Temasek Holdings Private Ltd Lowers Stake in Airbnb, Inc. $ABNB

Temasek Holdings Private Ltd lessened its holdings in Airbnb, Inc. (NASDAQ:ABNB) by 3.5% during the third quarter, Holdings Channel.com reports. The firm owned 2,222,194 shares of the company’s stock after selling 80,317 shares during the quarter. Airbnb comprises about 0.9% of Temasek Holdings Private Ltd’s portfolio, making the stock its 23rd largest holding. Temasek Holdings Private Ltd’s holdings in Airbnb were worth $269,819,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in ABNB. Aster Capital Management DIFC Ltd purchased a new position in shares of Airbnb during the third quarter valued at approximately $25,000. Root Financial Partners LLC purchased a new stake in shares of Airbnb in the 3rd quarter worth approximately $32,000. E Fund Management Hong Kong Co. Ltd. increased its position in Airbnb by 55.5% during the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 311 shares of the company’s stock valued at $38,000 after buying an additional 111 shares in the last quarter. Ameriflex Group Inc. increased its position in Airbnb by 986.7% during the 3rd quarter. Ameriflex Group Inc. now owns 326 shares of the company’s stock valued at $40,000 after buying an additional 296 shares in the last quarter. Finally, SJS Investment Consulting Inc. raised its stake in Airbnb by 4,255.6% during the third quarter. SJS Investment Consulting Inc. now owns 392 shares of the company’s stock valued at $48,000 after buying an additional 383 shares during the last quarter. Institutional investors own 80.76% of the company’s stock.

Airbnb Stock Down 1.1%

ABNB opened at $126.30 on Friday. The stock has a market capitalization of $76.88 billion, a price-to-earnings ratio of 31.26, a PEG ratio of 1.56 and a beta of 1.12. The firm has a 50 day moving average price of $130.07 and a 200-day moving average price of $126.68. Airbnb, Inc. has a twelve month low of $99.88 and a twelve month high of $143.88.

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

Analyst Upgrades and Downgrades

Several research firms have commented on ABNB. DA Davidson dropped their target price on Airbnb from $155.00 to $150.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Sanford C. Bernstein reduced their price target on Airbnb from $165.00 to $162.00 and set an “outperform” rating for the company in a report on Tuesday, January 6th. TD Cowen upped their price target on shares of Airbnb from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft raised 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. Finally, UBS Group raised their price objective on shares of Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. One investment 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 company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $147.40.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Analysts and bulls still point to upside: several research shops continue to have buy ratings and higher targets (TD Cowen raised its target, B. Riley upgraded to buy) and some commentary highlights resilient travel demand that supports medium‑term revenue growth. MarketBeat Analyst Coverage and Positive Notes
• Neutral Sentiment: Macro/geopolitical headlines: escalation in the Middle East has been flagged as a potential demand headwind for global travel but so far is a directional risk rather than a confirmed revenue hit. Benzinga – Middle East Tensions
• Neutral Sentiment: Short‑interest reporting in public feeds this week is inconsistent (zeros/NaNs). That data isn’t signaling a clear short squeeze or large new short position — rely on official exchange disclosures for a definitive read.
• Negative Sentiment: Unexpected $2.5B bond offering: multiple outlets report the company launched a $2.5B bond sale to refinance March 2026 maturities. The surprise move and the potential increase in interest expense or implied change in funding strategy pressured the stock. Blockonomi – $2.5B Bond Issuance
• Negative Sentiment: Insider selling: Director/co‑founder Joseph Gebbia sold 58,000 shares (~$7.6M at reported prices) in early March; repeated, sizable insider sales can weigh on sentiment even if for diversification or personal reasons. SEC filing: SEC Filing – Gebbia Sale
• Negative Sentiment: Technical/market reaction: coverage notes the stock fell below its 50‑day moving average after the bond announcement — a technical signal that can trigger short‑term selling from momentum and quant strategies. Barchart – 50‑Day Moving Average

Insider Transactions at Airbnb

In related news, Director Joseph Gebbia sold 58,000 shares of Airbnb stock in a transaction on Monday, January 26th. The stock was sold at an average price of $133.28, for a total value of $7,730,240.00. Following the completion of the sale, the director owned 460,015 shares of the company’s stock, valued at $61,310,799.20. The trade was a 11.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Brian Chesky sold 51,230 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $131.16, for a total value of $6,719,326.80. Following the sale, the chief executive officer owned 45,854 shares of the company’s stock, valued at approximately $6,014,210.64. This trade represents a 52.77% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 490,568 shares of company stock valued at $64,120,119. Corporate insiders own 27.91% of the company’s stock.

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.