ABNB Airbnb, Inc.
BULLISH
Impact: 1/10
ANALYST-UPGRADE
19 firms acted on ABNB: Truist Securities, Evercore ISI Group, Deutsche Bank, Citizens, B. Riley Securities, Wells Fargo, Barclays, Cantor Fitzgerald, RBC Capital, Mizuho, Truist Securities, Wedbush, DA Davidson, Jefferies, Goldman Sachs, Baird, Phillip Securities, Cantor Fitzgerald, Argus Research
Latest settled — T+20d ⚠ clustered
ABNB ▲ +8.97% at T+20d
LONG call ✓ call won +8.97% · α vs SPY -1.69% · entry $131.06 → $142.82
Currently $133.54 · +1.89% from $131.06 entry
T+1d
-6.25%
call -6.25% · α -4.57%
$122.87
settled 2mo ago
T+5d
-4.66%
call -4.66% · α -6.30%
$124.95
settled 2mo ago
T+20d
+8.97%
call +8.97% · α -1.69%
$142.82
settled 6w ago
T+60d
—
call — · α —
—
in 16d
Price Chart
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Executive Summary
19 firms acted on ABNB: Truist Securities, Evercore ISI Group, Deutsche Bank, Citizens, B. Riley Securities, Wells Fargo, Barclays, Cantor Fitzgerald, RBC Capital, Mizuho, Truist Securities, Wedbush, DA Davidson, Jefferies, Goldman Sachs, Baird, Phillip Securities, Cantor Fitzgerald, Argus Research
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
1/10
Consensus & Targets
Buy / Strong Buy
26 (53%)
Hold
21
Sell / Strong Sell
2
Total Analysts
36
Mean PT
$156.51
Median PT
$157.00
High PT
$181.00
Low PT
$115.00
Current Price
$133.31
Implied Upside
+17.4%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-21 | RBC Capital | reiterate | Outperform | $173.00 |
| 2026-05-11 | DA Davidson | maintain | Buy | $162.00 |
| 2026-05-11 | Barclays | maintain | Equal-Weight | $125.00 |
| 2026-05-08 | UBS | maintain | Neutral | $157.00 |
| 2026-05-08 | Benchmark | maintain | Buy | $160.00 |
| 2026-05-08 | Citigroup | maintain | Buy | $175.00 |
| 2026-05-08 | JP Morgan | maintain | Neutral | $140.00 |
| 2026-05-08 | RBC Capital | maintain | Outperform | $173.00 |
| 2026-05-08 | Wells Fargo | maintain | Overweight | $181.00 |
| 2026-05-08 | Citizens | maintain | Market Outperform | $170.00 |
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 |
Earnings Estimates
Next earnings: Aug 4, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.25 | $0.93 — $1.44 | $3.6B | ↑24 ↓0 |
| +1y | $6.03 | $5.35 — $7.58 | $15.4B | ↑25 ↓0 |
| +1q | $2.74 | $2.05 — $3.20 | $4.6B | ↑20 ↓0 |
| 0y | $5.08 | $3.98 — $5.76 | $14.0B | ↑24 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
NORGES BANK — new
Institutional
BANK OF AMERICA CORP /DE/ — trim (-29.5%)
Institutional
UBS Group AG — add (64.5%)
Short Interest
Short: 678,858 | Exempt: 2,307 | TRF Vol: 1,218,748 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
20 reports for ABNB
67%
Hit rate
best @ T+1▲ +3.85%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
2d ago
|
Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $133.54 (−0.14%) |
|
Jun 4, 2026
2d ago
|
Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $133.54 (−0.14%) |
|
Jun 3, 2026
3d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
Jun 3, 2026
3d ago
|
ANALYST-UPGRADE
| $138.86 $139.73 | ▲ +0.63% | ▼ −0.17% | $133.54 (−3.83%) |
|
Jun 2, 2026
4d ago
|
Insider Cluster
| $133.59 $133.72 | ▲ +0.10% | ▼ −0.31% | $133.54 (−0.04%) |
|
May 31, 2026
6d ago
|
ANALYST-UPGRADE
| $131.06 $122.87 | ▼ −6.25% | ▼ −4.57% | $133.54 (+1.89%) |
|
May 30, 2026
8d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
May 22, 2026
15d ago
|
ANALYST-UPGRADE
| $144.18 $141.87 | ▼ −1.60% | ▼ −1.21% | $133.54 (−7.38%) |
|
May 21, 2026
16d ago
|
Insider Cluster
| $132.35 $132.68 | ▲ +0.25% | ▼ −0.34% | $133.54 (+0.90%) |
|
May 20, 2026
17d ago
|
Insider Cluster
| $134.25 $132.35 | ▼ −1.42% | ▼ −1.86% | $133.54 (−0.53%) |
Showing 10 of 20
US Market Status
Market Closed — Opens Mon (12h 33m)
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