Plato Investment Management Ltd acquired a new stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 21,582 shares of the company’s stock, valued at approximately $3,070,000.
A number of other large investors also recently modified their holdings of ABNB. Commerzbank Aktiengesellschaft FI grew its position in Airbnb by 1.3% during the first quarter. Commerzbank Aktiengesellschaft FI now owns 5,754 shares of the company’s stock valued at $727,000 after acquiring an additional 76 shares during the last quarter. BOKF NA lifted its holdings in shares of Airbnb by 11.0% in the 4th quarter. BOKF NA now owns 787 shares of the company’s stock worth $107,000 after acquiring an additional 78 shares during the last quarter. Private Advisor Group LLC lifted its holdings in shares of Airbnb by 1.0% in the 3rd quarter. Private Advisor Group LLC now owns 8,295 shares of the company’s stock worth $1,007,000 after acquiring an additional 86 shares during the last quarter. FSB Premier Wealth Management Inc. boosted its stake in shares of Airbnb by 3.4% in the 4th quarter. FSB Premier Wealth Management Inc. now owns 2,692 shares of the company’s stock valued at $365,000 after purchasing an additional 89 shares in the last quarter. Finally, Norman Fields Gottscho Capital Management LLC boosted its stake in shares of Airbnb by 3.0% in the 2nd quarter. Norman Fields Gottscho Capital Management LLC now owns 3,085 shares of the company’s stock valued at $441,000 after purchasing an additional 90 shares in the last quarter. 80.76% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities analysts recently commented on the stock. Citizens Jmp lifted their target price on shares of Airbnb from $170.00 to $190.00 and gave the stock a “market outperform” rating in a research report on Friday, August 7th. Scotiabank started coverage on shares of Airbnb in a research report on Monday, May 4th. They set an “outperform” rating for the company. Barclays raised their price objective on Airbnb from $122.00 to $125.00 and gave the company an “equal weight” rating in a research note on Monday, May 11th. Needham & Company LLC initiated coverage on Airbnb in a research note on Monday, May 4th. They issued a “buy” rating for the company. Finally, Wells Fargo & Company increased their target price on Airbnb from $181.00 to $186.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $172.00.
Airbnb Price Performance
Shares of Airbnb stock opened at $184.06 on Monday. The business has a 50 day moving average of $148.90 and a 200 day moving average of $137.69. Airbnb, Inc. has a 52 week low of $110.81 and a 52 week high of $187.12. The company has a market cap of $110.21 billion, a PE ratio of 41.83, a P/E/G ratio of 2.13 and a beta of 1.14. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32.
Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.37 EPS for the quarter, topping the consensus estimate of $1.26 by $0.11. The business had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.58 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. Airbnb’s quarterly revenue was up 16.3% compared to the same quarter last year. During the same period last year, the business posted $1.03 earnings per share. As a group, equities research analysts forecast that Airbnb, Inc. will post 5.22 earnings per share for the current year.
Insider Activity
In other Airbnb news, insider Nathan Blecharczyk sold 531,000 shares of Airbnb stock in a transaction on Friday, August 7th. The stock was sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the completion of the transaction, the insider owned 171,370 shares in the company, valued at approximately $29,888,641.70. The trade was a 75.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Brian Chesky sold 265,746 shares of Airbnb stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $132.22, for a total value of $35,136,936.12. Following the completion of the transaction, the chief executive officer directly owned 11,206,389 shares of the company’s stock, valued at approximately $1,481,708,753.58. This represents a 2.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 3,110,675 shares of company stock worth $459,353,713. Insiders own 27.21% of the company’s stock.
More Airbnb News
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Strong Q2 results and guidance: Airbnb reported approximately $3.6 billion in revenue and $1.37 in adjusted earnings per share, exceeding analyst expectations. Revenue rose about 16%–17% year over year, while free cash flow increased 30%. The company also raised its annual revenue outlook, helping ease concerns about travel demand and geopolitical risks. Airbnb Stock Surges Near 52-Week Peak on Strong Q2 Performance
- Positive Sentiment: AI and hotel expansion support the growth narrative: Management highlighted AI-driven product improvements and expansion into hotels as potential sources of additional bookings, efficiency and profit growth. Investors appear encouraged that Airbnb can use AI to improve discovery, personalization and operations. Airbnb Q2 2026 Earnings Call Transcript
- Positive Sentiment: Improved investor sentiment: Eight reported institutional inflows over the past 30 days and the stock’s recent momentum suggest increased demand from large investors following the earnings beat and outlook improvement. Airbnb Sales Gains, Guidance Boost Shares
- Neutral Sentiment: CEO Brian Chesky said AI now writes a substantial portion of Airbnb’s code and emphasized maintaining a startup-like “founder mode.” The comments reinforce the company’s technology strategy but do not by themselves change near-term financial estimates. Airbnb CEO on AI and Founder Mode
- Negative Sentiment: Valuation and consistency concerns remain: A comparison with MercadoLibre noted that Airbnb’s seasonal revenue can fluctuate more than MercadoLibre’s consistently growing revenue, which may make Airbnb’s elevated valuation harder to justify. Airbnb vs. MercadoLibre Revenue Trajectories
- Negative Sentiment: Phillip Securities downgraded Airbnb to “Moderate Sell,” while director Nathan Blecharczyk reportedly sold 531,000 shares. Neither necessarily signals deteriorating fundamentals, but both could weigh on sentiment after the recent rally. Airbnb Cut to Moderate Sell
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.
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