Titan Investment Management LLC acquired a new stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 19,647 shares of the company’s stock, valued at approximately $2,666,000. Airbnb accounts for about 2.4% of Titan Investment Management LLC’s investment portfolio, making the stock its 14th largest holding.
A number of other institutional investors and hedge funds have also bought and sold shares of the company. Aster Capital Management DIFC Ltd purchased a new position in Airbnb in the third quarter worth about $25,000. ORG Partners LLC grew its holdings in shares of Airbnb by 97.0% during 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 last quarter. Transamerica Financial Advisors LLC grew its holdings in shares of Airbnb by 143.6% during the fourth quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock valued at $26,000 after buying an additional 112 shares during the last quarter. Entrust Financial LLC bought a new stake in shares of Airbnb during the fourth quarter valued at approximately $27,000. Finally, Sunbelt Securities Inc. increased its position in shares of Airbnb by 397.7% during the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock valued at $27,000 after acquiring an additional 175 shares in the last quarter. 80.76% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
Several equities analysts recently issued reports on ABNB shares. Robert W. Baird set a $150.00 price objective on Airbnb in a research report on Friday, May 8th. Evercore restated an “outperform” rating on shares of Airbnb in a research note on Friday, May 8th. Barclays upped their price target on Airbnb from $122.00 to $125.00 and gave the company an “equal weight” rating in a report on Monday, May 11th. Citizens Jmp increased their price objective on Airbnb from $160.00 to $170.00 and gave the company a “market outperform” rating in a research report on Friday, May 8th. Finally, Morgan Stanley downgraded Airbnb from an “underweight” rating to an “underweight” rating in a report on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $157.96.
Airbnb Stock Up 1.3%
Airbnb stock opened at $142.41 on Friday. Airbnb, Inc. has a one year low of $110.81 and a one year high of $147.25. The stock has a fifty day moving average of $136.14 and a 200 day moving average of $132.03. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. The stock has a market cap of $85.83 billion, a PE ratio of 35.08, a price-to-earnings-growth ratio of 1.51 and a beta of 1.16.
Airbnb (NASDAQ:ABNB – Get Free Report) last announced its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). The firm 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%.The company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.24 earnings per share. As a group, sell-side analysts predict that Airbnb, Inc. will post 4.91 EPS for the current year.
Trending Headlines about Airbnb
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
Insider Buying and Selling
In other news, insider Nathan Blecharczyk sold 60,136 shares of Airbnb stock in a transaction on Friday, May 8th. The shares were sold at an average price of $145.70, for a total transaction of $8,761,815.20. Following the transaction, the insider owned 11,920 shares in the company, valued at $1,736,744. This trade represents a 83.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Joseph Gebbia sold 265,000 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $135.45, for a total transaction of $35,894,250.00. Following the sale, the director directly owned 3,182,355 shares of the company’s stock, valued at approximately $431,049,984.75. The trade was a 7.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,972,860 shares of company stock valued at $267,555,449. 27.21% of the stock is owned by insiders.
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.
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