ABNBConsumer Cyclical · Travel ServicesThe 45 Wall Street analysts covering Airbnb, Inc. hold a median 12-month price target of $160 — +6.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 1 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Airbnb, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (84): Analysts have, on balance, been raising their forecasts.
Volatility (57): The share price moves around a lot.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Airbnb, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on ABNB, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +6.2% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | Morgan Stanley | Maintains | Underweight | $120 → $125 |
| 30 July 2026 | UBS | Maintains | Neutral | $157 → $163 |
| 16 July 2026 | Wedbush | Assumes | Neutral | $152 |
| 14 July 2026 | Jefferies | Maintains | Buy | — |
| 14 July 2026 | Jefferies | Maintains | Buy | $160 → $175 |
| 29 June 2026 | Baird | Maintains | Outperform | — |
| 12 June 2026 | Truist Securities | Maintains | Hold | — |
| 5 June 2026 | CICC | Initiates | Outperform | — |
| 21 May 2026 | RBC Capital | Reiterates | Outperform | — |
| 11 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 11 May 2026 | DA Davidson | Maintains | Buy | — |
| 8 May 2026 | Benchmark | Maintains | Buy | — |
| 8 May 2026 | Citigroup | Maintains | Buy | — |
| 8 May 2026 | Citizens | Maintains | Market Outperform | — |
| 8 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 8 May 2026 | JP Morgan | Maintains | Neutral | — |
| 8 May 2026 | RBC Capital | Maintains | Outperform | — |
| 8 May 2026 | Susquehanna | Maintains | Positive | — |
| 8 May 2026 | UBS | Maintains | Neutral | — |
| 8 May 2026 | Wells Fargo | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 21% of US stocks
Cheaper than 18% of US stocks
Cheaper than 9% of US stocks
Cheaper than 9% of US stocks
Higher than 69% of US stocks
Higher than 42% of US stocks
Higher than 90% of US stocks
Higher than 54% of US stocks
Higher than 82% of US stocks
Higher than 89% of US stocks
Higher than 83% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ABNB appears on the weeks it earns a place.
Q2 earnings season is entering its busiest week of the cycle, coinciding with the start of a new Jobs Week featuring labor-market data.
Why it matters — An ABNB watcher would care because the heavy earnings calendar and upcoming jobs data are market-wide catalysts that can influence how the stock trades.
Zacks Investment Research suggests examining key metrics beyond standard top-and-bottom-line estimates ahead of Airbnb's Q2 2026 earnings report.
Why it matters — The piece signals that investors tracking ABNB should look at more granular performance indicators beyond just revenue and earnings per share.
A Motley Fool article compares revenue trends between Amazon and Airbnb, noting Amazon has shown consistently higher and more stable quarter-over-quarter growth over roughly the past eight quarters. In contrast, Airbnb's revenue follows a volatile seasonal pattern with large quarter-over-quarter spikes mainly in the third quarter.
Why it matters — For Airbnb watchers, the piece highlights the company's pronounced seasonal revenue swings, which helps explain why its quarterly results vary sharply by time of year.
Airbnb director and co-founder Joseph Gebbia sold approximately 2.1 million shares of Class A Common Stock at a weighted average price of $150.92 per share, generating about $315.9 million in proceeds over July 27 and July 28, 2026. The sale represented the liquidation of 100% of his indirect equity holdings in the company's Class A stock.
Why it matters — A director and co-founder selling his entire indirect Class A stake in a single transaction may signal a lack of confidence in the company's near-term prospects, which could concern shareholders monitoring insider activity.
Zacks Investment Research reported that Airbnb is expected to show earnings growth in its upcoming quarterly report and has the key ingredients for a likely earnings beat.
Why it matters — ABNB watchers would care because the article highlights expectations for the company's upcoming earnings release, which could influence the stock's near-term performance.
The 45 Wall Street analysts covering Airbnb, Inc. have a median 12-month price target of $160, with estimates ranging from $115 to $185. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 45 analysts covering Airbnb, Inc., 23 rate it a Buy, 20 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Airbnb, Inc. 85 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Airbnb, Inc. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (84 of 100).
No one can know that. What the data says: the median 12-month target from 45 analysts implies +6.2% from the last close, and Ticker Nerd's factor model ranks Airbnb, Inc. 85 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Airbnb, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ABNB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $115 to $185 over the next 12 months.
Airbnb, Inc. returned +17.7% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Airbnb, Inc. operates an online marketplace that connects hosts with guests seeking unique accommodations worldwide.
The most recent item we track (Zacks Investment Research, 3 Aug 2026): "Busy Q2 Earnings & Jobs Week". Q2 earnings season is entering its busiest week of the cycle, coinciding with the start of a new Jobs Week featuring labor-market data.
Airbnb, Inc. operates an online marketplace that connects hosts with guests seeking unique accommodations worldwide. Its platform enables users to book spaces ranging from private rooms and entire homes to boutique hotels and extraordinary experiences through web and mobile applications. The company facilitates transactions by charging fees for bookings, supporting a vast network of millions of active listings across nearly every country. Airbnb, Inc. serves the travel services industry within the consumer cyclical sector, empowering individual hosts to monetize properties and providing travelers with diverse lodging options beyond traditional hotels. Key features include personalized search tools, secure payment processing, host verification, and guest reviews to build trust. Additional offerings encompass curated experiences such as local tours, dinners, and activities. Founded in 2007 and headquartered in San Francisco, California, Airbnb, Inc. plays a pivotal role in the sharing economy, transforming how people discover and book stays globally.
CEO Mr. Brian Chesky · 8,200 employees · United States · https://www.airbnb.com