Nisa Investment Advisors LLC Increases Stake in Airbnb, Inc. $ABNB

Nisa Investment Advisors LLC increased its stake in Airbnb, Inc. (NASDAQ:ABNB) by 83.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 62,664 shares of the company’s stock after acquiring an additional 28,461 shares during the period. Nisa Investment Advisors LLC’s holdings in Airbnb were worth $7,609,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of ABNB. DDD Partners LLC grew its stake in shares of Airbnb by 3.9% during the 2nd quarter. DDD Partners LLC now owns 2,041 shares of the company’s stock valued at $270,000 after buying an additional 76 shares during the period. Geneos Wealth Management Inc. raised its position in shares of Airbnb by 1.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 5,058 shares of the company’s stock worth $604,000 after buying an additional 78 shares during the period. E Fund Management Hong Kong Co. Ltd. boosted its holdings in Airbnb by 70.9% in the second quarter. E Fund Management Hong Kong Co. Ltd. now owns 200 shares of the company’s stock valued at $26,000 after acquiring an additional 83 shares during the last quarter. SBI Securities Co. Ltd. grew its position in Airbnb by 0.8% during the second quarter. SBI Securities Co. Ltd. now owns 10,552 shares of the company’s stock valued at $1,396,000 after acquiring an additional 85 shares during the period. Finally, Brookstone Capital Management grew its holdings in shares of Airbnb by 4.0% during the 3rd quarter. Brookstone Capital Management now owns 2,350 shares of the company’s stock worth $285,000 after purchasing an additional 91 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Barclays upgraded ABNB, citing potential tailwinds from RNPL initiatives, a hotel push and demand boosts from the World Cup — a near-term revenue catalyst for bookings. RNPL, hotel push and World Cup to boost Airbnb, Barclays upgrades stock
• Positive Sentiment: Cantor Fitzgerald upgraded the stock, adding institutional support to the bullish narrative and helping lift near-term sentiment. Cantor Fitzgerald upgrades Airbnb (ABNB)
• Positive Sentiment: Several analyst write-ups and upgrades (coverage summarized by Benzinga and other outlets) show the street moving less bearish, which supports buying interest. Breaking Down Airbnb: 13 Analysts Share Their Views
• Neutral Sentiment: Market coverage notes ABNB is outpacing the broader market recently, reflecting momentum but not necessarily a change in fundamentals. That can attract momentum traders. Airbnb, Inc. (ABNB) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Tapasya Fund disclosed it sold ABNB in 2024 (fund-level decision). This appears to be reallocation rather than a fresh vote of no confidence, but it reduces one institutional holder. Tapasya Fund Sold Airbnb (ABNB) in 2024
• Negative Sentiment: Senior executives sold millions in company stock, which can be read as insider monetization and may spook some investors despite insider sales sometimes being routine. Airbnb’s (ABNB) Senior Executives Sell Millions Worth of Company Stock
• Negative Sentiment: Sanford C. Bernstein issued a pessimistic forecast for ABNB, highlighting downside risk and providing a counterweight to the upgrades; this keeps some investors cautious on valuation. Sanford C. Bernstein Issues Pessimistic Forecast for Airbnb (NASDAQ:ABNB) Stock Price

Analysts Set New Price Targets

Several research firms have recently issued reports on ABNB. DA Davidson reissued a “buy” rating and issued a $155.00 price objective on shares of Airbnb in a research report on Friday, December 5th. Truist Financial increased their price target on Airbnb from $104.00 to $107.00 and gave the company a “sell” rating in a report on Thursday, December 4th. BNP Paribas Exane started coverage on Airbnb in a research report on Monday, November 24th. They issued a “neutral” rating on the stock. Barclays set a $120.00 price objective on Airbnb and gave the stock an “equal weight” rating in a research note on Friday. Finally, BTIG Research reiterated a “neutral” rating on shares of Airbnb in a research note on Friday, November 7th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, twenty-two have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $146.92.

Airbnb Price Performance

NASDAQ:ABNB opened at $139.27 on Friday. The firm has a 50-day moving average of $126.57 and a two-hundred day moving average of $127.67. The stock has a market cap of $85.73 billion, a P/E ratio of 33.08, a PEG ratio of 2.16 and a beta of 1.09. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $163.93.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.31 by ($0.10). The business had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.08 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the firm posted $2.13 EPS. As a group, equities analysts expect that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Insider Buying and Selling at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 236,000 shares of the stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $120.66, for a total transaction of $28,475,760.00. Following the transaction, the director owned 232,015 shares of the company’s stock, valued at $27,994,929.90. This trade represents a 50.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Brian Chesky sold 51,230 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the transaction, the chief executive officer owned 45,854 shares in the company, valued at $6,014,210.64. This trade represents a 52.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,579,756 shares of company stock valued at $193,545,739 in the last three months. Corporate insiders own 27.91% of the company’s stock.

Airbnb 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.