Mizuho Markets Cayman LP Purchases 8,847 Shares of Airbnb, Inc. $ABNB

Mizuho Markets Cayman LP boosted its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 19.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 55,526 shares of the company’s stock after buying an additional 8,847 shares during the period. Mizuho Markets Cayman LP’s holdings in Airbnb were worth $6,742,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Stance Capital LLC purchased a new stake in shares of Airbnb during the third quarter worth about $45,000. Peloton Wealth Strategists purchased a new position in Airbnb in the 3rd quarter worth approximately $1,566,000. Keystone Financial Group lifted its holdings in Airbnb by 17.3% in the 3rd quarter. Keystone Financial Group now owns 10,984 shares of the company’s stock worth $1,344,000 after purchasing an additional 1,622 shares in the last quarter. Jacobs Levy Equity Management Inc. boosted its stake in Airbnb by 49.2% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 383,907 shares of the company’s stock worth $46,614,000 after purchasing an additional 126,664 shares during the period. Finally, Morningstar Investment Management LLC bought a new position in Airbnb in the 3rd quarter worth approximately $8,640,000. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ABNB has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft upgraded shares of Airbnb from a “hold” rating to a “buy” rating and set a $154.00 price objective on the stock in a research report on Friday, February 13th. UBS Group upped their target price on shares of Airbnb from $147.00 to $149.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. DA Davidson cut their target price on shares of Airbnb from $155.00 to $150.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of Airbnb in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a research note on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $147.40.

Insider Buying and Selling at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $131.27, for a total transaction of $7,613,660.00. Following the completion of the transaction, the director owned 286,015 shares in the company, valued at $37,545,189.05. This trade represents a 16.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Nathan Blecharczyk sold 4,260 shares of Airbnb stock in a transaction on Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the completion of the transaction, the insider directly owned 49,250 shares of the company’s stock, valued at $6,170,532.50. The trade was a 7.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 366,075 shares of company stock worth $47,767,807 over the last 90 days. 27.83% of the stock is owned by insiders.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb refinanced convertible debt into new senior notes, a move that should reduce the risk of equity dilution from convertibles and extend/clarify the company’s debt profile — generally seen as supportive for shareholders if the deal avoids large dilution and preserves the balance sheet. Airbnb Refinances Convertible Debt With New Senior Notes
• Positive Sentiment: Institutional interest and bull-case writeups highlight Airbnb’s attractive economics and long-term positioning in travel/short-term rentals, reinforcing demand from value/growth investors. What Makes Airbnb (ABNB) an Attractive Investment?
• Positive Sentiment: Background reporting on Airbnb’s strategy and balance-sheet decisions (CFO perspective) underlines management’s focus on trust and capital discipline — supportive for long-term revenue resilience and brand value. What Airbnb’s CFO learned when the pandemic made trust a balance sheet decision
• Neutral Sentiment: Two comparative valuation pieces examine DUFRY vs. Airbnb for value investors; these are market-context stories that may influence perception but contain no company-specific catalyst. DUFRY or ABNB: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Another valuation comparison from Zacks reiterates the same DUFRY vs. ABNB theme for investors weighing leisure stocks; useful for context but not a direct stock catalyst. DUFRY or ABNB: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Whimstay launched a travel-agent commission program for vacation rentals — a potential niche competitor/channel change but not an immediate large-scale threat to Airbnb’s global platform. Whimstay Launches Travel Agent Program
• Neutral Sentiment: Startup/VC news (Catalyst by Outcast Ventures) is industry background on how new travel/hospitality platforms may be founded; interesting for competitive landscape over the long term but not an immediate catalyst. Coatue and NFX Alums Launch Catalyst
• Neutral Sentiment: Reported short-interest spikes in mid-March contain contradictory/erroneous figures (zeros and NaN). Current public data appear unreliable and do not indicate a meaningful short-squeeze or buildup.

Airbnb Price Performance

NASDAQ:ABNB opened at $131.95 on Wednesday. The company has a market cap of $80.32 billion, a price-to-earnings ratio of 32.66, a PEG ratio of 1.57 and a beta of 1.12. Airbnb, Inc. has a 1 year low of $99.88 and a 1 year high of $143.88. The stock’s 50 day simple moving average is $129.80 and its two-hundred day simple moving average is $126.66.

Airbnb (NASDAQ:ABNB) last posted its earnings results 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 net margin of 20.51% and a return on equity of 30.88%. The firm had revenue of $2.78 billion for the quarter, compared to the consensus estimate of $2.71 billion. During the same quarter in the prior year, the company posted $0.73 earnings per share. The firm’s revenue was up 12.9% compared to the same quarter last year. As a group, analysts anticipate that Airbnb, Inc. will post 4.31 EPS for the current year.

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.