Market Cap
$94.0B
ABNB
Airbnb, Inc.
$160.47 ▼ -0.11%
Prev close $160.65Market cap$94.0B
ConsensusHold
12-mo target$184.35 (+14.9%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits E-commerce & Platforms
Snapshot
The big-picture read on ABNB right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$37.5B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $62.4M sell
Insider Net $
-$62.4M
Social Sentiment
55° Neutral
SEC Reports
20
Congressional
1 trades
Price chart 30d -12.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Airbnb to Announce Third Quarter 2026 Results
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the com
Sep 28, 2026 Insider
Blecharczyk Nathan sold 134 shares
Chief Strategy Officer @ $158.31 ($21.2K)
Sep 28, 2026 Insider
Blecharczyk Nathan sold 6,085 shares
Chief Strategy Officer @ $157.47 ($958.2K)
Sep 28, 2026 Insider
Sep 2, 2026 SEC Blecharczyk Nathan sold 5,684 shares
Chief Strategy Officer @ $156.54 ($889.7K)
Rosenblatt Initiates ABNB at Buy — PT $220 (+20.5%)
ANALYST-UPGRADE — Impact 4/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
5,785,665 shares ($827.9M)
Jun 30, 2026 Inst.
MASSACHUSETTS FINANCIAL SERVICES CO — ADD
4,184,448 shares ($607.9M)
May 19, 2026 Event
McKnight, C. v. Airbnb, Inc.
Court ruling from Superior Court of Pennsylvania. Docket: 1061 EDA 2025
Analyst ratings buy % +47.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 51 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Sep 21, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 18, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Sep 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 8, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Sep 8, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 1, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 31, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 24, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 20 | 19 | 2 | 0 | 59% | |
| Aug 1, 2026 | 9 | 19 | 20 | 2 | 0 | 56% | |
| Jul 1, 2026 | 9 | 19 | 20 | 2 | 0 | 56% | |
| Jun 1, 2026 | 9 | 18 | 20 | 2 | 0 | 55% | |
| May 1, 2026 | 8 | 18 | 21 | 2 | 0 | 53% | |
| Apr 1, 2026 | 8 | 16 | 22 | 2 | 0 | 50% | |
| Mar 1, 2026 | 8 | 16 | 21 | 3 | 0 | 50% | |
| Feb 1, 2026 | 8 | 13 | 24 | 3 | 0 | 44% |
Price targets
Where 40 covering analysts think ABNB trades over the next 12 months.
$184.35 +14.9% upside Buy
Current$160.47 Low$135.00 Median$185.00 High$220.00 40 analysts
$135.00$220.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
Airbnb Needs To Introduce Advertising.
▲ 1 · 💬 5· ⚡ 0.5
Might be time to sell ABNB: senior execs cover up massive Airbnb fentanyl lab in LA, reported by major Mexican news outlet Milenio.
▲ 1 · 💬 0· ⚡ 0.5
Might be time to sell ABNB: Airbnb senior execs covered up clandestine fentanyl lab in LA, reported by major Mexican news outlet Milenio.
▲ 1 · 💬 0· ⚡ 0.5
ABNB stock rises as major Mexican news outlet Milenio reports on Airbnb senior management covering up a clandestine fentanyl lab in my home
▲ 1 · 💬 0· ⚡ 0.5
List of companies with earnings next week. Thinking of doing CSP on ABNB.
▲ 1 · 💬 1· ⚡ 0.0
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 0 bearish, 0 mixed, 15 neutral · avg impact 3.2/10.
BULLISHANALYST-UPGRADE4/10
Wells Fargo double upgrades stock to Overweight with $178 PT — +25% upside vs. $142.65 current
Apr 22, 2026
BULLISHANALYST-UPGRADE4/10
Rosenblatt Initiates ABNB at Buy — PT $220 (+20.5%)
Sep 2, 2026
BULLISHANALYST-UPGRADE3/10
Oppenheimer double upgrades Airbnb to Outperform — PT $180 (+27%)
May 4, 2026
BULLISHANALYST-UPGRADE4/10
Raymond James double upgrade: Market Perform → Outperform
Sep 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Airbnb to Announce Third Quarter 2026 Results
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's third quarter 2026 financial results will b
Sep 18, 2026
short_volume
Short Volume: ABNB — 55.4% short (0.6M / 1.1M)
Short: 604,169 | Exempt: 2,867 | TRF Vol: 1,091,095 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ABNB — 62.4% short (0.5M / 0.9M)
Short: 540,508 | Exempt: 407 | TRF Vol: 865,620 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: ABNB — 55.2% short (0.7M / 1.3M)
Short: 698,733 | Exempt: 9,612 | TRF Vol: 1,265,424 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ABNB — 4.9M shares, 87,156 trades
Week starting 2026-09-07. Total ATS volume: 4,877,296 shares across 87,156 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.87 | $2.61–$3.34 | 29.8% | +0.6% | 21↑ 4↓ | $4.7B | 33 |
| Next Q | $0.84 | $0.71–$1.02 | 49.5% | +2.3% | 18↑ 7↓ | $3.2B | 32 |
| Current FY | $5.31 | $5.00–$5.91 | 31.9% | +0.4% | 30↑ 4↓ | $14.2B | 40 |
| Next FY | $6.24 | $5.51–$8.09 | 17.5% | +1.0% | 25↑ 9↓ | $15.8B | 40 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.867 | — |
| 7d ago | $2.867 | — |
| 30d ago | $2.850 | +0.018 |
| 60d ago | $2.764 | +0.103 |
| 90d ago | $2.759 | +0.109 |
Institutional ownership
Which big funds own ABNB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.5B total value (262,046,124 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 33,056,139 | $4.7B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,615,598 | $3.8B | 10.1% | — |
| HARRIS ASSOCIATES L P | 18,861,551 | $2.7B | 7.2% | — |
| STATE STREET CORP | 18,150,096 | $2.6B | 6.9% | — |
| Invesco Ltd. | 16,173,900 | $2.3B | 6.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 10,624,015 | $1.5B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,340,188 | $1.5B | 4.0% | — |
| MORGAN STANLEY | 10,104,542 | $1.4B | 3.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,906,004 | $1.1B | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 3,204,126 | 5,785,665 | +80.6% | $827.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 3,053,593 | 4,184,448 | +37.0% | $607.9M |
| NORGES BANK | NEW | — | 3,709,238 | — | $530.8M |
| AMERIPRISE FINANCIAL INC | ADD | 2,212,074 | 3,335,212 | +50.8% | $477.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,469,395 | 2,225,741 | +51.5% | $318.5M |
| Holocene Advisors, LP | DOUBLED | 791,424 | 1,951,914 | +146.6% | $279.3M |
| Man Group plc | ADD | 1,150,545 | 1,828,140 | +58.9% | $261.6M |
| UBS Group AG | ADD | 1,136,746 | 1,823,132 | +60.4% | $260.9M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 2,273,747 | 1,649,884 | -27.4% | $236.1M |
| Robeco Institutional Asset Management B.V. | ADD | 971,118 | 1,366,071 | +40.7% | $195.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$62.4M — $0.00 bought, $62.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 134 | $158.31 | $21.2K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 6,085 | $157.47 | $958.2K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 5,684 | $156.54 | $889.7K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 1,231 | $155.74 | $191.7K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | CONVERT | 17,692 | — | — |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | SELL | 481 | $154.45 | $74.3K |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | GIFT | 4,077 | — | — |
| Sep 28, 2026 | Blecharczyk Nathan | Chief Strategy Officer | CONVERT | 17,692 | — | — |
| Sep 28, 2026 | Mertz Elinor | Chief Financial Officer | AWARD | 11,204 | — | — |
| Sep 15, 2026 | Bernstein David C | Chief Accounting Officer | SELL | 1,489 | $168.93 | $251.5K |
Congressional trades
ABNB trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 16, 2025 | Michael Guest | R | HOUSE | SELL | $1,001 - $15,000 | Airbnb Inc | Aug 17, 2026(245d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ABNB.
Shares short
14,488,469
Settlement Sep 15, 2026
Change vs prior
+1.8%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All ABNB filing & press-release reports (41)
- Rosenblatt Initiates ABNB at Buy — PT $220 (+20.5%)Sep 2, 2026
- Wells Fargo double upgrades stock to Overweight with $178 PT — +25% upside vs. $142.65 currentApr 22, 2026
- Raymond James double upgrade: Market Perform → OutperformSep 8, 2026
- Oppenheimer double upgrades Airbnb to Outperform — PT $180 (+27%)May 4, 2026
- 144 reportSep 15, 2026
- CLUSTER reportSep 3, 2026
- 144 reportSep 1, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 12, 2026
- 8-K reportAug 6, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 6, 2026
- INST-CLUSTER reportAug 1, 2026
- CLUSTER reportJul 29, 2026
- CLUSTER reportJul 24, 2026
- CLUSTER reportJul 23, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJul 10, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 8, 2026
- COURT-RULING reportJul 4, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJul 1, 2026
- 144 reportJun 29, 2026
- CLUSTER reportJun 17, 2026
- CLUSTER reportJun 8, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 30, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 20, 2026
- COURT-RULING reportMay 19, 2026
- CLUSTER reportMay 12, 2026
- 8-K reportMay 7, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 27, 2026
- DEFA14A reportApr 24, 2026
- CLUSTER reportFeb 25, 2026