Airbnb (NASDAQ:ABNB) Insider Sells $533,735.40 in Stock

Airbnb, Inc. (NASDAQ:ABNB) insider Nathan Blecharczyk sold 4,260 shares of Airbnb stock in a transaction that occurred 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 completion of the transaction, the insider owned 49,250 shares in the company, valued at approximately $6,170,532.50. This trade represents a 7.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

Nathan Blecharczyk also recently made the following trade(s):

• On Wednesday, December 3rd, Nathan Blecharczyk sold 39,806 shares of Airbnb stock. The shares were sold at an average price of $120.22, for a total transaction of $4,785,477.32.
• On Tuesday, December 9th, Nathan Blecharczyk sold 36,370 shares of Airbnb stock. The stock was sold at an average price of $123.24, for a total transaction of $4,482,238.80.
• On Monday, December 8th, Nathan Blecharczyk sold 141,063 shares of Airbnb stock. The shares were sold at an average price of $121.96, for a total transaction of $17,204,043.48.
• On Friday, December 5th, Nathan Blecharczyk sold 30,311 shares of Airbnb stock. The shares were sold at an average price of $123.70, for a total transaction of $3,749,470.70.
• On Friday, December 5th, Nathan Blecharczyk sold 23,761 shares of Airbnb stock. The stock was sold at an average price of $122.70, for a total transaction of $2,915,474.70.
• On Thursday, December 4th, Nathan Blecharczyk sold 77,527 shares of Airbnb stock. The shares were sold at an average price of $120.52, for a total transaction of $9,343,554.04.
• On Friday, November 28th, Nathan Blecharczyk sold 3,307 shares of Airbnb stock. The shares were sold at an average price of $116.71, for a total value of $385,959.97.

Airbnb Stock Up 3.7%

Shares of Airbnb stock opened at $136.97 on Friday. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $145.69. The stock has a market cap of $83.38 billion, a PE ratio of 33.90, a price-to-earnings-growth ratio of 1.79 and a beta of 1.15. The business has a fifty day simple moving average of $130.81 and a 200-day simple moving average of $126.10.

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

Institutional Investors Weigh In On Airbnb

Institutional investors and hedge funds have recently modified their holdings of the business. Caxton Associates LLP bought a new position in Airbnb during the first quarter valued at about $258,000. Intech Investment Management LLC increased its holdings in shares of Airbnb by 55.8% during the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after acquiring an additional 4,353 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after acquiring an additional 927 shares during the last quarter. Brookstone Capital Management bought a new position in shares of Airbnb in the 2nd quarter valued at approximately $299,000. Finally, Whipplewood Advisors LLC lifted its holdings in Airbnb by 235.3% in the 2nd quarter. Whipplewood Advisors LLC now owns 228 shares of the company’s stock worth $30,000 after purchasing an additional 160 shares during the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Product and platform expansion: Airbnb is piloting scheduled private car transfers/airport pickups and positioning toward a broader “connected‑trip” offering that could boost ancillary revenue and guest lifetime value. Airbnb Links Transport And World Cup Hosting To Deepen Platform Usage
• Positive Sentiment: Large event demand catalyst: Airbnb is running host‑incentive programs ahead of FIFA World Cup 2026 (notable rewards for new hosts), which can lift supply and incremental bookings during a major travel surge. World Cup host incentives
• Positive Sentiment: Growth recognition: third‑party scoring shows Airbnb among growth leaders (high percentile), reinforcing investor confidence in long‑term TAM capture even as some large funds adjust exposure. Airbnb Secures High Growth Ranking Even As Cathie Wood Trims Exposure
• Neutral Sentiment: Short‑interest figures are anomalous/essentially zero in recent published reports (no clear short‑seller pressure indicated), so short squeezes are unlikely to be a near‑term driver.
• Neutral Sentiment: Analyst moves are mixed but not dramatic — a few modest target tweaks and maintained conviction from several firms (market consensus remains near a “Hold” with an above‑market average target). DA Davidson trims Airbnb target
• Negative Sentiment: Insider selling: co‑founder/director Joseph Gebbia sold 58,000 shares (and Nathan Blecharczyk sold 4,260 shares recently). Repeated insider sales can be perceived negatively even if done for diversification or liquidity. Gebbia insider sale
• Negative Sentiment: Near‑term demand hit in parts of Mexico: violence led to canceled flights/cruise stops and stranded travelers, creating booking disruptions, potential refunds/credits and PR risk in affected markets. Travel disruptions in Mexico

Wall Street Analysts Forecast Growth

ABNB has been the topic of a number of research analyst reports. Morgan Stanley set a $120.00 price objective on shares of Airbnb in a research report on Friday, February 13th. Mizuho set a $156.00 target price on shares of Airbnb in a research note on Friday, November 7th. Benchmark decreased their target price on shares of Airbnb from $155.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Royal Bank Of Canada restated an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. Finally, Cantor Fitzgerald set a $121.00 price objective on Airbnb in a report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $148.69.

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.