Airbnb (NASDAQ:ABNB) Upgraded at Argus

Argus upgraded shares of Airbnb (NASDAQ:ABNB) to a strong-buy rating in a research note published on Tuesday morning,Zacks.com reports.

Other equities analysts have also issued research reports about the stock. TD Cowen increased their target price on shares of Airbnb from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, February 13th. Cantor Fitzgerald set a $121.00 price objective on Airbnb in a research note on Friday, February 13th. Mizuho set a $156.00 price target on Airbnb in a report on Friday, November 7th. Barclays upped their target price on Airbnb from $120.00 to $122.00 and gave the stock an “equal weight” rating in a report on Friday, February 13th. Finally, Sanford C. Bernstein decreased their target price 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. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $148.69.

Airbnb Stock Up 1.2%

NASDAQ ABNB opened at $125.81 on Tuesday. The company has a market cap of $77.44 billion, a PE ratio of 31.14, a price-to-earnings-growth ratio of 1.69 and a beta of 1.15. Airbnb has a 52 week low of $99.88 and a 52 week high of $157.75. The firm’s 50-day simple moving average is $131.10 and its two-hundred day simple moving average is $126.01.

Airbnb (NASDAQ:ABNB) last announced its earnings results 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 return on equity of 30.88% and a net margin of 20.51%.The business had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. During the same quarter in the prior year, the company earned $0.73 earnings per share. Airbnb’s revenue was up 12.9% compared to the same quarter last year. As a group, equities research analysts anticipate that Airbnb will post 4.31 EPS for the current year.

Insider Buying and Selling at Airbnb

In other news, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $121.15, for a total transaction of $7,026,700.00. Following the completion of the sale, the director owned 402,015 shares of the company’s stock, valued at $48,704,117.25. The trade was a 12.61% 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, CFO Elinor Mertz sold 3,750 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $130.00, for a total transaction of $487,500.00. Following the transaction, the chief financial officer owned 410,530 shares in the company, valued at $53,368,900. The trade was a 0.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,027,422 shares of company stock valued at $127,060,208. 27.91% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Airbnb

A number of hedge funds and other institutional investors have recently bought and sold shares of ABNB. Van Diest Capital LLC acquired a new position in shares of Airbnb during the fourth quarter worth $402,000. Compound Planning Inc. grew its holdings in shares of Airbnb by 5.1% during the fourth quarter. Compound Planning Inc. now owns 7,335 shares of the company’s stock worth $996,000 after buying an additional 358 shares during the last quarter. Axxcess Wealth Management LLC lifted its position in Airbnb by 4.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 26,038 shares of the company’s stock worth $3,534,000 after acquiring an additional 1,062 shares during the period. Corient Private Wealth LLC lifted its holdings in shares of Airbnb by 469.5% during the fourth quarter. Corient Private Wealth LLC now owns 246,896 shares of the company’s stock worth $33,509,000 after purchasing an additional 203,543 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its position in Airbnb by 67.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 103,916 shares of the company’s stock worth $14,103,000 after buying an additional 41,759 shares during the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Argus upgraded Airbnb to a “strong‑buy,” adding upward pressure by signaling bullish analyst conviction. Argus Upgrade
• Positive Sentiment: RBC Capital issued a “buy” on ABNB, reinforcing the broker‑upgrade momentum that can attract momentum and institutional buying. RBC Buy
• Positive Sentiment: Airbnb is pivoting into AI-driven travel features and reportedly hired talent from Meta — a strategic move investors view as enhancing long‑term engagement and valuation upside. AI Pivot & Meta Hire
• Positive Sentiment: Operationally proactive: Airbnb is offering up to $750 to recruit first‑time hosts in FIFA World Cup cities, which could expand short‑term supply ahead of a demand spike. Host Incentive
• Neutral Sentiment: Analysts and investors are digesting management’s Q4 call — a “Top 5 analyst questions” piece highlights the key execution and margin topics investors will watch next. Analyst Questions
• Neutral Sentiment: Comparison pieces (e.g., CCL vs. ABNB) and Zacks commentary frame ABNB as a leisure/recreation play with potential upside versus peers — useful context but not an immediate catalyst. CCL vs ABNB
• Neutral Sentiment: Zacks’ analyst blog highlights ABNB among consumer names with upside potential amid sector weakness — supportive background research but not a direct driver. Zacks Analyst Blog
• Negative Sentiment: Short‑interest notices in recent feeds show an “increase” but report zero shares and NaN changes — the feed appears erroneous. If genuine, rising short interest would be a headwind; current data is unreliable and adds uncertainty.
• Negative Sentiment: Fundamental caution: Airbnb’s most recent quarter beat revenue but missed EPS (reported $0.56 vs. $0.66 expected), which remains a near‑term valuation risk that can amplify selloffs if growth/margin concerns persist.

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.