Two Creeks Capital Management LP Raises Holdings in Airbnb, Inc. $ABNB

Two Creeks Capital Management LP boosted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 493,451 shares of the company’s stock after buying an additional 8,667 shares during the period. Airbnb makes up about 4.3% of Two Creeks Capital Management LP’s investment portfolio, making the stock its 9th largest holding. Two Creeks Capital Management LP’s holdings in Airbnb were worth $59,915,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Caxton Associates LLP purchased a new position in shares of Airbnb in the 1st quarter worth about $258,000. Intech Investment Management LLC increased its stake in Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after purchasing an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after purchasing an additional 927 shares in the last quarter. AE Wealth Management LLC raised its holdings in Airbnb by 47.6% in the second quarter. AE Wealth Management LLC now owns 3,444 shares of the company’s stock worth $456,000 after buying an additional 1,111 shares during the last quarter. Finally, Prospera Financial Services Inc raised its holdings in Airbnb by 19.1% in the second quarter. Prospera Financial Services Inc now owns 2,437 shares of the company’s stock worth $322,000 after buying an additional 390 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Insider Activity

In other Airbnb news, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction that occurred on Monday, March 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 402,417 shares in the company, valued at approximately $52,314,210. This trade represents a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $131.27, for a total transaction of $7,613,660.00. Following the completion of the transaction, the director owned 286,015 shares in the company, valued at $37,545,189.05. The trade was a 16.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 490,568 shares of company stock valued at $64,120,119 in the last quarter. 27.91% of the stock is currently owned by insiders.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on ABNB shares. Citizens Jmp upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price target on the stock in a report on Wednesday, February 4th. Morgan Stanley set a $120.00 target price on Airbnb in a report on Friday, February 13th. Jefferies Financial Group boosted their price target on Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Argus raised Airbnb to a “strong-buy” rating in a research report on Tuesday, February 17th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Airbnb currently has an average rating of “Hold” and a consensus target price of $147.40.

Airbnb Trading Down 1.1%

Shares of ABNB opened at $126.30 on Friday. The firm has a market cap of $76.88 billion, a PE ratio of 31.26, a P/E/G ratio of 1.56 and a beta of 1.12. The firm has a fifty day simple moving average of $130.07 and a two-hundred day simple moving average of $126.68. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $143.88.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results 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). The firm had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business’s quarterly revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the business earned $0.73 earnings per share. As a group, research analysts forecast that Airbnb, Inc. will post 4.31 EPS for the current fiscal 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.