Airbnb (NASDAQ:ABNB) Raised to “Hold” at Truist Financial

Airbnb (NASDAQ:ABNB) was upgraded by Truist Financial from a “sell” rating to a “hold” rating in a research report issued on Thursday, Marketbeat Ratings reports. The firm presently has a $129.00 price target on the stock, up from their previous price target of $107.00. Truist Financial’s price target would suggest a potential upside of 4.99% from the stock’s current price.

ABNB has been the topic of a number of other reports. DA Davidson lowered their price objective on Airbnb from $155.00 to $150.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. Morgan Stanley set a $120.00 target price on shares of Airbnb in a research note on Friday, February 13th. Mizuho boosted their price objective on Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Benchmark decreased their target price on Airbnb from $155.00 to $145.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $147.79.

Airbnb Stock Performance

Shares of Airbnb stock opened at $122.87 on Thursday. Airbnb has a 52-week low of $99.88 and a 52-week high of $143.88. The stock has a market capitalization of $74.79 billion, a PE ratio of 30.41, a price-to-earnings-growth ratio of 1.61 and a beta of 1.12. The company has a 50-day simple moving average of $128.78 and a two-hundred day simple moving average of $126.85.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.10). The business had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The business’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.73 earnings per share. As a group, equities research analysts forecast that Airbnb will post 4.31 EPS for the current fiscal year.

Insider Transactions at Airbnb

In other news, Director Joseph Gebbia sold 58,000 shares of the firm’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $132.51, for a total value of $7,685,580.00. Following the completion of the transaction, the director directly owned 228,015 shares in the company, valued at $30,214,267.65. This trade represents a 20.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Elinor Mertz sold 3,750 shares of Airbnb stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the sale, the chief financial officer directly owned 402,417 shares of the company’s stock, valued at $52,314,210. This trade represents a 0.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 421,510 shares of company stock valued at $55,107,650 in the last quarter. 27.91% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Airbnb

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ABNB. Transamerica Financial Advisors LLC grew its holdings in shares of Airbnb by 143.6% in the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock valued at $26,000 after purchasing an additional 112 shares during the period. ORG Partners LLC raised its position in Airbnb by 97.0% in the fourth quarter. ORG Partners LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 96 shares during the period. Entrust Financial LLC purchased a new position in shares of Airbnb during the 4th quarter worth $27,000. Aster Capital Management DIFC Ltd purchased a new position in shares of Airbnb during the 3rd quarter worth $25,000. Finally, Aventura Private Wealth LLC acquired a new stake in shares of Airbnb during the 4th quarter worth about $29,000. 80.76% of the stock is owned by institutional investors and hedge funds.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded ABNB to Hold (from Sell) and raised its price target to $129, citing a stronger 2026 outlook and higher adjusted-EBITDA/earnings estimates — a near-term technical tailwind and evidence of a less bearish analyst stance. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing Airbnb’s AI adoption as an opportunity to improve operations and guest experience supports a longer-term growth narrative that can help multiple expansion if execution continues. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Industry-trend pieces note Airbnb reflects broader Nasdaq/digital-travel trends — useful context for positioning but not an immediate catalyst. Airbnb Reflects Nasdaq Index Digital Travel Trends
• Negative Sentiment: Macro worries — rising energy costs, persistent inflation and slipping consumer confidence — are pressuring travel stocks broadly and were cited as the proximate reason for today’s pullback in Airbnb shares. Airbnb Stock Falls As Inflation, Energy Costs Pressure Travel Outlook
• Negative Sentiment: Regulatory risk in Europe is rising — Paris and other major tourist cities are cracking down on illegal short-term rentals to curb overtourism and free up housing, which could constrain listings and growth in important markets. Paris is ground zero for Europe’s backlash against illegal Airbnbs
• Negative Sentiment: Insider selling: director Joseph Gebbia sold 58,000 shares (~$7.7M), trimming his stake — a sizable sale that can weigh on sentiment even if for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

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.