Baker Chad R Cuts Holdings in Airbnb, Inc. $ABNB

Baker Chad R decreased its stake in Airbnb, Inc. (NASDAQ:ABNB) by 91.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,000 shares of the company’s stock after selling 33,845 shares during the period. Baker Chad R’s holdings in Airbnb were worth $411,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in ABNB. Vanguard Group Inc. grew its position 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 acquiring an additional 649,323 shares in the last quarter. Harris Associates L P raised its position in Airbnb by 43.2% during the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after purchasing an additional 4,292,383 shares in the last quarter. AQR Capital Management LLC raised its position in Airbnb by 58.6% during the third quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after purchasing an additional 1,577,338 shares in the last quarter. Independent Franchise Partners LLP bought a new stake in Airbnb during the third quarter worth about $505,672,000. Finally, Norges Bank purchased a new position in shares of Airbnb in the 2nd quarter worth about $483,644,000. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded Airbnb to Hold from Sell and raised its price target to $129 after boosting 2026 adjusted-EBITDA and earnings forecasts, reflecting stronger-than-expected travel demand and improved 2026 outlooks. This reduced bearish pressure and supported intraday buying. Airbnb upgraded by Truist on stronger 2026 outlook
• Positive Sentiment: Company strategy and 2026 guidance: management is pitching Airbnb as a broader travel platform (homes + experiences + services + hotels) with expectations for reaccelerating revenue growth in 2026 — a narrative that supports a higher growth multiple if execution continues. Airbnb Broadens Travel Platform As 2026 Growth Expectations Build
• Positive Sentiment: Analyst and media coverage is increasingly constructive (BMO, Deutsche Bank, Jefferies upgrades/target increases and buy-side commentary noting ABNB’s resilience in a higher-rate environment), which supports investor demand and sentiment. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing AI as an operational and product opportunity for Airbnb (improving matching, personalization and operations) reinforces the growth narrative rather than posing a competitive threat. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Short-interest reports for March show large increases but contain reporting errors/NaNs and inconsistent days-to-cover metrics; treat these figures as noisy data until corrected — not yet a clear signal of rising bearish positioning.
• Neutral Sentiment: General buy-the-stock-in-a-high-rate-environment articles and unrelated VC/tech ecosystem stories provide background-positive sentiment but are unlikely to move fundamentals materially on their own. Airbnb and 6 Other Stocks to Buy That Can Thrive Even if Interest Rates Don’t Fall
• Negative Sentiment: Insider selling: Director Joseph Gebbia sold 58,000 shares (~$7.7M) and reduced his stake by ~20% in the filing — a large, disclosed sale that can weigh on near-term sentiment even if done for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Argus upgraded Airbnb to a “strong-buy” rating in a research report on Tuesday, February 17th. Wedbush reaffirmed a “neutral” rating and issued a $130.00 target price on shares of Airbnb in a research note on Friday, February 13th. TD Cowen increased their price target on shares of Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Wells Fargo & Company lifted their price target on shares of Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research note on Friday, February 13th. Finally, Jefferies Financial Group boosted 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 analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Airbnb presently has an average rating of “Hold” and an average target price of $147.79.

Airbnb Price Performance

Shares of Airbnb stock opened at $131.06 on Friday. Airbnb, Inc. has a one year low of $99.88 and a one year high of $143.88. The business’s 50 day simple moving average is $128.94 and its two-hundred day simple moving average is $126.87. The stock has a market capitalization of $79.78 billion, a P/E ratio of 32.44, a price-to-earnings-growth ratio of 1.62 and a beta of 1.12.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share 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 company had revenue of $2.78 billion for the quarter, compared to analysts’ expectations of $2.71 billion. During the same period last year, the company posted $0.73 EPS. The business’s revenue for the quarter was up 12.9% compared to the same quarter last year. Sell-side analysts expect that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other Airbnb news, CFO Elinor Mertz sold 3,750 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the sale, the chief financial officer owned 402,417 shares of the company’s stock, valued at $52,314,210. This trade represents a 0.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Nathan Blecharczyk sold 4,260 shares of the business’s stock in a transaction dated 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 transaction, the insider owned 49,250 shares in the company, valued at $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 421,510 shares of company stock valued at $55,107,650 in the last quarter. Company insiders own 27.91% of the company’s stock.

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.