Wedbush Forecasts Airbnb’s FY2026 Earnings (NASDAQ:ABNB)

Airbnb, Inc. (NASDAQ:ABNB) – Analysts at Wedbush boosted their FY2026 EPS estimates for Airbnb in a research note issued to investors on Friday, November 7th. Wedbush analyst S. Devitt now anticipates that the company will earn $4.58 per share for the year, up from their previous forecast of $4.37. Wedbush currently has a “Neutral” rating and a $130.00 target price on the stock. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share.

Airbnb (NASDAQ:ABNB) last posted its earnings results on Thursday, November 6th. The company reported $2.21 earnings per share for the quarter, missing the consensus estimate of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The business had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the previous year, the firm posted $2.13 EPS. The business’s revenue was up 9.9% compared to the same quarter last year. Airbnb has set its Q4 2025 guidance at EPS.

ABNB has been the subject of several other research reports. BNP Paribas raised shares of Airbnb to a “hold” rating in a research report on Wednesday, July 16th. Barclays lifted their target price on Airbnb from $105.00 to $107.00 and gave the stock an “underweight” rating in a research report on Friday. Sanford C. Bernstein reissued an “outperform” rating and issued a $165.00 price target on shares of Airbnb in a report on Friday. Royal Bank Of Canada lifted their price objective on Airbnb from $140.00 to $145.00 and gave the stock a “sector perform” rating in a report on Thursday, August 7th. Finally, Wells Fargo & Company upped their target price on Airbnb from $110.00 to $111.00 and gave the company an “underweight” rating in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twenty have given a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Airbnb has an average rating of “Hold” and a consensus price target of $142.44.

Airbnb Price Performance

Shares of ABNB opened at $120.88 on Monday. Airbnb has a 12 month low of $99.88 and a 12 month high of $163.93. The stock’s 50-day moving average is $123.89 and its two-hundred day moving average is $128.87. The stock has a market cap of $75.12 billion, a PE ratio of 28.71, a P/E/G ratio of 2.21 and a beta of 1.11.

Insider Buying and Selling

In other news, Director Joseph Gebbia sold 236,000 shares of the firm’s stock in a transaction dated Monday, October 13th. The shares were sold at an average price of $119.22, for a total value of $28,135,920.00. Following the transaction, the director directly owned 704,015 shares in the company, valued at approximately $83,932,668.30. This trade represents a 25.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Nathan Blecharczyk sold 2,246 shares of Airbnb stock in a transaction dated Wednesday, August 20th. The shares were sold at an average price of $125.20, for a total transaction of $281,199.20. Following the completion of the transaction, the insider directly owned 182,514 shares of the company’s stock, valued at $22,850,752.80. This trade represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,446,760 shares of company stock worth $179,726,429 over the last ninety days. 27.83% of the stock is owned by insiders.

Institutional Investors Weigh In On Airbnb

Several institutional investors and hedge funds have recently bought and sold shares of ABNB. Sit Investment Associates Inc. grew its stake in shares of Airbnb by 42.8% in the 1st quarter. Sit Investment Associates Inc. now owns 16,870 shares of the company’s stock worth $2,015,000 after purchasing an additional 5,060 shares during the last quarter. Vestmark Advisory Solutions Inc. grew its position in Airbnb by 74.8% in the first quarter. Vestmark Advisory Solutions Inc. now owns 20,514 shares of the company’s stock worth $2,451,000 after buying an additional 8,780 shares during the last quarter. Plato Investment Management Ltd increased its holdings in shares of Airbnb by 53.1% in the first quarter. Plato Investment Management Ltd now owns 18,974 shares of the company’s stock valued at $2,291,000 after buying an additional 6,579 shares in the last quarter. Acadian Asset Management LLC increased its holdings in shares of Airbnb by 52.9% in the first quarter. Acadian Asset Management LLC now owns 2,457,837 shares of the company’s stock valued at $293,590,000 after buying an additional 850,719 shares in the last quarter. Finally, York GP Ltd. acquired a new stake in shares of Airbnb during the 2nd quarter valued at $6,617,000. Institutional investors and hedge funds own 80.76% of the company’s stock.

Airbnb Company Profile

Airbnb, Inc, together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company’s marketplace connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, and vacation homes.