Airbnb (NASDAQ:ABNB) Issues Quarterly Earnings Results, Misses Estimates By $0.10 EPS

Airbnb (NASDAQ:ABNB) announced its earnings results on Thursday. The company reported $0.56 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.10), FiscalAI reports. Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The business had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion.

Airbnb Stock Performance

Shares of Airbnb stock traded down $3.59 during trading on Thursday, hitting $115.96. 10,019,037 shares of the company’s stock were exchanged, compared to its average volume of 4,563,544. The stock has a market capitalization of $71.38 billion, a price-to-earnings ratio of 27.54, a PEG ratio of 1.86 and a beta of 1.15. The business has a 50-day simple moving average of $131.40 and a 200-day simple moving average of $126.48. Airbnb has a 52-week low of $99.88 and a 52-week high of $163.93.

Insider Buying and Selling

In other Airbnb news, CTO Aristotle N. Balogh sold 2,565 shares of Airbnb stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $134.79, for a total transaction of $345,736.35. Following the completion of the transaction, the chief technology officer owned 165,086 shares in the company, valued at approximately $22,251,941.94. This trade represents a 1.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Elinor Mertz sold 3,750 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $130.00, for a total value of $487,500.00. Following the completion of the transaction, the chief financial officer directly owned 410,530 shares of the company’s stock, valued at approximately $53,368,900. This trade represents a 0.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,027,422 shares of company stock valued at $127,060,208 over the last quarter. 27.91% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Airbnb

Several hedge funds have recently bought and sold shares of the stock. Sivia Capital Partners LLC grew its stake in Airbnb by 18.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock valued at $776,000 after acquiring an additional 927 shares during the period. HUB Investment Partners LLC raised its position in Airbnb by 22.5% during the second quarter. HUB Investment Partners LLC now owns 3,288 shares of the company’s stock worth $435,000 after acquiring an additional 603 shares during the period. WINTON GROUP Ltd purchased a new position in Airbnb during the second quarter valued at $411,000. Caxton Associates LLP acquired a new stake in shares of Airbnb in the first quarter valued at about $258,000. Finally, MUFG Securities EMEA plc acquired a new stake in shares of Airbnb in the second quarter valued at about $169,000. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Royal Bank Of Canada restated an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. Morgan Stanley upped their price target on shares of Airbnb from $120.00 to $130.00 and gave the company an “underweight” rating in a research note on Tuesday, January 13th. UBS Group raised their price target on shares of Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Jefferies Financial Group boosted their price objective on shares of Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a report on Friday, December 5th. Finally, BTIG Research reissued a “neutral” rating on shares of Airbnb in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, nineteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $148.85.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Revenue beat and upbeat guidance — Q4 revenue rose to $2.78B (above consensus) and Airbnb forecast Q1 revenue higher than Street estimates, citing demand for premium rentals. This supports near‑term top‑line momentum. Airbnb forecast revenue above estimates on premium rentals demand
• Neutral Sentiment: Company release and shareholder letter provide detail on results and initiatives; the letter/webcast will be the main source for forward detail investors will parse. Airbnb Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Market commentary and prediction‑market activity around the beat/miss binary is driving short‑term flows but not fundamentals; expect volatile post‑earnings trading. Polymarket Odds: Will COIN, RIVN, ABNB Beat Earnings Tomorrow?
• Neutral Sentiment: Short‑interest figures in some feeds show anomalous “0 shares”/NaN changes — likely data errors and should be treated with caution by traders. SEC Filing (insider transaction disclosure)
• Negative Sentiment: EPS miss — Airbnb reported $0.56 EPS vs. consensus ~$0.66, and EPS declined versus year‑ago, which pressured sentiment despite the revenue beat. Airbnb, Inc. (ABNB) Lags Q4 Earnings Estimates
• Negative Sentiment: Higher investment spending — management is accelerating investments into new services and hotel/premium offerings, which raises expenses and reduces near‑term margins. This was highlighted in coverage and the shareholder letter. Airbnb Logs Mixed Fourth Quarter Amid Ambitious Investment Plans
• Negative Sentiment: Insider selling from co‑founder/director Joseph Gebbia — a multi‑month pattern of sales (most recently 58,000 shares) can weigh on investor sentiment ahead of clearer post‑earnings visibility. Joseph Gebbia insider sale

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.