Pallas Capital Advisors LLC Has $3.58 Million Holdings in Airbnb, Inc. $ABNB

Pallas Capital Advisors LLC increased its position in Airbnb, Inc. (NASDAQ:ABNB) by 19.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 26,399 shares of the company’s stock after buying an additional 4,323 shares during the period. Pallas Capital Advisors LLC’s holdings in Airbnb were worth $3,583,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in shares of Airbnb by 1.7% in the third quarter. Vanguard Group Inc. now owns 38,295,288 shares of the company’s stock worth $4,649,814,000 after purchasing an additional 649,323 shares during the period. Harris Associates L P lifted its position in shares of Airbnb by 43.2% during the 2nd quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. AQR Capital Management LLC boosted its stake in Airbnb by 58.6% during the 3rd quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after purchasing an additional 1,577,338 shares during the period. Independent Franchise Partners LLP bought a new stake in Airbnb during the 3rd quarter valued at approximately $505,672,000. Finally, Norges Bank acquired a new stake in Airbnb in the 2nd quarter valued at approximately $483,644,000. Institutional investors and hedge funds own 80.76% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wells Fargo & Company lifted their price target on Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. B. Riley Financial upgraded shares of Airbnb from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $140.00 to $170.00 in a research note on Monday, January 12th. UBS Group boosted their target price on shares of Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Barclays upped their target price on shares of Airbnb from $120.00 to $122.00 and gave the company an “equal weight” rating in a research note on Friday, February 13th. Finally, BMO Capital Markets increased their price target on shares of Airbnb from $130.00 to $140.00 and gave the company a “market perform” rating in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $147.79.

Airbnb Trading Down 6.2%

Shares of ABNB stock opened at $122.87 on Friday. The stock has a 50 day moving average of $128.78 and a two-hundred day moving average of $126.88. Airbnb, Inc. has a 12 month low of $99.88 and a 12 month high of $143.88. The company has a market capitalization of $74.79 billion, a P/E ratio of 30.41, a P/E/G ratio of 1.51 and a beta of 1.12.

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

Insiders Place Their Bets

In other news, CFO Elinor Mertz sold 3,750 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $130.00, for a total transaction of $487,500.00. Following the completion of the transaction, the chief financial officer directly owned 402,417 shares of the company’s stock, valued at approximately $52,314,210. This trade represents a 0.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Joseph Gebbia sold 58,000 shares of Airbnb stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $132.51, for a total transaction of $7,685,580.00. Following the sale, the director owned 228,015 shares in the company, valued at approximately $30,214,267.65. This trade represents a 20.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 421,510 shares of company stock worth $55,107,650 over the last 90 days. Corporate insiders own 27.91% of the company’s stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded ABNB to Hold (from Sell) and raised its price target to $129, citing a stronger 2026 outlook and higher adjusted-EBITDA/earnings estimates — a near-term technical tailwind and evidence of a less bearish analyst stance. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing Airbnb’s AI adoption as an opportunity to improve operations and guest experience supports a longer-term growth narrative that can help multiple expansion if execution continues. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Industry-trend pieces note Airbnb reflects broader Nasdaq/digital-travel trends — useful context for positioning but not an immediate catalyst. Airbnb Reflects Nasdaq Index Digital Travel Trends
• Negative Sentiment: Macro worries — rising energy costs, persistent inflation and slipping consumer confidence — are pressuring travel stocks broadly and were cited as the proximate reason for today’s pullback in Airbnb shares. Airbnb Stock Falls As Inflation, Energy Costs Pressure Travel Outlook
• Negative Sentiment: Regulatory risk in Europe is rising — Paris and other major tourist cities are cracking down on illegal short-term rentals to curb overtourism and free up housing, which could constrain listings and growth in important markets. Paris is ground zero for Europe’s backlash against illegal Airbnbs
• Negative Sentiment: Insider selling: director Joseph Gebbia sold 58,000 shares (~$7.7M), trimming his stake — a sizable sale that can weigh on sentiment even if for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

Airbnb Company 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.