the firm’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the sale, the insider directly owned 11,920 shares in the company, valued at $1,738,651.20. This trade represents a 67.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of the company’s stock in a transaction on Monday, April 6th. The stock was sold at an average price of $126.16, for a total transaction of $7,317,280.00. Following the completion of the transaction, the director directly owned 170,015 shares of the company’s stock, valued at $21,449,092.40. This represents a 25.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 457,075 shares of company stock worth $60,358,795 in the last ninety days. Insiders own 27.21% of the company’s stock.

Institutional Investors Weigh In On Airbnb

Several institutional investors and hedge funds have recently modified their holdings of the stock. Harris Associates L P boosted its position in shares of Airbnb by 43.2% during the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after acquiring an additional 4,292,383 shares during the last quarter. Independent Franchise Partners LLP bought a new stake in Airbnb in the 3rd quarter valued at $505,672,000. Norges Bank purchased a new stake in Airbnb in the 4th quarter worth $480,332,000. Jennison Associates LLC lifted its stake in Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after purchasing an additional 3,139,315 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Airbnb by 453.5% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company’s stock valued at $403,782,000 after purchasing an additional 2,724,682 shares during the last quarter. Institutional investors own 80.76% of the company’s stock.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q1 revenue beat expectations and Airbnb raised full?year guidance, showing resilient demand and giving a clear growth cue for 2026. Airbnb boosts full-year guidance despite a Q1 earnings miss
• Positive Sentiment: Analysts remain constructive — Citi maintained a Buy with a $155 target and other firms reiterated/raised ratings, supporting upside expectations. Airbnb Maintained at Buy as Analyst Keeps $155 Price Target
• Positive Sentiment: Options-market flow ahead of the print was skewed to upside, indicating traders were positioned for a favorable post?earnings reaction (helps limit downside). Ahead of Airbnb Earnings, Here Is What Barchart Options Data Shows for ABNB Stock
• Neutral Sentiment: CEO Brian Chesky highlighted heavy AI adoption (reportedly ~60% of code produced by AI), a structural efficiency story that supports long?term margin upside but creates short?term execution and culture questions. Airbnb’s CEO says AI writes 60% of the company’s code
• Neutral Sentiment: Management reported “slightly elevated” cancellations in EMEA/APAC tied to the Iran conflict — a geopolitical headwind to monitor but described as limited so far. Airbnb tops revenue estimates, but Middle East cancellations rise due to Iran war
• Negative Sentiment: Airbnb missed GAAP EPS estimates ($0.26 vs. ~$0.31 consensus), which is the primary driver behind the near?term share weakness despite the revenue beat. Airbnb, Inc. (ABNB) Q1 Earnings Miss Estimates
• Negative Sentiment: Material insider selling: director Joseph Gebbia disposed of 58,000 shares (~$8.1M) and the CFO sold additional shares — large insider sales can be viewed negatively by the market. SEC filing: Joseph Gebbia sale

About Airbnb

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.