Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 258.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,270 shares of the company’s stock after buying an additional 4,522 shares during the period. Pinnacle Wealth Management Advisory Group LLC’s holdings in Airbnb were worth $851,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. ORG Partners LLC raised its stake in shares of Airbnb by 97.0% during the fourth quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after buying an additional 96 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new stake in shares of Airbnb during the third quarter worth approximately $25,000. Aventura Private Wealth LLC bought a new stake in shares of Airbnb during the fourth quarter worth approximately $29,000. Sunbelt Securities Inc. raised its stake in shares of Airbnb by 397.7% during the third quarter. Sunbelt Securities Inc. now owns 219 shares of the company’s stock worth $27,000 after buying an additional 175 shares during the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in shares of Airbnb during the third quarter worth approximately $27,000. 80.76% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
ABNB has been the subject of a number of recent research reports. Citizens Jmp raised shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price target for the company in a research note on Wednesday, February 4th. Benchmark dropped their price target 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. DA Davidson dropped their price target on shares of Airbnb from $155.00 to $150.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. HC Wainwright upgraded shares of Airbnb to a “buy” rating in a report on Monday. Finally, HSBC cut shares of Airbnb from a “hold” rating to a “hold” rating in a report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $153.00.
Insider Activity
In other news, Director Joseph Gebbia sold 58,000 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $126.16, for a total value of $7,317,280.00. Following the completion of the transaction, the director owned 170,015 shares in the company, valued at $21,449,092.40. This represents a 25.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nathan Blecharczyk sold 24,788 shares of the company’s stock in a transaction that occurred on Wednesday, April 22nd. The shares were sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the completion of the transaction, the insider owned 11,920 shares of the company’s stock, valued at $1,738,651.20. This trade represents a 67.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 395,325 shares of company stock worth $51,681,085 over the last quarter. 27.21% of the stock is currently owned by company insiders.
Airbnb Stock Performance
Shares of NASDAQ ABNB opened at $138.86 on Tuesday. The stock has a market cap of $84.53 billion, a P/E ratio of 34.37, a P/E/G ratio of 1.73 and a beta of 1.20. The firm has a 50 day moving average price of $132.54 and a 200 day moving average price of $128.96. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $147.25.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued 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 analyst estimates of $2.71 billion. Airbnb had a net margin of 20.51% and a return on equity of 30.88%. The firm’s revenue for the quarter was up 12.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.73 EPS. Analysts predict that Airbnb, Inc. will post 4.94 earnings per share for the current fiscal year.
Key Headlines Impacting Airbnb
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Oppenheimer upgraded ABNB to Outperform and set a $180 price target, arguing that Hotels expansion, Reserve Now Pay Later (RNPL) and AI-driven search should materially lift organic revenue above current Street estimates. Oppenheimer lifts Airbnb rating, sees ‘organic revenue levers materializing’
- Positive Sentiment: Coverage note and write-ups expand on the upgrade thesis — highlighting Hotels, RNPL and AI as durable revenue accelerators and suggesting event catalysts (e.g., large sporting events like the World Cup) could re-rate shares. Oppenheimer Upgrades Airbnb to Outperform With $180 Price Target
- Neutral Sentiment: Airbnb co‑founder Joe Gebbia is participating in the National Design Studio initiative, which is positive PR and reinforces Airbnb’s design/brand credibility but is unlikely to move near-term revenue. Redesigning America’s Digital Infrastructure
- Neutral Sentiment: Weekly analyst-roundup mentions ABNB among top Wall Street calls; useful for context but not a direct catalyst. Ahead of Airbnb (ABNB) Q1 Earnings: Get Ready With Wall Street Estimates
- Neutral Sentiment: Coverage in thematic pieces (e.g., lists of cyclical stocks) flags Airbnb as a candidate for summer recovery, but these are general macro-driven narratives rather than company-specific catalysts. 3 Cyclical Stocks to Buy For A Potential Summer Recovery
- Negative Sentiment: Near-term risk: several previews and analyst notes stress that Q1 results (and guidance) are a make-or-break moment for 2026 performance — any miss or conservative outlook could offset the upgrade-driven optimism. Broader market jitters (pre-market weakness cited in roundups) also pressure the stock. Airbnb Q1 Earnings Preview: A Make Or Break Moment For 2026 Performance
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.
Further Reading
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