Airbnb (NASDAQ:ABNB) Rating Increased to Hold at Truist Financial

Truist Financial upgraded shares of Airbnb (NASDAQ:ABNB) from a sell rating to a hold rating in a report released on Thursday morning, Marketbeat.com reports. The brokerage currently has $129.00 price objective on the stock, up from their previous price objective of $107.00.

A number of other research analysts also recently commented on ABNB. Morgan Stanley set a $120.00 target price on Airbnb in a research report on Friday, February 13th. Benchmark reduced their price target on shares of Airbnb from $155.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Airbnb in a research report on Wednesday, January 21st. Sanford C. Bernstein dropped their price objective on shares of Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a research note on Tuesday, January 6th. Finally, Wells Fargo & Company boosted their target price on shares of Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $147.79.

Airbnb Trading Down 0.6%

Shares of ABNB stock opened at $131.06 on Thursday. The stock has a market capitalization of $79.78 billion, a price-to-earnings ratio of 32.44, a price-to-earnings-growth ratio of 1.62 and a beta of 1.12. Airbnb has a 12-month low of $99.88 and a 12-month high of $143.88. The stock’s 50-day moving average price is $128.94 and its 200-day moving average price is $126.87.

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

Insider Activity

In related news, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction on Monday, December 29th. The stock was sold at an average price of $136.70, for a total transaction of $7,928,600.00. Following the completion of the transaction, the director owned 576,015 shares in the company, valued at $78,741,250.50. The trade was a 9.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Elinor Mertz sold 3,750 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the transaction, the chief financial officer owned 402,417 shares of the company’s stock, valued at approximately $52,314,210. The trade was a 0.92% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 421,510 shares of company stock valued at $55,107,650. 27.91% of the stock is currently owned by insiders.

Institutional Trading of Airbnb

Hedge funds and other institutional investors have recently bought and sold shares of the business. Transamerica Financial Advisors LLC boosted its stake in shares of Airbnb by 143.6% during 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 increased its stake in Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after buying an additional 96 shares during the period. Entrust Financial LLC purchased a new position in Airbnb in the 4th quarter worth about $27,000. Aster Capital Management DIFC Ltd bought a new stake in Airbnb during the 3rd quarter valued at about $25,000. Finally, Aventura Private Wealth LLC bought a new stake in Airbnb during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded Airbnb to Hold from Sell and raised its price target to $129 after boosting 2026 adjusted-EBITDA and earnings forecasts, reflecting stronger-than-expected travel demand and improved 2026 outlooks. This reduced bearish pressure and supported intraday buying. Airbnb upgraded by Truist on stronger 2026 outlook
• Positive Sentiment: Company strategy and 2026 guidance: management is pitching Airbnb as a broader travel platform (homes + experiences + services + hotels) with expectations for reaccelerating revenue growth in 2026 — a narrative that supports a higher growth multiple if execution continues. Airbnb Broadens Travel Platform As 2026 Growth Expectations Build
• Positive Sentiment: Analyst and media coverage is increasingly constructive (BMO, Deutsche Bank, Jefferies upgrades/target increases and buy-side commentary noting ABNB’s resilience in a higher-rate environment), which supports investor demand and sentiment. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing AI as an operational and product opportunity for Airbnb (improving matching, personalization and operations) reinforces the growth narrative rather than posing a competitive threat. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Short-interest reports for March show large increases but contain reporting errors/NaNs and inconsistent days-to-cover metrics; treat these figures as noisy data until corrected — not yet a clear signal of rising bearish positioning.
• Neutral Sentiment: General buy-the-stock-in-a-high-rate-environment articles and unrelated VC/tech ecosystem stories provide background-positive sentiment but are unlikely to move fundamentals materially on their own. Airbnb and 6 Other Stocks to Buy That Can Thrive Even if Interest Rates Don’t Fall
• Negative Sentiment: Insider selling: Director Joseph Gebbia sold 58,000 shares (~$7.7M) and reduced his stake by ~20% in the filing — a large, disclosed sale that can weigh on near-term sentiment even if done for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

Airbnb Company Profile

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.