Cantor Fitzgerald Boosts Earnings Estimates for Airbnb

Airbnb, Inc. (NASDAQ:ABNB) – Investment analysts at Cantor Fitzgerald upped their FY2026 earnings estimates for Airbnb in a report released on Friday, November 7th. Cantor Fitzgerald analyst D. Mathivanan now forecasts that the company will post earnings of $4.84 per share for the year, up from their prior forecast of $4.60. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share.

Several other research firms have also commented on ABNB. Wedbush reiterated a “neutral” rating and issued a $130.00 target price on shares of Airbnb in a research note on Friday. Royal Bank Of Canada lifted their price target on Airbnb from $140.00 to $145.00 and gave the company a “sector perform” rating in a report on Thursday, August 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Airbnb in a research note on Wednesday, October 8th. Barclays increased their price objective on shares of Airbnb from $105.00 to $107.00 and gave the stock an “underweight” rating in a report on Friday. Finally, Phillip Securities upgraded shares of Airbnb from a “moderate sell” rating to a “hold” rating in a report on Friday, August 8th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twenty have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $142.44.

Airbnb Stock Up 0.3%

Shares of Airbnb stock opened at $120.88 on Monday. Airbnb has a fifty-two week low of $99.88 and a fifty-two week high of $163.93. The business’s fifty day moving average is $123.89 and its two-hundred day moving average is $128.87. The firm has a market cap of $75.12 billion, a PE ratio of 28.71, a P/E/G ratio of 2.21 and a beta of 1.11.

Airbnb (NASDAQ:ABNB) last announced its earnings results on Thursday, November 6th. The company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). The firm had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.The firm’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.13 EPS. Airbnb has set its Q4 2025 guidance at EPS.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Kentucky Trust Co acquired a new stake in Airbnb in the second quarter worth about $25,000. E Fund Management Hong Kong Co. Ltd. raised its position in shares of Airbnb by 70.9% during the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 200 shares of the company’s stock worth $26,000 after buying an additional 83 shares in the last quarter. Concord Wealth Partners bought a new stake in shares of Airbnb during the 2nd quarter worth about $28,000. Whipplewood Advisors LLC lifted its stake in shares of Airbnb by 235.3% in the 2nd quarter. Whipplewood Advisors LLC now owns 228 shares of the company’s stock worth $30,000 after acquiring an additional 160 shares during the period. Finally, Root Financial Partners LLC bought a new position in shares of Airbnb in the third quarter valued at approximately $32,000. 80.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO Elinor Mertz sold 7,500 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $130.00, for a total value of $975,000.00. Following the sale, the chief financial officer directly owned 436,570 shares in the company, valued at $56,754,100. This trade represents a 1.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Joseph Gebbia sold 236,000 shares of Airbnb stock in a transaction on Monday, October 27th. The shares were sold at an average price of $128.47, for a total value of $30,318,920.00. Following the sale, the director directly owned 468,015 shares in the company, valued at $60,125,887.05. The trade was a 33.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 1,446,760 shares of company stock valued at $179,726,429. Insiders own 27.83% of the company’s stock.

About Airbnb

Airbnb, Inc, together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company’s marketplace connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, and vacation homes.