Xponance Inc. Increases Stake in Airbnb, Inc. $ABNB

Xponance Inc. grew its position in Airbnb, Inc. (NASDAQ:ABNB) by 5.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 106,665 shares of the company’s stock after purchasing an additional 5,140 shares during the quarter. Xponance Inc.’s holdings in Airbnb were worth $12,951,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Caxton Associates LLP bought a new stake in shares of Airbnb in the 1st quarter worth $258,000. Intech Investment Management LLC lifted its stake in Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after acquiring an additional 4,353 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after acquiring an additional 927 shares during the last quarter. Arkadios Wealth Advisors grew its stake in shares of Airbnb by 54.3% in the second quarter. Arkadios Wealth Advisors now owns 8,610 shares of the company’s stock worth $1,139,000 after acquiring an additional 3,030 shares during the period. Finally, Spire Wealth Management lifted its position in Airbnb by 14.4% during the second quarter. Spire Wealth Management now owns 1,040 shares of the company’s stock valued at $138,000 after purchasing an additional 131 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Large institutional buying: Several big funds (Vanguard, Harris Associates, AQR, Clearbridge) have recently increased stakes in ABNB, signaling confidence from long-term investors. MarketBeat ABNB Report
• Positive Sentiment: Revenue growth and top-line beat: Airbnb’s latest quarter showed revenue up ~12.9% year-over-year and beat consensus, suggesting continued demand resilience in travel. MarketBeat Earnings Coverage
• Positive Sentiment: Sector outperformance / strong growth profile: Coverage notes ABNB has outperformed many consumer-discretionary peers and ranks highly on growth metrics, supporting medium-term upside potential. Barchart: Performance vs Peers
• Neutral Sentiment: New third‑party co‑listing service (10XBNB): A press release touts platforms that let entrepreneurs earn Airbnb income without owning property; likely limited direct impact on Airbnb’s financials near-term. GlobeNewswire: 10XBNB Release
• Neutral Sentiment: Short-interest data appears noisy/invalid this cycle (reported as zero with NaN changes), so do not read meaningful directional pressure from those feeds today.
• Neutral Sentiment: Mixed analyst picture: Several firms have adjusted price targets (some higher) but consensus remains around a “Hold” with an average target near $148 — implies limited uniform conviction among analysts. MarketBeat Analyst Summary
• Negative Sentiment: Insider selling by co‑founder/director Joseph Gebbia: He sold 58,000 shares (multiple recent sales), which can dent sentiment even if pre-scheduled or for diversification. InsiderTrades: Gebbia Sale
• Negative Sentiment: EPS miss: Airbnb reported EPS below consensus ($0.56 vs. $0.66), which often drives short‑term weakness despite the revenue beat. MarketBeat Earnings Coverage
• Negative Sentiment: High-profile fund rebalancing: Coverage notes Cathie Wood trimmed exposure even as Airbnb posts strong revenue — such moves from prominent managers can amplify selling pressure. Benzinga: Cathie Wood Trim

Airbnb Price Performance

Shares of ABNB stock opened at $135.11 on Friday. The company has a market capitalization of $82.24 billion, a price-to-earnings ratio of 33.44, a PEG ratio of 1.85 and a beta of 1.15. The company’s fifty day moving average price is $130.81 and its 200-day moving average price is $126.21. Airbnb, Inc. has a one year low of $99.88 and a one year high of $144.75.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business’s revenue was up 12.9% on a year-over-year basis. During the same period last year, the company earned $0.73 EPS. Equities research analysts expect that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Insider Activity at Airbnb

In other news, insider Nathan Blecharczyk sold 141,063 shares of the stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $121.96, for a total transaction of $17,204,043.48. Following the completion of the transaction, the insider directly owned 11,520 shares in the company, valued at approximately $1,404,979.20. This represents a 92.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brian Chesky sold 51,230 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the completion of the sale, the chief executive officer owned 45,854 shares in the company, valued at $6,014,210.64. This represents a 52.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 853,775 shares of company stock valued at $107,713,177. Insiders own 27.91% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ABNB. TD Cowen boosted their target price on shares of Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, February 13th. B. Riley Financial raised shares of Airbnb from a “neutral” rating to a “buy” rating and upped their price target for the company from $140.00 to $170.00 in a research report on Monday, January 12th. Morgan Stanley set a $120.00 price objective on shares of Airbnb in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price target on the stock in a research report on Friday, February 13th. Finally, Citizens Jmp raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price objective for the company in a research report on Wednesday, February 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $148.69.

About Airbnb

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.