Tigress Financial Issues Pessimistic Forecast for Airbnb (NASDAQ:ABNB) Stock Price

Airbnb (NASDAQ:ABNB) had its target price reduced by research analysts at Tigress Financial from $200.00 to $185.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the stock. Tigress Financial’s price target would suggest a potential upside of 43.23% from the stock’s current price.

Other equities research analysts have also issued research reports about the company. Mizuho lifted their price objective on Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Morgan Stanley set a $120.00 price objective on Airbnb in a report on Friday, February 13th. B. Riley Financial raised Airbnb from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $140.00 to $170.00 in a report on Monday, January 12th. Sanford C. Bernstein lowered their price objective on Airbnb from $165.00 to $162.00 and set an “outperform” rating on the stock in a report on Tuesday, January 6th. Finally, Deutsche Bank Aktiengesellschaft raised Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price objective on the stock in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $149.40.

Airbnb Trading Down 1.7%

Shares of NASDAQ ABNB opened at $129.16 on Wednesday. The stock has a market cap of $78.62 billion, a P/E ratio of 31.97, a PEG ratio of 1.61 and a beta of 1.15. Airbnb has a 12-month low of $109.79 and a 12-month high of $143.88. The business’s fifty day simple moving average is $127.72 and its 200-day simple moving average is $127.04.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the prior year, the business earned $0.73 earnings per share. The firm’s quarterly revenue was up 12.9% on a year-over-year basis. On average, equities analysts forecast 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 company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $126.16, for a total transaction of $7,317,280.00. Following the completion of the sale, the director directly owned 170,015 shares of the company’s stock, valued at approximately $21,449,092.40. This represents a 25.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nathan Blecharczyk sold 4,260 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the sale, the insider directly owned 49,250 shares of the company’s stock, valued at approximately $6,170,532.50. This trade represents a 7.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 417,760 shares of company stock valued at $53,986,555 in the last ninety days. Company insiders own 27.91% of the company’s stock.

Hedge Funds Weigh In On Airbnb

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ABNB. Fort Washington Investment Advisors Inc. OH increased its stake in shares of Airbnb by 3.5% in the third quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock valued at $116,873,000 after purchasing an additional 32,501 shares during the period. Sumitomo Life Insurance Co. increased its stake in shares of Airbnb by 15.0% in the third quarter. Sumitomo Life Insurance Co. now owns 66,071 shares of the company’s stock valued at $8,022,000 after purchasing an additional 8,636 shares during the period. Cerity Partners LLC increased its stake in shares of Airbnb by 18.1% in the third quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock valued at $44,297,000 after purchasing an additional 55,838 shares during the period. National Pension Service increased its stake in shares of Airbnb by 1.1% in the third quarter. National Pension Service now owns 1,096,411 shares of the company’s stock valued at $133,126,000 after purchasing an additional 12,453 shares during the period. Finally, Abacus FCF Advisors LLC increased its stake in shares of Airbnb by 7.8% in the third quarter. Abacus FCF Advisors LLC now owns 135,577 shares of the company’s stock valued at $16,462,000 after purchasing an additional 9,864 shares during the period. 80.76% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Geopolitical news (U.S.–Iran ceasefire comments) lifted travel sentiment and helped drive a short‑term rally in Airbnb as investors priced in stronger booking demand. Read More.
• Positive Sentiment: Tigress Financial reiterated a Buy on ABNB (kept bullish on AI‑driven growth, sponsored ads and Airbnb’s asset‑light model) even after lowering its price target, supporting constructive analyst sentiment. Read More.
• Positive Sentiment: Bernstein reaffirmed a Buy and cited long‑term growth optionality (Asian expansion, AI upside), adding to longer‑horizon bullish views from the sell side. Read More.
• Neutral Sentiment: Airbnb scheduled its Q1 2026 results for after the close on May 7; the shareholder letter will be posted to investor relations — a routine catalyst that could increase volatility depending on guidance and KPIs. Read More.
• Neutral Sentiment: Wells Fargo nudged its target while maintaining an Equal Weight rating, a mixed sell‑side signal that tempers some upside expectations. Read More.
• Neutral Sentiment: Broader discussion about the ethics/use of AI in listing photos is circulating — relevant for brand/marketing but unlikely to move near‑term fundamentals. Read More.
• Neutral Sentiment: Analyst landscape remains mixed: multiple Buy reiterations and several Hold/Neutral ratings; MarketBeat reports an average price target modestly above the current price, leaving room for upside but not a clear near‑term consensus. Read More.
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (≈$7.3M) under a pre‑arranged Rule 10b5‑1 plan, cutting his position — the disclosure reduces informational impact but large insider sales can create headline pressure. Read More. Read More.

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.