93,701 Shares in Airbnb, Inc. $ABNB Bought by Atmos Capital Gestao DE Recursos LTDA.

Atmos Capital Gestao DE Recursos LTDA. acquired a new stake in shares of Airbnb, Inc. (NASDAQ:ABNB) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 93,701 shares of the company’s stock, valued at approximately $12,717,000. Airbnb accounts for approximately 1.7% of Atmos Capital Gestao DE Recursos LTDA.’s holdings, making the stock its 8th largest position.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Harris Associates L P raised its holdings in shares of Airbnb by 21.0% in the 4th quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after acquiring an additional 3,240,477 shares in the last quarter. Geode Capital Management LLC lifted its position in Airbnb by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after purchasing an additional 47,966 shares during the last quarter. AQR Capital Management LLC lifted its position in Airbnb by 58.4% during the fourth quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after purchasing an additional 2,492,847 shares during the last quarter. Clearbridge Investments LLC lifted its position in Airbnb by 3.7% during the fourth quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock valued at $824,356,000 after purchasing an additional 216,455 shares during the last quarter. Finally, Independent Franchise Partners LLP grew its stake in Airbnb by 23.6% in the 4th quarter. Independent Franchise Partners LLP now owns 5,146,272 shares of the company’s stock worth $698,452,000 after buying an additional 981,624 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Commentary suggests cheaper airfares could stimulate travel activity and improve Airbnb’s booking trends, which would support revenue growth. Will Airbnb (ABNB) Turn Lower Flight Costs Into a Stronger Platform Advantage?
• Neutral Sentiment: Airbnb’s annual meeting resulted in Alfred Lin joining the board, while shareholders rejected several governance proposals; this is more of a corporate governance update than a direct earnings catalyst. Will Airbnb (ABNB) Turn Lower Flight Costs Into a Stronger Platform Advantage?
• Neutral Sentiment: Long-term investor commentary remains mixed but constructive, with some analysis arguing Airbnb can still appeal to patient holders despite recent volatility. Should You Buy and Hold Airbnb (ABNB) For Long Term
• Negative Sentiment: Fresh valuation work says ABNB could be about 17.8% overvalued, which may cap upside if investors focus on fundamentals. Airbnb (ABNB) Stock Could Be 17.8% Overvalued After Fresh Results
• Negative Sentiment: CEO Brian Chesky and Director Joseph Gebbia recently sold shares, which can be read as a cautious insider signal by some investors. SEC filing for Brian Chesky sale SEC filing for Joseph Gebbia sale
• Negative Sentiment: Broader industry commentary warns AI agents could disrupt travel platforms like Airbnb over the longer term, adding a competitive risk. EXCLUSIVE: Google And Meta May Have The Most To Lose In The AI‑Agent Era, Says Founder Who Rejected OpenAI

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ABNB. Truist Financial increased their price target on shares of Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a report on Friday, June 12th. Weiss Ratings upgraded shares of Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, May 12th. Oppenheimer upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $180.00 target price for the company in a research report on Monday, May 4th. Wells Fargo & Company increased their target price on Airbnb from $178.00 to $181.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Finally, B. Riley Financial restated a “buy” rating on shares of Airbnb in a research report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Airbnb has an average rating of “Moderate Buy” and a consensus price target of $157.96.

Airbnb Price Performance

Shares of Airbnb stock opened at $142.41 on Friday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $147.25. The company has a fifty day moving average of $136.14 and a 200-day moving average of $132.03. The stock has a market capitalization of $85.83 billion, a price-to-earnings ratio of 35.08, a price-to-earnings-growth ratio of 1.51 and a beta of 1.16.

Airbnb (NASDAQ:ABNB) last issued its earnings results on Thursday, May 7th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). The business had revenue of $2.68 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Airbnb had a return on equity of 31.24% and a net margin of 19.90%.Airbnb’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.24 EPS. Equities research analysts expect that Airbnb, Inc. will post 4.91 EPS for the current year.

Insider Buying and Selling at Airbnb

In other news, CFO Elinor Mertz sold 7,433 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $136.24, for a total transaction of $1,012,671.92. Following the transaction, the chief financial officer directly owned 449,040 shares of the company’s stock, valued at approximately $61,177,209.60. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Brian Chesky sold 30,743 shares of Airbnb stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $138.40, for a total value of $4,254,831.20. Following the completion of the transaction, the chief executive officer owned 10,701,685 shares in the company, valued at approximately $1,481,113,204. This represents a 0.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,972,860 shares of company stock worth $267,555,449 over the last three months. Company insiders own 27.21% 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.