Key Points
- Airbnb insider Nathan Blecharczyk sold 150,640 shares for approximately $28.8 million at an average price of $190.94, reducing his remaining ownership by 87.99% to 20,567 shares.
- The sale follows a broader series of disposals, including 202,652 shares sold the next day and 531,000 shares sold earlier in August, totaling hundreds of millions of dollars in recent transactions.
- Airbnb recently exceeded quarterly earnings and revenue expectations, while analysts maintain a “Moderate Buy” consensus with an average price target of $174.03; the stock was trading near $188, close to its 52-week high.
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 150,640 shares of the stock in a transaction on Monday, August 24th. The stock was sold at an average price of $190.94, for a total value of $28,763,201.60. Following the transaction, the insider owned 20,567 shares of the company's stock, valued at approximately $3,927,062.98. This represents a 87.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.
Nathan Blecharczyk also recently made the following trade(s):
- On Tuesday, August 25th, Nathan Blecharczyk sold 202,652 shares of Airbnb stock. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56.
- On Thursday, August 20th, Nathan Blecharczyk sold 2,738 shares of Airbnb stock. The shares were sold at an average price of $184.42, for a total transaction of $504,941.96.
- On Monday, August 17th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $182.86, for a total transaction of $2,489,638.90.
- On Friday, August 7th, Nathan Blecharczyk sold 531,000 shares of Airbnb stock. The shares were sold at an average price of $174.41, for a total transaction of $92,611,710.00.
- On Monday, August 3rd, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $151.80, for a total transaction of $2,066,757.00.
- On Monday, July 20th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $145.43, for a total transaction of $1,980,029.45.
- On Monday, July 6th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The shares were sold at an average price of $148.37, for a total transaction of $2,020,057.55.
- On Friday, June 26th, Nathan Blecharczyk sold 31,033 shares of Airbnb stock. The stock was sold at an average price of $146.43, for a total transaction of $4,544,162.19.
- On Thursday, June 25th, Nathan Blecharczyk sold 2,113 shares of Airbnb stock. The stock was sold at an average price of $145.09, for a total transaction of $306,575.17.
- On Wednesday, June 24th, Nathan Blecharczyk sold 88,366 shares of Airbnb stock. The stock was sold at an average price of $145.81, for a total transaction of $12,884,646.46.
Airbnb Stock Down 1.3%
Airbnb stock opened at $188.07 on Thursday. The company has a market capitalization of $112.61 billion, a PE ratio of 42.74, a price-to-earnings-growth ratio of 2.20 and a beta of 1.14. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $193.45. The firm has a 50 day moving average price of $157.12 and a 200 day moving average price of $140.97.
Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping analysts' consensus estimates of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The company had revenue of $3.61 billion for the quarter, compared to analysts' expectations of $3.58 billion. During the same period in the prior year, the firm earned $1.03 earnings per share. The firm's revenue was up 16.3% compared to the same quarter last year. Research analysts expect that Airbnb, Inc. will post 5.23 earnings per share for the current year.
Institutional Trading of Airbnb
Several hedge funds have recently modified their holdings of the stock. North Dakota State Investment Board purchased a new stake in Airbnb in the fourth quarter valued at approximately $2,785,000. North Star Asset Management Inc. grew its position in shares of Airbnb by 13.4% during the fourth quarter. North Star Asset Management Inc. now owns 78,564 shares of the company's stock worth $10,663,000 after acquiring an additional 9,294 shares during the last quarter. Carmignac Gestion grew its position in shares of Airbnb by 40.8% during the first quarter. Carmignac Gestion now owns 659,570 shares of the company's stock worth $83,290,000 after acquiring an additional 191,200 shares during the last quarter. Oxbow Advisors LLC grew its position in shares of Airbnb by 122.9% during the fourth quarter. Oxbow Advisors LLC now owns 50,414 shares of the company's stock worth $6,842,000 after acquiring an additional 27,793 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of Airbnb by 18.3% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company's stock valued at $30,305,000 after acquiring an additional 34,573 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several equities analysts recently issued reports on the company. Oppenheimer increased their target price on Airbnb from $180.00 to $190.00 and gave the stock an "outperform" rating in a research note on Friday, August 7th. Robert W. Baird lifted their target price on Airbnb from $150.00 to $160.00 and gave the company an "outperform" rating in a research report on Monday, June 29th. DA Davidson boosted their price target on shares of Airbnb from $162.00 to $175.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Susquehanna increased their price target on shares of Airbnb from $170.00 to $200.00 and gave the stock a "positive" rating in a research report on Friday, August 7th. Finally, Barclays raised their price objective on shares of Airbnb from $122.00 to $125.00 and gave the company an "equal weight" rating in a research note on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Airbnb has a consensus rating of "Moderate Buy" and an average price target of $174.03.
Read Our Latest Analysis on ABNB
Key Headlines Impacting Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Airbnb CEO and co-founder Brian Chesky is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on September 8. Investors may look for updates on travel demand, growth initiatives and the company’s outlook. Airbnb to Participate in the Goldman Sachs Communacopia + Technology Conference 2026
- Neutral Sentiment: Airbnb reached a new 12-month high, reflecting strong recent momentum. However, the report provides no new fundamental information to justify additional gains or explain the subsequent pullback. Airbnb Reaches New 12-Month High
- Neutral Sentiment: The reported August short-interest data shows zero shares and a zero-day days-to-cover ratio, making it unusable as a meaningful signal of bearish positioning. The figures appear inconsistent rather than evidence of a significant short squeeze or short buildup.
- Negative Sentiment: Insider Nathan Blecharczyk disclosed two sales totaling 353,292 Airbnb shares for approximately $67.3 million at average prices near $190 per share. The filings report substantial reductions in his ownership, which may weigh on sentiment because investors can interpret large insider selling as a sign that the recent rally is being used to realize gains. The transactions do not, by themselves, establish that management expects the business to weaken. SEC insider ownership filing
Airbnb Company Profile
(
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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