ABNB Analyst Ratings
Airbnb, Inc. (ABNB) operates in the Consumer Cyclical sector, specifically the Travel Services industry, with a market capitalization near $98.27B, listed on NASDAQ, employing roughly 8,200 people, carrying a beta of 1.24 to the broader market. Airbnb, Inc. Led by Brian Chesky, public since 2020-12-10.
Analyst Ratings
In the October 2026 monthly count, 46 analysts rated ABNB: 6 Strong Buy, 22 Buy, 16 Hold, 1 Sell and 1 Strong Sell.
Twelve months earlier, in October 2025: 47 analysts, 2 Strong Buy, 14 Buy, 25 Hold, 5 Sell and 1 Strong Sell.
Price Targets
- Average Target
- $180.91
- Median Target
- $185.00
- High
- $220.00
- Low
- $125.00
- Targets Published, Last 12 Months
- 63
Recent Price Targets
The 5 most recent of 63 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 7, 2026 | Wells Fargo | Ken Gawrelski | $185.00 | $160.39 |
| Oct 1, 2026 | KeyBanc | Not named | $191.00 | $160.47 |
| Sep 24, 2026 | China Renaissance Securities (US) Inc. | Not named | $200.00 | $149.58 |
| Sep 16, 2026 | Morgan Stanley | Matthew Cost | $170.00 | $168.32 |
| Sep 10, 2026 | Truist Financial | Not named | $161.00 | $168.27 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 7, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Oct 2, 2026 | Keybanc | upgrade | Sector Weight | Overweight |
| Sep 21, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Sep 18, 2026 | Citizens | maintain | Market Outperform | Market Outperform |
| Sep 10, 2026 | Truist Securities | maintain | Hold | Hold |
Quantitative Rating
ABNB carries a model grade of B+ (overall score 3 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read ABNB Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked ABNB analyst ratings questions
- What is the ABNB consensus price target?
- As of the latest aggregator update, Airbnb, Inc. (ABNB) carries a consensus 12-month price target of $180.91. Target ranges run from a low of $125.00 to a high of $220.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on ABNB?
- In the October 2026 monthly count, 46 analysts rated ABNB, and the distribution tilts to the Buy side: 6 Strong Buy, 22 Buy, 16 Hold, 1 Sell and 1 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has ABNB seen?
- The five most recent ratings actions on ABNB appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect ABNB options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.