6 Top Analysts Upgrade Airbnb, Inc. Price Targets
6 raises inside 7 days
Price targets move in herds, which is exactly why a cluster of raises inside a week is worth separating from a single analyst changing their mind. Here is who moved, by how much, and what the people inside the company were doing at the same time.
| Analyst | New target | Upside % |
|---|---|---|
| Alex Brignall | $190.00 | +0% |
| Deepak Mathivanan | $180.00 | -5.3% |
| Eric Sheridan | $185.00 | -2.6% |
| Lloyd Walmsley | $245.00 | +29% |
| Mark Mahaney | $230.00 | +21.1% |
| Michael Graham | $225.00 | +18.4% |
The upgrades
6 analysts raised targets on ABNB in the last 7 days, the most recent on November 9th, 2026.
The new targets run from $180.00 to $245.00, against a share price of $189.99.
A target is a published opinion with a number attached. It commits the analyst to something checkable, which is more than most commentary does.
| Analyst | New target | Upside % |
|---|---|---|
| Alex Brignall | $190.00 | +0% |
| Deepak Mathivanan | $180.00 | -5.3% |
| Eric Sheridan | $185.00 | -2.6% |
| Lloyd Walmsley | $245.00 | +29% |
| Mark Mahaney | $230.00 | +21.1% |
| Michael Graham | $225.00 | +18.4% |
What insiders did over the same period
Over six months the filings record $0 of open-market buying and $5.17 million of selling by company insiders.
Insiders were net sellers, which puts their money on the other side of the upgrades. Sales can be scheduled under a 10b5-1 plan and are not necessarily a view on value.
Analysts publish opinions; insiders publish transactions. When the two disagree it is worth knowing which one has money behind it.
- November 2nd, 2026sellBernstein David C · Other$293,919Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$424,261Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$921,696Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$962,464Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$17,200Form 4
- October 15th, 2026sellBernstein David C · Other$230,006Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$466,151Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$702,872Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$371,910Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$540,862Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$167,185Form 4
- September 28th, 2026sellBlecharczyk Nathan · Director$74,291Form 4
- November 2nd, 2026sellBernstein David C · Other$293,919Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$424,261Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$921,696Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$962,464Form 4
- October 26th, 2026sellBlecharczyk Nathan · Director$17,200Form 4
- October 15th, 2026sellBernstein David C · Other$230,006Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$466,151Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$702,872Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$371,910Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$540,862Form 4
- October 12th, 2026sellBlecharczyk Nathan · Director$167,185Form 4
- September 28th, 2026sellBlecharczyk Nathan · Director$74,291Form 4
The bottom line
A wave of raises tells you sentiment moved. The filings tell you whether anyone inside the building agreed. Not investment advice. Summarized from public SEC Form 4 and congressional disclosure data and analyst ratings data.
