Airbnb, Inc. $ABNB Stock: Fulcrum Asset Management LLP Increases Holdings

Fulcrum Asset Management LLP raised its position in Airbnb, Inc. (NASDAQ:ABNB) by 13.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,808 shares of the company’s stock after buying an additional 2,732 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Airbnb were worth $3,580,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of ABNB. Meeder Asset Management Inc. lifted its stake 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 purchasing an additional 105 shares during the last quarter. Main Street Group LTD acquired a new stake in shares of Airbnb in the 1st quarter valued at $29,000. Putney Financial Group LLC bought a new position in shares of Airbnb in the 3rd quarter valued at $32,000. Pathway Financial Advisers LLC bought a new position in shares of Airbnb in the 3rd quarter valued at $32,000. Finally, Western Wealth Management LLC bought a new position in shares of Airbnb in the 1st quarter valued at $34,000. 80.76% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on ABNB shares. B. Riley Financial reissued a “buy” rating and set a $230.00 price target (up from $210.00) on shares of Airbnb in a report on Friday. Argus raised their price objective on Airbnb from $165.00 to $220.00 and gave the company a “buy” rating in a research note on Friday, August 21st. Wall Street Zen cut Airbnb from a “buy” rating to a “hold” rating in a research report on Sunday, October 4th. Cantor Fitzgerald boosted their target price on Airbnb from $160.00 to $180.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Weiss Ratings raised shares of Airbnb from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Airbnb currently has an average rating of “Moderate Buy” and a consensus target price of $195.46.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Jefferies raised its price target to $230 and maintained a Buy rating, implying about 21% upside from the cited $190.29 share price. Other firms also lifted targets, with reported targets ranging as high as $237. Benzinga analyst forecasts
• Positive Sentiment: Recent Q3 coverage highlighted revenue of $4.87 billion, up 18.9% year over year and above analyst expectations, alongside earnings per share of $3.16, also ahead of consensus. Strong free cash flow and higher margins further support the growth story. Airbnb Q3 2026 deep dive
• Positive Sentiment: Long-term-investor coverage pointed to AI-driven product expansion and customer-support tools that reportedly reduced support costs per booking by more than 17%, potentially aiding margins as the platform grows. Airbnb: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Analyst opinion is not unanimous: Piper Sandler reiterated a Neutral rating, and one reported price target of $180 is below the cited share price, suggesting some caution despite the generally higher targets. Piper Sandler rating update
• Negative Sentiment: A report flagged a potential drawback to Airbnb’s growth: guests’ use of its Reserve Now, Pay Later option may create a business challenge. The available coverage does not quantify the impact. Airbnb’s growth spurt comes with a catch

Airbnb Price Performance

Shares of NASDAQ:ABNB opened at $190.29 on Tuesday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.41 and a current ratio of 1.41. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $197.87. The firm has a market cap of $113.94 billion, a PE ratio of 35.57, a price-to-earnings-growth ratio of 2.02 and a beta of 1.26. The firm’s fifty day moving average is $169.09 and its 200-day moving average is $148.00.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings data on Thursday, November 5th. The company reported $3.16 earnings per share for the quarter, beating analysts’ consensus estimates of $2.85 by $0.31. The business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.75 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. Airbnb’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the business posted $2.21 earnings per share. Sell-side analysts predict that Airbnb, Inc. will post 5.43 earnings per share for the current year.

Insider Transactions at Airbnb

In related news, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction on Monday, October 26th. The shares were sold at an average price of $170.81, for a total transaction of $2,325,578.15. Following the completion of the transaction, the insider owned 20,567 shares of the company’s stock, valued at $3,513,049.27. This trade represents a 39.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO David C. Bernstein sold 1,756 shares of Airbnb stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $167.38, for a total value of $293,919.28. Following the completion of the transaction, the chief accounting officer directly owned 43,899 shares of the company’s stock, valued at approximately $7,347,814.62. This trade represents a 3.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 524,377 shares of company stock worth $98,303,710 in the last quarter. Corporate insiders own 27.21% of the company’s stock.

Airbnb Company 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.