Copperleaf Capital LLC Makes New Investment in Airbnb, Inc. $ABNB

Copperleaf Capital LLC bought a new position in shares of Airbnb, Inc. (NASDAQ:ABNB) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 4,219 shares of the company’s stock, valued at approximately $512,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ABNB. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in Airbnb by 0.3% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 78,200 shares of the company’s stock worth $9,495,000 after buying an additional 200 shares during the last quarter. Rakuten Securities Inc. increased its stake in shares of Airbnb by 82.1% in the 3rd quarter. Rakuten Securities Inc. now owns 1,599 shares of the company’s stock worth $194,000 after acquiring an additional 721 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd raised its holdings in shares of Airbnb by 3.3% during the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 60,455 shares of the company’s stock worth $7,344,000 after acquiring an additional 1,953 shares during the period. Procyon Advisors LLC boosted its position in shares of Airbnb by 62.2% during the 3rd quarter. Procyon Advisors LLC now owns 7,726 shares of the company’s stock valued at $938,000 after acquiring an additional 2,962 shares during the last quarter. Finally, First National Corp MA ADV purchased a new stake in shares of Airbnb in the third quarter valued at about $249,000. Institutional investors and hedge funds own 80.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on ABNB. Sanford C. Bernstein reduced their target price on shares of Airbnb from $165.00 to $162.00 and set an “outperform” rating on the stock in a research note on Tuesday, January 6th. KeyCorp assumed coverage on shares of Airbnb in a report on Thursday, October 23rd. They set a “sector weight” rating for the company. UBS Group set a $130.00 price objective on Airbnb in a report on Tuesday. BNP Paribas Exane assumed coverage on Airbnb in a research report on Monday, November 24th. They issued a “neutral” rating for the company. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twenty-one have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $147.84.

Airbnb Stock Down 0.1%

Shares of NASDAQ ABNB opened at $132.60 on Friday. The business’s 50 day moving average is $127.60 and its two-hundred day moving average is $127.80. Airbnb, Inc. has a 52-week low of $99.88 and a 52-week high of $163.93. The firm has a market cap of $81.62 billion, a price-to-earnings ratio of 31.50, a PEG ratio of 2.06 and a beta of 1.09.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.31 by ($0.10). The firm had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.08 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.The company’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.13 earnings per share. Analysts anticipate that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.

Insider Buying and Selling at Airbnb

In other news, CEO Brian Chesky sold 51,230 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $131.16, for a total value of $6,719,326.80. Following the completion of the transaction, the chief executive officer owned 45,854 shares of the company’s stock, valued at approximately $6,014,210.64. This trade represents a 52.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Nathan Blecharczyk sold 141,063 shares of Airbnb stock in a transaction that occurred on Monday, December 8th. The shares were 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 owned 11,520 shares of the company’s stock, valued at $1,404,979.20. This trade represents a 92.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,401,156 shares of company stock valued at $173,365,363 in the last three months. 27.91% of the stock is owned by corporate insiders.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb named former Meta GenAI leader Ahmad Al‑Dahle as CTO — a strategic hire to accelerate AI-driven product initiatives that could boost long‑term differentiation and monetization. Read More.
• Positive Sentiment: Some traders/analysts see the post‑drop move as a buying opportunity; Benzinga flagged ABNB as a “Stock of the Day” and suggested the selloff may have found a bottom. Read More.
• Neutral Sentiment: Analysts expect a modest slowdown in Q4 results (high‑single‑digit EPS decline noted) ahead of the earnings release, which creates short‑term event risk but is mostly priced in by some investors. Read More.
• Neutral Sentiment: Market commentary and analyst notes (Globe & Mail piece) provide context on consumer cyclicals including ABNB — useful for positioning but not an immediate catalyst. Read More.
• Neutral Sentiment: Options strategies and retail interest are active around ABNB, which can increase intraday volatility without changing fundamentals. Read More.
• Negative Sentiment: Sector shock: reports of a U.S. visa‑processing freeze (and related policy moves) sent travel names sharply lower, directly pressuring Airbnb’s near‑term demand outlook. Read More. Read More.
• Negative Sentiment: Insider selling: co‑founder/director Joseph Gebbia has sold multiple blocks of shares (latest SEC disclosure ~58,000 shares), which markets often interpret as a negative signal even when sales may be for diversification. Read More. Read More.
• Negative Sentiment: Macro/legal uncertainty: investors are cautious ahead of a Supreme Court/tariff outcome that could affect consumer costs and travel spending, contributing to suspended buying and sector volatility. Read More.
• Negative Sentiment: Concentrated selling and short‑term sentiment: coverage notes ABNB’s intraday drop outpaced the broader market, showing concentrated selling pressure that can persist until macro or company catalysts stabilize. Read More.

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.