Key Points
- Nathan Blecharczyk sold 10,777 shares on April 21 for $1,565,359.25 and disclosed further sales (24,788 shares on April 22 and 4,260 on Feb 20), cutting his stake by 47.48% with ~35,565 shares sold across April 21–22.
- Airbnb beat revenue but missed EPS in the most recent quarter ($0.56 EPS vs $0.66 est.; revenue $2.78B vs $2.71B), and analysts are mixed—MarketBeat consensus is a "Hold" with a $151.08 target while some firms (e.g., Wells Fargo) have upgraded shares and set higher targets (Wells Fargo $178).
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 10,777 shares of the stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $145.25, for a total transaction of $1,565,359.25. Following the sale, the insider owned 11,920 shares of the company's stock, valued at approximately $1,731,380. This trade represents a 47.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.
Nathan Blecharczyk also recently made the following trade(s):
- On Wednesday, April 22nd, Nathan Blecharczyk sold 24,788 shares of Airbnb stock. The stock was sold at an average price of $145.86, for a total transaction of $3,615,577.68.
- On Friday, February 20th, Nathan Blecharczyk sold 4,260 shares of Airbnb stock. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40.
Airbnb Stock Down 1.6%
Shares of NASDAQ ABNB opened at $141.87 on Friday. The firm has a market cap of $86.36 billion, a PE ratio of 35.12, a P/E/G ratio of 1.75 and a beta of 1.15. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $147.25. The company's fifty day simple moving average is $130.81 and its 200 day simple moving average is $128.12.
Airbnb (NASDAQ:ABNB - Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10). The company had revenue of $2.78 billion for the quarter, compared to the consensus estimate of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The firm's revenue was up 12.9% compared to the same quarter last year. During the same period in the prior year, the company earned $0.73 earnings per share. On average, equities analysts predict that Airbnb, Inc. will post 4.96 earnings per share for the current year.
Wall Street Analysts Forecast Growth
A number of research firms have weighed in on ABNB. DA Davidson dropped their price objective on shares of Airbnb from $155.00 to $150.00 and set a "buy" rating on the stock in a research note on Tuesday, February 17th. Citizens Jmp raised shares of Airbnb from a "market perform" rating to an "outperform" rating and set a $160.00 price objective on the stock in a research note on Wednesday, February 4th. B. Riley Financial raised shares of Airbnb from a "neutral" rating to a "buy" rating and raised their price objective for the company from $140.00 to $170.00 in a research note on Monday, January 12th. Truist Financial raised shares of Airbnb from a "sell" rating to a "hold" rating and raised their price objective for the company from $107.00 to $129.00 in a research note on Thursday, March 26th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Airbnb from a "hold" rating to a "buy" rating and set a $154.00 price objective on the stock in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $151.08.
Get Our Latest Analysis on ABNB
Key Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Wells Fargo upgraded ABNB to Overweight and raised its price target to $178, arguing Airbnb may be at a “business inflection” with accelerating revenue and margin recovery — a clear bullish catalyst supporting recent gains. Wells Fargo upgrade and $178 target
- Positive Sentiment: Airbnb is expanding listings to independent/boutique hotels in major cities — a product move that could expand addressable market and strengthen the company’s competitive moat if adoption and host economics scale. Boutique hotel expansion
- Neutral Sentiment: Momentum into earnings: shares recently hit a 52-week high and analysts expect year-over-year EPS growth for the coming quarter, which supports the rally but increases sensitivity to the May earnings print. 52-week high and earnings preview
- Neutral Sentiment: Talent flow note: OpenAI’s hire of a former Airbnb executive is notable for tech labor markets but is not a direct indicator of Airbnb’s financial performance. OpenAI hires ex-Airbnb exec
- Negative Sentiment: Insider selling — Director Joseph Gebbia sold 58,000 shares (~$142.59) recently (part of a pattern of periodic large sales), which can rattle investors when it occurs near a peak. Joseph Gebbia insider sale
- Negative Sentiment: Insider selling — Co‑founder Nathan Blecharczyk also disclosed sales totaling ~35,565 shares across Apr 21–22 at ~\$145, reducing his stake materially; additional insider exits amplify investor concerns. Nathan Blecharczyk insider sale
- Negative Sentiment: Valuation & guidance risk: several commentary pieces note the stock’s strong one‑year gain and rich multiples, warning that any guidance miss or softer-than-expected margins (especially as Airbnb blends more hotel-like supply) could trigger a pullback. Valuation and guidance concerns
Institutional Inflows and Outflows
A number of large investors have recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Airbnb by 1.7% during the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company's stock valued at $4,649,814,000 after purchasing an additional 649,323 shares in the last quarter. Harris Associates L P lifted its position in shares of Airbnb by 21.0% during the fourth quarter. Harris Associates L P now owns 18,694,408 shares of the company's stock valued at $2,537,205,000 after purchasing an additional 3,240,477 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Airbnb by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company's stock valued at $1,368,338,000 after purchasing an additional 47,966 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Airbnb by 58.4% during the fourth quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company's stock valued at $917,845,000 after purchasing an additional 2,492,847 shares in the last quarter. Finally, Clearbridge Investments LLC increased its holdings in Airbnb by 3.7% during the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company's stock worth $824,356,000 after buying an additional 216,455 shares during the last quarter. 80.76% of the stock is owned by institutional investors.
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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