Airbnb (ABNB) CAO David C Bernstein Sells $230K of Stock

By TradeTexts Research Desk Oct 19, 2026, 7:02 PM EDT

Key Points

Airbnb, Inc. Chief Accounting Officer David C Bernstein sold 1,369 shares of company stock at a price of $168.01 per share on October 15, 2026.
The sale was executed under a pre-arranged trading plan, leaving the executive with 45,655.054 shares of the company.
Airbnb stock recently traded around $175.50, sitting above both its 50-day and 200-day moving averages.

Since the trade, $ABNB is down 0.3% to date (from the $174.28 close on Oct 15, 2026).

Get Airbnb text alerts

We text you when insiders, Congress, analysts or big funds move on $ABNB.

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated Airbnb, Inc. alert may contain errors. Disclosures

Airbnb, Inc. Chief Accounting Officer David C Bernstein sold 1,369 shares of the company on October 15, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The transaction was valued at $230,005.69, with the shares sold at a price of $168.01 each.

ABNB Airbnb, Inc.

$173.70 +30.59% year to date

Daily close · Oct 16, 2026

Inside David C Bernstein's Airbnb Trade

The stock sale was carried out under a pre-arranged trading plan, cutting the executive's direct holdings by about 2.91%. Following the transaction, Bernstein holds 45,655.054 shares of the travel services provider. On the day of the trade, Airbnb closed at $174.28.

Other Institutional Activity in Airbnb, Inc.

Assenagon Asset Management S.A. grew its holdings by 1,816,522 shares, ending with 3,401,521 shares worth about $546,454,349.0. Mawer Investment Management grew its holdings by 187,837 shares, ending with 855,687 shares worth about $125,614,854.21. Zwj Investment Counsel grew its holdings by 12,025 shares, ending with 85,116 shares worth about $13,673,885.0. State of Wisconsin Investment Board grew its holdings by 29,261 shares, ending with 253,769 shares worth about $37,253,289.97. Nuveen grew its holdings by 21,928 shares, ending with 1,121,501 shares worth about $164,636,350.22.

Airbnb, Inc. Stock Up 5.1%

Airbnb shares recently traded around $175.50 as of October 19, 2026, putting the stock up about 0.7% since the executive trade. The price sits roughly 2.1% above its 50-day moving average of $171.92 and about 21.3% above its 200-day moving average of $144.63. The stock trades about 9.3% below its 52-week high of $193.45.

Recent Earnings

Airbnb reported $13.16 billion in revenue over the trailing twelve months alongside an earnings per share of $4.39. The company posts a net profit margin of 20.4% and a return on equity of 34.5%. Investors look toward the next earnings report scheduled for November 5, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C+ 65/100

Reported May 7, 2026

Forward outlook
12 analysts raised price targets.
EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
Pre-earnings setup
Expectations were about average.
Analyst signal
1 upgrade, 12 target raises.
Earnings quality
Gross margin up 0.6 points. Operating margin up 1.5 points. Positive free cash flow.

Earnings Call Summary

Airbnb delivered a strong quarter with $2.678 billion in revenue, up 18 percent year over year, beating guidance. Gross booking value grew 19 percent and nights booked accelerated, though there was a 100 basis point headwind from Middle East conflict. The company is driving growth through Reserve Now Pay Later, which now represents 20 percent of bookings, app improvements that drove 22 percent app nights growth, and new initiatives like hotels and experiences. Management highlighted that nearly 60 percent of engineering code is now written with AI assistance, doubling the industry average.

Guidance Airbnb raised full year revenue growth outlook to low to mid-teens percent. For the next quarter, they guided $3.54 billion to $3.6 billion in revenue, representing 14 to 16 percent growth year over year. They expect adjusted EBITDA margin to be at least 35 percent for the full year.

Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.

Dividend

Airbnb currently maintains a dividend payout ratio of 0.0% and a dividend yield of 0.0%.

Insider Buying and Selling at Airbnb, Inc.

Chief Strategy Officer Nathan Blecharczyk acquired 88,366 shares on June 24, 2026, and separately disposed of 88,366 shares on the same date. Blecharczyk acquired another 96,263 shares on June 26, 2026, and later sold 13,615 shares at $165.18 per share on October 12, 2026, under a planned schedule.

Analysts Set New Price Targets

Truist Securities maintained a Hold rating and raised its target from $134.00 to $161.00 on September 10, 2026. Citizens maintained a Market Outperform rating and lifted its target from $190.00 to $200.00 on September 18, 2026. RBC Capital reiterated an Outperform rating with a $195.00 target on September 21, 2026. Keybanc upgraded the stock to Overweight with a $191.00 target on October 2, 2026. Wells Fargo maintained an Overweight rating and adjusted its target from $186.00 to $185.00 on October 7, 2026. Wall Street analysts carry a consensus buy recommendation with a mean price target of $183.15 across 40 opinions.

About Airbnb, Inc.

Headquartered in San Francisco, California, Airbnb operates a digital marketplace connecting hosts and guests to book lodging, local experiences, and services worldwide. The platform enables travelers to secure unique stays and activities directly through mobile devices or online portals. Founded in 2007, the company acts as a central hub for the modern travel and rental market.

Bottom Line

Executive trades executed under pre-planned schedules provide insight into personal portfolio management without necessarily signaling shifts in business outlook. Investors continue tracking broader institutional ownership shifts and upcoming earnings results on November 5, 2026, to gauge near-term direction for the stock.