ABNBConsumer Cyclical · Travel ServicesThe 45 Wall Street analysts covering Airbnb, Inc. hold a median 12-month price target of $175 — -6.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 22 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
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
Quality (84): The business earns solid, repeatable profits on what it owns.
Volatility (43): The share price moves around a lot.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
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 −6.6% from it.
Of the 20 most recent actions, 16 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | BMO Capital | Maintains | Market Perform | $146 → $165 |
| 8 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 7 Aug 2026 | Benchmark | Maintains | Buy | $160 → $180 |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | $140 → $160 |
| 7 Aug 2026 | Citigroup | Maintains | Buy | $175 → $193 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | $170 → $190 |
| 7 Aug 2026 | DA Davidson | Maintains | Buy | $162 → $175 |
| 7 Aug 2026 | JP Morgan | Maintains | Neutral | $140 → $170 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $180 → $190 |
| 7 Aug 2026 | Piper Sandler | Maintains | Neutral | $145 → $170 |
| 7 Aug 2026 | RBC Capital | Maintains | Outperform | $173 → $195 |
| 7 Aug 2026 | Susquehanna | Maintains | Positive | $170 → $200 |
| 7 Aug 2026 | UBS | Maintains | Neutral | $163 → $172 |
| 7 Aug 2026 | Wedbush | Upgrade | Outperform | $152 → $200 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $181 → $186 |
| 30 July 2026 | Morgan Stanley | Maintains | Underweight | $120 → $125 |
| 30 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 30 July 2026 | UBS | Maintains | Neutral | $157 → $163 |
| 30 July 2026 | UBS | Maintains | Neutral | — |
| 16 July 2026 | Wedbush | Assumes | Neutral | $152 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
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 18% of US stocks
Cheaper than 16% of US stocks
Cheaper than 8% of US stocks
Cheaper than 7% of US stocks
Higher than 65% of US stocks
Higher than 64% of US stocks
Higher than 92% of US stocks
Higher than 80% of US stocks
Higher than 83% of US stocks
Higher than 90% of US stocks
Higher than 82% 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.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Airbnb, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool published an article titled "Is Airbnb an Undervalued Stock to Buy?" noting that the company's revenue is soaring despite macroeconomic headwinds.
Why it matters — Revenue growth in a difficult macro environment suggests Airbnb's business model may be more resilient than some investors expect.
A Motley Fool analysis compares revenue trajectories between Airbnb and MercadoLibre, noting that MercadoLibre has shown more consistent quarter-over-quarter revenue growth over the last eight quarters, while Airbnb exhibits a recurring seasonal pattern that causes regular fluctuations throughout each fiscal year.
Why it matters — ABNB watchers can gauge how the company's seasonal revenue pattern compares against a consumer-sector peer's steadier growth trajectory.
Airbnb shares rose 25.3% over the past month, lifted by sales gains and an upward revision to its guidance. The company also recorded eight institutional inflows during the last 30 days.
Why it matters — The combination of a guidance boost and sustained institutional buying signals growing confidence in Airbnb's near-term business momentum.
The Motley Fool reports on why Airbnb stock keeps going up, noting that CEO Brian Chesky is integrating AI throughout the company's operations and that Airbnb's abundant free cash flow gives shareholders multiple ways to win.
Why it matters — Airbnb watchers would care because AI integration and strong free cash flow are highlighted as key factors underpinning the company's continued stock performance.
Airbnb CEO Brian Chesky said Silicon Valley needs to create AI products aimed at regular people, noting that many AI startups are prioritizing enterprise solutions over consumer-focused products.
Why it matters — As Airbnb is a consumer-facing platform, the CEO's call for more consumer-focused AI development signals how the company might approach AI innovation in its own products.
The 45 Wall Street analysts covering Airbnb, Inc. have a median 12-month price target of $175, with estimates ranging from $125 to $215. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 45 analysts covering Airbnb, Inc., 24 rate it a Buy, 18 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Airbnb, Inc. 81 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Airbnb, Inc. ranks 81 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 Quality (84 of 100).
No one can know that. What the data says: the median 12-month target from 45 analysts implies -6.6% from the last close, and Ticker Nerd's factor model ranks Airbnb, Inc. 81 out of 100 as at 22 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: $125 to $215 over the next 12 months.
Airbnb, Inc. returned +48.1% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Airbnb, Inc. is a global online marketplace that connects hosts with travelers seeking short-term stays and travel experiences.
The most recent item we track (The Motley Fool, 15 Aug 2026): "Is Airbnb an Undervalued Stock to Buy?". The Motley Fool published an article titled "Is Airbnb an Undervalued Stock to Buy?" noting that the company's revenue is soaring despite macroeconomic headwinds.
Airbnb, Inc. is a global online marketplace that connects hosts with travelers seeking short-term stays and travel experiences. Airbnb’s platform enables individuals and property managers to list private rooms, homes, boutique accommodations, and other lodging options, while also offering a curated range of local activities and services in selected markets. The company serves leisure and business travelers, hosts, and property operators through a digital platform that supports discovery, booking, payments, reviews, and trust-and-safety tools. Its business is centered on facilitating peer-to-peer and professional hospitality supply rather than owning the properties it lists, making it an asset-light participant in the travel and lodging industry. Headquartered in San Francisco, California, Airbnb remains a major platform in the alternative accommodations market, shaping how consumers book stays and experiences across regions worldwide.
CEO Mr. Brian Chesky · 8,200 employees · United States · https://www.airbnb.com