Bamco Inc. NY Boosts Stake in Airbnb, Inc. $ABNB

Bamco Inc. NY raised its position in Airbnb, Inc. (NASDAQ:ABNB) by 52.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 880,076 shares of the company’s stock after purchasing an additional 301,536 shares during the period. Bamco Inc. NY’s holdings in Airbnb were worth $119,444,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Transamerica Financial Advisors LLC raised its position in Airbnb by 143.6% in the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares during the period. ORG Partners LLC raised its position in Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock worth $26,000 after purchasing an additional 96 shares during the period. Entrust Financial LLC purchased a new stake in Airbnb in the 4th quarter worth about $27,000. Aster Capital Management DIFC Ltd purchased a new stake in Airbnb in the 3rd quarter worth about $25,000. Finally, Aventura Private Wealth LLC purchased a new stake in Airbnb in the 4th quarter worth about $29,000. 80.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Benchmark increased their price objective on shares of Airbnb from $145.00 to $160.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Barclays increased their price objective on shares of Airbnb from $122.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Monday, May 11th. Robert W. Baird set a $150.00 price objective on shares of Airbnb in a research report on Friday, May 8th. HC Wainwright raised shares of Airbnb to a “buy” rating in a research report on Monday, May 4th. Finally, Rodman & Renshaw assumed coverage on shares of Airbnb in a research report on Monday, May 4th. They issued a “buy” rating on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Airbnb has a consensus rating of “Moderate Buy” and an average price target of $157.96.

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

Airbnb Stock Down 0.5%

Shares of NASDAQ:ABNB opened at $140.54 on Thursday. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $147.25. The stock has a market cap 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 business’s 50 day moving average is $135.79 and its 200 day moving average is $131.85. 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 announced its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The firm had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the company earned $0.24 EPS. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. Sell-side analysts predict that Airbnb, Inc. will post 4.91 EPS for the current year.

Insider Buying and Selling

In related news, CEO Brian Chesky sold 265,746 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $132.22, for a total value of $35,136,936.12. Following the transaction, the chief executive officer owned 11,206,389 shares of the company’s stock, valued at $1,481,708,753.58. This represents a 2.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nathan Blecharczyk sold 60,136 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $145.70, for a total value of $8,761,815.20. Following the completion of the transaction, the insider directly owned 11,920 shares in the company, valued at approximately $1,736,744. This trade represents a 83.46% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,972,860 shares of company stock valued at $267,555,449 over the last quarter. 27.21% of the stock is owned by corporate 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.