Atria Investments Inc Decreases Holdings in Airbnb, Inc. $ABNB

Atria Investments Inc reduced its stake in Airbnb, Inc. (NASDAQ:ABNB) by 21.4% in the 3rd quarter, Holdings Channel reports. The firm owned 55,572 shares of the company’s stock after selling 15,119 shares during the quarter. Atria Investments Inc’s holdings in Airbnb were worth $6,748,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of ABNB. Whipplewood Advisors LLC raised its stake in shares of Airbnb by 235.3% during the second quarter. Whipplewood Advisors LLC now owns 228 shares of the company’s stock valued at $30,000 after purchasing an additional 160 shares during the period. Root Financial Partners LLC bought a new position in shares of Airbnb in the 3rd quarter worth about $32,000. NewSquare Capital LLC boosted its position in Airbnb by 86.4% during the 2nd quarter. NewSquare Capital LLC now owns 287 shares of the company’s stock valued at $38,000 after purchasing an additional 133 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its stake in Airbnb by 55.5% during the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock worth $38,000 after buying an additional 111 shares during the last quarter. Finally, SJS Investment Consulting Inc. increased its position in Airbnb by 4,255.6% in the third quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock worth $48,000 after buying an additional 383 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Q4 revenue beat and stronger-than-expected Q1 revenue outlook driven by premium bookings and accelerating bookings/GBV — the topline and guidance are the main bullish catalysts supporting the rally. Airbnb forecasts revenue above estimates (Reuters)
• Positive Sentiment: AI adoption: Airbnb says about one-third of U.S. & Canada customer support is now handled by its custom AI agent, with plans to scale globally — signals potential structural cost savings and better service scale over time. Airbnb AI handles one-third of support (TechCrunch)
• Neutral Sentiment: Mixed quarter: EPS missed consensus ($0.56 vs. $0.66) even as revenue rose ~13% Y/Y — positive demand trends but margin/investment-driven profit pressure creates a binary outcome depending on execution. Q4 earnings miss, revenues rise (Zacks)
• Neutral Sentiment: Analyst reactions remain mixed — some price-target trims but continued buy/support from select firms; consensus still around a Hold with varied upside estimates, so analyst flow may moderate near-term momentum. Analyst notes and price target moves (Benzinga)
• Neutral Sentiment: Short-interest reporting appears anomalous (0 shares / NaN changes) — likely a data/reporting error rather than a genuine change in short positioning, so limited informational value for trading.
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) — repeated insider sales can weigh on near-term sentiment even if for diversification. Joseph Gebbia insider sale (SEC filing)
• Negative Sentiment: Institutional rebalancing: ARK (Cathie Wood) reduced Airbnb exposure in recent days, a visible high-profile sale that can amplify negative headlines even if not fundamental. ARK reduces Airbnb position (Blockonomi)

Airbnb Stock Up 4.6%

NASDAQ:ABNB opened at $121.35 on Friday. The company’s 50 day moving average is $131.25 and its 200-day moving average is $126.26. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $163.93. The firm has a market cap of $74.70 billion, a price-to-earnings ratio of 30.04, a P/E/G ratio of 1.79 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last posted its 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). Airbnb had a net margin of 20.51% and a return on equity of 30.96%. The firm had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the previous year, the business posted $0.73 earnings per share. The business’s quarterly revenue was up 12.9% compared to the same quarter last year. Research analysts predict that Airbnb, Inc. will post 4.31 EPS for the current fiscal year.

Analysts Set New Price Targets

ABNB has been the subject of several analyst reports. Mizuho set a $156.00 price target on shares of Airbnb in a report on Friday, November 7th. BMO Capital Markets upped their price objective on shares of Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a research note on Friday. Sanford C. Bernstein decreased their price target on shares of Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a report on Tuesday, January 6th. Jefferies Financial Group upped their price objective on shares of Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Airbnb currently has a consensus rating of “Hold” and a consensus price target of $148.88.

Insider Transactions at Airbnb

In other news, CTO Aristotle N. Balogh sold 2,565 shares of Airbnb stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $134.79, for a total transaction of $345,736.35. Following the sale, the chief technology officer owned 165,086 shares of the company’s stock, valued at approximately $22,251,941.94. This trade represents a 1.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brian Chesky sold 51,230 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the completion of the transaction, the chief executive officer directly owned 45,854 shares of the company’s stock, valued at $6,014,210.64. This trade represents a 52.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,027,422 shares of company stock worth $127,060,208 over the last 90 days. Insiders own 27.91% of the company’s stock.

About Airbnb

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.