ABNB

Airbnb, Inc.

Nasdaq · Services-To Dwellings & Other Buildings · Inc. DE · CIK 0001559720
$133.54 -0.13% $80.5B
Insider Selling Cluster (4 insiders)
Vol
Market Cap$80.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (55%)
Inst. Holders10 funds
Inst. Value$10.3B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 20S
Insider Net $-$18.0M
Reddit Sentiment50° Neutral
SEC Reports20
Exchange Nasdaq·Sector Services-To Dwellings & Other Buildings·Inc. DE·CIK 0001559720·Prev Close $133.72

Recent Activity

Aug 4, 2026 earnings_calendar
ABNB Q2 2026 Earnings After Market Close — 2026-08-04
EPS est: $1.19 | Rev est: $3.5B
Jun 2, 2026 Insider
Chesky Brian sold 6,718 shares
CEO and Chairman @ $132.57 ($890.6K)
Jun 2, 2026 Insider
Mertz Elinor sold 7,433 shares
Chief Financial Officer @ $136.24 ($1.0M)
Jun 1, 2026 Insider
Gebbia Joseph sold 11,600 shares
Director @ $132.52 ($1.5M)
May 22, 2026 SEC
Wells Fargo Upgrades ABNB to Overweight — PT $178 (+32.5%)
ANALYST-UPGRADE — Impact 4/10
May 1, 2026 SEC
Truist Securities upgrades ABNB to Hold from Sell — PT $129, still below consensus as 21-firm cluster adjusts views
ANALYST-UPGRADE — Impact 2/10
Apr 22, 2026 SEC
Wells Fargo double upgrades stock to Overweight with $178 PT — +25% upside vs. $142.65 current
ANALYST-UPGRADE — Impact 4/10
Inst.
NORGES BANK — NEW
3,539,136 shares ($480.3M)

Price Targets

$156.34 +17.1% upside Buy
Current $133.54 Low $115.00 Median $157.00 High $181.00 37 analysts
$115.00 $181.00

Analyst Ratings

Hold55% buy · 49 analysts
9Strong Buy
18Buy
20Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 CICC INITIATE Outperform
May 21, 2026 RBC Capital REITERATE Outperform → Outperform
May 11, 2026 DA Davidson MAINTAIN Buy → Buy
May 11, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 8, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.25 ▲ +7.6% $0.93 — $1.44 21% YoY 30
Next Q $2.75 ▲ +1.8% $2.05 — $3.20 24% YoY 28
Current FY $5.08 ▲ +2.9% $3.98 — $5.76 26% YoY 38
Next FY $6.03 ▲ +4.8% $5.35 — $7.58 19% YoY 38

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$5.2B
MORGAN STANLEY$1.8BADD
FMR LLC$1.2BTRIM
NORGES BANK$480.3MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$414.1MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Chesky BrianSELL$890.6K
Jun 2, 2026Mertz ElinorSELL$1.0M
Jun 1, 2026Gebbia JosephSELL$1.5M
Jun 1, 2026Chesky BrianSELL$1.1M
May 29, 2026Chesky BrianSELL$66.5K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
10 institutional holders with $10.3B total value (76,203,629 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC38,283,087$5.2B50.2%
2MORGAN STANLEY13,234,861$1.8B17.4%ADD +44.7%
3FMR LLC9,145,617$1.2B12.0%TRIM -27.7%
4NORGES BANK3,539,136$480.3M4.6%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,050,788$414.1M4.0%NEW
6RENAISSANCE TECHNOLOGIES LLC2,938,461$398.8M3.9%TRIM -40.0%
7BANK OF AMERICA CORP /DE/2,297,585$311.8M3.0%TRIM -29.5%
8TWO SIGMA INVESTMENTS, LP1,913,495$259.7M2.5%ADD +29.5%
9WELLS FARGO & COMPANY/MN1,132,749$153.7M1.5%
10Mawer Investment Management Ltd.667,850$90.6M0.9%DOUBLED +642.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,539,136$480.3M2025-Q4
BANK OF AMERICA CORP /DE/TRIM3,258,5772,297,585-29.5%$311.8M2025-Q4
FMR LLCTRIM14,138,91910,224,992-27.7%$1.2B2025-Q3
UBS Group AGADD1,550,8902,551,294+64.5%$309.8M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,467,6811,900,674+29.5%$230.8M2025-Q3
Mawer Investment Management Ltd.DOUBLED75,036556,924+642.2%$67.6M2025-Q3
NORGES BANKEXIT3,654,5590-100.0%$0.002025-Q3
NORGES BANKNEW3,654,559$483.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM3,827,9242,297,042-40.0%$304.0M2025-Q2
UBS Group AGTRIM2,194,2991,550,890-29.3%$205.2M2025-Q2
TWO SIGMA INVESTMENTS, LPADD760,7481,467,681+92.9%$194.2M2025-Q2
Mawer Investment Management Ltd.ADD48,28975,036+55.4%$9.9M2025-Q2
CITADEL ADVISORS LLCADD4,043,1455,821,361+44.0%$695.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM2,254,047760,748-66.2%$90.9M2025-Q1
Mawer Investment Management Ltd.NEW48,289$5.8M2025-Q1
NORGES BANKEXIT3,297,8780-100.0%$0.002025-Q1
MORGAN STANLEYADD11,883,09017,197,041+44.7%$2.2B2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,706,296$343.2M2024-Q3
11 unique insiders with 20 transactions. Net insider value: -$18.0M ($0.00 bought, $18.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Chesky BrianCEO and ChairmanSELL6,718$132.57$890.6K
Jun 2, 2026Mertz ElinorChief Financial OfficerSELL7,433$136.24$1.0M
Jun 1, 2026Gebbia JosephDirectorSELL11,600$132.52$1.5M
Jun 1, 2026Chesky BrianCEO and ChairmanSELL8,170$132.63$1.1M
May 29, 2026Chesky BrianCEO and ChairmanSELL500$132.95$66.5K
May 28, 2026Chesky BrianCEO and ChairmanSELL1,249$129.82$162.2K
May 27, 2026Chesky BrianCEO and ChairmanSELL1,787$131.96$235.8K
May 26, 2026Gebbia JosephDirectorSELL780$132.75$103.5K
May 25, 2026CHENAULT KENNETH IDirectorA3,135$0.00$0.00
May 25, 2026AHRENDTS ANGELA JDirectorA3,022$0.00$0.00
May 25, 2026Lin AlfredDirectorA2,890$0.00$0.00
May 25, 2026Gebbia JosephDirectorC200$0.00$0.00
May 25, 2026Gebbia JosephDirectorA2,738$0.00$0.00
May 25, 2026Gebbia JosephDirectorC200$0.00$0.00
May 25, 2026Manyika JamesDirectorA2,927$0.00$0.00
May 25, 2026JORDAN JEFFREY DDirectorA3,003$0.00$0.00
May 25, 2026Ahuja AmritaDirectorA2,946$0.00$0.00
May 20, 2026Blecharczyk NathanChief Strategy OfficerSELL2,739$131.40$359.9K
May 19, 2026Gebbia JosephDirectorC3,450,000$0.00$0.00
May 19, 2026Gebbia JosephDirectorC3,450,000$0.00$0.00
May 19, 2026Bernstein David CChief Accounting OfficerF849.939$134.30$114.1K
May 19, 2026Mertz ElinorChief Financial OfficerF6,941.204$134.30$932.2K
May 19, 2026Blecharczyk NathanChief Strategy OfficerF4,084.139$134.40$548.9K
May 19, 2026Blecharczyk NathanChief Strategy OfficerC450$0.00$0.00
May 19, 2026Blecharczyk NathanChief Strategy OfficerC450$0.00$0.00
May 18, 2026Gebbia JosephDirectorSELL1,313$132.91$174.5K
May 11, 2026Blecharczyk NathanChief Strategy OfficerC627$0.00$0.00
May 11, 2026Blecharczyk NathanChief Strategy OfficerSELL447$145.47$65.0K
May 11, 2026Blecharczyk NathanChief Strategy OfficerC627$0.00$0.00
May 8, 2026Blecharczyk NathanChief Strategy OfficerC60,136$0.00$0.00
May 8, 2026Blecharczyk NathanChief Strategy OfficerSELL42,655$145.48$6.2M
May 8, 2026Blecharczyk NathanChief Strategy OfficerC60,136$0.00$0.00
May 4, 2026Gebbia JosephDirectorSELL2,739$138.75$380.0K
May 4, 2026Mertz ElinorChief Financial OfficerSELL3,750$143.00$536.3K
Apr 23, 2026Mertz ElinorChief Financial OfficerA72,806$0.00$0.00
Apr 23, 2026Mertz ElinorChief Financial OfficerA78,007$0.00$0.00
Apr 23, 2026Bernstein David CChief Accounting OfficerA11,201$0.00$0.00
Apr 23, 2026Bernstein David CChief Accounting OfficerA12,001$0.00$0.00
Apr 23, 2026Blecharczyk NathanChief Strategy OfficerA39,204$0.00$0.00
Apr 23, 2026Blecharczyk NathanChief Strategy OfficerA42,004$0.00$0.00
Apr 22, 2026Blecharczyk NathanChief Strategy OfficerC24,788$0.00$0.00
Apr 22, 2026Blecharczyk NathanChief Strategy OfficerSELL13,352$145.37$1.9M
Apr 22, 2026Blecharczyk NathanChief Strategy OfficerC24,788$0.00$0.00
Apr 21, 2026Blecharczyk NathanChief Strategy OfficerC10,777$0.00$0.00
Apr 21, 2026Blecharczyk NathanChief Strategy OfficerSELL10,777$145.25$1.6M
Apr 21, 2026Blecharczyk NathanChief Strategy OfficerC10,777$0.00$0.00
Apr 20, 2026Gebbia JosephDirectorSELL3,279$140.77$461.6K
Apr 8, 2026Mertz ElinorChief Financial OfficerSELL3,750$130.99$491.2K
Apr 6, 2026Gebbia JosephDirectorSELL1,324$124.75$165.2K
Mar 23, 2026Gebbia JosephDirectorSELL4,076$130.43$531.6K
20 SEC filing reports analyzed. Sentiment: 6 bullish, 1 bearish, 2 mixed, 11 neutral. Avg impact: 3.0/10.
BULLISH ANALYST-UPGRADE 4/10
Wells Fargo Upgrades ABNB to Overweight — PT $178 (+32.5%)
May 22, 2026
BULLISH ANALYST-UPGRADE 4/10
Wells Fargo double upgrades stock to Overweight with $178 PT — +25% upside vs. $142.65 current
Apr 22, 2026
MIXED ANALYST-UPGRADE 2/10
Truist Securities upgrades ABNB to Hold from Sell — PT $129, still below consensus as 21-firm cluster adjusts views
May 1, 2026
BULLISH ANALYST-UPGRADE 3/10
Oppenheimer double upgrades Airbnb to Outperform — PT $180 (+27%)
May 4, 2026
BULLISH ANALYST-UPGRADE 3/10
Oppenheimer double upgrades ABNB to Outperform — PT $180 (+34%)
Jun 3, 2026
BULLISH ANALYST-UPGRADE 1/10
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
May 31, 2026
NEUTRAL CLUSTER 3/10
Three Airbnb insiders, including CEO Brian Chesky and CFO Elinor Mertz, sold a combined $3.44M in op
Jun 4, 2026
NEUTRAL CLUSTER 3/10
Three senior insiders at Airbnb (CEO Brian Chesky, CFO Elinor Mertz, and Director Joseph Gebbia) sol
Jun 4, 2026
NEUTRAL CLUSTER 2/10
Two Airbnb insiders, CEO Brian Chesky and Director Joseph Gebbia, sold a combined $2.62M in open-mar
Jun 3, 2026
NEUTRAL CLUSTER 2/10
Airbnb CEO Brian Chesky and Director Joseph Gebbia sold a combined $170K in open-market sales over a
Jun 2, 2026
NEUTRAL CLUSTER 2/10
Three ABNB insiders, including CEO Brian Chesky and Chief Strategy Officer Nathan Blecharczyk, sold
May 30, 2026
NEUTRAL CLUSTER 2/10
Two Airbnb insiders — CSO Nathan Blecharczyk and Director Joseph Gebbia — sold a combined $534K in o
May 28, 2026
NEUTRAL CLUSTER 2/10
Airbnb insider cluster shows minimal economic signal: two non-C-suite insiders (CSO, Director) sold
May 20, 2026
BULLISH COURT-RULING 4/10
The Pennsylvania Superior Court quashed an appeal by the estate of a guest who drowned at an Airbnb
May 19, 2026
NEUTRAL CLUSTER 4/10
Airbnb insiders sold $7.12M in stock over the past week, led by Chief Strategy Officer Nathan Blecha
May 12, 2026
MIXED 8-K 6/10
Airbnb Q1 2026 revenue of $2.678B beat high end of guidance ($2.59-2.63B) and grew 18% YoY, while GA
May 7, 2026
NEUTRAL CLUSTER 2/10
Two ABNB insiders sold $2.4M worth of shares in a routine cluster, representing ~0.0028% of market c
Apr 27, 2026
NEUTRAL CLUSTER 2/10
Two Airbnb insiders sold approximately $3.97M in open-market shares over three days, representing le
Apr 27, 2026
NEUTRAL DEFA14A 3/10
Airbnb's 2026 proxy statement outlines the re-election of three directors, ratification of auditors,
Apr 24, 2026
BEARISH CLUSTER 6/10
Two Airbnb insiders sold shares in the past week, including CEO Brian Chesky converting a derivative
Feb 25, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 49 analysts: 9 strong buy, 18 buy, 20 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$156.34 mean target +17.1% upside Buy (2.12)
$115.00 Low $181.00 High
MetricValue
Current Price$133.54
Target Low$115.00
Target Mean$156.34
Target Median$157.00
Target High$181.00
# Analysts37
RecommendationBuy (2.12)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.25 $0.93 $1.44 20.9% +7.6% 24↑ 1↓ $3.6B 15.5% 30
Next Q
2026-09-30
$2.75 $2.05 $3.20 24.3% +1.8% 19↑ 4↓ $4.6B 12.6% 28
Current FY
2026-12-31
$5.08 $3.98 $5.76 26.0% +2.9% 23↑ 7↓ $14.0B 14.1% 38
Next FY
2027-12-31
$6.03 $5.35 $7.58 18.7% +4.8% 25↑ 4↓ $15.4B 10.5% 38

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.246
7d ago$1.246
30d ago$1.157+0.088
60d ago$1.162+0.083
90d ago$1.167+0.079
24 analyst firms have rated this stock: 11 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 CICC INITIATE Outperform
May 21, 2026 RBC Capital REITERATE Outperform Outperform
May 11, 2026 DA Davidson MAINTAIN Buy Buy
May 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 UBS MAINTAIN Neutral Neutral
May 8, 2026 Benchmark MAINTAIN Buy Buy
May 8, 2026 Citigroup MAINTAIN Buy Buy
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 RBC Capital MAINTAIN Outperform Outperform
May 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 8, 2026 Citizens MAINTAIN Market Outperform Market Outperform
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Susquehanna MAINTAIN Positive Positive
May 4, 2026 Oppenheimer UPGRADE Perform Outperform
Apr 27, 2026 UBS MAINTAIN Neutral Neutral
Apr 22, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Apr 8, 2026 Tigress Financial MAINTAIN Buy Buy
Apr 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 26, 2026 Truist Securities UPGRADE Sell Hold
Mar 3, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 17, 2026 DA Davidson MAINTAIN Buy Buy
Feb 13, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Feb 13, 2026 TD Cowen MAINTAIN Buy Buy
Feb 13, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 13, 2026 Wedbush REITERATE Neutral Neutral
Feb 13, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 13, 2026 Benchmark MAINTAIN Buy Buy
Feb 13, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 13, 2026 Deutsche Bank UPGRADE Hold Buy
Feb 6, 2026 Wedbush MAINTAIN Neutral Neutral
Feb 4, 2026 Citizens UPGRADE Market Perform Market Outperform
Feb 3, 2026 UBS MAINTAIN Neutral Neutral
Jan 13, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 12, 2026 B. Riley Securities UPGRADE Neutral Buy
Jan 9, 2026 Wells Fargo UPGRADE Underweight Equal-Weight
Jan 9, 2026 Barclays UPGRADE Underweight Equal-Weight
Jan 8, 2026 Cantor Fitzgerald UPGRADE Underweight Neutral
Jan 6, 2026 Bernstein MAINTAIN Outperform Outperform
Dec 19, 2025 Wedbush MAINTAIN Neutral Neutral
Dec 17, 2025 RBC Capital UPGRADE Sector Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026918202055%
May 1, 2026818212053%
Apr 1, 2026816222050%
Mar 1, 2026816213050%
Feb 1, 2026813243044%
Jan 1, 2026813216044%
Dec 1, 2025813237041%
Nov 1, 2025813247040%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 8, 2026150° Neutral001

Recent Reddit Threads

r/options Neutral 3mo ago
List of companies with earnings next week. Thinking of doing CSP on ABNB.
▲ 1 💬 1 ⚡ 0.0
Aug 4, 2026
earnings_calendar
ABNB Q2 2026 Earnings After Market Close — 2026-08-04
EPS est: $1.19 | Rev est: $3.5B
Jun 4, 2026
short_volume
Short Volume: ABNB — 59.0% short (0.9M / 1.5M)
Short: 864,678 | Exempt: 139 | TRF Vol: 1,466,106 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ABNB — 55.6% short (0.8M / 1.4M)
Short: 770,283 | Exempt: 410 | TRF Vol: 1,384,666 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ABNB — 61.7% short (0.7M / 1.1M)
Short: 693,406 | Exempt: 3,908 | TRF Vol: 1,123,619 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ABNB — 62.0% short (1.0M / 1.6M)
Short: 1,004,119 | Exempt: 69,172 | TRF Vol: 1,620,190 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ABNB — 55.7% short (0.7M / 1.2M)
Short: 678,858 | Exempt: 2,307 | TRF Vol: 1,218,748 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
Enforcement
McKnight, C. v. Airbnb, Inc.
Court ruling from Superior Court of Pennsylvania. Docket: 1061 EDA 2025
May 13, 2026
short_volume
Short Volume: ABNB — 56.3% short (0.7M / 1.2M)
Short: 688,712 | Exempt: 684 | TRF Vol: 1,223,701 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ABNB — 55.5% short (0.8M / 1.5M)
Short: 804,995 | Exempt: 37 | TRF Vol: 1,451,136 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ABNB — 4.9M shares, 105,792 trades
Week starting 2026-05-11. Total ATS volume: 4,927,474 shares across 105,792 trades.
May 7, 2026
earnings_calendar
ABNB Q1 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: ABNB — 6.1M shares, 116,963 trades
Week starting 2026-05-04. Total ATS volume: 6,148,713 shares across 116,963 trades.
Apr 29, 2026
earnings_calendar
ABNB Q1 2026 Earnings After Market Close — 2026-04-29
EPS est: $0.30 | Rev est: $2.7B
Apr 27, 2026
dark_pool
Dark Pool: ABNB — 3.9M shares, 88,409 trades
Week starting 2026-04-27. Total ATS volume: 3,903,215 shares across 88,409 trades.
Apr 27, 2026
short_interest
FTD: ABNB — 6,255 shares ($0.9M) failed to deliver
Settlement: 20260427, Price: $142.82, FTD Value: $893,339.1, AIRBNB INC CLASS A
Apr 20, 2026
dark_pool
Dark Pool: ABNB — 4.5M shares, 96,027 trades
Week starting 2026-04-20. Total ATS volume: 4,516,692 shares across 96,027 trades.