ANALYST-UPGRADE ·Filed Sep 8, 2026
Raymond James double upgrade: Market Perform → Outperform
Latest settled — T+5d
ABNB ▼ -3.56% at T+5d
LONG call ✗ call lost -3.56% · α vs SPY -2.44% · entry $174.54 → $168.32
Latest observation: T+13 -15.56% FF3 residual α
T+1d
-2.81%
call -2.81% · α -2.35%
$169.63
settled 23d ago
T+5d
-3.56%
call -3.56% · α -2.44%
$168.32
settled 17d ago
T+20d
—
call — · α —
—
in 4d
T+60d
—
call — · α —
—
in 2mo
Price Chart
Loading chart...
Executive Summary
Raymond James double upgrade: Market Perform → Outperform
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
30 (59%)
Hold
19
Sell / Strong Sell
2
Total Analysts
40
Mean PT
$179.46
Median PT
$184.00
High PT
$220.00
Low PT
$125.00
Current Price
$181.94
Implied Upside
-1.4%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-08 | Raymond James | upgrade | Outperform | $200.00 |
| 2026-09-08 | Baird | maintain | Outperform | $200.00 |
| 2026-09-01 | Rosenblatt | initiate | Buy | $220.00 |
| 2026-08-31 | DA Davidson | maintain | Buy | $220.00 |
| 2026-08-24 | Bernstein | maintain | Outperform | $217.00 |
| 2026-08-24 | Evercore ISI Group | maintain | Outperform | $200.00 |
| 2026-08-10 | BMO Capital | maintain | Market Perform | $165.00 |
| 2026-08-08 | DA Davidson | maintain | Buy | $175.00 |
| 2026-08-07 | UBS | maintain | Neutral | $172.00 |
| 2026-08-07 | Baird | maintain | Outperform | $175.00 |
Firm Track Record — Raymond James
Raymond James accuracy: 54% on 1636 calls | avg return: 3.4%
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
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $2.85 | $2.52 — $3.34 | $4.7B | ↑1 ↓0 |
| +1q | $0.82 | $0.67 — $1.00 | $3.2B | ↑19 ↓0 |
| 0y | $5.29 | $5.00 — $5.91 | $14.2B | ↑2 ↓0 |
| +1y | $6.19 | $5.35 — $8.09 | $15.8B | ↑2 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
Vestmark Advisory Solutions, Inc. — add (26.6%)
Institutional
SRS Investment Management, LLC — trim (-64.7%)
Institutional
INTECH INVESTMENT MANAGEMENT LLC — add (60.7%)
Short Interest
Short: 1,339,403 | Exempt: 1,551 | TRF Vol: 2,280,502 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Investment Themes
E-commerce & Platforms
Documents Analyzed
Report based on filing metadata.
41 reports for ABNB
100% Hit rate best @ T+60▲ +41.15%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | 144 | $168.32 $166.22 | ▼ −1.25% | ▼ −2.07% | $160.47 (−4.66%) |
Sep 8, 2026 23d ago | ANALYST-UPGRADE | $174.54 $168.32 | ▼ −3.56% | ▼ −2.44% | $160.47 (−8.06%) |
Sep 3, 2026 28d ago | Insider Cluster | $181.94 $170.65 | ▼ −6.21% | ▼ −5.00% | $160.47 (−11.80%) |
Sep 1, 2026 4w ago | 144 | $182.55 $169.63 | ▼ −7.08% | ▼ −7.16% | $160.47 (−12.09%) |
Sep 1, 2026 4w ago | ANALYST-UPGRADE | $182.55 $169.63 | ▼ −7.08% | ▼ −7.16% | $160.47 (−12.09%) |
Aug 12, 2026 7w ago | Insider Cluster | $180.10 $186.39 | ▲ +3.50% | ▲ +3.94% | $160.47 (−10.90%) |
Aug 12, 2026 7w ago | Insider Cluster | $180.10 $186.39 | ▲ +3.50% | ▲ +3.94% | $160.47 (−10.90%) |
Aug 12, 2026 7w ago | Insider Cluster | $180.10 $186.39 | ▲ +3.50% | ▲ +3.94% | $160.47 (−10.90%) |
Aug 6, 2026 8w ago | 8-K | $178.07 $184.06 | ▲ +3.36% | ▲ +2.97% | $160.47 (−9.88%) |
Aug 5, 2026 8w ago | Insider Cluster | $151.64 $185.13 | ▲ +22.09% | ▲ +20.87% | $160.47 (+5.82%) |
Showing 10 of 41
US Market Status
Market Closed — Opens in 1h 31m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access