Perbak Capital Partners LLP Purchases 5,497 Shares of Airbnb, Inc. $ABNB

Perbak Capital Partners LLP lifted its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 124.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,924 shares of the company’s stock after purchasing an additional 5,497 shares during the period. Perbak Capital Partners LLP’s holdings in Airbnb were worth $1,205,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of ABNB. Caxton Associates LLP acquired a new stake in Airbnb in the 1st quarter valued at about $258,000. Intech Investment Management LLC increased its position in Airbnb by 55.8% during the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after buying an additional 4,353 shares during the last quarter. Sivia Capital Partners LLC increased its position in Airbnb by 18.8% during the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after buying an additional 927 shares during the last quarter. AE Wealth Management LLC raised its stake in Airbnb by 47.6% in the second quarter. AE Wealth Management LLC now owns 3,444 shares of the company’s stock valued at $456,000 after buying an additional 1,111 shares during the period. Finally, Prospera Financial Services Inc raised its stake in Airbnb by 19.1% in the second quarter. Prospera Financial Services Inc now owns 2,437 shares of the company’s stock valued at $322,000 after buying an additional 390 shares during the period. 80.76% of the stock is owned by institutional investors.

Insider Transactions at Airbnb

In other Airbnb news, insider Nathan Blecharczyk sold 4,260 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the transaction, the insider owned 49,250 shares in the company, valued at $6,170,532.50. This trade represents a 7.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of Airbnb stock in a transaction on Monday, December 15th. The stock was sold at an average price of $131.16, for a total value of $6,719,326.80. Following the sale, the chief executive officer directly owned 45,854 shares of the company’s stock, valued at $6,014,210.64. This represents a 52.77% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 490,568 shares of company stock valued at $64,120,119. Corporate insiders own 27.91% of the company’s stock.

Airbnb Trading Down 1.1%

Airbnb stock opened at $126.30 on Friday. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $143.88. The stock’s 50 day moving average is $130.07 and its 200-day moving average is $126.68. The company has a market capitalization of $76.88 billion, a price-to-earnings ratio of 31.26, a PEG ratio of 1.56 and a beta of 1.12.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.56 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.10). The firm had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The business’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.73 earnings per share. As a group, equities research analysts predict that Airbnb, Inc. will post 4.31 earnings per share for the current fiscal year.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

Wall Street Analyst Weigh In

Several brokerages have recently commented on ABNB. Benchmark reduced their target price on Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Mizuho increased their price target on Airbnb from $156.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Airbnb in a report on Wednesday, January 21st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Airbnb in a research report on Wednesday, January 14th. Finally, Citizens Jmp upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price objective on the stock in a report on Wednesday, February 4th. 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. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $147.40.

Airbnb 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.