Airbnb, Inc. $ABNB Holdings Cut by HS Management Partners LLC

HS Management Partners LLC lowered its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 43.8% in the first quarter, HoldingsChannel reports. The institutional investor owned 54,636 shares of the company’s stock after selling 42,499 shares during the period. Airbnb accounts for about 2.4% of HS Management Partners LLC’s holdings, making the stock its 20th biggest position. HS Management Partners LLC’s holdings in Airbnb were worth $6,899,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Caxton Associates LLP purchased a new stake in shares of Airbnb during the first quarter worth $258,000. Intech Investment Management LLC grew its stake in Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after purchasing an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC increased its position in Airbnb by 18.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after purchasing an additional 927 shares during the last quarter. WINTON GROUP Ltd acquired a new position in Airbnb in the 2nd quarter worth about $411,000. Finally, NewEdge Advisors LLC increased its position in Airbnb by 9.8% in the 2nd quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock worth $7,153,000 after purchasing an additional 4,811 shares during the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on ABNB shares. HC Wainwright raised Airbnb to a “buy” rating in a research note on Monday, May 4th. Wells Fargo & Company raised their price objective on shares of Airbnb from $178.00 to $181.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $170.00 target price on shares of Airbnb in a research note on Friday, May 8th. B. Riley Financial reissued a “buy” rating on shares of Airbnb in a research report on Friday, May 8th. Finally, Robert W. Baird increased their price target on shares of Airbnb from $150.00 to $160.00 and gave the stock an “outperform” rating in a research note on Monday, June 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $158.36.

Airbnb Stock Performance

ABNB opened at $148.93 on Friday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. The company has a market cap of $89.76 billion, a PE ratio of 36.68, a price-to-earnings-growth ratio of 1.60 and a beta of 1.14. The stock has a 50-day moving average of $137.87 and a 200-day moving average of $133.58. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $150.19.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The company had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the business posted $0.24 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. As a group, equities research analysts forecast that Airbnb, Inc. will post 4.91 earnings per share for the current fiscal year.

Insider Buying and Selling at Airbnb

In other news, CEO Brian Chesky sold 265,746 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $132.22, for a total value of $35,136,936.12. Following the completion of the sale, the chief executive officer directly owned 11,206,389 shares in the company, valued at approximately $1,481,708,753.58. The trade was a 2.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Joseph Gebbia sold 294,903 shares of the company’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $148.43, for a total transaction of $43,772,452.29. Following the sale, the director directly owned 2,622,452 shares of the company’s stock, valued at approximately $389,250,550.36. This represents a 10.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,339,621 shares of company stock worth $322,629,605 over the last 90 days. Insiders own 27.21% of the company’s stock.

Key Stories Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb is benefiting from a World Cup-related hosting boost, with the company offering $750 incentives to Americans to open their homes and hosts reportedly earning around $3,000 on average. That highlights strong short-term demand for its marketplace and could support investor sentiment around revenue growth. Article: Airbnb offered $750 to Americans to open up their homes during the World Cup—mostly women took it up and now they’re earning thousands
• Positive Sentiment: CEO Brian Chesky’s comments that Airbnb can become an “Amazon for services” reinforce the company’s long-term growth story beyond home rentals, including hotels, car rentals, grocery delivery, luggage storage, and AI features. Article: Airbnb, Inc. (ABNB)’s Chesky says App can become an ‘Amazon for services’
• Positive Sentiment: Recent analyst commentary remains supportive, with Robert W. Baird raising its price target to $160 and reiterating an Outperform rating, suggesting Wall Street still sees upside for Airbnb from travel demand and platform expansion.
• Neutral Sentiment: Airbnb continues to attract broad investor attention, including comparisons with other travel and consumer stocks, but these pieces are mostly framing articles rather than direct catalysts for the shares. Article: Airbnb vs. MGM Resorts International: Which Consumer Stock Is a Better Buy in 2026?
• Negative Sentiment: Heavy insider selling is the main caution signal: director Joseph Gebbia sold 294,903 shares, and director Kenneth Chenault sold 8,346 shares. Large insider sales can weigh on sentiment because they may be read as reduced confidence or a desire to lock in gains.
• Negative Sentiment: Additional insider sales from co-founder Nathan Blecharczyk add to the pressure, reinforcing concerns that recent gains may be meeting some profit-taking from company insiders.

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.