Airbnb, Inc. $ABNB Stock: GPM Growth Investors Inc. Lowers Holdings

GPM Growth Investors Inc. reduced its stake in Airbnb, Inc. (NASDAQ:ABNB) by 21.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,417 shares of the company’s stock after selling 4,730 shares during the period. Airbnb makes up about 1.2% of GPM Growth Investors Inc.’s investment portfolio, making the stock its 27th biggest holding. GPM Growth Investors Inc.’s holdings in Airbnb were worth $2,798,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in the stock. Putney Financial Group LLC purchased a new stake in shares of Airbnb in the third quarter worth about $32,000. Meeder Asset Management Inc. raised its holdings in shares of Airbnb by 96.3% during the 1st quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock valued at $27,000 after buying an additional 105 shares during the period. Compass Financial Management LLC raised its holdings in shares of Airbnb by 760.0% during the 3rd quarter. Compass Financial Management LLC now owns 215 shares of the company’s stock valued at $35,000 after buying an additional 190 shares during the period. Pension & Wealth Management Advisors Inc. acquired a new position in Airbnb during the 3rd quarter worth approximately $35,000. Finally, Main Street Group LTD acquired a new position in Airbnb during the 1st quarter worth approximately $29,000. 80.76% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb has added more than 1 million listings to American Express Travel. Eligible U.S. cardholders can earn Membership Rewards points and receive statement credits on qualifying Airbnb bookings, giving the company access to Amex’s travel customers and a potential new booking channel. Airbnb brings over 1 million listings to a major card travel portal
• Positive Sentiment: UBS raised its price target to $181 from $172, while keeping a neutral rating. The higher target is a modestly supportive analyst signal, though the neutral rating indicates limited conviction. UBS price-target update
• Neutral Sentiment: Investors are looking for Q3 updates on travel demand, bookings, and AI-related improvements. Previews see these as potential supports for results, but note that higher costs could weigh on margins; the actual results are due Nov. 5. Airbnb to report Q3 earnings: what’s in store for the stock?
• Negative Sentiment: Options-market data cited by Barchart suggests investors are bracing for a potentially downward move after earnings. This reflects event risk and expectations—not a confirmed forecast of Airbnb’s results or share-price direction. Barchart options data ahead of earnings
• Negative Sentiment: CEO Brian Chesky said his “founder mode” leadership approach contributed to the departure of executives who did not want to work under it. The comments may draw attention to leadership and retention risks, although they describe past challenges. Airbnb CEO discusses founder mode and executive departures
• Negative Sentiment: Chief Accounting Officer David Bernstein sold 1,756 shares, reducing his holdings by 3.85%. He still owns 43,899 shares, so the sale is a limited insider signal. SEC filing on David Bernstein’s stock sale

Analysts Set New Price Targets

ABNB has been the subject of several recent research reports. Oppenheimer increased their price objective on shares of Airbnb from $190.00 to $210.00 and gave the company an “outperform” rating in a research report on Tuesday, October 27th. Mizuho lifted their price objective on shares of Airbnb from $175.00 to $200.00 in a research note on Friday, August 7th. Phillip Securities cut shares of Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. B. Riley Financial restated a “buy” rating and issued a $210.00 target price (up from $180.00) on shares of Airbnb in a research note on Friday, August 7th. Finally, Truist Financial raised their price target on shares of Airbnb from $134.00 to $161.00 and gave the company a “hold” rating in a report on Thursday, September 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Airbnb currently has an average rating of “Moderate Buy” and an average price target of $182.65.

Insider Activity at Airbnb

In other news, CEO Brian Chesky sold 200,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $174.79, for a total transaction of $34,958,000.00. Following the completion of the sale, the chief executive officer owned 10,501,685 shares of the company’s stock, valued at approximately $1,835,589,521.15. This trade represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 531,000 shares of Airbnb stock in a transaction on Friday, August 7th. The stock was sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the completion of the sale, the insider owned 171,370 shares of the company’s stock, valued at approximately $29,888,641.70. This trade represents a 75.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,283,723 shares of company stock valued at $230,764,440. Company insiders own 27.21% of the company’s stock.

Airbnb Trading Up 5.6%

NASDAQ:ABNB opened at $176.37 on Thursday. The stock has a market cap of $105.61 billion, a price-to-earnings ratio of 40.08, a price-to-earnings-growth ratio of 1.91 and a beta of 1.26. Airbnb, Inc. has a one year low of $110.81 and a one year high of $193.45. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. The business’s 50-day simple moving average is $169.32 and its 200 day simple moving average is $147.22.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The firm had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.58 billion. During the same quarter last year, the firm earned $1.03 EPS. Airbnb’s quarterly revenue was up 16.3% on a year-over-year basis. As a group, sell-side analysts predict that Airbnb, Inc. will post 5.29 earnings per share for the current fiscal year.

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.