Airbnb (NASDAQ:ABNB) Earns “Neutral” Rating from Wedbush

Airbnb (NASDAQ:ABNB)‘s stock had its “neutral” rating reaffirmed by equities research analysts at Wedbush in a research note issued on Friday,Benzinga reports. They presently have a $130.00 target price on the stock. Wedbush’s price objective would indicate a potential upside of 7.31% from the stock’s previous close.

ABNB has been the topic of several other reports. Deutsche Bank Aktiengesellschaft upgraded Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price objective on the stock in a research note on Friday. Royal Bank Of Canada restated an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. B. Riley Financial raised shares of Airbnb from a “neutral” rating to a “buy” rating and lifted their price target for the company from $140.00 to $170.00 in a report on Monday, January 12th. Cantor Fitzgerald upgraded shares of Airbnb from an “underweight” rating to a “neutral” rating and increased their price objective for the stock from $117.00 to $141.00 in a research note on Thursday, January 8th. Finally, BTIG Research reissued a “neutral” rating on shares of Airbnb in a report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, nineteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $149.89.

Airbnb Price Performance

NASDAQ:ABNB traded up $5.19 during mid-day trading on Friday, reaching $121.15. The stock had a trading volume of 4,172,263 shares, compared to its average volume of 4,535,307. The company has a market capitalization of $74.57 billion, a price-to-earnings ratio of 28.81, a price-to-earnings-growth ratio of 1.84 and a beta of 1.15. Airbnb has a 1-year low of $99.88 and a 1-year high of $163.93. The stock’s 50 day simple moving average is $131.31 and its two-hundred day simple moving average is $126.40.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10). The firm had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The company’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.73 EPS. Sell-side analysts anticipate that Airbnb will post 4.31 EPS for the current fiscal year.

Insider Activity

In related news, Director Joseph Gebbia sold 58,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the director directly owned 402,015 shares in the company, valued at $48,704,117.25. This trade represents a 12.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Aristotle N. Balogh sold 2,565 shares of Airbnb stock in a transaction on Friday, December 19th. The shares were sold at an average price of $134.79, for a total value of $345,736.35. Following the sale, the chief technology officer directly owned 165,086 shares in the company, valued at $22,251,941.94. The trade was a 1.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,027,422 shares of company stock worth $127,060,208 over the last ninety days. 27.91% of the stock is owned by company insiders.

Hedge Funds Weigh In On Airbnb

Several hedge funds have recently modified their holdings of ABNB. Vanguard Group Inc. increased its stake in Airbnb by 1.7% in the 3rd quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock worth $4,649,814,000 after purchasing an additional 649,323 shares in the last quarter. Harris Associates L P boosted its holdings in shares of Airbnb by 43.2% in the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after buying an additional 4,292,383 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock worth $1,368,338,000 after buying an additional 47,966 shares during the period. Clearbridge Investments LLC increased its position in shares of Airbnb by 3.7% in the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock worth $824,356,000 after acquiring an additional 216,455 shares in the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of Airbnb by 58.6% during the third quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after acquiring an additional 1,577,338 shares during the period. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Company beat top‑line expectations and issued above‑consensus Q1 revenue guidance, which supports near‑term revenue momentum. Airbnb forecasts revenue above estimates
• Positive Sentiment: Management highlighted a technology rebuild and faster product shipping—positioning Airbnb to use pricing, supply quality initiatives and AI to drive growth over the medium term. Airbnb’s Q4 reacceleration marks strongest growth
• Neutral Sentiment: Analyst reactions are mixed and largely cautious—several firms reiterate Hold/Neutral ratings citing limited near‑term upside despite execution. BTIG Hold on Airbnb
• Neutral Sentiment: Full Q4 earnings call/transcript is available—useful for parsing guidance assumptions and investment plans that will drive near‑term margin and capex expectations. Q4 earnings call transcript
• Neutral Sentiment: Short‑term trading signals (options and prediction markets) magnify binary risk into/after the print—this can amplify volatility but doesn’t change fundamentals. Polymarket odds ahead of earnings
• Negative Sentiment: ARK Invest (Cathie Wood) trimmed its Airbnb position over two days, selling tens of millions of dollars of shares — fund selling from a high‑profile investor can pressure sentiment and flows. Cathie Wood sells Airbnb
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (multiple recent insider sales), which may weigh on sentiment even if sales are for diversification. Joseph Gebbia insider sale filing
• Negative Sentiment: EPS missed consensus (Q4 EPS $0.56 vs. ~$0.66 expected), a key reason for the stock’s after‑hours weakness despite the revenue beat and upbeat guidance. EPS miss coverage

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.