Airbnb (NASDAQ:ABNB) CTO Aristotle Balogh Sells 15,263 Shares

Airbnb, Inc. (NASDAQ:ABNB) CTO Aristotle Balogh sold 15,263 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $135.00, for a total transaction of $2,060,505.00. Following the completion of the transaction, the chief technology officer directly owned 165,736 shares in the company, valued at $22,374,360. This represents a 8.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Airbnb Stock Performance

Shares of Airbnb stock traded up $1.29 on Friday, reaching $135.28. 10,386,214 shares of the company were exchanged, compared to its average volume of 5,172,191. The company’s 50-day moving average is $123.02 and its two-hundred day moving average is $127.54. The firm has a market cap of $83.27 billion, a price-to-earnings ratio of 32.13, a P/E/G ratio of 2.35 and a beta of 1.11. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $163.93.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, November 6th. The company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The company had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the prior year, the firm earned $2.13 EPS. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Barclays boosted their price objective on Airbnb from $105.00 to $107.00 and gave the stock an “underweight” rating in a research note on Friday, November 7th. BTIG Research reaffirmed a “neutral” rating on shares of Airbnb in a report on Friday, November 7th. Jefferies Financial Group boosted their price target on shares of Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Wells Fargo & Company raised their price objective on shares of Airbnb from $111.00 to $118.00 and gave the company an “underweight” rating in a research report on Monday, December 1st. Finally, Wedbush lifted their price objective on shares of Airbnb from $130.00 to $135.00 and gave the stock a “neutral” rating in a research note on Friday. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, nineteen have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $144.48.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Wedbush raised its price target on ABNB to $135 from $130, a modest upward revision that provides near‑term analyst support for the shares. Airbnb price target raised to $135 from $130 at Wedbush
• Positive Sentiment: RBC Capital upgraded Airbnb, contributing to positive sentiment and recent multi‑day gains in the stock. RBC Capital upgrades Airbnb (ABNB)
• Positive Sentiment: Wall Street coverage: a Yahoo piece notes another analyst upgrade/coverage alongside other analyst calls — further validation from major brokers that demand outlook remains favorable. Spotify initiated, Airbnb upgraded: Wall Street’s top analyst calls
• Positive Sentiment: Macro tailwind — Zacks highlights resilient travel demand heading into 2026, which supports Airbnb’s revenue trajectory and investor optimism on growth prospects. Travel Demand Still Rising in 2026? 4 Stocks to Ride the Boom
• Neutral Sentiment: Analysts remain mixed on consumer names including Airbnb — divergent price targets and ratings mean headline upgrades may be offset by other firms’ caution. Analysts Conflicted on These Consumer Cyclical Names: Airbnb (ABNB)
• Neutral Sentiment: Parnassus Value Equity Fund sold ABNB from its portfolio (fund‑level rebalancing cited) — a signal that some active managers are trimming exposure, but not necessarily bearish company news. Here’s Why Parnassus Value Equity Fund Sold Airbnb (ABNB)
• Negative Sentiment: Insider selling: filings show the CEO sold roughly $6.72M of stock recently — insider sales can raise investor concern about near‑term conviction, even when proceeds are for diversification or tax planning. Insider Selling: Airbnb (NASDAQ:ABNB) CEO Sells $6,719,326.80 in Stock
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (~$7.57M) and has executed multiple large sales this quarter — recurring insider disposals are a notable headwind for sentiment. Joseph Gebbia Sells 58,000 Shares of Airbnb (NASDAQ:ABNB) Stock
• Negative Sentiment: Brian Chesky sale (8,770 shares) also disclosed; multiple insider dispositions in close succession amplify investor caution despite positive analyst notes. Brian Chesky Sells 8,770 Shares of Airbnb (NASDAQ:ABNB) Stock

Institutional Trading of Airbnb

Several hedge funds and other institutional investors have recently modified their holdings of the business. Algert Global LLC purchased a new position in Airbnb during the 1st quarter valued at about $2,976,000. Aptus Capital Advisors LLC lifted its position in shares of Airbnb by 25.3% in the first quarter. Aptus Capital Advisors LLC now owns 5,433 shares of the company’s stock worth $649,000 after buying an additional 1,097 shares during the last quarter. Groupama Asset Managment acquired a new stake in Airbnb in the 1st quarter worth approximately $297,000. Dorsey & Whitney Trust CO LLC boosted its holdings in shares of Airbnb by 93.9% during the 1st quarter. Dorsey & Whitney Trust CO LLC now owns 4,390 shares of the company’s stock worth $524,000 after buying an additional 2,126 shares during the period. Finally, PGIM Custom Harvest LLC bought a new stake in Airbnb during the first quarter valued at about $209,000. Institutional investors and hedge funds own 80.76% of the company’s stock.

About Airbnb

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.