FORA Capital LLC Has $2.60 Million Position in Airbnb, Inc. $ABNB

FORA Capital LLC boosted its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 315.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,440 shares of the company’s stock after buying an additional 16,284 shares during the quarter. FORA Capital LLC’s holdings in Airbnb were worth $2,603,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of ABNB. Aster Capital Management DIFC Ltd bought a new stake in shares of Airbnb in the 3rd quarter valued at about $25,000. Root Financial Partners LLC bought a new position in shares of Airbnb during the third quarter worth about $32,000. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Airbnb by 55.5% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock worth $38,000 after acquiring an additional 111 shares during the period. Ameriflex Group Inc. lifted its stake in shares of Airbnb by 986.7% in the third quarter. Ameriflex Group Inc. now owns 326 shares of the company’s stock worth $40,000 after acquiring an additional 296 shares during the period. Finally, SJS Investment Consulting Inc. boosted its holdings in Airbnb by 4,255.6% in the third quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock valued at $48,000 after acquiring an additional 383 shares during the last quarter. 80.76% of the stock is owned by institutional investors.

Airbnb Price Performance

ABNB stock opened at $126.30 on Friday. The company’s 50-day moving average is $130.07 and its 200-day moving average is $126.68. The stock has a market capitalization of $76.88 billion, a PE ratio of 31.26, a price-to-earnings-growth ratio of 1.56 and a beta of 1.12. Airbnb, Inc. has a 1 year low of $99.88 and a 1 year high of $143.88.

Airbnb (NASDAQ:ABNB) last issued its 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). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The firm had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. During the same period in the previous year, the firm earned $0.73 earnings per share. The business’s quarterly revenue was up 12.9% on a year-over-year basis. On average, analysts anticipate that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on ABNB shares. Mizuho increased their target price on shares of Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. UBS Group upped their price objective on shares of Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Argus upgraded shares of Airbnb to a “strong-buy” rating in a research report on Tuesday, February 17th. Citizens Jmp raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 target price for the company in a research note on Wednesday, February 4th. Finally, B. Riley Financial upgraded shares of Airbnb from a “neutral” rating to a “buy” rating and boosted their target price for the company from $140.00 to $170.00 in a report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $147.40.

Insider Activity

In related news, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $131.27, for a total value of $7,613,660.00. Following the transaction, the director directly owned 286,015 shares in the company, valued at $37,545,189.05. This trade represents a 16.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Nathan Blecharczyk sold 4,260 shares of Airbnb stock in a transaction on Friday, February 20th. The shares were sold at an average price of $125.29, for a total transaction of $533,735.40. Following the completion of the sale, the insider directly owned 49,250 shares of the company’s stock, valued at approximately $6,170,532.50. The trade was a 7.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 490,568 shares of company stock worth $64,120,119 over the last quarter. 27.91% of the stock is currently owned by corporate insiders.

Airbnb 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.