AXQ Capital LP Decreases Holdings in Airbnb, Inc. $ABNB

AXQ Capital LP lowered its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 44.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,945 shares of the company’s stock after selling 4,723 shares during the period. AXQ Capital LP’s holdings in Airbnb were worth $722,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ABNB. Whipplewood Advisors LLC raised its holdings in shares of Airbnb by 235.3% during the second quarter. Whipplewood Advisors LLC now owns 228 shares of the company’s stock valued at $30,000 after acquiring an additional 160 shares during the last quarter. Root Financial Partners LLC acquired a new stake in shares of Airbnb in the third quarter worth approximately $32,000. NewSquare Capital LLC increased its position in shares of Airbnb by 86.4% during the second quarter. NewSquare Capital LLC now owns 287 shares of the company’s stock worth $38,000 after purchasing an additional 133 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. raised its stake in Airbnb by 55.5% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock valued at $38,000 after purchasing an additional 111 shares during the last quarter. Finally, Golden State Wealth Management LLC lifted its holdings in Airbnb by 85.9% in the 2nd quarter. Golden State Wealth Management LLC now owns 370 shares of the company’s stock valued at $49,000 after purchasing an additional 171 shares in the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is promoting hosting ahead of FIFA World Cup 2026 by offering $750 to new hosts and running media outreach to encourage listings and local participation — a potential tailwind for supply and short-term booking growth in host markets. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
• Neutral Sentiment: DA Davidson trimmed its ABNB price target from $155 to $150 but kept a Buy rating, citing broader market valuation pressure rather than company-specific deterioration — suggests modest analyst caution but continued confidence in Airbnb’s growth outlook. DA Davidson Trims Airbnb (ABNB) Target Price to $150
• Neutral Sentiment: Consensus broker recommendations sit around a “Hold,” reflecting mixed analyst views that could limit upside until clearer demand or margin signals emerge. Airbnb, Inc. Receives Consensus Recommendation of “Hold” from Brokerages
• Negative Sentiment: Cartel-related violence in parts of Mexico led U.S. airlines and cruise lines to cancel service to Puerto Vallarta and Guadalajara, stranding travelers and prompting questions about safety in key tourist markets — near-term cancellations and reputational risk can weigh on demand for Airbnb listings in affected destinations. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico Cruise companies cancel Puerto Vallarta stops after violence in Mexico

Insider Activity at Airbnb

In other news, Director Joseph Gebbia sold 58,000 shares of the company’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 in the company, valued at approximately $48,704,117.25. This represents a 12.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Aristotle N. Balogh sold 2,565 shares of the stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $134.79, for a total transaction of $345,736.35. Following the transaction, the chief technology officer directly owned 165,086 shares of the company’s stock, valued at $22,251,941.94. The trade was a 1.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 795,422 shares of company stock valued at $100,561,168 in the last ninety days. Insiders own 27.83% of the company’s stock.

Analyst Ratings Changes

ABNB has been the subject of a number of research reports. Jefferies Financial Group upped their target price on shares of Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Morgan Stanley set a $120.00 price objective on shares of Airbnb in a report on Friday, February 13th. Wedbush reissued a “neutral” rating and issued a $130.00 target price on shares of Airbnb in a research note on Friday, February 13th. Benchmark dropped their price target on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Finally, B. Riley Financial raised Airbnb from a “neutral” rating to a “buy” rating and increased their price target for the company from $140.00 to $170.00 in a report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $148.69.

Airbnb Stock Performance

Shares of Airbnb stock opened at $122.96 on Tuesday. The stock has a 50 day moving average of $130.91 and a 200 day moving average of $125.94. The firm has a market capitalization of $74.85 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.73 and a beta of 1.15. Airbnb, Inc. has a fifty-two week low of $99.88 and a fifty-two week high of $147.07.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.10). The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The business’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same period last year, the company earned $0.73 EPS. Analysts forecast that Airbnb, Inc. will post 4.31 EPS for the current year.

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.