Calamos Wealth Management LLC Sells 25,418 Shares of Airbnb, Inc. $ABNB

Calamos Wealth Management LLC trimmed its holdings in shares of Airbnb, Inc. (NASDAQ:ABNB) by 25.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 73,855 shares of the company’s stock after selling 25,418 shares during the period. Calamos Wealth Management LLC’s holdings in Airbnb were worth $11,865,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Jennison Associates LLC increased its position in Airbnb by 9,331.0% during the first quarter. Jennison Associates LLC now owns 3,172,959 shares of the company’s stock worth $400,681,000 after buying an additional 3,139,315 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of Airbnb by 80.6% in the second quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock valued at $827,929,000 after acquiring an additional 2,581,539 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Airbnb during the second quarter valued at $330,085,000. Assenagon Asset Management S.A. boosted its stake in shares of Airbnb by 114.6% during the third quarter. Assenagon Asset Management S.A. now owns 3,401,521 shares of the company’s stock valued at $546,454,000 after acquiring an additional 1,816,522 shares during the last quarter. Finally, MKA Charitable Fund purchased a new stake in Airbnb during the 2nd quarter worth about $232,515,606. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Trading Up 11.7%

ABNB traded up $19.86 during midday trading on Friday, hitting $189.99. The company’s stock had a trading volume of 12,748,005 shares, compared to its average volume of 3,328,964. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $193.45. The firm has a 50-day moving average price of $169.07 and a two-hundred day moving average price of $147.71. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32. The firm has a market cap of $113.76 billion, a P/E ratio of 35.51, a PEG ratio of 1.96 and a beta of 1.26.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, November 5th. The company reported $3.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.85 by $0.31. The company had revenue of $4.87 billion during the quarter, compared to analysts’ expectations of $4.75 billion. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same period in the previous year, the company earned $2.21 EPS. On average, research analysts anticipate that Airbnb, Inc. will post 5.29 earnings per share for the current year.

Insider Activity at Airbnb

In related news, insider Nathan Blecharczyk sold 13,615 shares of Airbnb stock in a transaction on Monday, October 26th. The shares were sold at an average price of $170.81, for a total transaction of $2,325,578.15. Following the sale, the insider owned 20,567 shares of the company’s stock, valued at $3,513,049.27. The trade was a 39.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO David Bernstein sold 1,756 shares of the firm’s stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $167.38, for a total value of $293,919.28. Following the sale, the chief accounting officer owned 43,899 shares of the company’s stock, valued at approximately $7,347,814.62. This trade represents a 3.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 524,377 shares of company stock valued at $98,303,710 in the last ninety days. 27.21% of the stock is owned by corporate insiders.

Airbnb News Roundup

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Airbnb reported Q3 revenue of $4.87 billion, up 18.9% year over year and above estimates. Adjusted earnings of $3.16 per share also beat forecasts. Booking demand strengthened, with nights booked up 16%, marking the company’s fastest revenue growth in more than three years. Airbnb Q3 results
• Positive Sentiment: Management raised its 2026 revenue-growth outlook to the high teens from the mid teens and forecast Q4 revenue of $3.22 billion to $3.28 billion. Executives described the business as “back in growth mode,” citing resilient global travel demand and stronger bookings. Airbnb raises its annual outlook
• Positive Sentiment: The company authorized a $12 billion stock buyback, which could support shareholder returns. Management also pointed to AI-driven efficiency and hotel expansion as opportunities to improve operations and broaden growth. Q3 highlights, buyback and growth plans
• Positive Sentiment: Several analysts raised price targets after the results, including Oppenheimer, Citi and RBC, reinforcing the view that accelerating growth could support further gains. Analysts raise Airbnb price targets
• Neutral Sentiment: Some analysts remain cautious, arguing that valuation may limit upside despite the stronger outlook. Commentary also flagged possible effects from currency movements and a payment feature on reported results; these are potential caveats, not evidence that demand has weakened. Analysis of Q3 results and potential caveats

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Barclays upped their target price on shares of Airbnb from $150.00 to $195.00 and gave the company an “equal weight” rating in a report on Friday. Jefferies Financial Group lifted their price target on shares of Airbnb from $175.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Phillip Securities lowered shares of Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Cantor Fitzgerald upped their price objective on shares of Airbnb from $160.00 to $180.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Weiss Ratings raised shares of Airbnb from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $193.85.

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.

Brian Chesky is Airbnb’s co-founder and chief executive officer.