ABNB Airbnb, Inc.
Price Chart
Executive Summary
Truist Securities upgraded Airbnb (ABNB) from Sell to Hold on March 26, 2026, raising its price target from $107 to $129 as part of a 21-firm analyst cluster. The two-notch upgrade removes the Street's most bearish rating, but the new PT still implies ~8% downside from the current $140.36 price, well below the consensus mean of $147.68. Current consensus stands at 50% Buy-equivalent (24 of 48), 45.8% Hold, and 4.2% Sell, making Truist's Hold the modal view. EPS revisions are mixed: current-year estimates saw 4 up vs 3 down over the last 30 days, while the current quarter shows 2 up vs 4 down. Short interest is extremely elevated at 56.9% of float, and insider selling has been heavy, with co-founders unloading nearly $4.5 million in late April. Truist's 57% accuracy on 7 ABNB calls ranks as 'above average' but falls short of top-tier firms such as BTIG (100% on 2) and Deutsche Bank (75% on 4). The upgrade is a modest positive ahead of May 7 earnings, but the combination of a below-market PT and sustained insider sales warrants caution.
Impact Score
Consensus & Targets
Current consensus: 8 Strong Buy, 16 Buy, 22 Hold, 2 Sell out of 48 analysts. That's 50% Buy-equivalent, 45.8% Hold, 4.2% Sell. The consensus is moderately bullish but with a large Hold contingent; Truist's Hold rating aligns with the modal view.
The consensus mean PT is $147.68 (median $145.75), with a high of $180 and low of $110. At $140.36, ABNB trades ~5% below the mean but above Truist's $129 target. Truist's PT is the 4th lowest among 36 analysts tracked, remaining bearish relative to the Street.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-27 | UBS | maintain | Neutral | — |
| 2026-04-22 | Wells Fargo | upgrade | Overweight | $178.00 |
| 2026-04-08 | Tigress Financial | maintain | Buy | — |
| 2026-04-01 | Wells Fargo | maintain | Equal-Weight | $136.00 |
| 2026-03-26 | Truist Securities | upgrade | Hold | $129.00 |
| 2026-03-03 | Mizuho | maintain | Outperform | $175.00 |
| 2026-02-17 | DA Davidson | maintain | Buy | $150.00 |
| 2026-02-13 | Evercore ISI Group | upgrade | Outperform | $145.00 |
| 2026-02-13 | TD Cowen | maintain | Buy | $160.00 |
| 2026-02-13 | Barclays | maintain | Equal-Weight | $122.00 |
Recent 30-day analyst activity shows 3 upgrades (Wells Fargo, Truist, Evercore) and 0 downgrades, a positive tilt. EPS revisions are mixed: current-year EPS estimates saw 4 up vs 3 down over 30 days, while next-year saw 3 up vs 5 down. The current quarter (Q2 2026) has 2 up vs 4 down, suggesting near-term caution.
Firm Track Record — Truist Securities
Truist Securities accuracy: 55% on 3795 calls | avg return: 3.1%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| BTIG | 100% | 2/2 | 7.7% | top tier |
| Deutsche Bank | 75% | 3/4 | 6.4% | top tier |
| RBC Capital | 75% | 3/4 | 8% | top tier |
| Piper Sandler | 75% | 3/4 | 6.1% | top tier |
| DA Davidson | 71% | 5/7 | 3.5% | top tier |
| TD Cowen | 67% | 4/6 | 0.9% | top tier |
| BMO Capital | 67% | 2/3 | 3.1% | top tier |
| Morgan Stanley | 67% | 4/6 | -2.5% | top tier |
| Mizuho | 67% | 2/3 | 4.2% | top tier |
| Jefferies | 67% | 6/9 | 4.1% | top tier |
Truist Securities has a 57% accuracy rate on 7 rated ABNB calls, with an average return of 2.1% — categorized as 'above average' for this ticker. Top-tier firms like BTIG (100% on 2 calls) and Deutsche Bank (75% on 4 calls) have better track records, while JMP Securities (60% on 5) is slightly above. Truist's upgrade is less influential than a top-tier firm's call would be.
Earnings Estimates
Next earnings: May 7, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $4.93 | $4.50 — $5.36 | $13.7B | ↑2 ↓0 |
| +1y | $5.75 | $5.16 — $6.48 | $15.1B | ↑2 ↓0 |
| 0q | $0.30 | $0.19 — $0.40 | $2.6B | ↑1 ↓0 |
| +1q | $1.16 | $1.02 — $1.35 | $3.5B | ↑1 ↓0 |
Cross-Platform Signals
Insider selling is significant: co-founders Blecharczyk and Gebbia sold ~$4.5MM worth in late April 2026. Institutional moves are mixed: Norges Bank had a new position then exited; FMR trimmed 27.7%; UBS added 64.5%. Short interest is extremely high at 56.9% of float, indicating heavy bearish positioning. The upgrade partially diverges from insider and short signals.
Actionable Insight
Truist's upgrade removes the Street's most bearish rating, but with a PT still below the current price and heavy insider selling, this is not a clear bullish signal. Traders should view this as a modest positive catalyst ahead of earnings on May 7, but the high short interest suggests potential for a squeeze if the report beats.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 4, 2026
2d ago
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Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $133.54 (−0.14%) |
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Jun 4, 2026
2d ago
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Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $133.54 (−0.14%) |
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Jun 3, 2026
3d ago
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Insider Cluster
| — | awaiting T+1 | — | — |
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Jun 3, 2026
3d ago
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ANALYST-UPGRADE
| $138.86 $139.73 | ▲ +0.63% | ▼ −0.17% | $133.54 (−3.83%) |
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Jun 2, 2026
4d ago
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Insider Cluster
| $133.59 $133.72 | ▲ +0.10% | ▼ −0.31% | $133.54 (−0.04%) |
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May 31, 2026
6d ago
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ANALYST-UPGRADE
| $131.06 $122.87 | ▼ −6.25% | ▼ −4.57% | $133.54 (+1.89%) |
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May 30, 2026
8d ago
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Insider Cluster
| — | awaiting T+1 | — | — |
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May 22, 2026
15d ago
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ANALYST-UPGRADE
| $144.18 $141.87 | ▼ −1.60% | ▼ −1.21% | $133.54 (−7.38%) |
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May 21, 2026
16d ago
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Insider Cluster
| $132.35 $132.68 | ▲ +0.25% | ▼ −0.34% | $133.54 (+0.90%) |
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May 20, 2026
17d ago
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Insider Cluster
| $134.25 $132.35 | ▼ −1.42% | ▼ −1.86% | $133.54 (−0.53%) |
US Market Status
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