Airbnb, Inc. $ABNB Shares Purchased by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co boosted its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 8.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 84,005 shares of the company’s stock after purchasing an additional 6,700 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Airbnb were worth $10,200,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on ABNB shares. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price target for the company in a research note on Friday. Benchmark reduced their price objective on shares of Airbnb from $155.00 to $145.00 and set a “buy” rating on the stock in a report on Friday. 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 report on Friday, December 5th. KeyCorp started coverage on shares of Airbnb in a research note on Thursday, October 23rd. They set a “sector weight” rating for the company. Finally, Mizuho set a $156.00 price target on Airbnb in a research note on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $148.88.

Airbnb News Roundup

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 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 $126.26. 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 1.79 and a beta of 1.15. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $163.93.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The company had revenue of $2.78 billion during the quarter, compared to analysts’ expectations of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.96%. Airbnb’s revenue was up 12.9% on a year-over-year basis. During the same period last year, the firm earned $0.73 earnings per share. As a group, sell-side analysts forecast that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Insider Transactions at Airbnb

In related news, Director Joseph Gebbia sold 58,000 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $121.15, for a total value of $7,026,700.00. Following the completion of the sale, the director directly owned 402,015 shares of the company’s stock, valued at $48,704,117.25. This represents a 12.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Elinor Mertz sold 3,750 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the transaction, the chief financial officer owned 410,530 shares in the company, valued at $53,368,900. This represents a 0.91% decrease in their position. 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 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.