Benchmark Has Lowered Expectations for Airbnb (NASDAQ:ABNB) Stock Price

Airbnb (NASDAQ:ABNB) had its target price decreased by analysts at Benchmark from $155.00 to $145.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Benchmark’s price target points to a potential upside of 19.49% from the stock’s current price.

Several other brokerages have also recently commented on ABNB. Citigroup upgraded Airbnb from a “neutral” rating to an “outperform” rating in a research report on Wednesday, February 4th. Citizens Jmp raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price objective for the company in a research report on Wednesday, February 4th. Sanford C. Bernstein dropped their price target on shares of Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a research note on Tuesday, January 6th. Wedbush decreased their target price on Airbnb from $135.00 to $130.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Finally, Truist Financial raised their target price on Airbnb from $104.00 to $107.00 and gave the company a “sell” rating in a report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $148.88.

Airbnb Trading Up 4.6%

Shares of ABNB stock opened at $121.35 on Friday. The stock has a market cap of $74.70 billion, a PE ratio of 30.04, a price-to-earnings-growth ratio of 1.87 and a beta of 1.15. Airbnb has a 12 month low of $99.88 and a 12 month high of $163.93. The company’s fifty day moving average price is $131.25 and its 200-day moving average price is $126.18.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion for the quarter, compared to the consensus estimate of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.96%. The company’s revenue was up 12.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.73 EPS. On average, sell-side analysts forecast that Airbnb will post 4.31 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other news, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $121.15, for a total value of $7,026,700.00. Following the completion of the sale, the director owned 402,015 shares of the company’s stock, valued at approximately $48,704,117.25. This represents a 12.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Brian Chesky sold 51,230 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the sale, the chief executive officer owned 45,854 shares of the company’s stock, valued at approximately $6,014,210.64. The trade was a 52.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,027,422 shares of company stock valued at $127,060,208. 27.91% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Transamerica Financial Advisors LLC boosted its position in shares of Airbnb by 143.6% during the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares in the last quarter. ORG Partners LLC boosted its holdings in Airbnb by 97.0% in the fourth quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after acquiring an additional 96 shares in the last quarter. Entrust Financial LLC acquired a new stake in Airbnb in the fourth quarter valued at approximately $27,000. Aster Capital Management DIFC Ltd bought a new stake in shares of Airbnb during the third quarter valued at approximately $25,000. Finally, Aventura Private Wealth LLC acquired a new position in shares of Airbnb during the fourth quarter worth approximately $29,000. 80.76% of the stock is owned by institutional investors.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q4 revenue beat and stronger-than-expected Q1 revenue outlook driven by premium bookings and accelerating bookings/GBV — the topline and guidance are the main bullish catalysts supporting the rally. Airbnb forecasts revenue above estimates (Reuters)
• Positive Sentiment: AI adoption: Airbnb says about one-third of U.S. & Canada customer support is now handled by its custom AI agent, with plans to scale globally — signals potential structural cost savings and better service scale over time. Airbnb AI handles one-third of support (TechCrunch)
• Neutral Sentiment: Mixed quarter: EPS missed consensus ($0.56 vs. $0.66) even as revenue rose ~13% Y/Y — positive demand trends but margin/investment-driven profit pressure creates a binary outcome depending on execution. Q4 earnings miss, revenues rise (Zacks)
• Neutral Sentiment: Analyst reactions remain mixed — some price-target trims but continued buy/support from select firms; consensus still around a Hold with varied upside estimates, so analyst flow may moderate near-term momentum. Analyst notes and price target moves (Benzinga)
• Neutral Sentiment: Short-interest reporting appears anomalous (0 shares / NaN changes) — likely a data/reporting error rather than a genuine change in short positioning, so limited informational value for trading.
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) — repeated insider sales can weigh on near-term sentiment even if for diversification. Joseph Gebbia insider sale (SEC filing)
• Negative Sentiment: Institutional rebalancing: ARK (Cathie Wood) reduced Airbnb exposure in recent days, a visible high-profile sale that can amplify negative headlines even if not fundamental. ARK reduces Airbnb position (Blockonomi)

Airbnb Company 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.