Airbnb (NASDAQ:ABNB) Stock Rating Cut to Hold at Wall Street Zen

Wall Street Zen lowered shares of Airbnb (NASDAQ:ABNB) from a buy rating to a hold rating in a research report sent to investors on Sunday morning,Wall Street Zen reports.

Several other brokerages have also issued reports on ABNB. Wells Fargo & Company began coverage on Airbnb in a research note on Friday. They issued an “overweight” rating on the stock. Rosenblatt Securities started coverage on shares of Airbnb in a research report on Tuesday, September 1st. They set a “buy” rating and a $220.00 price objective for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Airbnb in a research note on Monday, August 31st. JPMorgan Chase & Co. raised their target price on shares of Airbnb from $140.00 to $170.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Finally, Phillip Securities cut shares of Airbnb from a “hold” rating to a “moderate sell” rating in a research note on Tuesday, August 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Airbnb has an average rating of “Moderate Buy” and a consensus price target of $182.97.

Airbnb Stock Performance

Shares of Airbnb stock opened at $162.43 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The company has a market cap of $97.26 billion, a PE ratio of 36.92, a price-to-earnings-growth ratio of 1.86 and a beta of 1.24. The company has a 50 day moving average of $170.49 and a 200-day moving average of $148.90. Airbnb has a 1-year low of $110.81 and a 1-year high of $193.45.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business had revenue of $3.61 billion for the quarter, compared to analysts’ expectations of $3.58 billion. During the same period last year, the firm posted $1.03 earnings per share. The firm’s quarterly revenue was up 16.3% compared to the same quarter last year. As a group, equities research analysts forecast that Airbnb will post 5.28 earnings per share for the current fiscal year.

Insider Activity at Airbnb

In other Airbnb news, Director Joseph Gebbia Jr. sold 265,000 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $145.70, for a total transaction of $38,610,500.00. Following the sale, the director owned 1,828,518 shares of the company’s stock, valued at approximately $266,415,072.60. This represents a 12.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $174.41, for a total value of $92,611,710.00. Following the sale, the insider owned 171,370 shares in the company, valued at approximately $29,888,641.70. The trade was a 75.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,551,806 shares of company stock worth $269,267,016 over the last quarter. Company insiders own 27.21% of the company’s stock.

Institutional Trading of Airbnb

Large investors have recently made changes to their positions in the company. Carmignac Gestion increased its holdings in shares of Airbnb by 40.8% during the first quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock valued at $83,290,000 after acquiring an additional 191,200 shares in the last quarter. OMERS ADMINISTRATION Corp lifted its holdings in shares of Airbnb by 21.7% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company’s stock worth $5,392,000 after purchasing an additional 7,613 shares in the last quarter. NFJ Investment Group LLC bought a new position in shares of Airbnb in the 4th quarter worth $13,961,000. Plato Investment Management Ltd acquired a new stake in Airbnb in the 2nd quarter valued at $3,070,000. Finally, SummitTX Capital L.P. acquired a new stake in Airbnb in the 1st quarter valued at $2,645,000. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight
• Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth
• Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher
• Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results
• Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals.
• Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion.

About Airbnb

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.

In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.