Liontrust Investment Partners LLP Acquires 5,806 Shares of Airbnb, Inc. $ABNB

Liontrust Investment Partners LLP raised its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB) by 8.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 77,227 shares of the company’s stock after purchasing an additional 5,806 shares during the period. Liontrust Investment Partners LLP’s holdings in Airbnb were worth $9,752,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of ABNB. Western Wealth Management LLC bought a new position in shares of Airbnb during the first quarter valued at $34,000. Ariadne Wealth Management LP raised its position in Airbnb by 35.8% in the 1st quarter. Ariadne Wealth Management LP now owns 3,636 shares of the company’s stock worth $459,000 after buying an additional 958 shares during the last quarter. RBF Capital LLC bought a new position in Airbnb during the 1st quarter valued at about $4,672,000. Bull Harbor Capital LLC purchased a new stake in shares of Airbnb during the 1st quarter valued at about $2,092,000. Finally, Arkadios Wealth Advisors grew its stake in shares of Airbnb by 127.7% in the first quarter. Arkadios Wealth Advisors now owns 10,619 shares of the company’s stock worth $1,341,000 after acquiring an additional 5,956 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: UBS raised its price target on Airbnb from $157 to $163 while maintaining a neutral rating, implying additional upside from recent levels. The higher target suggests the firm sees improving earnings or operating prospects, even though it does not recommend aggressively buying the stock. UBS raises Airbnb price target
• Positive Sentiment: Airbnb is expected to report quarterly results next week, and earnings previews from Zacks indicate the company has favorable conditions for a potential beat. Investors are looking for continued revenue growth and profitability after the latest quarter’s revenue increased 17.9% year over year. Airbnb earnings expectations
• Neutral Sentiment: Morgan Stanley raised its price target from $120 to $125 but retained an underweight rating. The target increase is modest and still places the stock well above the firm’s valuation estimate, underscoring disagreement on Airbnb’s growth outlook. Morgan Stanley raises Airbnb price target
• Negative Sentiment: Director Joseph Gebbia sold 265,000 shares for approximately $38.6 million, reducing his direct ownership by 12.66%. The sale follows additional large transactions and may weigh on sentiment ahead of earnings, although insider sales can also reflect planned diversification rather than weaker fundamentals. Joseph Gebbia insider sale
• Negative Sentiment: Airbnb trades at a premium valuation relative to Booking Holdings, while regulatory risks facing short-term rentals remain a concern. Morgan Stanley’s underweight stance reinforces worries that current expectations may already price in much of the company’s growth. Airbnb versus Booking

Insider Activity

In other news, Director Joseph Gebbia sold 265,000 shares of the company’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $145.70, for a total transaction of $38,610,500.00. Following the transaction, the director owned 1,828,518 shares of the company’s stock, valued at approximately $266,415,072.60. This represents a 12.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Nathan Blecharczyk sold 13,615 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $145.43, for a total value of $1,980,029.45. Following the transaction, the insider directly owned 12,370 shares in the company, valued at approximately $1,798,969.10. This represents a 52.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 2,510,479 shares of company stock valued at $349,064,808. Company insiders own 27.21% of the company’s stock.

Airbnb Trading Down 0.6%

ABNB stock opened at $152.08 on Friday. Airbnb, Inc. has a twelve month low of $110.81 and a twelve month high of $156.50. The stock has a market capitalization of $91.66 billion, a price-to-earnings ratio of 37.46, a price-to-earnings-growth ratio of 1.64 and a beta of 1.14. The company has a quick ratio of 1.44, a current ratio of 1.44 and a debt-to-equity ratio of 0.32. The firm’s fifty day simple moving average is $141.24 and its two-hundred day simple moving average is $134.98.

Airbnb (NASDAQ:ABNB) last released its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The firm had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter last year, the business posted $0.24 EPS. Airbnb’s revenue was up 17.9% compared to the same quarter last year. As a group, analysts anticipate that Airbnb, Inc. will post 4.93 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on ABNB. Wedbush assumed coverage on shares of Airbnb in a report on Thursday, July 16th. They issued a “neutral” rating and a $152.00 target price on the stock. Tigress Financial cut their price objective on Airbnb from $200.00 to $185.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. JPMorgan Chase & Co. increased their price target on shares of Airbnb from $130.00 to $140.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Susquehanna upped their price objective on Airbnb from $150.00 to $170.00 and gave the stock a “positive” rating in a report on Friday, May 8th. Finally, Oppenheimer upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $180.00 price target on the stock in a research report on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Airbnb has an average rating of “Moderate Buy” and a consensus price target of $160.65.

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.