Archon Partners LLC Buys Shares of 66,000 Airbnb, Inc. $ABNB

Archon Partners LLC bought a new stake in Airbnb, Inc. (NASDAQ:ABNB) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 66,000 shares of the company’s stock, valued at approximately $8,958,000.

Several other hedge funds have also recently made changes to their positions in ABNB. Bamco Inc. NY lifted its holdings in Airbnb by 52.1% during the fourth quarter. Bamco Inc. NY now owns 880,076 shares of the company’s stock valued at $119,444,000 after purchasing an additional 301,536 shares during the last quarter. Armistice Capital LLC purchased a new stake in Airbnb during the fourth quarter valued at about $2,808,000. 9823 Capital L.P. purchased a new stake in Airbnb during the fourth quarter valued at about $286,000. Caisse de depot et placement du Quebec lifted its holdings in Airbnb by 15.9% during the fourth quarter. Caisse de depot et placement du Quebec now owns 984,268 shares of the company’s stock valued at $133,585,000 after purchasing an additional 135,393 shares during the last quarter. Finally, PDT Partners LLC lifted its holdings in Airbnb by 6.3% during the fourth quarter. PDT Partners LLC now owns 43,650 shares of the company’s stock valued at $5,924,000 after purchasing an additional 2,600 shares during the last quarter. 80.76% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 265,000 shares of Airbnb stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $138.51, for a total transaction of $36,705,150.00. Following the completion of the sale, the director directly owned 2,917,355 shares in the company, valued at $404,082,841.05. The trade was a 8.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Brian Chesky sold 30,743 shares of Airbnb stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $138.40, for a total transaction of $4,254,831.20. Following the sale, the chief executive officer owned 10,701,685 shares of the company’s stock, valued at approximately $1,481,113,204. The trade was a 0.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,972,860 shares of company stock worth $267,555,449 over the last three months. 27.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on ABNB shares. Citigroup reiterated an “outperform” rating on shares of Airbnb in a research note on Friday, May 8th. Citizens Jmp boosted their price objective on Airbnb from $160.00 to $170.00 and gave the company a “market outperform” rating in a research note on Friday, May 8th. Raymond James Financial upgraded Airbnb from a “market perform” rating to a “strong-buy” rating in a research note on Monday, May 4th. B. Riley Financial reiterated a “buy” rating on shares of Airbnb in a research note on Friday, May 8th. Finally, Oppenheimer upgraded Airbnb from a “market perform” rating to an “outperform” rating and set a $180.00 price objective on the stock in a research note on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Airbnb presently has a consensus rating of “Moderate Buy” and an average price target of $157.96.

Airbnb Stock Down 0.5%

ABNB opened at $140.54 on Thursday. The company has a fifty day moving average price of $135.79 and a 200-day moving average price of $131.85. The firm has a market capitalization of $84.70 billion, a P/E ratio of 34.62, a price-to-earnings-growth ratio of 1.51 and a beta of 1.16. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.44 and a quick ratio of 1.44. Airbnb, Inc. has a one year low of $110.81 and a one year high of $147.25.

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

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb remains a major platform in online travel, and some recent commentary argues the company can benefit if lower flight costs spur more booking activity through its marketplace. Will Airbnb (ABNB) Turn Lower Flight Costs Into a Stronger Platform Advantage?
• Positive Sentiment: Some investor analysis continues to frame Airbnb as a long-term stock worth holding, suggesting the company’s business model still has durable appeal despite near-term noise. Should You Buy and Hold Airbnb (ABNB) For Long Term
• Neutral Sentiment: A fresh valuation piece said Airbnb (ABNB) may be about 17.8% overvalued after its latest results, which could cap upside if investors focus on fundamentals rather than growth momentum. Airbnb (ABNB) Stock Could Be 17.8% Overvalued After Fresh Results
• Neutral Sentiment: Broader commentary highlighted Airbnb as a company that could face disruption in an AI-agent-driven future, adding a longer-term competitive risk narrative rather than an immediate earnings issue. EXCLUSIVE: Google And Meta May Have The Most To Lose In The AI?Agent Era, Says Founder Who Rejected OpenAI
• Negative Sentiment: CEO Brian Chesky sold 30,743 shares, a transaction worth about $4.25 million, which can weigh on sentiment because insider sales are often read as reduced confidence in near-term stock upside. SEC filing for Brian Chesky sale
• Negative Sentiment: Director Joseph Gebbia sold 265,000 shares valued at roughly $36.7 million, a much larger insider sale that may add pressure on Airbnb shares in the near term. SEC filing for Joseph Gebbia sale

About Airbnb

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.