Brighton Jones LLC Purchases 3,948 Shares of Airbnb, Inc. $ABNB

Brighton Jones LLC increased its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 4.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 90,975 shares of the company’s stock after purchasing an additional 3,948 shares during the period. Brighton Jones LLC’s holdings in Airbnb were worth $14,615,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Jennison Associates LLC lifted its position in Airbnb by 9,331.0% in the first quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after purchasing an additional 3,139,315 shares during the period. Wellington Management Group LLP increased its position in Airbnb by 80.6% during the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock worth $827,929,000 after purchasing an additional 2,581,539 shares during the period. Bank of New York Mellon Corp acquired a new position in Airbnb during the 2nd quarter worth approximately $330,085,000. Assenagon Asset Management S.A. increased its position in Airbnb by 114.6% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock worth $546,454,000 after purchasing an additional 1,816,522 shares during the period. Finally, MKA Charitable Fund purchased a new position in shares of Airbnb during the 2nd quarter worth approximately $232,515,606. 80.76% of the stock is owned by hedge funds and other institutional investors.

Airbnb Stock Up 11.7%

ABNB stock opened at $189.99 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The company’s 50-day moving average price is $169.07 and its 200 day moving average price is $147.71. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $193.45. The company has a market cap 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.

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Susquehanna increased their target price on Airbnb from $200.00 to $220.00 and gave the stock a “positive” rating in a research note on Friday. BNP Paribas Exane lifted their price target on Airbnb from $150.00 to $175.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Morgan Stanley began coverage on Airbnb in a report on Wednesday, September 16th. They set an “equal weight” rating and a $170.00 price objective on the stock. Gordon Haskett upped their price objective on Airbnb from $146.00 to $180.00 and gave the stock a “hold” rating in a report on Thursday, September 10th. Finally, UBS Group increased their price objective on Airbnb from $172.00 to $181.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $193.85.

Insider Activity at Airbnb

In related news, insider Nathan Blecharczyk sold 13,615 shares of the company’s stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $170.81, for a total value of $2,325,578.15. Following the sale, the insider owned 20,567 shares in the company, valued at $3,513,049.27. This represents a 39.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO David Bernstein sold 1,756 shares of the company’s stock in a transaction that occurred on 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 sale, the chief accounting officer owned 43,899 shares in the company, valued at approximately $7,347,814.62. This represents a 3.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 524,377 shares of company stock worth $98,303,710 in the last three months. Corporate insiders own 27.21% of the company’s stock.

Key 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

About Airbnb

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.