Airbnb (ABNB) – Investment Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Airbnb (NASDAQ: ABNB) in the last few weeks:

• 5/4/2026 – Airbnb was downgraded by HSBC Holdings plc from “hold” to “hold”.
• 5/4/2026 – Airbnb is now covered by Wells Fargo & Company. They set an “overweight” rating on the stock.
• 5/4/2026 – Airbnb was downgraded by Morgan Stanley from “underweight” to “underweight”.
• 5/4/2026 – Airbnb was upgraded by Cantor Fitzgerald from “neutral” to “overweight”.
• 5/4/2026 – Airbnb is now covered by Rodman & Renshaw. They set a “buy” rating on the stock.
• 5/4/2026 – Airbnb was upgraded by Wedbush from “neutral” to “neutral”.
• 5/4/2026 – Airbnb was downgraded by Royal Bank Of Canada from “outperform” to “sector perform”.
• 5/4/2026 – Airbnb was upgraded by Raymond James Financial, Inc. from “market perform” to “strong-buy”.
• 5/4/2026 – Airbnb was upgraded by HC Wainwright to “buy”.
• 5/4/2026 – Airbnb is now covered by Scotiabank. They set an “outperform” rating on the stock.
• 5/4/2026 – Airbnb is now covered by Needham & Company LLC. They set a “buy” rating on the stock.
• 5/4/2026 – Airbnb was upgraded by Oppenheimer Holdings, Inc. from “market perform” to “outperform”. They now have a $180.00 price target on the stock.
• 4/27/2026 – Airbnb had its price target raised by UBS Group AG from $149.00 to $153.00. They now have a “neutral” rating on the stock.
• 4/27/2026 – Airbnb had its “neutral” rating reaffirmed by Cantor Fitzgerald. They now have a $135.00 price target on the stock.
• 4/22/2026 – Airbnb was upgraded by Wells Fargo & Company from “equal weight” to “overweight”. They now have a $178.00 price target on the stock, up from $136.00.
• 4/20/2026 – Airbnb had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 4/8/2026 – Airbnb had its price target lowered by Tigress Financial from $200.00 to $185.00. They now have a “buy” rating on the stock.
• 4/1/2026 – Airbnb had its price target raised by Wells Fargo & Company from $133.00 to $136.00. They now have an “equal weight” rating on the stock.
• 3/26/2026 – Airbnb was upgraded by Truist Financial Corporation from “sell” to “hold”. They now have a $129.00 price target on the stock, up from $107.00.

Insider Activity

In other news, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $130.99, for a total transaction of $491,212.50. Following the completion of the sale, the chief financial officer directly owned 394,359 shares in the company, valued at $51,657,085.41. This represents a 0.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction on Monday, April 20th. The stock was sold at an average price of $142.59, for a total transaction of $8,270,220.00. Following the sale, the director owned 112,015 shares of the company’s stock, valued at approximately $15,972,218.85. This trade represents a 34.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 395,325 shares of company stock valued at $51,681,085. 27.21% of the stock is currently owned by insiders.

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.