Greenland Capital Management LP Acquires New Position in Airbnb, Inc. $ABNB

Greenland Capital Management LP acquired a new position in shares of Airbnb, Inc. (NASDAQ:ABNB) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 11,323 shares of the company’s stock, valued at approximately $1,375,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ABNB. Whipplewood Advisors LLC lifted its position in shares of Airbnb by 235.3% during the 2nd quarter. Whipplewood Advisors LLC now owns 228 shares of the company’s stock valued at $30,000 after acquiring an additional 160 shares during the period. Root Financial Partners LLC purchased a new stake in Airbnb during the third quarter worth $32,000. NewSquare Capital LLC grew its holdings in Airbnb by 86.4% in the second quarter. NewSquare Capital LLC now owns 287 shares of the company’s stock valued at $38,000 after purchasing an additional 133 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Airbnb by 55.5% during the 3rd 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. Finally, SJS Investment Consulting Inc. boosted its position in shares of Airbnb by 4,255.6% in the 3rd quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock worth $48,000 after buying an additional 383 shares in the last quarter. 80.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on ABNB. Citigroup upgraded shares of Airbnb from a “neutral” rating to an “outperform” rating in a research report on Wednesday, February 4th. BNP Paribas Exane started coverage on shares of Airbnb in a research report on Monday, November 24th. They issued a “hold” rating on the stock. Barclays lifted their price objective on Airbnb from $120.00 to $122.00 and gave the stock an “equal weight” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a research report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft upgraded 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. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $148.69.

Insider Activity at Airbnb

In other Airbnb news, CTO Aristotle N. Balogh sold 2,565 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $134.79, for a total transaction of $345,736.35. Following the transaction, the chief technology officer owned 165,086 shares of the company’s stock, valued at $22,251,941.94. This trade represents a 1.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brian Chesky sold 51,230 shares of Airbnb stock in a transaction on Monday, December 15th. The shares were sold at an average price of $131.16, for a total transaction of $6,719,326.80. Following the completion of the transaction, the chief executive officer owned 45,854 shares in the company, valued at approximately $6,014,210.64. This trade represents a 52.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 795,422 shares of company stock valued at $100,561,168 over the last three months. Insiders own 27.83% of the company’s stock.

Airbnb Stock Down 3.9%

Shares of NASDAQ:ABNB opened at $122.96 on Tuesday. The company has a market cap of $74.85 billion, a P/E ratio of 30.44, a P/E/G ratio of 1.73 and a beta of 1.15. The business has a fifty day simple moving average of $130.91 and a 200-day simple moving average of $125.94. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $147.07.

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

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is promoting hosting for FIFA World Cup 2026 by offering $750 to new hosts, aiming to capture a major travel surge and boost supply and short‑term revenue in North America during the event. YourUpdateTV speaks with Airbnb: How Local Residents Can Earn from the World Cup Travel Surge
• Positive Sentiment: Airbnb is testing airport pickup services and observers note the move could be a stepping stone toward selling flights or other transport — expanding Airbnb beyond accommodations toward a “connected‑trip” travel concierge that could increase take‑rates and customer lifetime value if scaled. Airbnb Is Testing Airport Pickups. Are Flights Next?
• Neutral Sentiment: DA Davidson trimmed its ABNB price target slightly to $150 from $155 but kept a Buy rating, citing market‑wide valuation pressure; the note signals continued analyst confidence but reduced upside. DA Davidson Trims Airbnb (ABNB) Target Price to $150
• Negative Sentiment: Violence in parts of Mexico prompted U.S. airlines and cruise lines to cancel stops and left travelers stranded; coverage outlines what airlines, hotels and platforms like Airbnb may owe affected guests. This creates short‑term cancellations, potential refunds/relocation costs, and reputational risk in Mexican markets (Puerto Vallarta, Guadalajara), which could dent near‑term bookings and margins. Here’s what airlines, hotels and Airbnb actually owe travelers stranded in Mexico Cruise companies cancel Puerto Vallarta stops after violence in Mexico

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.