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

Airbnb (NASDAQ:ABNB) had its target price boosted by research analysts at Barclays from $150.00 to $195.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Barclays‘s target price indicates a potential upside of 3.95% from the company’s previous close.

ABNB has been the subject of several other research reports. HSBC increased their target price on shares of Airbnb from $162.00 to $177.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Argus lifted their price target on shares of Airbnb from $165.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, August 21st. Rosenblatt Securities boosted their price target on shares of Airbnb from $220.00 to $230.00 and gave the stock a “buy” rating in a research report on Friday. DA Davidson boosted their price target on shares of Airbnb from $175.00 to $220.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. Finally, UBS Group increased their price objective on shares of Airbnb from $172.00 to $181.00 and gave the stock a “neutral” rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $191.20.

Airbnb Stock Up 10.3%

NASDAQ:ABNB traded up $17.46 during trading hours on Friday, reaching $187.59. 4,171,042 shares of the stock were exchanged, compared to its average volume of 4,287,646. 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 current ratio of 1.41 and a quick ratio of 1.41. The firm has a 50 day moving average of $168.96 and a 200 day moving average of $147.42. The stock has a market cap of $112.33 billion, a PE ratio of 42.54, a PEG ratio of 2.02 and a beta of 1.26.

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

Insiders Place Their Bets

In other news, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction dated Monday, October 26th. The shares were sold at an average price of $170.81, for a total value of $2,325,578.15. Following the completion of the transaction, the insider owned 20,567 shares of the company’s stock, valued at $3,513,049.27. This trade represents a 39.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO David Bernstein sold 1,756 shares of the business’s stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $167.38, for a total transaction of $293,919.28. Following the transaction, the chief accounting officer owned 43,899 shares in the company, valued at $7,347,814.62. This represents a 3.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 524,377 shares of company stock valued at $98,303,710. Corporate insiders own 27.21% of the company’s stock.

Hedge Funds Weigh In On Airbnb

Institutional investors have recently bought and sold shares of the business. Wellington Management Group LLP boosted its stake in shares of 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 acquiring an additional 2,581,539 shares during the period. Amundi increased its holdings in shares of Airbnb by 8.6% during the 1st quarter. Amundi now owns 4,686,765 shares of the company’s stock worth $591,845,000 after acquiring an additional 370,426 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in shares of Airbnb by 114.6% during the 3rd 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 during the last quarter. Jennison Associates LLC increased its holdings in shares of Airbnb by 9,331.0% during the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after acquiring an additional 3,139,315 shares during the last quarter. Finally, Pacer Advisors Inc. raised its stake in Airbnb by 2.5% in the 1st quarter. Pacer Advisors Inc. now owns 2,325,214 shares of the company’s stock valued at $293,628,000 after acquiring an additional 56,250 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb beat Q3 estimates, with revenue up 18.9% year over year to $4.87 billion and earnings of $3.16 per share versus analysts’ $2.85 consensus. Nights booked rose 16% to 155 million, while gross booking value increased 21%, signaling accelerating demand across regions. Airbnb Stock Gaps Higher After Best Revenue in 3 Years
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens and forecast Q4 revenue of $3.22 billion to $3.28 billion, implying 16%–18% growth. It also expects an adjusted EBITDA margin of about 36%. Airbnb raises full-year outlook and provides Q4 guidance
• Positive Sentiment: Airbnb authorized a new $12 billion share-repurchase program, offering a potential source of shareholder returns. Several firms also raised price targets, including Wells Fargo to $215 and Wedbush to $237. Q3 earnings call highlights
• Neutral Sentiment: Airbnb plans to launch its own AI travel agent in the first half of 2027. The initiative could support future product development, but its financial impact is not yet clear. Airbnb plans AI travel agent
• Negative Sentiment: Valuation could limit further upside after the rally: some analysts maintained neutral or hold ratings, with Morgan Stanley’s $170 target and Piper Sandler’s $180 target below the prevailing share price. The boost to Q3 bookings from Reserve Now, Pay Later is also expected to ease in Q4. Morgan Stanley maintains Hold rating and $170 target

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.