Airbnb (NASDAQ:ABNB) Issues Quarterly Earnings Results, Misses Expectations By $0.10 EPS

Airbnb (NASDAQ:ABNB) released its quarterly earnings results on Thursday. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10), FiscalAI reports. Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The firm had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion.

Airbnb Trading Down 3.0%

ABNB stock traded down $3.59 during mid-day trading on Thursday, hitting $115.96. The stock had a trading volume of 10,019,037 shares, compared to its average volume of 4,563,544. The firm has a fifty day simple moving average of $131.40 and a 200 day simple moving average of $126.48. Airbnb has a 52 week low of $99.88 and a 52 week high of $163.93. The firm has a market capitalization of $71.38 billion, a P/E ratio of 27.54, a P/E/G ratio of 1.86 and a beta of 1.15.

Analysts Set New Price Targets

ABNB has been the subject of a number of recent research reports. B. Riley Financial raised shares of Airbnb from a “neutral” rating to a “buy” rating and boosted their target price for the company from $140.00 to $170.00 in a research report on Monday, January 12th. Truist Financial lifted their price objective on shares of Airbnb from $104.00 to $107.00 and gave the stock a “sell” rating in a research note on Thursday, December 4th. Cantor Fitzgerald upgraded shares of Airbnb from an “underweight” rating to a “neutral” rating and increased their target price for the stock from $117.00 to $141.00 in a research report on Thursday, January 8th. DA Davidson reiterated a “buy” rating and issued a $155.00 price target on shares of Airbnb in a research report on Friday, December 5th. Finally, Sanford C. Bernstein cut their price target on Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a research note on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, nineteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Airbnb currently has an average rating of “Hold” and a consensus target price of $148.85.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb guided first‑quarter revenue above Wall Street estimates, citing strength in premium bookings — this gives investors a near‑term growth cue that could support the stock if demand holds. Airbnb forecast revenue above estimates on premium rentals demand
• Positive Sentiment: Top‑line beat: Q4 revenue rose ~12% to $2.78B, above consensus — revenue beat reduces concern that travel demand is collapsing and supports longer‑run monetization. Airbnb reports fourth-quarter results that beat on revenue
• Neutral Sentiment: Airbnb posted its shareholder letter and is hosting an investor webcast — the management commentary on investments, margin timing and booking trends will be the primary catalyst for next moves. Airbnb Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Previews, options activity and prediction markets flagged a “binary” earnings event — these can amplify short‑term flows but don’t change fundamentals until guidance and margins are parsed. ABNB Earnings: Airbnb Stock Slides on Mixed Q4 Results
• Neutral Sentiment: Recent short‑interest feed shows anomalous “0 shares”/NaN figures — likely a data/reporting error and not a reliable signal for positioning. SEC Filing (insider transaction disclosure)
• Negative Sentiment: EPS miss: Airbnb reported $0.56 EPS vs. consensus $0.66, a meaningful beat/miss split versus revenue that prompted investor concern about margin pressure. Airbnb earnings summary
• Negative Sentiment: WSJ highlights that ambitious investment plans increased expenses and reduced profit — higher spending to build new businesses raises near‑term margin risk. Airbnb Logs Mixed Fourth Quarter Amid Ambitious Investment Plans
• Negative Sentiment: Insider selling: Director Joseph Gebbia sold 58,000 shares (~$7.0M) recently — repeated insider sales this quarter can weigh on sentiment even if for diversification. Joseph Gebbia insider sale
• Negative Sentiment: High‑profile fund flows: ARK/ Cathie Wood reduced exposure to ABNB, noted in filings — institutional trimming ahead of earnings can amplify selling pressure. Why Cathie Wood Dumped Millions in Airbnb and Teradyne

Insider Activity

In related news, CFO Elinor Mertz sold 3,750 shares of Airbnb stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the transaction, the chief financial officer directly owned 410,530 shares of the company’s stock, valued at $53,368,900. This trade represents a 0.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Brian Chesky sold 51,230 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the sale, the chief executive officer owned 45,854 shares of the company’s stock, valued at $6,014,210.64. The trade was a 52.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,027,422 shares of company stock worth $127,060,208. Insiders own 27.91% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Cibc World Markets Corp bought a new position in Airbnb in the 4th quarter valued at approximately $15,243,000. Sand Hill Global Advisors LLC acquired a new position in Airbnb in the 4th quarter valued at approximately $253,000. Aristides Capital LLC raised its stake in shares of Airbnb by 4.8% during the fourth quarter. Aristides Capital LLC now owns 17,967 shares of the company’s stock valued at $2,438,000 after acquiring an additional 830 shares during the last quarter. Renaissance Technologies LLC raised its stake in shares of Airbnb by 17.5% during the fourth quarter. Renaissance Technologies LLC now owns 2,938,461 shares of the company’s stock valued at $398,808,000 after acquiring an additional 437,789 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Airbnb by 13.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,074,446 shares of the company’s stock worth $145,833,000 after purchasing an additional 124,738 shares during the period. Institutional investors own 80.76% of the company’s stock.

Airbnb Company Profile

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.