Airbnb, Inc. (NASDAQ:ABNB – Get Free Report) insider Nathan Blecharczyk sold 13,615 shares of the firm’s stock in a transaction that occurred on Monday, September 28th. The shares were sold at an average price of $156.82, for a total value of $2,135,104.30. Following the completion of the transaction, the insider owned 20,567 shares in the company, valued at $3,225,316.94. This represents a 39.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.
Nathan Blecharczyk also recently made the following trade(s):
- On Monday, September 14th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $172.36, for a total transaction of $2,346,681.40.
- On Monday, August 31st, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $187.27, for a total value of $2,549,681.05.
- On Friday, August 28th, Nathan Blecharczyk sold 57,160 shares of Airbnb stock. The shares were sold at an average price of $190.71, for a total value of $10,900,983.60.
- On Wednesday, August 26th, Nathan Blecharczyk sold 19,659 shares of Airbnb stock. The shares were sold at an average price of $190.73, for a total value of $3,749,561.07.
- On Tuesday, August 25th, Nathan Blecharczyk sold 202,652 shares of Airbnb stock. The stock was sold at an average price of $190.28, for a total transaction of $38,560,622.56.
- On Monday, August 24th, Nathan Blecharczyk sold 150,640 shares of Airbnb stock. The shares were sold at an average price of $190.94, for a total transaction of $28,763,201.60.
- On Thursday, August 20th, Nathan Blecharczyk sold 2,738 shares of Airbnb stock. The stock was sold at an average price of $184.42, for a total transaction of $504,941.96.
- On Monday, August 17th, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $182.86, for a total transaction of $2,489,638.90.
- On Friday, August 7th, Nathan Blecharczyk sold 531,000 shares of Airbnb stock. The shares were sold at an average price of $174.41, for a total value of $92,611,710.00.
- On Monday, August 3rd, Nathan Blecharczyk sold 13,615 shares of Airbnb stock. The stock was sold at an average price of $151.80, for a total value of $2,066,757.00.
Airbnb Price Performance
ABNB opened at $162.43 on Friday. Airbnb, Inc. has a twelve month low of $110.81 and a twelve month high of $193.45. The company has a market capitalization of $97.26 billion, a price-to-earnings ratio of 36.92, a PEG ratio of 1.84 and a beta of 1.24. 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 50-day moving average price of $170.49 and a 200-day moving average price of $148.76.
Institutional Inflows and Outflows
A number of large investors have recently bought and sold shares of the business. Clearbridge Investments LLC grew its position in 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 buying an additional 216,455 shares during the period. Wellington Management Group LLP raised its position in Airbnb by 80.6% in the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock worth $827,929,000 after acquiring an additional 2,581,539 shares during the period. Independent Franchise Partners LLP boosted its stake in shares of Airbnb by 23.6% during the 4th 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. Amundi boosted its stake in shares of Airbnb by 8.6% during the 1st 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. Finally, Jennison Associates LLC grew its position in shares of Airbnb by 9,331.0% during the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after acquiring an additional 3,139,315 shares during the period. 80.76% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: KeyBanc’s upgrade is the most direct catalyst, suggesting meaningful upside from current levels. The firm believes Airbnb’s core business remains durable and that hotel growth could broaden its addressable market. KeyBanc upgrades Airbnb to Overweight
- Positive Sentiment: Jefferies said Airbnb’s new AI-powered search, guest services and host pricing tools could extend the company’s long-term growth runway. AI-driven discovery may also create future sponsored-listing revenue opportunities. Airbnb’s new AI search could drive growth
- Positive Sentiment: The broader fall product update adds natural-language search, social travel recommendations, listing comparisons and new services, including meal and grocery delivery. These features could increase engagement and revenue per booking. Why Airbnb stock is trading higher
- Neutral Sentiment: Airbnb will report third-quarter 2026 results after the market close on November 5. The date gives investors a forthcoming catalyst, but the announcement contained no new financial guidance. Airbnb to announce third-quarter 2026 results
- Negative Sentiment: Insider Nathan Blecharczyk sold 13,615 shares for approximately $2.14 million, reducing his direct holdings by nearly 40%. The sale may weigh on sentiment, although it does not by itself indicate weakening fundamentals.
- Negative Sentiment: Investors remain exposed to valuation and macroeconomic risks, including persistent inflation that could pressure discretionary travel demand and limit further multiple expansion.
Analyst Ratings Changes
A number of brokerages have recently weighed in on ABNB. Oppenheimer boosted their price objective on shares of Airbnb from $180.00 to $190.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. UBS Group upped their price target 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. BMO Capital Markets lifted their price objective on Airbnb from $146.00 to $165.00 and gave the stock a “market perform” rating in a report on Monday, August 10th. Truist Financial increased their target price on Airbnb from $134.00 to $161.00 and gave the company a “hold” rating in a report on Thursday, September 10th. Finally, Canaccord Genuity Group set a $200.00 price target on Airbnb in a research note on Friday, August 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Airbnb currently has an average rating of “Moderate Buy” and an average target price of $182.97.
About Airbnb
Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel-related experiences with hosts offering homes, apartments, rooms and other lodging options. The company’s platform supports booking and managing stays in a wide range of destinations, from major cities to rural and resort areas.
In addition to accommodations, Airbnb offers experiences hosted by local residents, including activities, tours and cultural events. The company has also expanded its platform to include services in select markets, such as offerings related to hospitality, wellness, food and other travel needs.
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