Airbnb (NASDAQ:ABNB) Upgraded at Citizens Jmp

Citizens Jmp upgraded shares of Airbnb (NASDAQ:ABNB) from a market perform rating to an outperform rating in a report issued on Wednesday, Marketbeat reports. They currently have $160.00 price target on the stock.

Several other equities analysts have also issued reports on the stock. Mizuho set a $156.00 target price on shares of Airbnb in a report on Friday, November 7th. Morgan Stanley increased their target price on shares of Airbnb from $120.00 to $130.00 and gave the company an “underweight” rating in a report on Tuesday, January 13th. BTIG Research restated a “neutral” rating on shares of Airbnb in a report on Friday, November 7th. Wells Fargo & Company set a $128.00 target price on shares of Airbnb and gave the stock an “equal weight” rating in a research report on Friday, January 9th. Finally, Cantor Fitzgerald upgraded shares of Airbnb from an “underweight” rating to a “neutral” rating and raised their price objective for the company from $117.00 to $141.00 in a research report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, nineteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $148.85.

Airbnb Price Performance

Shares of ABNB opened at $122.18 on Wednesday. The firm has a 50 day simple moving average of $131.33 and a two-hundred day simple moving average of $126.99. The company has a market cap of $75.21 billion, a P/E ratio of 29.02, a P/E/G ratio of 1.87 and a beta of 1.15. Airbnb has a one year low of $99.88 and a one year high of $163.93.

Airbnb (NASDAQ:ABNB) last issued its 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 for 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 firm’s revenue was up 9.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.13 EPS. On average, analysts expect that Airbnb will post 4.31 earnings per share for the current fiscal year.

Insider Transactions at Airbnb

In other news, CEO Brian Chesky sold 51,230 shares of the company’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 completion of the sale, the chief executive officer directly owned 45,854 shares in the company, valued at $6,014,210.64. This represents a 52.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Joseph Gebbia sold 236,000 shares of the company’s 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 completion of the transaction, the director owned 232,015 shares of the company’s stock, valued at approximately $27,994,929.90. The trade was a 50.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,206,022 shares of company stock worth $148,582,096 over the last quarter. 27.91% of the stock is currently owned by insiders.

Institutional Trading of Airbnb

Hedge funds have recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of Airbnb by 1.7% during the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock valued at $4,649,814,000 after buying an additional 649,323 shares during the last quarter. Harris Associates L P increased its stake in Airbnb by 43.2% during 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 in the last quarter. Geode Capital Management LLC increased its holdings in shares of Airbnb by 1.5% in the second quarter. Geode Capital Management LLC now owns 9,942,423 shares of the company’s stock valued at $1,314,057,000 after purchasing an additional 145,788 shares during the period. AQR Capital Management LLC boosted its holdings in shares of Airbnb by 58.6% in the 3rd 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 last quarter. Finally, Independent Franchise Partners LLP purchased a new stake in shares of Airbnb in the third quarter worth about $505,672,000. 80.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst upgrade: Citizens (JMP) recently upgraded ABNB to “outperform” and set a $160 price target, which supports upside expectations and buying interest. Citizens Upgrade
• Positive Sentiment: Analyst optimism / valuation checks: Several outlets note analyst upgrades and coverage that signal growing confidence in ABNB’s growth outlook, which can buoy the stock. Yahoo Valuation Check
• Neutral Sentiment: Insider transaction: CFO Elinor Mertz sold 3,750 shares at about $130 on Feb. 2. The sale is small relative to her holdings and may be routine diversification rather than a signal of company fundamentals. SEC Filing
• Neutral Sentiment: Short-interest reporting appears flat/ambiguous (reported as effectively zero), likely a data/reporting artifact — short-selling pressure is not a clear driver today.
• Neutral Sentiment: Trending coverage: Zacks and MarketBeat pieces highlight ABNB as a widely watched, “trending” stock; increased attention raises volatility but is not a directional catalyst by itself. Zacks Trending Stock
• Negative Sentiment: Price-target cut: Wedbush lowered its price target from $135 to $130 and moved to a “neutral” rating, removing some near-term upside and weighing on sentiment. The Fly: Wedbush Cut
• Negative Sentiment: Valuation concerns: Analysis pieces warn that ABNB’s current valuation leaves limited room for execution error (hotel expansion and growth execution risks), which increases downside sensitivity if growth slows. Seeking Alpha Valuation Note
• Negative Sentiment: Institutional trimming: Reports of ARK and other funds trimming positions have pressured sentiment even if some moves reflect ETF rebalancing rather than conviction-based selling. TipRanks / ARK Trades

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.