Airbnb (NASDAQ:ABNB) Earns Neutral Rating from Wedbush

Airbnb (NASDAQ:ABNB)‘s stock had its “neutral” rating reaffirmed by Wedbush in a note issued to investors on Friday,Benzinga reports. They presently have a $130.00 price target on the stock. Wedbush’s price target suggests a potential upside of 7.13% from the company’s previous close.

Several other research firms also recently issued reports on ABNB. BMO Capital Markets boosted their price objective on Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a report on Friday. UBS Group increased their price target 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. Cantor Fitzgerald upgraded Airbnb from an “underweight” rating to a “neutral” rating and raised their price target for the stock from $117.00 to $141.00 in a research note on Thursday, January 8th. Wells Fargo & Company boosted their price target on Airbnb from $128.00 to $133.00 and gave the company an “equal weight” rating in a research report on Friday. Finally, KeyCorp initiated coverage on shares of Airbnb in a research note on Thursday, October 23rd. They set a “sector weight” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Airbnb presently has an average rating of “Hold” and a consensus price target of $148.88.

Airbnb Stock Up 4.6%

NASDAQ ABNB opened at $121.35 on Friday. Airbnb has a 52 week low of $99.88 and a 52 week high of $163.93. The business’s fifty day simple moving average is $131.25 and its 200-day simple moving average is $126.18. The firm has a market cap of $74.70 billion, a PE ratio of 30.04, a P/E/G ratio of 1.87 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last posted its earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a net margin of 20.51% and a return on equity of 30.96%. The firm had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the previous year, the firm earned $0.73 earnings per share. The business’s revenue for the quarter was up 12.9% compared to the same quarter last year. Research analysts expect that Airbnb will post 4.31 EPS for the current year.

Insider Buying and Selling

In other Airbnb news, CTO Aristotle N. Balogh sold 2,565 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $134.79, for a total transaction of $345,736.35. Following the sale, the chief technology officer directly owned 165,086 shares in the company, valued at approximately $22,251,941.94. The trade was a 1.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the transaction, the chief financial officer directly owned 410,530 shares of the company’s stock, valued at approximately $53,368,900. The trade was a 0.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,027,422 shares of company stock valued at $127,060,208 over the last quarter. Company insiders own 27.91% of the company’s stock.

Institutional Trading of Airbnb

Large investors have recently added to or reduced their stakes in the business. Caxton Associates LLP bought a new stake in shares of Airbnb in the first quarter valued at approximately $258,000. Intech Investment Management LLC boosted its position in Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after buying an additional 4,353 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Airbnb by 18.8% in the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after buying an additional 927 shares during the period. Concurrent Investment Advisors LLC grew its holdings in Airbnb by 2.1% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 6,767 shares of the company’s stock worth $896,000 after acquiring an additional 141 shares during the period. Finally, Sequoia Financial Advisors LLC lifted its position in shares of Airbnb by 25.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 11,713 shares of the company’s stock valued at $1,550,000 after acquiring an additional 2,344 shares during the period. 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.