Airbnb (ABNB) Projected to Post Earnings on Thursday

Airbnb (NASDAQ:ABNB) is expected to be announcing its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Airbnb to post earnings of $0.66 per share and revenue of $2.7080 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, November 6th. The company reported $2.21 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The company had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter last year, the firm posted $2.13 earnings per share. The firm’s quarterly revenue was up 9.9% on a year-over-year basis. On average, analysts expect Airbnb to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Airbnb Price Performance

NASDAQ ABNB opened at $124.61 on Thursday. The stock has a market capitalization of $76.70 billion, a P/E ratio of 29.60, a PEG ratio of 1.89 and a beta of 1.15. The firm’s 50-day moving average is $131.13 and its two-hundred day moving average is $127.14. Airbnb has a 12 month low of $99.88 and a 12 month high of $163.93.

Insider Buying and Selling

In other news, insider Nathan Blecharczyk sold 141,063 shares of Airbnb stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $121.96, for a total value of $17,204,043.48. Following the completion of the transaction, the insider owned 11,520 shares in the company, valued at approximately $1,404,979.20. This trade represents a 92.45% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Joseph Gebbia sold 236,000 shares of the business’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $120.66, for a total value of $28,475,760.00. Following the transaction, the director directly owned 232,015 shares of the company’s stock, valued at approximately $27,994,929.90. This represents a 50.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,206,022 shares of company stock valued at $148,582,096 in the last three months. 27.91% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Harris Associates L P increased its position in shares of Airbnb by 43.2% in the 2nd quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock valued at $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. AQR Capital Management LLC grew its stake 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 worth $518,456,000 after purchasing an additional 1,577,338 shares in the last quarter. Akre Capital Management LLC increased its holdings in Airbnb by 19.0% in the second quarter. Akre Capital Management LLC now owns 3,473,243 shares of the company’s stock valued at $459,649,000 after buying an additional 555,510 shares during the last quarter. Amundi raised its stake in Airbnb by 28.3% in the third quarter. Amundi now owns 3,424,623 shares of the company’s stock valued at $412,153,000 after buying an additional 754,372 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Airbnb by 453.5% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company’s stock worth $403,782,000 after buying an additional 2,724,682 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on ABNB. Morgan Stanley upped their price objective on shares of Airbnb from $120.00 to $130.00 and gave the stock an “underweight” rating in a report on Tuesday, January 13th. Citizens Jmp upgraded Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price target on the stock in a research note on Wednesday. KeyCorp initiated coverage on Airbnb in a research report on Thursday, October 23rd. They set a “sector weight” rating for the company. UBS Group boosted their price objective on Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a report on Tuesday. Finally, Cantor Fitzgerald upgraded Airbnb from an “underweight” rating to a “neutral” rating and raised their target price for the company from $117.00 to $141.00 in a report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, nineteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Airbnb presently has a consensus rating of “Hold” and a consensus target price of $149.04.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst upgrade — Citizens Jmp upgraded Airbnb to “outperform” and set a $160 price target, signaling upside vs. current levels and likely supporting buying interest. Benzinga Upgrade Report
• Positive Sentiment: Weaker U.S. dollar tailwind — coverage highlights that a softer dollar should boost Airbnb’s reported international revenue and margins, which could lift near-term EPS expectations. Weaker Dollar Tailwind
• Neutral Sentiment: Analyst target roundups — multiple outlets published collections of Wall Street price targets; consensus remains moderately optimistic but shows dispersion, keeping the stock sensitive to guidance and macro headlines. Analysts’ Targets
• Neutral Sentiment: Insider sale disclosed — CFO Elinor Mertz sold 3,750 shares at about $130 on Feb. 2; the sale is small relative to total holdings and may be routine diversification rather than a signal. SEC Filing
• Neutral Sentiment: Short-interest data appears flat/ambiguous — recent reporting shows effectively zero short interest (likely a data reporting quirk), so short-selling pressure doesn’t explain recent moves.
• Negative Sentiment: Valuation concerns — a Seeking Alpha piece warns that Airbnb’s hotel expansion is promising but the current valuation leaves little room for execution error, which raises downside risk if growth slows. Seeking Alpha Valuation Note
• Negative Sentiment: Institutional trimming — ARK Invest disclosed trims to its Airbnb position, and such high-profile reductions can pressure sentiment even if part of ETF rebalancing. TipRanks/ARK Trades
• Negative Sentiment: Near-term underperformance flagged — coverage noted the stock underperformed the market on a recent trading day, reflecting sensitivity to earnings cadence and macro headlines. MarketWatch Performance Note

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.