Rosenblatt Securities Begins Coverage on Airbnb (NASDAQ:ABNB)

Posted by Patrick Bannon on Sep 1st, 2026

Stock analysts at Rosenblatt Securities began coverage on shares of Airbnb (NASDAQ:ABNB – Get Free Report) in a research note issued to investors on Tuesday, Benzinga reports. The brokerage set a “buy” rating and a $220.00 price target on the stock. Rosenblatt Securities’ target price suggests a potential upside of 20.07% from the company’s current price.

Several other analysts have also recently commented on ABNB. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Airbnb in a report on Monday. Benchmark upped their price target on shares of Airbnb from $160.00 to $180.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Barclays increased their price objective on shares of Airbnb from $122.00 to $125.00 and gave the stock an “equal weight” rating in a report on Monday, May 11th. UBS Group raised their price objective on shares of Airbnb from $163.00 to $172.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Finally, BMO Capital Markets upped their target price on shares of Airbnb from $146.00 to $165.00 and gave the stock a “market perform” rating in a research report on Monday, August 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $177.07.

View Our Latest Stock Report on ABNB

Airbnb Price Performance

NASDAQ:ABNB opened at $183.22 on Tuesday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. The firm has a market cap of $109.71 billion, a PE ratio of 41.64, a price-to-earnings-growth ratio of 2.19 and a beta of 1.14. Airbnb has a 12 month low of $110.81 and a 12 month high of $193.45. The company’s 50-day moving average price is $159.78 and its two-hundred day moving average price is $142.33.

Airbnb (NASDAQ:ABNB – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.26 by $0.11. The company had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The company’s revenue was up 16.3% on a year-over-year basis. During the same quarter last year, the business posted $1.03 earnings per share. On average, equities analysts anticipate that Airbnb will post 5.23 EPS for the current fiscal year.

Insider Buying and Selling at Airbnb

In other Airbnb news, insider Nathan Blecharczyk sold 531,000 shares of the company’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the completion of the sale, the insider owned 171,370 shares in the company, valued at approximately $29,888,641.70. The trade was a 75.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Joseph Gebbia sold 294,903 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $148.43, for a total value of $43,772,452.29. Following the transaction, the director owned 2,622,452 shares of the company’s stock, valued at $389,250,550.36. The trade was a 10.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 2,335,437 shares of company stock valued at $377,247,531. 27.21% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Airbnb

A number of hedge funds and other institutional investors have recently made changes to their positions in ABNB. California State Teachers Retirement System lifted its stake in Airbnb by 13,162.3% in the 2nd quarter. California State Teachers Retirement System now owns 91,253,439 shares of the company’s stock valued at $13,058,367,000 after acquiring an additional 90,565,372 shares in the last quarter. Harris Associates L P raised its holdings in Airbnb by 21.0% in the 4th quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after acquiring an additional 3,240,477 shares during the period. Geode Capital Management LLC grew its stake in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after acquiring an additional 47,966 shares in the last quarter. AQR Capital Management LLC raised its position in shares of Airbnb by 58.4% in the fourth quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after buying an additional 2,492,847 shares in the last quarter. Finally, Clearbridge Investments LLC lifted its position in shares of Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock valued at $824,356,000 after acquiring an additional 216,455 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: D.A. Davidson raised its price target to $220 from $175 and reiterated a Buy rating, citing rapid growth in Airbnb Experiences and a partnership with Viator. Tom White Raises Airbnb Price Target to $220
Positive Sentiment: Experiences listings in tracked cities increased about 30% in three months, suggesting Airbnb is gaining traction beyond its core lodging marketplace. Airbnb Stock Slips as DA Davidson Lifts Target
Positive Sentiment: Wall Street analysts are increasingly optimistic that artificial intelligence, Experiences, and other new growth initiatives could reduce the valuation “overhang” on ABNB. Analyst Sees Overhang Lifting on Airbnb’s New Growth Businesses

Airbnb Company Profile

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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.