Insider Selling: Airbnb (NASDAQ:ABNB) Insider Sells 4,260 Shares of Stock

Airbnb, Inc. (NASDAQ:ABNB) insider Nathan Blecharczyk sold 4,260 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $125.29, for a total value of $533,735.40. Following the sale, the insider directly owned 49,250 shares in the company, valued at approximately $6,170,532.50. The trade was a 7.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Nathan Blecharczyk also recently made the following trade(s):

• On Wednesday, December 3rd, Nathan Blecharczyk sold 39,806 shares of Airbnb stock. The shares were sold at an average price of $120.22, for a total value of $4,785,477.32.
• On Tuesday, December 9th, Nathan Blecharczyk sold 36,370 shares of Airbnb stock. The stock was sold at an average price of $123.24, for a total value of $4,482,238.80.
• On Monday, December 8th, Nathan Blecharczyk sold 141,063 shares of Airbnb stock. The shares were sold at an average price of $121.96, for a total transaction of $17,204,043.48.
• On Friday, December 5th, Nathan Blecharczyk sold 30,311 shares of Airbnb stock. The stock was sold at an average price of $123.70, for a total transaction of $3,749,470.70.
• On Friday, December 5th, Nathan Blecharczyk sold 23,761 shares of Airbnb stock. The stock was sold at an average price of $122.70, for a total value of $2,915,474.70.
• On Thursday, December 4th, Nathan Blecharczyk sold 77,527 shares of Airbnb stock. The stock was sold at an average price of $120.52, for a total value of $9,343,554.04.
• On Friday, November 28th, Nathan Blecharczyk sold 3,307 shares of Airbnb stock. The shares were sold at an average price of $116.71, for a total transaction of $385,959.97.

Airbnb Trading Up 2.2%

NASDAQ:ABNB traded up $2.70 during trading hours on Tuesday, hitting $125.66. 4,694,744 shares of the stock traded hands, compared to its average volume of 4,947,342. The firm has a market cap of $76.49 billion, a price-to-earnings ratio of 31.10, a PEG ratio of 1.73 and a beta of 1.15. Airbnb, Inc. has a fifty-two week low of $99.88 and a fifty-two week high of $145.69. The firm has a 50 day moving average price of $130.91 and a 200 day moving average price of $125.94.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The company’s revenue was up 12.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.73 earnings per share. Research analysts predict that Airbnb, Inc. will post 4.31 EPS for the current year.

Institutional Investors Weigh In On Airbnb

Institutional investors have recently bought and sold shares of the business. Aster Capital Management DIFC Ltd acquired a new stake in shares of Airbnb during the 3rd quarter valued at about $25,000. ORG Partners LLC lifted its stake in Airbnb by 97.0% during the fourth quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after purchasing an additional 96 shares during the period. Transamerica Financial Advisors LLC boosted its holdings in Airbnb by 143.6% during the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock valued at $26,000 after purchasing an additional 112 shares in the last quarter. Entrust Financial LLC bought a new stake in shares of Airbnb in the 4th quarter valued at approximately $27,000. Finally, Sunbelt Securities Inc. grew its stake in shares of Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after purchasing an additional 175 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is promoting hosting for FIFA World Cup 2026 and offering incentives to recruit new hosts ahead of the event, which should boost supply and incremental booking revenue in high-demand markets. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
• Positive Sentiment: Airbnb is piloting airport pickup services and appears to be exploring connected-trip features (potentially flights), signaling product expansion beyond lodging that could raise average trip spend and competitive positioning vs. Booking/expedia. Airbnb Is Testing Airport Pickups. Are Flights Next?
• Neutral Sentiment: Short-interest data reported for February appears anomalous (shows 0 shares, NaN change and a 0.0 days ratio), so there’s no clear evidence of a meaningful short-squeeze or new bearish positioning from this report; treat the data as unreliable until clarified by exchanges.
• Negative Sentiment: Cartel-related violence in parts of Mexico led to flight and cruise cancellations (Puerto Vallarta, Guadalajara), stranding travelers — a localized safety event that can dent near-term bookings and revenue in affected destinations and may increase customer-service costs. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico Cruise companies cancel Puerto Vallarta stops after violence in Mexico
• Negative Sentiment: DA Davidson trimmed its ABNB price target modestly (from $155 to $150) while maintaining a Buy — a small downward revision that reflects wider valuation compression and investor caution (AI/tech-driven market dynamics) and could limit near-term upside from analyst sentiment. DA Davidson Trims Airbnb (ABNB) Target Price to $150

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on ABNB. Truist Financial boosted their price objective on shares of Airbnb from $104.00 to $107.00 and gave the stock a “sell” rating in a research note on Thursday, December 4th. TD Cowen boosted their target price on shares of Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Benchmark dropped their price objective on Airbnb from $155.00 to $145.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft upgraded Airbnb from a “hold” rating to a “buy” rating and set a $154.00 target price for the company in a research note on Friday, February 13th. Finally, Sanford C. Bernstein dropped their price target on Airbnb from $165.00 to $162.00 and set an “outperform” rating on the stock in a research report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Airbnb presently has a consensus rating of “Hold” and a consensus target price of $148.69.

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.