Airbnb (NASDAQ:ABNB) Price Target Raised to $125.00 at Morgan Stanley

Airbnb (NASDAQ:ABNB) had its price objective hoisted by investment analysts at Morgan Stanley from $120.00 to $125.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “underweight” rating on the stock. Morgan Stanley’s price objective would suggest a potential downside of 17.40% from the company’s current price.

A number of other research analysts have also weighed in on the stock. Oppenheimer raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $180.00 target price on the stock in a research note on Monday, May 4th. Cantor Fitzgerald upgraded Airbnb from a “neutral” rating to an “overweight” rating in a report on Monday, May 4th. CICC Research assumed coverage on shares of Airbnb in a research report on Friday, June 5th. They set an “outperform” rating and a $165.00 price target on the stock. The Goldman Sachs Group set a $170.00 price objective on Airbnb in a research report on Tuesday. Finally, HC Wainwright upgraded shares of Airbnb to a “buy” rating in a research note on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $160.42.

Airbnb Price Performance

Shares of Airbnb stock traded down $1.69 during trading on Thursday, reaching $151.32. The company’s stock had a trading volume of 941,316 shares, compared to its average volume of 4,075,639. Airbnb has a one year low of $110.81 and a one year high of $156.50. The company has a current ratio of 1.44, a quick ratio of 1.44 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $91.21 billion, a P/E ratio of 37.28, a price-to-earnings-growth ratio of 1.64 and a beta of 1.14. The stock has a 50-day moving average price of $140.88 and a two-hundred day moving average price of $134.89.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.31 by ($0.05). The company had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.62 billion. Airbnb had a net margin of 19.90% and a return on equity of 31.24%. Airbnb’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the previous year, the company earned $0.24 earnings per share. As a group, sell-side analysts anticipate that Airbnb will post 4.93 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Kenneth I. Chenault sold 8,346 shares of the stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $150.00, for a total transaction of $1,251,900.00. Following the transaction, the director directly owned 40,879 shares in the company, valued at approximately $6,131,850. This represents a 16.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Joseph Gebbia sold 265,000 shares of the company’s stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $145.70, for a total value of $38,610,500.00. Following the completion of the transaction, the director directly owned 1,828,518 shares in the company, valued at $266,415,072.60. This trade represents a 12.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 2,510,479 shares of company stock worth $349,064,808 over the last three months. Corporate insiders own 27.21% of the company’s stock.

Institutional Investors Weigh In On Airbnb

A number of large investors have recently modified their holdings of ABNB. Transamerica Financial Advisors LLC boosted its stake in shares of Airbnb by 143.6% during the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after acquiring an additional 112 shares in the last quarter. ORG Partners LLC lifted its holdings in shares of Airbnb by 97.0% in the fourth quarter. ORG Partners LLC now owns 195 shares of the company’s stock valued at $26,000 after buying an additional 96 shares during the period. Entrust Financial LLC acquired a new position in Airbnb during the fourth quarter valued at $27,000. Meeder Asset Management Inc. increased its position in Airbnb by 96.3% during the first quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock worth $27,000 after buying an additional 105 shares during the last quarter. Finally, Sunbelt Securities Inc. grew its position in Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock worth $27,000 after purchasing an additional 175 shares during the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and Zacks expect Airbnb’s upcoming quarterly results to show earnings growth and identify two factors that could support a potential earnings beat. Investors are focused on whether the company can convert strong travel demand into higher revenue and profitability. Airbnb Earnings Expected to Grow
• Positive Sentiment: Airbnb’s global marketplace, expanding travel offerings and potential for another growth cycle are supporting bullish sentiment. The stock remains above its 50-day and 200-day moving averages, while the analyst consensus is “Moderate Buy” with an average price target of $160.23—above its recent trading level. Airbnb Momentum Opens a Bigger Debate
• Neutral Sentiment: Airbnb is receiving elevated investor attention, including significant options-market activity and frequent appearances among trending stocks. This may increase volatility and trading interest but does not provide a clear fundamental signal. Airbnb Trending Stock
• Negative Sentiment: Director Joseph Gebbia sold 265,000 shares for approximately $38.6 million, reducing his direct ownership by 12.66%. Co-founder Nathan Blecharczyk also sold 13,615 shares and has reported additional sales. Although such transactions may be planned or personal, the repeated insider selling can weigh on investor confidence. Joseph Gebbia Insider Sale
• Negative Sentiment: Airbnb trades at a higher valuation than Booking Holdings, with a price-to-earnings ratio near 37. Investors remain concerned that regulatory restrictions on short-term rentals could pressure growth and make the premium multiple harder to sustain. Airbnb Versus Booking

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.