Airbnb (NASDAQ:ABNB) Receives “Neutral” Rating from Wedbush

Wedbush reissued their neutral rating on shares of Airbnb (NASDAQ:ABNB) in a research note issued to investors on Friday,Benzinga reports. They currently have a $130.00 price target on the stock.

ABNB has been the topic of several other reports. KeyCorp assumed coverage on Airbnb in a report on Thursday, October 23rd. They issued a “sector weight” rating on the stock. BTIG Research reissued a “neutral” rating on shares of Airbnb in a research note on Friday, November 7th. Barclays raised their target price on Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a research note on Friday. Cantor Fitzgerald raised Airbnb from an “underweight” rating to a “neutral” rating and lifted their price target for the company from $117.00 to $141.00 in a report on Thursday, January 8th. Finally, Jefferies Financial Group increased their price objective on shares of Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $148.88.

Airbnb Stock Up 4.6%

Shares of Airbnb stock opened at $121.35 on Friday. The stock has a market capitalization of $74.70 billion, a P/E ratio of 30.04, a price-to-earnings-growth ratio of 1.79 and a beta of 1.15. The company has a 50-day simple moving average of $131.25 and a 200 day simple moving average of $126.26. Airbnb has a 12-month low of $99.88 and a 12-month high of $163.93.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The firm had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.96%. Airbnb’s quarterly revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the firm earned $0.73 earnings per share. On average, equities analysts anticipate that Airbnb will post 4.31 earnings per share for the current year.

Insider Activity at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 232,000 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $114.22, for a total transaction of $26,499,040.00. Following the transaction, the director directly owned 15 shares in the company, valued at approximately $1,713.30. This represents a 99.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the completion of the transaction, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. This trade represents a 52.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,027,422 shares of company stock worth $127,060,208 over the last 90 days. Insiders own 27.91% of the company’s stock.

Hedge Funds Weigh In On Airbnb

Large investors have recently bought and sold shares of the business. Aster Capital Management DIFC Ltd acquired a new stake in Airbnb during the 3rd quarter worth $25,000. ORG Partners LLC boosted its position in shares of Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after purchasing an additional 96 shares during the last quarter. Transamerica Financial Advisors LLC grew its stake in shares of Airbnb by 143.6% during the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares during the period. Entrust Financial LLC bought a new stake in Airbnb in the fourth quarter valued at about $27,000. Finally, Sunbelt Securities Inc. lifted its stake in Airbnb by 397.7% in the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after buying an additional 175 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q4 revenue beat and stronger-than-expected Q1 revenue outlook driven by premium bookings and accelerating bookings/GBV — the topline and guidance are the main bullish catalysts supporting the rally. Airbnb forecasts revenue above estimates (Reuters)
• Positive Sentiment: AI adoption: Airbnb says about one-third of U.S. & Canada customer support is now handled by its custom AI agent, with plans to scale globally — signals potential structural cost savings and better service scale over time. Airbnb AI handles one-third of support (TechCrunch)
• Neutral Sentiment: Mixed quarter: EPS missed consensus ($0.56 vs. $0.66) even as revenue rose ~13% Y/Y — positive demand trends but margin/investment-driven profit pressure creates a binary outcome depending on execution. Q4 earnings miss, revenues rise (Zacks)
• Neutral Sentiment: Analyst reactions remain mixed — some price-target trims but continued buy/support from select firms; consensus still around a Hold with varied upside estimates, so analyst flow may moderate near-term momentum. Analyst notes and price target moves (Benzinga)
• Neutral Sentiment: Short-interest reporting appears anomalous (0 shares / NaN changes) — likely a data/reporting error rather than a genuine change in short positioning, so limited informational value for trading.
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) — repeated insider sales can weigh on near-term sentiment even if for diversification. Joseph Gebbia insider sale (SEC filing)
• Negative Sentiment: Institutional rebalancing: ARK (Cathie Wood) reduced Airbnb exposure in recent days, a visible high-profile sale that can amplify negative headlines even if not fundamental. ARK reduces Airbnb position (Blockonomi)

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.