Joseph Gebbia Sells 58,000 Shares of Airbnb (NASDAQ:ABNB) Stock

Airbnb, Inc. (NASDAQ:ABNB) Director Joseph Gebbia sold 58,000 shares of the 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 transaction, the director directly owned 228,015 shares in the company, valued at approximately $30,214,267.65. The trade was a 20.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Joseph Gebbia also recently made the following trade(s):

• On Monday, March 9th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $131.27, for a total value of $7,613,660.00.
• On Monday, February 23rd, Joseph Gebbia sold 58,000 shares of Airbnb stock. The stock was sold at an average price of $121.97, for a total transaction of $7,074,260.00.
• On Monday, February 9th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The stock was sold at an average price of $121.15, for a total transaction of $7,026,700.00.
• On Monday, January 26th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $133.28, for a total transaction of $7,730,240.00.
• On Monday, January 12th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $138.45, for a total transaction of $8,030,100.00.
• On Monday, December 29th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $136.70, for a total transaction of $7,928,600.00.

Airbnb Stock Down 0.6%

Shares of ABNB opened at $131.06 on Friday. The company has a market cap of $79.78 billion, a P/E ratio of 32.44, a PEG ratio of 1.62 and a beta of 1.12. Airbnb, Inc. has a fifty-two week low of $99.88 and a fifty-two week high of $143.88. The firm’s 50 day moving average price is $128.94 and its 200 day moving average price is $126.87.

Airbnb (NASDAQ:ABNB) last issued its quarterly 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 during 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 quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.73 EPS. Research analysts forecast that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Key Headlines Impacting 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

Wall Street Analyst Weigh In

ABNB has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft raised Airbnb from a “hold” rating to a “buy” rating and set a $154.00 target price for the company in a research note on Friday, February 13th. Benchmark decreased their price objective on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 13th. TD Cowen boosted their price objective on Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. BMO Capital Markets upped their target price on shares of Airbnb from $130.00 to $140.00 and gave the stock a “market perform” rating in a research note on Friday, February 13th. Finally, Barclays raised their target price on shares of Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seventeen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $147.79.

Institutional Trading of Airbnb

Institutional investors have recently bought and sold shares of the business. Aster Capital Management DIFC Ltd purchased a new position in shares of Airbnb in the 3rd quarter valued at about $25,000. ORG Partners LLC raised its position in shares of Airbnb by 97.0% during the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after acquiring an additional 96 shares in the last quarter. Transamerica Financial Advisors LLC lifted its stake in Airbnb by 143.6% during the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares during the last quarter. Entrust Financial LLC purchased a new stake in Airbnb during the fourth quarter worth approximately $27,000. Finally, Sunbelt Securities Inc. boosted its holdings in Airbnb by 397.7% in the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after purchasing an additional 175 shares in the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.

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.