Airbnb (NASDAQ:ABNB) Upgraded to “Strong-Buy” at TD Cowen

17 Sep 2026, 12:15 by Kim Johansen · The Markets Daily

TD Cowen upgraded shares of Airbnb (NASDAQ:ABNB – Free Report) to a strong-buy rating in a report published on Monday morning,Zacks reports.

A number of other analysts have also recently issued reports on ABNB. Wedbush upgraded Airbnb from a “neutral” rating to an “outperform” rating and boosted their target price for the stock from $152.00 to $200.00 in a report on Friday, August 7th. KeyCorp reaffirmed a “sector weight” rating on shares of Airbnb in a research report on Monday, August 10th. Raymond James Financial upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $200.00 price objective for the company in a research note on Tuesday, September 8th. Rosenblatt Securities started coverage on shares of Airbnb in a research note on Tuesday, September 1st. They issued a “buy” rating and a $220.00 target price on the stock. Finally, Canaccord Genuity Group set a $200.00 target price on shares of Airbnb in a report on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $181.42.

View Our Latest Stock Analysis on ABNB

Airbnb Trading Down 0.5%

NASDAQ ABNB opened at $167.51 on Monday. The company has a 50-day moving average of $166.94 and a 200-day moving average of $146.59. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. Airbnb has a 12 month low of $110.81 and a 12 month high of $193.45. The company has a market cap of $100.30 billion, a P/E ratio of 38.07, a P/E/G ratio of 1.94 and a beta of 1.16.

Airbnb (NASDAQ:ABNB – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.26 by $0.11. The business had revenue of $3.61 billion during the quarter, compared to the consensus estimate of $3.58 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%.The business’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same period in the prior year, the firm posted $1.03 EPS. As a group, equities analysts predict that Airbnb will post 5.24 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Brian Chesky sold 200,000 shares of Airbnb stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the sale, the chief executive officer directly owned 10,501,685 shares of the company’s stock, valued at approximately $1,835,589,521.15. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $174.41, for a total value of $92,611,710.00. Following the completion of the transaction, the insider owned 171,370 shares in the company, valued at approximately $29,888,641.70. This trade represents a 75.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,006,561 shares of company stock worth $336,375,433 in the last 90 days. 27.21% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in ABNB. Geode Capital Management LLC grew its position in shares of Airbnb by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock worth $1,368,338,000 after acquiring an additional 47,966 shares in the last quarter. Wellington Management Group LLP boosted its holdings in shares of Airbnb by 80.6% during the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after acquiring an additional 2,581,539 shares during the period. Clearbridge Investments LLC boosted its holdings in shares of Airbnb by 3.7% during the fourth 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. Independent Franchise Partners LLP grew its position in shares of Airbnb by 23.6% during the fourth quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock worth $698,452,000 after acquiring an additional 981,624 shares during the last quarter. Finally, Amundi grew its position in shares of Airbnb by 8.6% during the first quarter. Amundi now owns 4,686,765 shares of the company’s stock worth $591,845,000 after acquiring an additional 370,426 shares during the last quarter. 80.76% of the stock is currently owned by institutional investors.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Airbnb is committing an initial $250 million to affordable and mixed-income housing projects, aiming to unlock up to $5 billion in investment over the next decade. The first $6.4 million investment will support 201 affordable units in Austin, Texas. The program may help address criticism that short-term rentals worsen housing affordability and could reduce regulatory pressure over time. Airbnb affordable housing fund article
Positive Sentiment: The housing accelerator will begin in Austin and combine project financing with support for pro-housing policies, zoning reform and construction technology. Investors may view this as a potential long-term competitive and regulatory advantage, although the financial returns are not yet established. Airbnb Austin housing accelerator article
Neutral Sentiment: Truist Financial maintained its Hold rating on ABNB, signaling that the analyst sees limited conviction for a material near-term move higher. Broader analyst commentary on consumer-cyclical companies also provides no clear bullish catalyst for Airbnb. Truist Airbnb Hold rating
Negative Sentiment: Co-founder Nathan Blecharczyk sold 13,615 shares for approximately $2.35 million, reducing his position by 39.8%. While insider sales can reflect diversification or planned transactions, the sale may weigh on sentiment because it represents a substantial reduction in his holdings. Nathan Blecharczyk insider transaction

About Airbnb

(Get Free Report)

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.

The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.