Piper Sandler Reaffirms Neutral Rating for Airbnb (NASDAQ:ABNB)

Airbnb (NASDAQ:ABNB)‘s stock had its “neutral” rating restated by equities researchers at Piper Sandler in a note issued to investors on Friday, Benzinga reports. They presently have a $180.00 target price on the stock, up from their previous target price of $170.00. Piper Sandler‘s target price indicates a potential downside of 4.27% from the company’s previous close.

Several other equities analysts have also weighed in on ABNB. Robert W. Baird boosted their target price on shares of Airbnb from $175.00 to $200.00 and gave the company an “outperform” rating in a report on Tuesday, September 8th. Rothschild & Co Redburn raised their price target on shares of Airbnb from $115.00 to $135.00 and gave the stock a “sell” rating in a report on Monday, August 10th. Susquehanna lifted their price target on shares of Airbnb from $200.00 to $220.00 and gave the company a “positive” rating in a research report on Friday. B. Riley Financial reiterated a “buy” rating and issued a $210.00 price objective (up from $180.00) on shares of Airbnb in a report on Friday, August 7th. Finally, Oppenheimer increased their price objective on Airbnb from $190.00 to $210.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $188.07.

Airbnb Stock Up 10.5%

Shares of ABNB opened at $188.04 on Friday. Airbnb has a 52-week low of $110.81 and a 52-week high of $193.50. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. The stock has a fifty day simple moving average of $168.96 and a two-hundred day simple moving average of $147.42. The company has a market capitalization of $112.59 billion, a PE ratio of 42.95, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, November 5th. The company reported $3.16 earnings per share for the quarter, beating 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 firm had revenue of $4.87 billion for the quarter, compared to analysts’ expectations of $4.75 billion. During the same quarter in the previous year, the company posted $2.21 EPS. The company’s revenue was up 18.9% compared to the same quarter last year. As a group, equities analysts forecast that Airbnb will post 5.29 EPS for the current year.

Insider Transactions at Airbnb

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of ABNB. Eurizon Capital SGR S.p.A. lifted its position in Airbnb by 2.8% during the 3rd quarter. Eurizon Capital SGR S.p.A. now owns 133,139 shares of the company’s stock worth $21,047,000 after acquiring an additional 3,628 shares during the period. Werba Rubin Papier Wealth Management purchased a new position in shares of Airbnb in the 3rd quarter valued at approximately $216,000. CENTRAL TRUST Co increased its holdings in shares of Airbnb by 5,129.2% in the third quarter. CENTRAL TRUST Co now owns 1,255 shares of the company’s stock valued at $202,000 after purchasing an additional 1,231 shares during the period. Three Bridge Wealth Advisors LLC acquired a new position in shares of Airbnb in the third quarter valued at approximately $129,000. Finally, Banyan Capital Management Inc. acquired a new position in shares of Airbnb in the third quarter valued at approximately $5,703,000. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and ahead of expectations, while earnings of $3.16 per share also topped forecasts. Nights booked increased 16% and gross booking value rose 21%, signaling stronger booking momentum across regions. Reuters: Airbnb rises on upbeat outlook
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid-teens, citing resilient global travel demand. It also forecast Q4 revenue of about $3.2 billion to $3.3 billion, broadly around analyst expectations. Reuters: Airbnb lifts annual revenue growth forecast
• Positive Sentiment: A new $12 billion share-repurchase authorization adds a substantial capital-return program. Analyst sentiment also strengthened: Wedbush raised its target to $237 and Rosenblatt to $230, both with bullish ratings; Susquehanna lifted its target to $220 and maintained a positive rating. Airbnb Q3 2026 earnings-call highlights
• Neutral Sentiment: Cantor Fitzgerald raised its target to $180 but kept a neutral rating, while broader analyst coverage remains moderately bullish. This suggests optimism, but not unanimity about further upside. Barchart: Wall Street analysts’ views on Airbnb
• Negative Sentiment: Management expects the benefit from its Reserve Now, Pay Later option to ease sequentially in Q4, potentially reducing one source of booking growth. Airbnb’s valuation is also elevated, and broader market weakness could limit gains even if operating results remain strong. MarketBeat: Airbnb earnings and growth risks

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.