Chapman Investment Management LLC Makes New $2.07 Million Investment in Airbnb, Inc. $ABNB

Chapman Investment Management LLC acquired a new stake in Airbnb, Inc. (NASDAQ:ABNB) in the third quarter, HoldingsChannel reports. The institutional investor acquired 12,877 shares of the company’s stock, valued at approximately $2,069,000. Airbnb makes up approximately 1.6% of Chapman Investment Management LLC’s portfolio, making the stock its 16th largest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wedmont Private Capital boosted its position in shares of Airbnb by 1.7% during the 2nd quarter. Wedmont Private Capital now owns 4,517 shares of the company’s stock valued at $671,000 after acquiring an additional 75 shares in the last quarter. Commerzbank Aktiengesellschaft FI raised its position in Airbnb by 1.3% in the first quarter. Commerzbank Aktiengesellschaft FI now owns 5,754 shares of the company’s stock worth $727,000 after purchasing an additional 76 shares in the last quarter. Parkside Financial Bank & Trust raised its position in Airbnb by 11.4% in the second quarter. Parkside Financial Bank & Trust now owns 800 shares of the company’s stock worth $114,000 after purchasing an additional 82 shares in the last quarter. Fermata Advisors LLC raised its position in Airbnb by 5.7% in the third quarter. Fermata Advisors LLC now owns 1,645 shares of the company’s stock worth $264,000 after purchasing an additional 88 shares in the last quarter. Finally, Norman Fields Gottscho Capital Management LLC lifted its stake in Airbnb by 3.0% during the second quarter. Norman Fields Gottscho Capital Management LLC now owns 3,085 shares of the company’s stock worth $441,000 after purchasing an additional 90 shares during the period. 80.76% of the stock is owned by institutional investors.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
• Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
• Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
• Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats

Airbnb Trading Up 11.7%

Shares of ABNB stock opened at $189.99 on Friday. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $193.45. The company has a market capitalization of $113.76 billion, a P/E ratio of 35.51, a P/E/G ratio of 2.17 and a beta of 1.26. The firm has a 50-day moving average price of $169.07 and a 200 day moving average price of $147.71. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.31. The firm had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.75 billion. Airbnb had a net margin of 23.02% and a return on equity of 40.71%. The company’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.21 earnings per share. Research analysts forecast that Airbnb, Inc. will post 5.43 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Nathan Blecharczyk sold 202,652 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $190.28, for a total value of $38,560,622.56. Following the transaction, the insider directly owned 179,567 shares of the company’s stock, valued at $34,168,008.76. The trade was a 53.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold a total of 524,377 shares of company stock valued at $98,303,710 in the last three months. Insiders own 27.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Argus lifted their price objective on Airbnb from $165.00 to $220.00 and gave the company a “buy” rating in a report on Friday, August 21st. Rothschild & Co Redburn upped their price objective on Airbnb from $115.00 to $135.00 and gave the company a “sell” rating in a research note on Monday, August 10th. FBN Securities began coverage on Airbnb in a report on Friday, October 2nd. They issued an “outperform” rating for the company. Phillip Securities downgraded Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Finally, Robert W. Baird boosted their price target on Airbnb from $175.00 to $200.00 and gave the company an “outperform” rating in a research note on Tuesday, September 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $193.85.

Airbnb Profile

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world.

Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.

Brian Chesky is Airbnb’s co-founder and chief executive officer.