Oppenheimer Raises Airbnb (ABNB) Price Target to $210
Key Points
- Oppenheimer increased its price target for Airbnb, Inc. to $210, up from $190, on October 27, 2026.
- Oppenheimer's $210 price target implies 24.65% upside from Airbnb, Inc.'s ($ABNB) current $168.47 share price.
- As of October 27, 2026, ABNB shares recently traded at $168.47, about equal to the closing price on the same day.
- The current average price target for ABNB among analysts is $183.45, indicating the stock is below this mean price.
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On October 27, 2026, Oppenheimer raised its price target on Airbnb, Inc. (ABNB) to $210 from $190, while keeping its rating at Outperform. The firm believes the stock has room to grow, reflecting its positive outlook on the company's performance.
Oppenheimer's new target suggests a more optimistic view of Airbnb's potential, especially considering its shares were at $168.47 on the same day, which is below the new target. This adjustment comes as part of a broader trend among analysts, with Oppenheimer highlighting the company's growth in the travel services sector.
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Airbnb, Inc.
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Other Institutional Activity in Airbnb, Inc.
Harris Associates L.P. trimmed its holdings in Airbnb, reducing its stake by 300,850 shares to 18,861,551 shares, valued at about $3.18 billion. In contrast, AQR Capital Management, LLC added 2,624,004 shares, bringing its total to 10,624,015 shares worth approximately $1.79 billion. This mix of buying and selling among institutional investors indicates varying levels of confidence in Airbnb's future prospects.
Airbnb, Inc. Stock Down 2.1%
Airbnb shares recently traded at $168.47, which is about equal to the closing price on October 27, 2026. The stock is currently below its 50-day moving average of $171.75 and above its 200-day moving average of $146.14. Additionally, the shares are down about 12.9% from the 52-week high of $193.45, but they remain 52% above the 52-week low of $110.81.
$ABNB price target
Airbnb, Inc. daily closes and this analyst's $210 target. Not advice.
Recent Earnings
Airbnb reported trailing twelve-month revenue of $13.16 billion with a year-over-year growth of 16.5%. The company achieved a net margin of 20.4% and a return on equity of 34.5%. The next earnings report is scheduled for November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
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Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 12 target raises.
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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.
Insider Buying and Selling at Airbnb, Inc.
Recent insider activity at Airbnb shows several sales. David Charles Bernstein, an officer, sold 1,489 shares on September 15, 2026, at an average price of $168.93, totaling about $251,537. Nathan Blecharczyk, an officer and director, sold 13,615 shares on September 28 and again on October 12, with total values of approximately $2.14 million and $2.25 million, respectively. Another sale by Bernstein involved 1,369 shares on October 15 at $168.01, totaling around $230,006.
Analysts Set New Price Targets
On October 27, 2026, Oppenheimer maintained its Outperform rating on Airbnb, raising its price target to $210 from $190. This follows other recent updates from analysts, including Citizens, which set a target of $200, and RBC Capital, which reiterated a target of $195. The consensus among analysts currently stands at a mean price target of $183.45, with 40 opinions suggesting a buy recommendation.
About Airbnb, Inc.
Airbnb, Inc. operates a platform that connects hosts and guests for stays and experiences worldwide. Founded in 2007 and based in San Francisco, California, the company has grown significantly in the travel services industry, adapting to changing consumer preferences.
Bottom Line
Investors should keep an eye on Airbnb's upcoming earnings report on November 5, 2026, as well as any further updates from analysts regarding price targets and ratings. Oppenheimer's recent target adjustment reflects a more favorable outlook for the company amid ongoing developments in the travel sector.
Related Filing Alerts
Source: Oppenheimer's rating change on $ABNB (Oct 27, 2026). Written by software, not financial advice. How we make alerts