Brevan Howard Capital Management LP Has $6.51 Million Stock Holdings in Airbnb, Inc. $ABNB

Brevan Howard Capital Management LP trimmed its position in Airbnb, Inc. (NASDAQ:ABNB) by 47.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,588 shares of the company’s stock after selling 49,138 shares during the quarter. Brevan Howard Capital Management LP’s holdings in Airbnb were worth $6,507,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of ABNB. Aster Capital Management DIFC Ltd bought a new position in Airbnb in the 3rd quarter worth $25,000. Kelleher Financial Advisors bought a new stake in Airbnb during the third quarter valued at about $29,000. Community Bank N.A. acquired a new stake in shares of Airbnb in the third quarter valued at about $30,000. Root Financial Partners LLC acquired a new stake in Airbnb in the 3rd quarter valued at approximately $32,000. Finally, E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Airbnb by 55.5% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock worth $38,000 after buying an additional 111 shares during the last quarter. 80.76% of the stock is owned by institutional investors.

Airbnb Stock Performance

Shares of ABNB stock opened at $126.30 on Friday. The firm has a fifty day moving average of $130.07 and a 200-day moving average of $126.68. The stock has a market cap of $76.88 billion, a price-to-earnings ratio of 31.26, a P/E/G ratio of 1.55 and a beta of 1.12. Airbnb, Inc. has a 52-week low of $99.88 and a 52-week high of $143.88.

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

Analysts Set New Price Targets

Several brokerages have recently issued reports on ABNB. Jefferies Financial Group raised their price objective on shares of Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Mizuho raised their price target on shares of Airbnb from $156.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. TD Cowen boosted their price objective on shares of Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Truist Financial upped their price objective on shares of Airbnb from $104.00 to $107.00 and gave the company a “sell” rating in a research report on Thursday, December 4th. Finally, Wells Fargo & Company lifted their target price on Airbnb from $128.00 to $133.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $147.40.

Insider Activity

In other Airbnb news, insider Nathan Blecharczyk sold 4,260 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total value of $533,735.40. Following the sale, the insider directly owned 49,250 shares in the company, valued at $6,170,532.50. This represents a 7.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Joseph Gebbia sold 58,000 shares of Airbnb stock in a transaction on Monday, March 9th. The shares were sold at an average price of $131.27, for a total value of $7,613,660.00. Following the transaction, the director directly owned 286,015 shares of the company’s stock, valued at approximately $37,545,189.05. The trade was a 16.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 490,568 shares of company stock worth $64,120,119. Company insiders own 27.91% of the company’s stock.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

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.