Wedbush Reiterates “Neutral” Rating for Airbnb (NASDAQ:ABNB)

Airbnb (NASDAQ:ABNB)‘s stock had its “neutral” rating reaffirmed by stock analysts at Wedbush in a note issued to investors on Friday,Benzinga reports. They currently have a $130.00 target price on the stock. Wedbush’s price target suggests a potential upside of 7.31% from the stock’s previous close.

ABNB has been the subject of several other reports. Citizens Jmp upgraded shares of Airbnb from a “market perform” rating to an “outperform” rating and set a $160.00 price target for the company in a report on Wednesday, February 4th. TD Cowen reissued a “buy” rating and set a $160.00 target price (up previously from $150.00) on shares of Airbnb in a research note on Friday. Jefferies Financial Group boosted their price target on shares of Airbnb from $160.00 to $165.00 and gave the company a “buy” rating in a report on Friday, December 5th. KeyCorp initiated coverage on shares of Airbnb in a research note on Thursday, October 23rd. They issued a “sector weight” rating on the stock. Finally, Morgan Stanley lifted their price objective on Airbnb from $120.00 to $130.00 and gave the company an “underweight” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, nineteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Airbnb presently has a consensus rating of “Hold” and an average price target of $149.89.

Airbnb Stock Performance

NASDAQ:ABNB traded up $5.19 during trading hours on Friday, hitting $121.15. 4,172,263 shares of the company’s stock traded hands, compared to its average volume of 4,535,307. The stock’s fifty day moving average price is $131.31 and its two-hundred day moving average price is $126.40. The firm has a market cap of $74.57 billion, a P/E ratio of 28.81, a P/E/G ratio of 1.84 and a beta of 1.15. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). Airbnb had a return on equity of 32.14% and a net margin of 22.03%.The business had revenue of $2.78 billion for the quarter, compared to analyst estimates of $2.71 billion. During the same quarter in the previous year, the business posted $0.73 earnings per share. The company’s revenue was up 12.9% compared to the same quarter last year. On average, equities research analysts predict that Airbnb will post 4.31 earnings per share for the current year.

Insider Buying and Selling at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 58,000 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $121.15, for a total value of $7,026,700.00. Following the completion of the sale, the director owned 402,015 shares of the company’s stock, valued at $48,704,117.25. The trade was a 12.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Elinor Mertz sold 3,750 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $130.00, for a total value of $487,500.00. Following the sale, the chief financial officer 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 worth $127,060,208 in the last 90 days. 27.91% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Airbnb

A number of large investors have recently added to or reduced their stakes in ABNB. Harris Associates L P grew its position in Airbnb by 43.2% in the 2nd quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. Independent Franchise Partners LLP bought a new stake in shares of Airbnb in the third quarter valued at about $505,672,000. Norges Bank acquired a new stake in Airbnb during the second quarter worth about $483,644,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Airbnb by 453.5% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,325,498 shares of the company’s stock valued at $403,782,000 after acquiring an additional 2,724,682 shares during the period. Finally, AQR Capital Management LLC raised its holdings in Airbnb by 58.6% in the 3rd quarter. AQR Capital Management LLC now owns 4,269,937 shares of the company’s stock valued at $518,456,000 after acquiring an additional 1,577,338 shares in the last quarter. Institutional investors own 80.76% of the company’s stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Company beat top‑line expectations and issued above‑consensus Q1 revenue guidance, which supports near‑term revenue momentum. Airbnb forecasts revenue above estimates
• Positive Sentiment: Management highlighted a technology rebuild and faster product shipping—positioning Airbnb to use pricing, supply quality initiatives and AI to drive growth over the medium term. Airbnb’s Q4 reacceleration marks strongest growth
• Neutral Sentiment: Analyst reactions are mixed and largely cautious—several firms reiterate Hold/Neutral ratings citing limited near‑term upside despite execution. BTIG Hold on Airbnb
• Neutral Sentiment: Full Q4 earnings call/transcript is available—useful for parsing guidance assumptions and investment plans that will drive near‑term margin and capex expectations. Q4 earnings call transcript
• Neutral Sentiment: Short‑term trading signals (options and prediction markets) magnify binary risk into/after the print—this can amplify volatility but doesn’t change fundamentals. Polymarket odds ahead of earnings
• Negative Sentiment: ARK Invest (Cathie Wood) trimmed its Airbnb position over two days, selling tens of millions of dollars of shares — fund selling from a high‑profile investor can pressure sentiment and flows. Cathie Wood sells Airbnb
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (multiple recent insider sales), which may weigh on sentiment even if sales are for diversification. Joseph Gebbia insider sale filing
• Negative Sentiment: EPS missed consensus (Q4 EPS $0.56 vs. ~$0.66 expected), a key reason for the stock’s after‑hours weakness despite the revenue beat and upbeat guidance. EPS miss coverage

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.