Airbnb, Inc. $ABNB Position Raised by Intrinsic Value Partners LLC

Intrinsic Value Partners LLC grew its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 79.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,456 shares of the company’s stock after acquiring an additional 5,070 shares during the quarter. Airbnb comprises about 1.1% of Intrinsic Value Partners LLC’s investment portfolio, making the stock its 22nd largest holding. Intrinsic Value Partners LLC’s holdings in Airbnb were worth $1,447,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Merit Financial Group LLC boosted its position in shares of Airbnb by 72.1% in the 4th quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after purchasing an additional 13,818 shares during the period. North Dakota State Investment Board acquired a new stake in Airbnb during the 4th quarter worth about $2,785,000. North Star Asset Management Inc. lifted its stake in Airbnb by 13.4% during the fourth quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock valued at $10,663,000 after buying an additional 9,294 shares in the last quarter. Mitsubishi UFJ Trust & Banking Corp lifted its stake in Airbnb by 18.3% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company’s stock valued at $30,305,000 after buying an additional 34,573 shares in the last quarter. Finally, Markel Group Inc. boosted its holdings in shares of Airbnb by 5.8% in the fourth quarter. Markel Group Inc. now owns 240,289 shares of the company’s stock worth $32,612,000 after buying an additional 13,156 shares during the period. Institutional investors own 80.76% of the company’s stock.

Airbnb Price Performance

ABNB stock opened at $148.93 on Monday. The company has a 50 day moving average of $137.87 and a two-hundred day moving average of $133.59. The company has a market cap of $89.76 billion, a price-to-earnings ratio of 36.68, a PEG ratio of 1.60 and a beta of 1.14. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $150.19. The company has a quick ratio of 1.44, a current ratio of 1.44 and a debt-to-equity ratio of 0.32.

Airbnb (NASDAQ:ABNB) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.26 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The company had revenue of $2.68 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the prior year, the firm earned $0.24 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. On average, equities analysts anticipate that Airbnb, Inc. will post 4.91 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Cantor Fitzgerald raised shares of Airbnb from a “neutral” rating to an “overweight” rating in a research note on Monday, May 4th. Rodman & Renshaw initiated coverage on shares of Airbnb in a research note on Monday, May 4th. They set a “buy” rating on the stock. Evercore restated an “outperform” rating on shares of Airbnb in a report on Friday, May 8th. Barclays raised their target price on Airbnb from $122.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Monday, May 11th. Finally, HC Wainwright raised Airbnb to a “buy” rating in a research report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $158.36.

Insider Transactions at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 294,903 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $148.43, for a total value of $43,772,452.29. Following the transaction, the director owned 2,622,452 shares in the company, valued at $389,250,550.36. The trade was a 10.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Kenneth I. Chenault sold 8,346 shares of the company’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $150.00, for a total value of $1,251,900.00. Following the completion of the transaction, the director directly owned 40,879 shares in the company, valued at approximately $6,131,850. The trade was a 16.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,281,621 shares of company stock worth $315,312,325 in the last ninety days. Company insiders own 27.21% of the company’s stock.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is benefiting from a World Cup-related hosting boost, with the company offering $750 incentives to Americans to open their homes and hosts reportedly earning around $3,000 on average. That highlights strong short-term demand for its marketplace and could support investor sentiment around revenue growth. Article: Airbnb offered $750 to Americans to open up their homes during the World Cup—mostly women took it up and now they’re earning thousands
• Positive Sentiment: CEO Brian Chesky’s comments that Airbnb can become an “Amazon for services” reinforce the company’s long-term growth story beyond home rentals, including hotels, car rentals, grocery delivery, luggage storage, and AI features. Article: Airbnb, Inc. (ABNB)’s Chesky says App can become an ‘Amazon for services’
• Positive Sentiment: Recent analyst commentary remains supportive, with Robert W. Baird raising its price target to $160 and reiterating an Outperform rating, suggesting Wall Street still sees upside for Airbnb from travel demand and platform expansion.
• Neutral Sentiment: Airbnb continues to attract broad investor attention, including comparisons with other travel and consumer stocks, but these pieces are mostly framing articles rather than direct catalysts for the shares. Article: Airbnb vs. MGM Resorts International: Which Consumer Stock Is a Better Buy in 2026?
• Negative Sentiment: Heavy insider selling is the main caution signal: director Joseph Gebbia sold 294,903 shares, and director Kenneth Chenault sold 8,346 shares. Large insider sales can weigh on sentiment because they may be read as reduced confidence or a desire to lock in gains.
• Negative Sentiment: Additional insider sales from co-founder Nathan Blecharczyk add to the pressure, reinforcing concerns that recent gains may be meeting some profit-taking from company insiders.

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.