Key Points
- Airbnb CTO Aristotle Balogh sold 15,263 shares on December 17 at an average price of $135 for proceeds of $2,060,505, trimming his stake by 8.43% to 165,736 shares (worth ~ $22.37M).
- The CTO sale adds to a string of recent insider disposals — including the CEO (~$6.72M) and director Joseph Gebbia (58,000 shares) — a pattern that may prompt investor caution about near‑term insider liquidity or diversification.
- Shares trade near $135 with a market cap of ~$83.3B and a P/E of 32.13; analysts are mixed (consensus "Hold" and $144.48 target) even as some firms (Jefferies, Bernstein) maintain buy/outperform views and higher price targets up to ~$165.
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) CTO Aristotle Balogh sold 15,263 shares of the firm's stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $135.00, for a total value of $2,060,505.00. Following the transaction, the chief technology officer owned 165,736 shares of the company's stock, valued at approximately $22,374,360. The trade was a 8.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Airbnb Trading Up 1.0%
Shares of ABNB stock opened at $135.28 on Friday. The stock has a market capitalization of $83.27 billion, a price-to-earnings ratio of 32.13, a price-to-earnings-growth ratio of 2.36 and a beta of 1.11. Airbnb, Inc. has a 12-month low of $99.88 and a 12-month high of $163.93. The stock's 50-day moving average price is $123.36 and its 200-day moving average price is $127.57.
Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings results on Thursday, November 6th. The company reported $2.21 earnings per share for the quarter, missing the consensus estimate of $2.31 by ($0.10). The firm had revenue of $4.10 billion for the quarter, compared to analysts' expectations of $4.08 billion. Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The business's quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.13 EPS. As a group, research analysts predict that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.
Airbnb News Roundup
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Wedbush raised its price target on ABNB to $135 from $130, supporting upside expectations from analysts. Airbnb price target raised to $135 from $130 at Wedbush
- Positive Sentiment: RBC Capital upgraded Airbnb, a catalyst that likely contributed to buying interest and the stock’s multi-session run. RBC Capital upgrades Airbnb (ABNB)
- Positive Sentiment: Wall Street coverage highlights and analyst upgrades (reported in a Yahoo/finance roundup) are adding momentum as brokers reiterate travel recovery themes. Spotify initiated, Airbnb upgraded: Wall Street's top analyst calls
- Positive Sentiment: Macro travel outlooks (Zacks piece on rising 2026 travel demand) bolster the thesis for Airbnb benefiting from sustained leisure/business travel. Travel Demand Still Rising in 2026? 4 Stocks to Ride the Boom
- Neutral Sentiment: Coverage is mixed—reports note analysts remain conflicted on consumer cyclical names including Airbnb, signaling divergent views on valuation and growth. Analysts Conflicted on These Consumer Cyclical Names: Airbnb (ABNB) and Sweetgreen (SG)
- Negative Sentiment: CEO and other executives have been selling: a CEO sale (~$6.72M reported), director Joseph Gebbia sold 58,000 shares, CTO Aristotle Balogh sold 15,263 shares, and Brian Chesky also sold recently—these repeated insider trims may raise investor caution about near-term liquidity needs or diversification. Insider Selling: Airbnb (NASDAQ:ABNB) CEO Sells $6,719,326.80 in Stock Joseph Gebbia Sells 58,000 Shares Aristotle Balogh SEC filing
- Negative Sentiment: Parnassus Value Equity Fund sold its Airbnb holding (reported in fund commentary), an institutional reduction that could be viewed as profit-taking or a strategic reweighting and may add selling pressure. Here’s Why Parnassus Value Equity Fund Sold Airbnb (ABNB)
Analyst Ratings Changes
Several brokerages have recently issued reports on ABNB. Wedbush upped their target price on shares of Airbnb from $130.00 to $135.00 and gave the company a "neutral" rating in a research report on Friday. Sanford C. Bernstein restated an "outperform" rating and set a $165.00 price objective on shares of Airbnb in a research report on Friday, November 7th. Jefferies Financial Group raised their price objective on Airbnb from $160.00 to $165.00 and gave the company a "buy" rating in a research note on Friday, December 5th. BNP Paribas Exane initiated coverage on Airbnb in a research report on Monday, November 24th. They set a "neutral" rating on the stock. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Airbnb in a report on Wednesday, October 8th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nineteen have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $144.48.
Check Out Our Latest Stock Analysis on Airbnb
Hedge Funds Weigh In On Airbnb
Several hedge funds have recently bought and sold shares of the business. Harris Associates L P grew its holdings in shares of Airbnb by 86.0% in the first quarter. Harris Associates L P now owns 9,944,948 shares of the company's stock worth $1,188,024,000 after purchasing an additional 4,598,125 shares during the last quarter. Independent Franchise Partners LLP bought a new stake in shares of Airbnb during the third quarter valued at approximately $505,672,000. Norges Bank purchased a new stake in shares of Airbnb in the second quarter valued at approximately $483,644,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Airbnb by 453.5% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company's stock worth $403,782,000 after purchasing an additional 2,724,682 shares in the last quarter. Finally, AQR Capital Management LLC increased its holdings in Airbnb by 81.0% during the 1st quarter. AQR Capital Management LLC now owns 4,282,523 shares of the company's stock worth $500,755,000 after purchasing an additional 1,916,676 shares during the period. Institutional investors own 80.76% of the company's stock.
About Airbnb
(
Get Free Report)
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.
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