9,591 Airbnb, Inc. $ABNB Shares Sold by Machina Capital S.A.S.

Machina Capital S.A.S. lowered its position in Airbnb, Inc. (NASDAQ:ABNB) by 27.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,117 shares of the company’s stock after selling 9,591 shares during the period. Machina Capital S.A.S.’s holdings in Airbnb were worth $4,035,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Wedmont Private Capital raised its position in Airbnb by 1.7% during the 2nd quarter. Wedmont Private Capital now owns 4,517 shares of the company’s stock worth $671,000 after buying an additional 75 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its holdings in shares of Airbnb by 1.3% in the 1st quarter. Commerzbank Aktiengesellschaft FI now owns 5,754 shares of the company’s stock valued at $727,000 after acquiring an additional 76 shares during the last quarter. Parkside Financial Bank & Trust boosted its holdings in shares of Airbnb by 11.4% in the 2nd quarter. Parkside Financial Bank & Trust now owns 800 shares of the company’s stock valued at $114,000 after acquiring an additional 82 shares during the last quarter. Fermata Advisors LLC boosted its holdings in shares of Airbnb by 5.7% in the 3rd quarter. Fermata Advisors LLC now owns 1,645 shares of the company’s stock valued at $264,000 after acquiring an additional 88 shares during the last quarter. Finally, Norman Fields Gottscho Capital Management LLC increased its stake in shares of Airbnb by 3.0% in the second quarter. Norman Fields Gottscho Capital Management LLC now owns 3,085 shares of the company’s stock worth $441,000 after acquiring an additional 90 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb Stock Performance

ABNB opened at $181.13 on Thursday. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.73 and a quick ratio of 1.73. The firm has a fifty day moving average price of $169.13 and a 200 day moving average price of $148.51. Airbnb, Inc. has a 1 year low of $110.81 and a 1 year high of $197.87. The stock has a market cap of $108.46 billion, a P/E ratio of 33.86, a P/E/G ratio of 1.98 and a beta of 1.26.

Airbnb (NASDAQ:ABNB) last released its quarterly earnings results on Thursday, November 5th. The company reported $3.16 EPS for the quarter, beating the consensus estimate of $2.85 by $0.31. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.75 billion. Airbnb had a net margin of 23.02% and a return on equity of 38.94%. The firm’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the business earned $2.21 earnings per share. Equities research analysts anticipate that Airbnb, Inc. will post 5.49 earnings per share for the current year.

Insider Buying and Selling at Airbnb

In other news, insider Nathan Blecharczyk sold 202,652 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $190.28, for a total transaction of $38,560,622.56. Following the sale, the insider directly owned 179,567 shares of the company’s stock, valued at $34,168,008.76. This represents a 53.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders have sold a total of 638,891 shares of company stock valued at $120,204,649 in the last three months. Corporate insiders own 27.21% of the company’s stock.

Key Airbnb News

Investors following ABNB have been watching these news items:

• Positive Sentiment: Airbnb beat third-quarter earnings and revenue estimates, with revenue up 18.9% year over year. Its newly authorized $12 billion share-repurchase program adds another potential source of support for shareholders. Airbnb earnings and buyback
• Neutral Sentiment: Airbnb and other platforms report negligible bookings through outside AI agents so far. That suggests limited immediate disruption, though third-party AI booking is not yet a meaningful growth channel. Limited use of AI agents
• Negative Sentiment: Reports that OpenAI acquired travel-planning platform Odessia raised concerns that AI firms could compete with online travel platforms in planning and bookings, pressuring Airbnb and sector peers. Travel stocks fall on OpenAI acquisition report

Analyst Ratings Changes

ABNB has been the subject of several recent research reports. Piper Sandler reissued a “neutral” rating and set a $180.00 target price (up from $170.00) on shares of Airbnb in a report on Friday, November 6th. Rothschild & Co Redburn raised shares of Airbnb from a “sell” rating to a “neutral” rating and upped their price target for the company from $135.00 to $190.00 in a report on Monday. Argus increased their price target on Airbnb from $165.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, August 21st. Oppenheimer increased their price target on Airbnb from $210.00 to $230.00 and gave the stock an “outperform” rating in a research report on Friday, November 6th. Finally, UBS Group lifted their price objective on Airbnb from $172.00 to $181.00 and gave the company a “neutral” rating in a research note on Tuesday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Airbnb has an average rating of “Moderate Buy” and a consensus price target of $195.46.

Airbnb Profile

Airbnb operates an online marketplace that connects travelers with hosts offering short-term stays and other travel-related services. Listings include apartments, houses, rooms and distinctive accommodations, with options ranging from brief visits to longer stays. The platform also offers bookable experiences in destinations around the world. Founded in 2007 in San Francisco, Airbnb was started by Brian Chesky, Nathan Blecharczyk and Joe Gebbia. The company serves guests and hosts in more than 220 countries and regions, providing tools for listing properties, managing reservations and handling payments.