Airbnb, Inc. $ABNB Shares Sold by GPM Growth Investors Inc.

GPM Growth Investors Inc. lowered its position in shares of Airbnb, Inc. (NASDAQ:ABNB) by 21.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,417 shares of the company’s stock after selling 4,730 shares during the quarter. Airbnb comprises 1.2% of GPM Growth Investors Inc.’s portfolio, making the stock its 27th largest position. GPM Growth Investors Inc.’s holdings in Airbnb were worth $2,798,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Compass Financial Management LLC grew its position in shares of Airbnb by 760.0% in the 3rd quarter. Compass Financial Management LLC now owns 215 shares of the company’s stock worth $35,000 after acquiring an additional 190 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of Airbnb in the 3rd quarter valued at approximately $17,550,000. AIA Group Ltd increased its holdings in shares of Airbnb by 33.9% in the 3rd quarter. AIA Group Ltd now owns 97,730 shares of the company’s stock valued at $15,700,000 after acquiring an additional 24,735 shares during the last quarter. Provenance Wealth Advisors LLC bought a new stake in shares of Airbnb in the 3rd quarter valued at approximately $913,000. Finally, Associated Banc Corp acquired a new stake in shares of Airbnb during the 3rd quarter valued at approximately $17,970,000. Institutional investors own 80.76% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on ABNB. Rothschild & Co Redburn raised their price objective on Airbnb from $115.00 to $135.00 and gave the stock a “sell” rating in a research note on Monday, August 10th. Argus lifted their price objective on shares of Airbnb from $165.00 to $220.00 and gave the stock a “buy” rating in a report on Friday, August 21st. Raymond James Financial reissued an “outperform” rating on shares of Airbnb in a report on Tuesday. Sanford C. Bernstein reissued an “outperform” rating on shares of Airbnb in a report on Monday, October 12th. Finally, Rosenblatt Securities initiated coverage on shares of Airbnb in a research report on Tuesday, September 1st. They issued a “buy” rating and a $220.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $182.65.

Airbnb News Summary

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb has added more than 1 million listings to American Express Travel. Eligible U.S. cardholders can earn Membership Rewards points and receive statement credits on qualifying Airbnb bookings, giving the company access to Amex’s travel customers and a potential new booking channel. Airbnb brings over 1 million listings to a major card travel portal
• Positive Sentiment: UBS raised its price target to $181 from $172, while keeping a neutral rating. The higher target is a modestly supportive analyst signal, though the neutral rating indicates limited conviction. UBS price-target update
• Neutral Sentiment: Investors are looking for Q3 updates on travel demand, bookings, and AI-related improvements. Previews see these as potential supports for results, but note that higher costs could weigh on margins; the actual results are due Nov. 5. Airbnb to report Q3 earnings: what’s in store for the stock?
• Negative Sentiment: Options-market data cited by Barchart suggests investors are bracing for a potentially downward move after earnings. This reflects event risk and expectations—not a confirmed forecast of Airbnb’s results or share-price direction. Barchart options data ahead of earnings
• Negative Sentiment: CEO Brian Chesky said his “founder mode” leadership approach contributed to the departure of executives who did not want to work under it. The comments may draw attention to leadership and retention risks, although they describe past challenges. Airbnb CEO discusses founder mode and executive departures
• Negative Sentiment: Chief Accounting Officer David Bernstein sold 1,756 shares, reducing his holdings by 3.85%. He still owns 43,899 shares, so the sale is a limited insider signal. SEC filing on David Bernstein’s stock sale

Insider Buying and Selling at Airbnb

In other Airbnb news, CAO David Bernstein sold 1,756 shares of the stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $167.38, for a total value of $293,919.28. Following the sale, the chief accounting officer directly owned 43,899 shares of the company’s stock, valued at $7,347,814.62. This trade represents a 3.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Nathan Blecharczyk sold 13,615 shares of the firm’s stock in a transaction on Monday, October 26th. The shares were sold at an average price of $170.81, for a total value of $2,325,578.15. Following the completion of the sale, the insider owned 20,567 shares in the company, valued at $3,513,049.27. The trade was a 39.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,283,723 shares of company stock worth $230,764,440 over the last ninety days. 27.21% of the stock is owned by corporate insiders.

Airbnb Trading Up 5.6%

Shares of NASDAQ ABNB opened at $176.37 on Thursday. The company has a market cap of $105.61 billion, a price-to-earnings ratio of 40.08, a price-to-earnings-growth ratio of 1.91 and a beta of 1.26. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $193.45. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The stock’s 50 day simple moving average is $169.32 and its 200 day simple moving average is $147.22.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. The business had revenue of $3.61 billion during the quarter, compared to analyst estimates of $3.58 billion. Airbnb had a return on equity of 33.38% and a net margin of 20.45%. The business’s revenue for the quarter was up 16.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.03 EPS. Equities research analysts expect that Airbnb, Inc. will post 5.29 EPS for the current year.

Airbnb Company Profile

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and service providers. Its platform enables users to search for, book and review a broad range of stays, including private rooms, entire homes, apartments and other distinctive properties.

In addition to lodging, Airbnb offers experiences and activities hosted by local individuals and businesses. The company also provides tools and services that help hosts create listings, manage bookings, communicate with guests and receive payments.