Two Creeks Capital Management LP Has $59.92 Million Stake in Airbnb, Inc. $ABNB

Two Creeks Capital Management LP boosted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB) by 1.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 493,451 shares of the company’s stock after acquiring an additional 8,667 shares during the quarter. Airbnb accounts for about 4.3% of Two Creeks Capital Management LP’s investment portfolio, making the stock its 9th largest holding. Two Creeks Capital Management LP owned approximately 0.08% of Airbnb worth $59,915,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Harris Associates L P grew its holdings in shares of Airbnb by 43.2% in the second quarter. Harris Associates L P now owns 14,237,331 shares of the company’s stock worth $1,884,168,000 after purchasing an additional 4,292,383 shares during the last quarter. Independent Franchise Partners LLP bought a new stake in Airbnb during the 3rd quarter valued at $505,672,000. Norges Bank purchased a new stake in Airbnb during the 2nd quarter valued at $483,644,000. Amundi grew its holdings in Airbnb by 112.3% in the 2nd quarter. Amundi now owns 2,670,251 shares of the company’s stock worth $361,525,000 after acquiring an additional 1,412,608 shares during the last quarter. Finally, Van ECK Associates Corp increased its position in shares of Airbnb by 6,623.8% in the third quarter. Van ECK Associates Corp now owns 1,394,109 shares of the company’s stock valued at $169,273,000 after acquiring an additional 1,373,375 shares during the period. 80.76% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Airbnb

In other news, CTO Aristotle N. Balogh sold 15,263 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $135.00, for a total value of $2,060,505.00. Following the sale, the chief technology officer directly owned 165,736 shares of the company’s stock, valued at $22,374,360. This represents a 8.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nathan Blecharczyk sold 4,260 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $125.29, for a total transaction of $533,735.40. Following the completion of the transaction, the insider owned 49,250 shares of the company’s stock, valued at approximately $6,170,532.50. The trade was a 7.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 490,568 shares of company stock worth $64,120,119 in the last ninety days. 27.91% of the stock is owned by company insiders.

Key Airbnb News

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

Analyst Upgrades and Downgrades

ABNB has been the subject of a number of analyst reports. BMO Capital Markets increased their target price on shares of Airbnb from $130.00 to $140.00 and gave the stock a “market perform” rating in a report on Friday, February 13th. Wells Fargo & Company upped their price target on Airbnb from $128.00 to $133.00 and gave the company an “equal weight” rating in a research report on Friday, February 13th. B. Riley Financial upgraded Airbnb from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $140.00 to $170.00 in a research report on Monday, January 12th. UBS Group boosted their target price on Airbnb from $147.00 to $149.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Finally, Morgan Stanley set a $120.00 target price on Airbnb in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Airbnb currently has an average rating of “Hold” and an average target price of $147.40.

Airbnb Stock Performance

Airbnb stock opened at $126.30 on Friday. Airbnb, Inc. has a fifty-two week low of $99.88 and a fifty-two week high of $143.88. The stock’s 50 day simple moving average is $130.07 and its two-hundred day simple moving average is $126.68. The stock has a market cap of $76.88 billion, a price-to-earnings ratio of 31.26, a PEG ratio of 1.56 and a beta of 1.12.

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

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.