Chemistry Wealth Management LLC Sells 3,833 Shares of Airbnb, Inc. $ABNB

Chemistry Wealth Management LLC decreased its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 14.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,424 shares of the company’s stock after selling 3,833 shares during the period. Chemistry Wealth Management LLC’s holdings in Airbnb were worth $3,043,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in ABNB. Private Advisor Group LLC lifted its position in shares of Airbnb by 1.0% in the third quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock worth $1,007,000 after buying an additional 86 shares in the last quarter. Koshinski Asset Management Inc. grew its holdings in Airbnb by 4.1% during the 3rd quarter. Koshinski Asset Management Inc. now owns 2,226 shares of the company’s stock valued at $270,000 after buying an additional 87 shares in the last quarter. LRI Investments LLC increased its stake in Airbnb by 7.5% in the 3rd quarter. LRI Investments LLC now owns 1,260 shares of the company’s stock worth $153,000 after acquiring an additional 88 shares during the last quarter. Brookstone Capital Management increased its stake in Airbnb by 4.0% in the 3rd quarter. Brookstone Capital Management now owns 2,350 shares of the company’s stock worth $285,000 after acquiring an additional 91 shares during the last quarter. Finally, SYM FINANCIAL Corp raised its holdings in shares of Airbnb by 4.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 1,953 shares of the company’s stock worth $237,000 after acquiring an additional 91 shares in the last quarter. 80.76% of the stock is owned by institutional investors.

Airbnb Stock Performance

ABNB opened at $130.79 on Friday. The stock has a market cap of $79.61 billion, a price-to-earnings ratio of 32.37, a P/E/G ratio of 1.61 and a beta of 1.12. The stock’s 50 day moving average price is $129.53 and its 200-day moving average price is $126.72. Airbnb, Inc. has a one year low of $99.88 and a one year high of $143.88.

Airbnb (NASDAQ:ABNB) last issued its quarterly 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 return on equity of 30.88% and a net margin of 20.51%.The business had revenue of $2.78 billion for the quarter, compared to the consensus estimate of $2.71 billion. During the same period in the prior year, the business posted $0.73 earnings per share. Airbnb’s revenue was up 12.9% on a year-over-year basis. As a group, analysts predict that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ABNB has been the subject of a number of recent research reports. Benchmark cut their target price on shares of Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a report on Friday, February 13th. Morgan Stanley set a $120.00 price target on shares of Airbnb in a research note on Friday, February 13th. BNP Paribas Exane initiated coverage on shares of Airbnb in a research report on Monday, November 24th. They set a “hold” rating for the company. Jefferies Financial Group lifted their price objective on shares of Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Finally, UBS Group boosted their target price on shares of Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Airbnb currently has a consensus rating of “Hold” and an average price target of $147.40.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analyst / commentary piece arguing Airbnb is resilient in volatile markets — suggests the business can weather macro swings, supporting investor confidence. Airbnb: A Comfortable Stay Through Heightened Market Volatility
• Positive Sentiment: Valuation write-up noting recent share gains (1-month ~+8.7%) and highlighting investor interest after recent moves — could underpin short-term buying. Airbnb (ABNB) Valuation Check After Recent Share Price Gains And Conflicting Fair Value Signals
• Neutral Sentiment: Technical/trading note: short-term trading signals for ABNB are tracking the Nasdaq Composite, indicating index-driven moves rather than company-specific catalysts. Airbnb (NASDAQ:ABNB) Trading Signals Track Nasdaq Composite
• Neutral Sentiment: Brokerage consensus remains tepid: an average “Hold” rating from brokers keeps upside expectations moderate and can limit momentum. Airbnb, Inc. (NASDAQ:ABNB) Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Short-interest notices this week show anomalous/zero values (reports show 0 shares / NaN changes) — data appears unreliable, so there’s no clear short-squeeze or heavy short-pressure signal. (March filings referenced in market data.)
• Neutral Sentiment: Peripheral tech/market stories (e.g., Chamath on robotaxis, consumer finance pieces) are unrelated to Airbnb’s fundamentals and likely have minimal impact on ABNB’s near-term moves. Chamath Palihapitiya Plans Robotaxi Fleets Nationwide — Expects Positive Cash Flow In Under 2 Years
• Negative Sentiment: Fundamental headwind: the company’s most recent quarterly results included an EPS miss (reported $0.56 vs. $0.66 expected) despite revenue slightly beating — this earnings shortfall remains the clearest near-term negative catalyst and helps explain downward pressure.

Insiders Place Their Bets

In other news, CFO Elinor Mertz sold 3,750 shares of Airbnb stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $130.00, for a total transaction of $487,500.00. Following the completion of the sale, the chief financial officer directly owned 402,417 shares in the company, valued at approximately $52,314,210. This trade represents a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 4,260 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $125.29, for a total transaction of $533,735.40. Following the sale, the insider directly owned 49,250 shares of the company’s stock, valued at $6,170,532.50. This represents a 7.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 363,510 shares of company stock worth $47,422,070 over the last quarter. Company 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.