Airbnb (NASDAQ:ABNB) Stock Rating Upgraded by Rothschild Redburn

Airbnb (NASDAQ:ABNB) was upgraded by stock analysts at Rothschild Redburn from a “sell” rating to a “neutral” rating in a research report issued on Monday, FinViz reports. The brokerage currently has a $190.00 price target on the stock, up from their prior price target of $135.00. Rothschild Redburn‘s price objective suggests a potential upside of 1.66% from the company’s previous close.

A number of other research analysts also recently issued reports on ABNB. Phillip Securities downgraded shares of Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Morgan Stanley assumed coverage on shares of Airbnb in a report on Wednesday, September 16th. They issued an “equal weight” rating and a $170.00 price target for the company. Wells Fargo & Company raised their price target on shares of Airbnb from $185.00 to $215.00 and gave the stock an “overweight” rating in a report on Friday, November 6th. Wall Street Zen downgraded shares of Airbnb from a “buy” rating to a “hold” rating in a research note on Sunday, October 4th. Finally, Jefferies Financial Group upped their price objective on shares of Airbnb from $215.00 to $230.00 and gave the company a “buy” rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Airbnb has an average rating of “Moderate Buy” and an average price target of $195.46.

Airbnb Price Performance

Shares of ABNB opened at $186.90 on Monday. The firm has a market cap of $111.91 billion, a PE ratio of 34.93, a price-to-earnings-growth ratio of 2.03 and a beta of 1.26. Airbnb has a 52-week low of $110.81 and a 52-week high of $197.87. The business’s 50 day moving average price is $169.16 and its two-hundred day moving average price is $148.26. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.73 and a current ratio of 1.73.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping the consensus estimate of $2.85 by $0.31. The company had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a net margin of 23.02% and a return on equity of 38.94%. The company’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.21 EPS. On average, equities analysts anticipate that Airbnb will post 5.47 EPS for the current year.

Insider Transactions at Airbnb

In other news, insider Nathan Blecharczyk sold 202,652 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total value of $38,560,622.56. Following the completion of the sale, the insider owned 179,567 shares in the company, valued at $34,168,008.76. This represents a 53.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Over the last quarter, insiders have sold 638,891 shares of company stock worth $120,204,649. 27.21% of the stock is owned by insiders.

Hedge Funds Weigh In On Airbnb

Several institutional investors have recently modified their holdings of the business. Carmignac Gestion grew its stake in Airbnb by 40.8% in the 1st quarter. Carmignac Gestion now owns 659,570 shares of the company’s stock valued at $83,290,000 after purchasing an additional 191,200 shares during the period. ZWJ Investment Counsel Inc. boosted its position in Airbnb by 16.5% during the third quarter. ZWJ Investment Counsel Inc. now owns 85,116 shares of the company’s stock worth $13,674,000 after purchasing an additional 12,025 shares during the period. OMERS ADMINISTRATION Corp grew its stake in Airbnb by 21.7% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 42,696 shares of the company’s stock valued at $5,392,000 after buying an additional 7,613 shares in the last quarter. Assenagon Asset Management S.A. grew its position in shares of Airbnb by 114.6% in the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after purchasing an additional 1,816,522 shares in the last quarter. Finally, Diversify Advisory Services LLC lifted its holdings in Airbnb by 11.0% during the 3rd quarter. Diversify Advisory Services LLC now owns 73,815 shares of the company’s stock worth $12,865,000 after purchasing an additional 7,329 shares in the last quarter. 80.76% of the stock is owned by institutional investors.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported third-quarter earnings and revenue above analyst expectations, with revenue up 18.9% year over year, and authorized a $12 billion share repurchase program. The results and buyback helped lift shares previously. Why Airbnb stock is up today
• Positive Sentiment: CEO Brian Chesky said AI-assistant improvements reduced customer-support cost per booking by 17% year over year, pointing to potential efficiency gains and margin support. Airbnb reduces customer support cost per booking
• Positive Sentiment: Rothschild Redburn upgraded Airbnb from “sell” to “neutral” and raised its price target from $135 to $190, acknowledging its prior cautious view had been wrong over the past year. Redburn revises its Airbnb stance
• Neutral Sentiment: Airbnb and other platforms report very little use of third-party AI agents to book travel or handle errands so far. That suggests limited near-term disruption, but also indicates AI-agent bookings are not yet a meaningful growth driver. AI agents see little use on travel platforms
• Negative Sentiment: Travel stocks, including Airbnb, came under pressure after reports that OpenAI acquired AI travel-planning platform Odessia. Investors may worry that AI companies could become stronger competitors in travel discovery and bookings. Travel stocks fall on OpenAI acquisition report

Airbnb Company Profile

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world. Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.