Airbnb (ABNB) Projected to Post Earnings on Thursday

Airbnb (NASDAQ:ABNB) will likely be issuing its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect the company to announce earnings of $0.66 per share and revenue of $2.7080 billion for the quarter. Parties may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings results on Thursday, November 6th. The company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). The business 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 business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.13 earnings per share. On average, analysts expect Airbnb to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Airbnb Price Performance

ABNB stock opened at $124.61 on Thursday. The company has a market capitalization of $76.70 billion, a P/E ratio of 29.60, a price-to-earnings-growth ratio of 1.89 and a beta of 1.15. Airbnb has a 12 month low of $99.88 and a 12 month high of $163.93. The firm’s fifty day simple moving average is $131.13 and its 200-day simple moving average is $127.14.

Analysts Set New Price Targets

ABNB has been the topic of several analyst reports. KeyCorp assumed coverage on Airbnb in a research report on Thursday, October 23rd. They set a “sector weight” rating on the stock. Citigroup upgraded Airbnb from a “neutral” rating to an “outperform” rating in a research note on Wednesday. Mizuho set a $156.00 price target on Airbnb in a research report on Friday, November 7th. Morgan Stanley upped their price objective on Airbnb from $120.00 to $130.00 and gave the stock an “underweight” rating in a research report on Tuesday, January 13th. Finally, Cantor Fitzgerald raised shares of Airbnb from an “underweight” rating to a “neutral” rating and raised their price objective for the stock from $117.00 to $141.00 in a research note on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, nineteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $149.04.

Insider Activity at Airbnb

In other news, CEO Brian Chesky sold 51,230 shares of the business’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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Aristotle N. Balogh sold 2,565 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $134.79, for a total transaction of $345,736.35. Following the transaction, the chief technology officer owned 165,086 shares of the company’s stock, valued at approximately $22,251,941.94. This trade represents a 1.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,206,022 shares of company stock worth $148,582,096 over the last 90 days. 27.91% of the stock is owned by insiders.

Institutional Trading of Airbnb

A number of institutional investors have recently made changes to their positions in the company. Private Advisor Group LLC raised its position in shares of Airbnb by 1.0% in the third quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock valued at $1,007,000 after buying an additional 86 shares during the last quarter. Intrinsic Value Partners LLC raised its stake in Airbnb by 3.7% during the third quarter. Intrinsic Value Partners LLC now owns 2,836 shares of the company’s stock worth $344,000 after purchasing an additional 100 shares during the period. NorthRock Partners LLC boosted its holdings in Airbnb by 0.4% in the 3rd quarter. NorthRock Partners LLC now owns 27,341 shares of the company’s stock valued at $3,320,000 after purchasing an additional 111 shares during the last quarter. PGIM Custom Harvest LLC grew its stake in shares of Airbnb by 8.5% in the 3rd quarter. PGIM Custom Harvest LLC now owns 1,899 shares of the company’s stock valued at $231,000 after buying an additional 149 shares during the period. Finally, Corient Private Wealth LLC increased its holdings in shares of Airbnb by 0.5% during the 2nd quarter. Corient Private Wealth LLC now owns 32,080 shares of the company’s stock worth $4,246,000 after buying an additional 150 shares during the last quarter. 80.76% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst upgrade — Citizens Jmp upgraded Airbnb to “outperform” and set a $160 price target, signaling upside vs. current levels and likely supporting buying interest. Benzinga Upgrade Report
• Positive Sentiment: Weaker U.S. dollar tailwind — coverage highlights that a softer dollar should boost Airbnb’s reported international revenue and margins, which could lift near-term EPS expectations. Weaker Dollar Tailwind
• Neutral Sentiment: Analyst target roundups — multiple outlets published collections of Wall Street price targets; consensus remains moderately optimistic but shows dispersion, keeping the stock sensitive to guidance and macro headlines. Analysts’ Targets
• Neutral Sentiment: Insider sale disclosed — CFO Elinor Mertz sold 3,750 shares at about $130 on Feb. 2; the sale is small relative to total holdings and may be routine diversification rather than a signal. SEC Filing
• Neutral Sentiment: Short-interest data appears flat/ambiguous — recent reporting shows effectively zero short interest (likely a data reporting quirk), so short-selling pressure doesn’t explain recent moves.
• Negative Sentiment: Valuation concerns — a Seeking Alpha piece warns that Airbnb’s hotel expansion is promising but the current valuation leaves little room for execution error, which raises downside risk if growth slows. Seeking Alpha Valuation Note
• Negative Sentiment: Institutional trimming — ARK Invest disclosed trims to its Airbnb position, and such high-profile reductions can pressure sentiment even if part of ETF rebalancing. TipRanks/ARK Trades
• Negative Sentiment: Near-term underperformance flagged — coverage noted the stock underperformed the market on a recent trading day, reflecting sensitivity to earnings cadence and macro headlines. MarketWatch Performance Note

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.