Airbnb (NASDAQ:ABNB) CTO Aristotle Balogh Sells 15,263 Shares

Airbnb, Inc. (NASDAQ:ABNB) CTO Aristotle Balogh sold 15,263 shares of the stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $135.00, for a total value of $2,060,505.00. Following the sale, the chief technology officer owned 165,736 shares in the company, valued at approximately $22,374,360. This represents a 8.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Airbnb Price Performance

ABNB stock opened at $135.28 on Friday. The stock has a market capitalization of $83.27 billion, a P/E ratio of 32.13, a P/E/G ratio of 2.36 and a beta of 1.11. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $163.93. The business has a fifty day moving average price of $123.36 and a 200-day moving average price of $127.57.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The business had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same period last year, the business earned $2.13 earnings per share. The company’s quarterly revenue was up 9.9% on a year-over-year basis. As a group, analysts anticipate that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on ABNB. KeyCorp started coverage on shares of Airbnb in a research note on Thursday, October 23rd. They set a “sector weight” rating for the company. Jefferies Financial Group upped their price objective on Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a research report on Friday, December 5th. UBS Group raised their target price on Airbnb from $145.00 to $147.00 and gave the stock a “neutral” rating in a research report on Friday, November 7th. Weiss Ratings restated a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, October 8th. Finally, Barclays boosted their target price on shares of Airbnb from $105.00 to $107.00 and gave the company an “underweight” rating in a research report on Friday, November 7th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nineteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $144.48.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Wedbush raised its price target on ABNB to $135 from $130, supporting upside expectations from analysts. Airbnb price target raised to $135 from $130 at Wedbush
• Positive Sentiment: RBC Capital upgraded Airbnb, a catalyst that likely contributed to buying interest and the stock’s multi-session run. RBC Capital upgrades Airbnb (ABNB)
• Positive Sentiment: Wall Street coverage highlights and analyst upgrades (reported in a Yahoo/finance roundup) are adding momentum as brokers reiterate travel recovery themes. Spotify initiated, Airbnb upgraded: Wall Street’s top analyst calls
• Positive Sentiment: Macro travel outlooks (Zacks piece on rising 2026 travel demand) bolster the thesis for Airbnb benefiting from sustained leisure/business travel. Travel Demand Still Rising in 2026? 4 Stocks to Ride the Boom
• Neutral Sentiment: Coverage is mixed—reports note analysts remain conflicted on consumer cyclical names including Airbnb, signaling divergent views on valuation and growth. Analysts Conflicted on These Consumer Cyclical Names: Airbnb (ABNB) and Sweetgreen (SG)
• Negative Sentiment: CEO and other executives have been selling: a CEO sale (~$6.72M reported), director Joseph Gebbia sold 58,000 shares, CTO Aristotle Balogh sold 15,263 shares, and Brian Chesky also sold recently—these repeated insider trims may raise investor caution about near-term liquidity needs or diversification. Insider Selling: Airbnb (NASDAQ:ABNB) CEO Sells $6,719,326.80 in Stock Joseph Gebbia Sells 58,000 Shares Aristotle Balogh SEC filing
• Negative Sentiment: Parnassus Value Equity Fund sold its Airbnb holding (reported in fund commentary), an institutional reduction that could be viewed as profit-taking or a strategic reweighting and may add selling pressure. Here’s Why Parnassus Value Equity Fund Sold Airbnb (ABNB)

Hedge Funds Weigh In On Airbnb

A number of hedge funds have recently modified their holdings of ABNB. Vanguard Group Inc. raised its position in shares of Airbnb by 1.7% during the 3rd quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock valued at $4,649,814,000 after purchasing an additional 649,323 shares during the period. Harris Associates L P lifted its position in shares of Airbnb by 43.2% in the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after acquiring an additional 4,292,383 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Airbnb by 1.5% during the second quarter. Geode Capital Management LLC now owns 9,942,423 shares of the company’s stock worth $1,314,057,000 after purchasing an additional 145,788 shares in the last quarter. AQR Capital Management LLC boosted its stake in Airbnb by 81.0% in the 1st quarter. AQR Capital Management LLC now owns 4,282,523 shares of the company’s stock worth $500,755,000 after purchasing an additional 1,916,676 shares during the period. Finally, Independent Franchise Partners LLP purchased a new stake in Airbnb during the 3rd quarter valued at approximately $505,672,000. 80.76% of the stock is currently owned by institutional investors.

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.