Key Points
- Airbnb insider Nathan Blecharczyk sold 13,615 shares for approximately $2.55 million, reducing his stake by 39.83% to 20,567 shares. The sale follows several other large disposals, including more than $92 million in stock sold on August 7.
- Airbnb reported quarterly revenue of $3.61 billion, up 16.3% year over year, and earnings of $1.37 per share, beating analyst expectations. Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $177.07.
- Shares opened at $182.54 after a strong recent rally, but the stock’s valuation and gains have raised profit-taking concerns. Analysts cite growth potential from Airbnb Experiences and artificial-intelligence initiatives, while possible lower host fees could pressure margins.
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) insider Nathan Blecharczyk sold 13,615 shares of the business's stock in a transaction on Monday, August 31st. The stock was sold at an average price of $187.27, for a total transaction of $2,549,681.05. Following the completion of the sale, the insider owned 20,567 shares in the company, valued at approximately $3,851,582.09. The trade was a 39.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Nathan Blecharczyk also recently made the following trade(s):
- On Friday, August 28th, Nathan Blecharczyk sold 57,160 shares of Airbnb stock. The shares were sold at an average price of $190.71, for a total value of $10,900,983.60.
- On Wednesday, August 26th, Nathan Blecharczyk sold 19,659 shares of Airbnb stock. The stock was sold at an average price of $190.73, for a total value of $3,749,561.07.
- On Tuesday, August 25th, Nathan Blecharczyk sold 202,652 shares of Airbnb stock. The shares were sold at an average price of $190.28, for a total value of $38,560,622.56.
- On Monday, August 24th, Nathan Blecharczyk sold 150,640 shares of Airbnb stock. The shares were sold at an average price of $190.94, for a total transaction of $28,763,201.60.
- On Thursday, August 20th, Nathan Blecharczyk sold 2,738 shares of Airbnb stock. The stock was 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 value 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 stock was sold at an average price of $148.37, for a total transaction of $2,020,057.55.
Airbnb Stock Down 0.4%
Shares of NASDAQ ABNB opened at $182.54 on Wednesday. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $193.45. The firm has a 50-day simple moving average of $160.66 and a two-hundred day simple moving average of $142.77. The company has a market cap of $109.30 billion, a P/E ratio of 41.49, a PEG ratio of 2.12 and a beta of 1.15. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41.
Airbnb (NASDAQ:ABNB - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $1.37 EPS for the quarter, beating 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 firm had revenue of $3.61 billion for the quarter, compared to analysts' expectations of $3.58 billion. During the same quarter in the prior year, the firm posted $1.03 earnings per share. The company's quarterly revenue was up 16.3% on a year-over-year basis. Research analysts anticipate that Airbnb, Inc. will post 5.23 earnings per share for the current year.
Analyst Ratings Changes
A number of brokerages have recently commented on ABNB. B. Riley Financial reaffirmed a "buy" rating on shares of Airbnb in a research report on Friday, August 7th. Cantor Fitzgerald raised their price target on Airbnb from $140.00 to $160.00 and gave the company a "neutral" rating in a research note on Friday, August 7th. Morgan Stanley lifted their price objective on Airbnb from $120.00 to $125.00 and gave the company an "underweight" rating in a report on Thursday, July 30th. Wedbush raised shares of Airbnb from a "neutral" rating to an "outperform" rating and upped their price objective for the stock from $152.00 to $200.00 in a research note on Friday, August 7th. Finally, Benchmark raised their target price on shares of Airbnb from $160.00 to $180.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $177.07.
View Our Latest Research Report on Airbnb
Key Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Rosenblatt initiated coverage with a Buy rating and a $220 price target, implying roughly 20.5% upside from the referenced share price. The bullish view adds to positive analyst sentiment around Airbnb’s growth outlook. Rosenblatt initiates Airbnb coverage with Buy rating and $220 target
- Positive Sentiment: D.A. Davidson raised its target from $175 to $220 and reiterated Buy. The firm cited rapid growth in Airbnb Experiences and a partnership with Viator, while tracked Experiences listings increased 30% across several cities over three months. D.A. Davidson raises Airbnb price target on Experiences growth
- Positive Sentiment: Analysts are increasingly optimistic about Airbnb’s newer growth businesses, including Experiences and artificial-intelligence initiatives, arguing these businesses could reduce the company’s growth “overhang” and support a broader long-term expansion story. Analyst sees Airbnb growth businesses gaining momentum
- Neutral Sentiment: Airbnb may be offering selected U.S. hosts lower fees to attract more guests. The strategy could improve platform demand and host supply, but it may also pressure near-term take rates and margins. Airbnb reportedly offers lower fees to select U.S. hosts
- Negative Sentiment: Profit-taking is a near-term risk. Airbnb shares have risen about 21%–25% over the past month and roughly 42% year to date, leaving the stock above previous analyst targets and increasing concerns that expectations and valuation are stretched. Airbnb rally prompts buy-or-sell debate
- Negative Sentiment: An insider sold approximately $3.75 million of Airbnb stock, which can weigh on sentiment, although the sale does not necessarily indicate a change in the company’s fundamentals. Airbnb insider stock sale
Institutional Investors Weigh In On Airbnb
Hedge funds and other institutional investors have recently bought and sold shares of the company. North Dakota State Investment Board acquired a new stake in shares of Airbnb in the 4th quarter worth $2,785,000. North Star Asset Management Inc. boosted its holdings in Airbnb by 13.4% in 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 in the last quarter. Carmignac Gestion grew its stake 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 raised its position in shares of Airbnb by 122.9% in the 4th quarter. Oxbow Advisors LLC now owns 50,414 shares of the company's stock valued at $6,842,000 after purchasing an additional 27,793 shares during the last quarter. Finally, Markel Group Inc. raised its position in shares of Airbnb by 5.8% in the 4th quarter. Markel Group Inc. now owns 240,289 shares of the company's stock valued at $32,612,000 after purchasing an additional 13,156 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company's stock.
Airbnb Company Profile
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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.
Further Reading

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