FY2025 Earnings Estimate for Airbnb Issued By William Blair

Airbnb, Inc. (NASDAQ:ABNB) – Stock analysts at William Blair reduced their FY2025 EPS estimates for Airbnb in a research note issued on Thursday, November 6th. William Blair analyst R. Schackart now anticipates that the company will post earnings per share of $4.08 for the year, down from their previous forecast of $4.22. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share. William Blair also issued estimates for Airbnb’s Q4 2025 earnings at $0.62 EPS, Q1 2026 earnings at $0.26 EPS, Q4 2026 earnings at $0.72 EPS and FY2026 earnings at $4.57 EPS.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, November 6th. The company reported $2.21 earnings per share for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). The company had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.08 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.Airbnb’s revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.13 EPS. Airbnb has set its Q4 2025 guidance at EPS.

Several other equities research analysts have also recently issued reports on ABNB. UBS Group lifted their target price on Airbnb from $145.00 to $147.00 and gave the stock a “neutral” rating in a report on Friday. Barclays lifted their price objective on Airbnb from $105.00 to $107.00 and gave the stock an “underweight” rating in a research note on Friday. BTIG Research reaffirmed a “neutral” rating on shares of Airbnb in a report on Friday. BNP Paribas raised shares of Airbnb to a “hold” rating in a report on Wednesday, July 16th. Finally, Jefferies Financial Group reduced their price target on shares of Airbnb from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Monday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twenty have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $142.44.

Airbnb Stock Up 0.3%

Shares of ABNB stock opened at $120.88 on Monday. The company’s fifty day simple moving average is $123.89 and its two-hundred day simple moving average is $128.87. Airbnb has a 52 week low of $99.88 and a 52 week high of $163.93. The stock has a market cap of $75.12 billion, a P/E ratio of 28.71, a PEG ratio of 2.21 and a beta of 1.11.

Hedge Funds Weigh In On Airbnb

A number of large investors have recently bought and sold shares of ABNB. Vanguard Group Inc. increased its stake in Airbnb by 1.7% in the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock worth $4,649,814,000 after purchasing an additional 649,323 shares during the period. Harris Associates L P grew its holdings in shares of Airbnb by 43.2% in the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. Geode Capital Management LLC increased its stake in Airbnb by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 9,942,423 shares of the company’s stock worth $1,314,057,000 after buying an additional 145,788 shares during the period. Northern Trust Corp lifted its holdings in Airbnb by 2.5% during the 1st quarter. Northern Trust Corp now owns 4,402,970 shares of the company’s stock valued at $525,979,000 after buying an additional 106,135 shares in the last quarter. Finally, AQR Capital Management LLC lifted its holdings in Airbnb by 81.0% during the 1st quarter. AQR Capital Management LLC now owns 4,282,523 shares of the company’s stock valued at $500,755,000 after buying an additional 1,916,676 shares in the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Insider Transactions at Airbnb

In related news, Director Joseph Gebbia sold 236,000 shares of Airbnb stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $128.47, for a total transaction of $30,318,920.00. Following the completion of the transaction, the director directly owned 468,015 shares of the company’s stock, valued at approximately $60,125,887.05. The trade was a 33.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Elinor Mertz sold 7,500 shares of the stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $130.00, for a total transaction of $975,000.00. Following the completion of the sale, the chief financial officer directly owned 436,570 shares in the company, valued at $56,754,100. This trade represents a 1.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,446,760 shares of company stock worth $179,726,429. 27.83% of the stock is currently owned by insiders.

Airbnb Company Profile

Airbnb, Inc, together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company’s marketplace connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, and vacation homes.