Krilogy Financial LLC Takes Position in Airbnb, Inc. $ABNB

Krilogy Financial LLC acquired a new position in Airbnb, Inc. (NASDAQ:ABNB) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 14,770 shares of the company’s stock, valued at approximately $1,809,000.

Other institutional investors have also added to or reduced their stakes in the company. Madison Asset Management LLC increased its position in Airbnb by 55.0% during the 3rd quarter. Madison Asset Management LLC now owns 401,679 shares of the company’s stock valued at $48,772,000 after purchasing an additional 142,583 shares during the period. Stratos Wealth Advisors LLC increased its position in shares of Airbnb by 10.0% during the third quarter. Stratos Wealth Advisors LLC now owns 20,291 shares of the company’s stock worth $2,464,000 after buying an additional 1,847 shares during the period. MQS Management LLC bought a new position in Airbnb during the third quarter worth $326,000. Prospera Financial Services Inc lifted its holdings in Airbnb by 13.2% in the third quarter. Prospera Financial Services Inc now owns 2,759 shares of the company’s stock valued at $335,000 after buying an additional 322 shares during the period. Finally, AlTi Global Inc. boosted its position in Airbnb by 1.2% during the third quarter. AlTi Global Inc. now owns 12,679 shares of the company’s stock valued at $1,539,000 after acquiring an additional 151 shares during the last quarter. 80.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Options/volatility signals point to potential upside optionality ahead of the earnings report, which could limit downside or spark a post‑report rally if results beat expectations. Airbnb’s (ABNB) Upcoming Earnings Present a ‘Binary’ Opportunity
• Neutral Sentiment: Q4 earnings event is imminent (reports after the close Feb 12) — this is the primary near-term catalyst and creates binary risk/reward for the stock depending on revenue, margin, guidance and travel demand commentary. What to expect from Airbnb’s Q4 print
• Neutral Sentiment: Market commentary and previews are running across outlets (TipRanks, MSN, Seeking Alpha) debating whether ABNB is a buy into earnings — these pieces raise expectations but also highlight the stock’s YTD weakness, contributing to mixed investor positioning. Is Airbnb Stock (ABNB) a Buy Ahead of Q4 Earnings?
• Neutral Sentiment: Polymarket and other prediction/odds platforms are tracking whether ABNB will beat consensus, which can influence short-term flows but does not change fundamentals ahead of the release. Polymarket Odds: Will COIN, RIVN, ABNB Beat Earnings Tomorrow?
• Neutral Sentiment: Reports note potential catalysts that could re‑rate the stock (demand recovery, margin leverage, product expansion), but these are longer‑term and hinge on results and guidance. What Catalysts Could Shift The Airbnb (ABNB) Story As Views And Valuation Converge
• Neutral Sentiment: Short-interest reporting in recent feeds shows anomalous “0 shares” figures and NaN changes — this looks like a data/reporting error rather than a real surge in shorting, so it likely has limited informational value for traders. SEC Filing (insider transaction disclosure)
• Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) and reduced his stake by ~12.6% — insider selling can pressure sentiment ahead of earnings even if reasons are personal diversification. Joseph Gebbia insider sale

Wall Street Analyst Weigh In

Several research firms recently commented on ABNB. Jefferies Financial Group raised their target price on Airbnb from $160.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Citigroup upgraded shares of Airbnb from a “neutral” rating to an “outperform” rating in a research note on Wednesday, February 4th. Barclays set a $120.00 target price on shares of Airbnb and gave the company an “equal weight” rating in a research report on Friday, January 9th. Mizuho set a $156.00 price target on shares of Airbnb in a report on Friday, November 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Airbnb in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, nineteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Airbnb presently has a consensus rating of “Hold” and a consensus target price of $148.85.

Insider Activity at Airbnb

In related news, insider Nathan Blecharczyk sold 141,063 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $121.96, for a total value of $17,204,043.48. Following the sale, the insider directly owned 11,520 shares in the company, valued at approximately $1,404,979.20. The trade was a 92.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Joseph Gebbia sold 232,000 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $114.22, for a total transaction of $26,499,040.00. Following the sale, the director directly owned 15 shares in the company, valued at approximately $1,713.30. This trade represents a 99.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,027,422 shares of company stock worth $127,060,208. Insiders own 27.91% of the company’s stock.

Airbnb Stock Performance

NASDAQ:ABNB opened at $119.55 on Thursday. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $163.93. The firm has a 50-day moving average price of $131.40 and a two-hundred day moving average price of $126.48. The firm has a market cap of $73.59 billion, a price-to-earnings ratio of 28.40, a price-to-earnings-growth ratio of 1.86 and a beta of 1.15.

Airbnb 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.