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

Airbnb (NASDAQ:ABNB) had its price target lifted by research analysts at Piper Sandler from $145.00 to $170.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Piper Sandler’s price objective would indicate a potential downside of 2.37% from the stock’s current price.

A number of other equities analysts have also recently weighed in on the stock. Benchmark reaffirmed a “buy” rating on shares of Airbnb in a research note on Friday. Weiss Ratings upgraded shares of Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. increased their target price on shares of Airbnb from $140.00 to $170.00 and gave the company a “neutral” rating in a report on Friday. HC Wainwright upgraded shares of Airbnb to a “buy” rating in a research report on Monday, May 4th. Finally, Morgan Stanley boosted their price target on Airbnb from $120.00 to $125.00 and gave the stock an “underweight” rating in a research note on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $169.50.

Airbnb Stock Performance

Shares of ABNB stock traded up $22.48 during trading hours on Friday, reaching $174.12. 10,748,891 shares of the company’s stock were exchanged, compared to its average volume of 4,128,110. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.44 and a quick ratio of 1.44. The company’s 50 day moving average is $143.08 and its two-hundred day moving average is $135.56. The company has a market cap of $104.94 billion, a P/E ratio of 42.82, a price-to-earnings-growth ratio of 1.63 and a beta of 1.14. Airbnb has a 1 year low of $110.81 and a 1 year high of $176.40.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. The firm had revenue of $3.61 billion for the quarter, compared to analyst estimates of $3.58 billion. Airbnb had a return on equity of 31.24% and a net margin of 19.90%.Airbnb’s quarterly revenue was up 16.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.03 earnings per share. Equities research analysts anticipate that Airbnb will post 4.93 EPS for the current fiscal year.

Insider Transactions at Airbnb

In related news, CEO Brian Chesky sold 265,746 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $132.22, for a total value of $35,136,936.12. Following the sale, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at approximately $1,481,708,753.58. This represents a 2.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 88,366 shares of the stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $145.81, for a total value of $12,884,646.46. Following the sale, the insider owned 12,370 shares in the company, valued at approximately $1,803,669.70. This trade represents a 87.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,405,956 shares of company stock valued at $334,266,758 in the last ninety days. Corporate insiders own 27.21% of the company’s stock.

Institutional Trading of Airbnb

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ABNB. Commerzbank Aktiengesellschaft FI grew its position in Airbnb by 1.3% in the first quarter. Commerzbank Aktiengesellschaft FI now owns 5,754 shares of the company’s stock valued at $727,000 after acquiring an additional 76 shares during the last quarter. Patton Fund Management Inc. increased its position in Airbnb by 4.3% during the 4th quarter. Patton Fund Management Inc. now owns 1,874 shares of the company’s stock worth $254,000 after purchasing an additional 77 shares in the last quarter. BOKF NA lifted its stake in Airbnb by 11.0% in the 4th quarter. BOKF NA now owns 787 shares of the company’s stock valued at $107,000 after purchasing an additional 78 shares during the last quarter. Yoder Wealth Management Inc. boosted its position in Airbnb by 0.3% in the fourth quarter. Yoder Wealth Management Inc. now owns 26,389 shares of the company’s stock valued at $3,582,000 after buying an additional 84 shares in the last quarter. Finally, Private Advisor Group LLC grew its stake in shares of Airbnb by 1.0% during the third quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock worth $1,007,000 after buying an additional 86 shares during the last quarter. Hedge funds and other 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: Quarterly results exceeded expectations. Airbnb reported second-quarter revenue of $3.61 billion, up roughly 16% year over year, and EPS of $1.37 versus the $1.26 consensus estimate. Gross booking value rose 16% to $27.2 billion, supported by higher booking volumes, average daily rates and strong demand across regions. Airbnb stock soars on earnings and revenue beat
• Positive Sentiment: Airbnb raised its growth forecast again. Management now expects full-year 2026 revenue growth of at least a mid-teens percentage rate, up from its prior low- to mid-teens outlook. Third-quarter revenue guidance of $4.7 billion to $4.8 billion also topped the roughly $4.6 billion analyst estimate. The company cited accelerating bookings and continued global travel demand, including a boost from FIFA World Cup-related travel. Airbnb raises revenue outlook
• Positive Sentiment: Artificial intelligence is showing measurable benefits. CEO Brian Chesky said AI is helping Airbnb attract bookings, improve host tools, accelerate product development and reduce customer-service costs. Management plans to spend substantially more on AI, while the company tests new search features and uses AI in much of its software development. Brian Chesky discusses Airbnb AI spending
• Positive Sentiment: Analyst sentiment improved. Wedbush upgraded Airbnb to Outperform with a $200 target, while Oppenheimer and Citizens JMP raised their targets to $190. Heavy call-option activity also reflected increased speculative demand for further upside.
• Neutral Sentiment: Valuation and analyst disagreement remain risks. JPMorgan and Cantor Fitzgerald maintained Neutral ratings despite raising their targets to $170 and $160, respectively. After the rally, Airbnb trades at a relatively elevated earnings multiple, leaving the stock sensitive to any slowdown in bookings or guidance.
• Negative Sentiment: Recent insider selling may modestly temper sentiment. CFO Elinor Mertz sold approximately $575,000 of shares, while director Nathan Blecharczyk sold about $2.1 million. The transactions may reflect routine diversification, and both executives retain ownership stakes, limiting their significance as a fundamental signal.

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.