BNP PARIBAS ASSET MANAGEMENT Holding S.A. Decreases Position in Airbnb, Inc. $ABNB

BNP PARIBAS ASSET MANAGEMENT Holding S.A. cut its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 47.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 126,968 shares of the company’s stock after selling 114,616 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A.’s holdings in Airbnb were worth $15,182,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Avestar Capital LLC lifted its stake in shares of Airbnb by 2.6% in the 3rd quarter. Avestar Capital LLC now owns 7,517 shares of the company’s stock valued at $913,000 after acquiring an additional 194 shares during the last quarter. NewEdge Wealth LLC increased its stake in Airbnb by 22.5% in the 3rd quarter. NewEdge Wealth LLC now owns 13,752 shares of the company’s stock worth $1,685,000 after purchasing an additional 2,524 shares during the period. Essex Financial Services Inc. lifted its position in Airbnb by 21.3% in the third quarter. Essex Financial Services Inc. now owns 1,952 shares of the company’s stock valued at $237,000 after purchasing an additional 343 shares during the last quarter. Syon Capital LLC boosted its stake in shares of Airbnb by 20.8% during the third quarter. Syon Capital LLC now owns 9,886 shares of the company’s stock valued at $1,200,000 after purchasing an additional 1,701 shares during the period. Finally, Axxcess Wealth Management LLC boosted its stake in shares of Airbnb by 3.8% during the third quarter. Axxcess Wealth Management LLC now owns 24,976 shares of the company’s stock valued at $3,033,000 after purchasing an additional 922 shares during the period. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Airbnb

In related news, CFO Elinor Mertz sold 3,750 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the sale, the chief financial officer owned 410,530 shares in the company, valued at $53,368,900. This represents a 0.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $121.15, for a total value of $7,026,700.00. Following the transaction, the director directly owned 402,015 shares of the company’s stock, valued at approximately $48,704,117.25. This trade represents a 12.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,027,422 shares of company stock worth $127,060,208. Insiders own 27.91% of the company’s stock.

Airbnb Stock Up 1.2%

ABNB opened at $125.81 on Friday. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $157.75. The stock has a market cap of $77.44 billion, a PE ratio of 31.14, a PEG ratio of 1.69 and a beta of 1.15. The business has a 50 day moving average of $131.10 and a 200-day moving average of $126.01.

Airbnb (NASDAQ:ABNB) last posted 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). Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The firm had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. During the same quarter last year, the company posted $0.73 EPS. Airbnb’s revenue for the quarter was up 12.9% compared to the same quarter last year. Equities analysts anticipate that Airbnb, Inc. will post 4.31 EPS for the current year.

Airbnb News Roundup

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.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on ABNB. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price target for the company in a report on Friday, February 13th. Wells Fargo & Company upped their price objective on shares of Airbnb from $128.00 to $133.00 and gave the company an “equal weight” rating in a research note on Friday, February 13th. Royal Bank Of Canada reissued an “outperform” rating on shares of Airbnb in a research note on Wednesday, January 14th. DA Davidson lowered their price target on Airbnb from $155.00 to $150.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, TD Cowen increased their price objective on Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen 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 target price of $148.69.

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.