Airbnb, Inc. $ABNB Position Boosted by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC grew its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 19.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,399 shares of the company’s stock after purchasing an additional 4,323 shares during the period. Pallas Capital Advisors LLC’s holdings in Airbnb were worth $3,583,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Dakota Wealth Management acquired a new stake in shares of Airbnb during the fourth quarter worth approximately $235,000. Wynn Capital LLC increased its stake in Airbnb by 10.3% in the 4th quarter. Wynn Capital LLC now owns 4,252 shares of the company’s stock valued at $577,000 after buying an additional 398 shares during the period. National Wealth Management Group LLC purchased a new stake in Airbnb in the 4th quarter worth approximately $796,000. Czech National Bank lifted its position in Airbnb by 2.9% in the 4th quarter. Czech National Bank now owns 112,144 shares of the company’s stock worth $15,220,000 after buying an additional 3,166 shares in the last quarter. Finally, Salvus Wealth Management LLC boosted its stake in shares of Airbnb by 4.8% during the 4th quarter. Salvus Wealth Management LLC now owns 2,536 shares of the company’s stock valued at $344,000 after buying an additional 117 shares during the period. 80.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Truist upgraded ABNB to Hold (from Sell) and raised its price target to $129, citing a stronger 2026 outlook and higher adjusted-EBITDA/earnings estimates — a near-term technical tailwind and evidence of a less bearish analyst stance. Wall Street Turns Less Bearish on Airbnb: Truist Raises Target to $129
• Positive Sentiment: Coverage framing Airbnb’s AI adoption as an opportunity to improve operations and guest experience supports a longer-term growth narrative that can help multiple expansion if execution continues. Airbnb: AI Is An Opportunity, Not A Threat
• Neutral Sentiment: Industry-trend pieces note Airbnb reflects broader Nasdaq/digital-travel trends — useful context for positioning but not an immediate catalyst. Airbnb Reflects Nasdaq Index Digital Travel Trends
• Negative Sentiment: Macro worries — rising energy costs, persistent inflation and slipping consumer confidence — are pressuring travel stocks broadly and were cited as the proximate reason for today’s pullback in Airbnb shares. Airbnb Stock Falls As Inflation, Energy Costs Pressure Travel Outlook
• Negative Sentiment: Regulatory risk in Europe is rising — Paris and other major tourist cities are cracking down on illegal short-term rentals to curb overtourism and free up housing, which could constrain listings and growth in important markets. Paris is ground zero for Europe’s backlash against illegal Airbnbs
• Negative Sentiment: Insider selling: director Joseph Gebbia sold 58,000 shares (~$7.7M), trimming his stake — a sizable sale that can weigh on sentiment even if for diversification or tax reasons. SEC Filing: Insider Sale — Joseph Gebbia

Airbnb Trading Down 6.2%

Airbnb stock opened at $122.87 on Friday. Airbnb, Inc. has a 1-year low of $99.88 and a 1-year high of $143.88. The firm’s fifty day simple moving average is $128.78 and its 200-day simple moving average is $126.88. The company has a market capitalization of $74.79 billion, a P/E ratio of 30.41, a P/E/G ratio of 1.51 and a beta of 1.12.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.56 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.10). The business had revenue of $2.78 billion during the quarter, compared to the consensus estimate of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The company’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.73 earnings per share. On average, equities research analysts predict that Airbnb, Inc. will post 4.31 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Joseph Gebbia sold 58,000 shares of the company’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $132.51, for a total transaction of $7,685,580.00. Following the completion of the sale, the director owned 228,015 shares in the company, valued at approximately $30,214,267.65. This represents a 20.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Nathan Blecharczyk sold 4,260 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $125.29, for a total value of $533,735.40. Following the transaction, the insider directly owned 49,250 shares in the company, valued at approximately $6,170,532.50. This represents a 7.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 421,510 shares of company stock valued at $55,107,650 over the last quarter. Insiders own 27.91% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on ABNB. Citigroup upgraded shares of Airbnb from a “neutral” rating to an “outperform” rating in a report on Wednesday, February 4th. Morgan Stanley set a $120.00 price objective on Airbnb in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft upgraded Airbnb from a “hold” rating to a “buy” rating and set a $154.00 target price on the stock in a research note on Friday, February 13th. Mizuho upped their target price on Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Finally, Wells Fargo & Company raised their price target on Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $147.79.

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.