Airbnb, Inc. $ABNB Stock: Brighton Jones LLC Raises Holdings

Brighton Jones LLC boosted its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 4.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 90,975 shares of the company’s stock after buying an additional 3,948 shares during the quarter. Brighton Jones LLC’s holdings in Airbnb were worth $14,615,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of ABNB. Wellington Management Group LLP raised its stake in Airbnb by 80.6% in the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after buying an additional 2,581,539 shares in the last quarter. Amundi increased its holdings in shares of Airbnb by 8.6% in the 1st quarter. Amundi now owns 4,686,765 shares of the company’s stock valued at $591,845,000 after acquiring an additional 370,426 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in shares of Airbnb by 114.6% in the 3rd quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after acquiring an additional 1,816,522 shares during the last quarter. Jennison Associates LLC increased its holdings in shares of Airbnb by 9,331.0% in the 1st quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock valued at $400,681,000 after acquiring an additional 3,139,315 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its position in shares of Airbnb by 61.1% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 2,201,279 shares of the company’s stock worth $353,635,000 after acquiring an additional 835,208 shares in the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Trading Up 11.7%

NASDAQ:ABNB opened at $189.99 on Friday. The stock’s 50 day moving average price is $169.07 and its 200 day moving average price is $147.71. The company has a market capitalization of $113.76 billion, a PE ratio of 35.51, a P/E/G ratio of 2.17 and a beta of 1.26. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $193.45.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, topping the consensus estimate of $2.85 by $0.31. Airbnb had a return on equity of 40.71% and a net margin of 23.02%. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.75 billion. During the same quarter in the previous year, the company posted $2.21 earnings per share. The firm’s revenue was up 18.9% compared to the same quarter last year. On average, research analysts anticipate that Airbnb, Inc. will post 5.43 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on ABNB. Raymond James Financial reaffirmed an “outperform” rating on shares of Airbnb in a report on Tuesday. Wall Street Zen cut shares of Airbnb from a “buy” rating to a “hold” rating in a report on Sunday, October 4th. Rothschild & Co Redburn boosted their price objective on shares of Airbnb from $115.00 to $135.00 and gave the stock a “sell” rating in a research report on Monday, August 10th. UBS Group upped their target price on shares of Airbnb from $172.00 to $181.00 and gave the company a “neutral” rating in a report on Tuesday, November 3rd. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $180.00 target price (up from $170.00) on shares of Airbnb in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $193.85.

More Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
• Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
• Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
• Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats

Insider Transactions at Airbnb

In other news, insider Nathan Blecharczyk sold 202,652 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total transaction of $38,560,622.56. Following the completion of the sale, the insider owned 179,567 shares in the company, valued at approximately $34,168,008.76. This represents a 53.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders have sold 524,377 shares of company stock worth $98,303,710. Company insiders own 27.21% of the company’s stock.

About Airbnb

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world.

Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.

Brian Chesky is Airbnb’s co-founder and chief executive officer.