Benchmark Cuts Airbnb (NASDAQ:ABNB) Price Target to $145.00

Airbnb (NASDAQ:ABNB) had its price objective cut by Benchmark from $155.00 to $145.00 in a report released on Friday morning,Benzinga reports. They currently have a buy rating on the stock.

A number of other research firms have also commented on ABNB. Jefferies Financial Group lifted 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. DA Davidson restated a “buy” rating and issued a $155.00 price objective on shares of Airbnb in a research report on Friday, December 5th. BTIG Research reiterated a “neutral” rating on shares of Airbnb in a research report on Friday, November 7th. UBS Group raised their price target on Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Finally, BNP Paribas Exane began coverage on Airbnb in a research note on Monday, November 24th. They issued a “hold” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $148.88.

Airbnb Price Performance

NASDAQ ABNB opened at $121.35 on Friday. The firm’s fifty day moving average price is $131.25 and its 200 day moving average price is $126.12. Airbnb has a 12 month low of $99.88 and a 12 month high of $163.93. The company has a market capitalization of $74.70 billion, a price-to-earnings ratio of 30.04, a price-to-earnings-growth ratio of 1.86 and a beta of 1.15.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10). Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The company had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the prior year, the company earned $0.73 EPS. The business’s revenue was up 12.9% on a year-over-year basis. As a group, sell-side analysts forecast that Airbnb 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 58,000 shares of Airbnb stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $121.15, for a total transaction of $7,026,700.00. Following the completion of the transaction, the director owned 402,015 shares in the company, valued at approximately $48,704,117.25. The trade was a 12.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Aristotle N. Balogh sold 2,565 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $134.79, for a total transaction of $345,736.35. Following the completion of the sale, the chief technology officer owned 165,086 shares in the company, valued at $22,251,941.94. This represents a 1.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,027,422 shares of company stock valued at $127,060,208 in the last quarter. Insiders own 27.83% of the company’s stock.

Hedge Funds Weigh In On Airbnb

Several hedge funds have recently bought and sold shares of the stock. Fort Washington Investment Advisors Inc. OH boosted its position in Airbnb by 3.5% during the 3rd quarter. Fort Washington Investment Advisors Inc. OH now owns 962,551 shares of the company’s stock worth $116,873,000 after acquiring an additional 32,501 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Airbnb by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,925,689 shares of the company’s stock valued at $387,186,000 after purchasing an additional 31,120 shares in the last quarter. Cerity Partners LLC lifted its holdings in Airbnb by 18.1% in the third quarter. Cerity Partners LLC now owns 364,824 shares of the company’s stock worth $44,297,000 after purchasing an additional 55,838 shares during the period. National Pension Service grew its position in Airbnb by 1.1% in the 3rd quarter. National Pension Service now owns 1,096,411 shares of the company’s stock valued at $133,126,000 after buying an additional 12,453 shares in the last quarter. Finally, Abacus FCF Advisors LLC grew its position in Airbnb by 7.8% in the 3rd quarter. Abacus FCF Advisors LLC now owns 135,577 shares of the company’s stock valued at $16,462,000 after buying an additional 9,864 shares in the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

More 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 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.