Airbnb stock declined 4.6%. The company reported mixed quarterly results, missing earnings per share expectations with $0.56 reported versus $0.66 expected, though revenue of $2.78 billion exceeded the $2.71 billion estimate, representing 12.9% year-over-year growth. Analysts covering the stock issued a consensus "Hold" rating, with 34 analysts providing coverage: 2 sell, 16 hold, 14 buy, and 2 strong buy recommendations. The average 12-month price target is $148.69. Significant insider selling occurred, with CEO Brian Chesky and co-founder Nathan Blecharczyk selling large stakes. Over the past three months, insiders disposed of approximately 1,027,422 shares valued at roughly $127 million. Management attributed recent momentum to product improvements including Reserve Now, Pay Later features, and updated cancellation policies.
Read full analysisAirbnb stock declined 4.6%. The company reported mixed quarterly results, missing earnings per share expectations with $0.56 reported versus $0.66 expected, though revenue of $2.78 billion exceeded the $2.71 billion estimate, representing 12.9% year-over-year growth. Analysts covering the stock issued a consensus "Hold" rating, with 34 analysts providing coverage: 2 sell, 16 hold, 14 buy, and 2 strong buy recommendations. The average 12-month price target is $148.69. Significant insider selling occurred, with CEO Brian Chesky and co-founder Nathan Blecharczyk selling large stakes. Over the past three months, insiders disposed of approximately 1,027,422 shares valued at roughly $127 million. Management attributed recent momentum to product improvements including Reserve Now, Pay Later features, and updated cancellation policies.
Airbnb operates the world's largest online marketplace for short-term vacation rentals and travel experiences, connecting hosts who list properties with guests in over 220 countries. The company reported Q4 2025 revenue of $2.78 billion (up 12.9% year-over-year) and is expanding into hotel-style listings and AI-powered search. Today's decline comes without a clear catalyst, though notable insider selling by the CEO and co-founder and broad consumer discretionary weakness may be contributing factors.