Research Analysts Issue Forecasts for Airbnb FY2025 Earnings

Airbnb, Inc. (NASDAQ:ABNB) – Stock analysts at Cantor Fitzgerald decreased their FY2025 earnings estimates for Airbnb in a research report issued to clients and investors on Wednesday, January 29th. Cantor Fitzgerald analyst D. Mathivanan now anticipates that the company will earn $4.05 per share for the year, down from their prior estimate of $4.21. Cantor Fitzgerald currently has a “Underweight” rating and a $94.00 target price on the stock. The consensus estimate for Airbnb’s current full-year earnings is $3.98 per share.

Airbnb (NASDAQ:ABNB) last announced its quarterly earnings data on Thursday, November 7th. The company reported $2.13 EPS for the quarter, missing analysts’ consensus estimates of $2.17 by ($0.04). The company had revenue of $3.73 billion for the quarter, compared to analyst estimates of $3.72 billion. Airbnb had a net margin of 16.96% and a return on equity of 32.88%. During the same period in the prior year, the company posted $2.39 EPS.

Several other research firms have also issued reports on ABNB. Morgan Stanley increased their price target on shares of Airbnb from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Monday, January 13th. JPMorgan Chase & Co. increased their price target on shares of Airbnb from $121.00 to $142.00 and gave the stock a “neutral” rating in a research report on Friday, November 8th. Wedbush upped their price objective on shares of Airbnb from $135.00 to $155.00 and gave the stock an “outperform” rating in a research note on Friday, November 8th. Bank of America upped their price objective on shares of Airbnb from $154.00 to $159.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 18th. Finally, Evercore ISI upped their price objective on shares of Airbnb to $155.00 and gave the stock a “hold” rating in a research note on Wednesday, January 15th. Six analysts have rated the stock with a sell rating, twenty have assigned a hold rating and eight have given a buy rating to the stock. According to data from MarketBeat.com, Airbnb presently has a consensus rating of “Hold” and a consensus price target of $139.63.

Airbnb Stock Performance

NASDAQ:ABNB opened at $131.79 on Thursday. Airbnb has a 12-month low of $110.38 and a 12-month high of $170.10. The company has a quick ratio of 1.62, a current ratio of 1.62 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $83.55 billion, a PE ratio of 46.24, a price-to-earnings-growth ratio of 1.80 and a beta of 1.13. The firm has a 50-day moving average price of $133.81 and a 200 day moving average price of $130.89.

Insider Activity

In other news, CAO David C. Bernstein sold 1,000 shares of Airbnb stock in a transaction dated Monday, December 9th. The shares were sold at an average price of $137.00, for a total value of $137,000.00. Following the completion of the transaction, the chief accounting officer now owns 40,581 shares of the company’s stock, valued at $5,559,597. This trade represents a 2.40 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Joseph Gebbia sold 214,285 shares of Airbnb stock in a transaction dated Tuesday, January 28th. The stock was sold at an average price of $129.21, for a total transaction of $27,687,764.85. Following the sale, the director now directly owns 857,145 shares of the company’s stock, valued at $110,751,705.45. The trade was a 20.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,372,293 shares of company stock valued at $181,759,318 in the last quarter. Company insiders own 27.83% of the company’s stock.

Institutional Trading of Airbnb

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Edgewood Management LLC raised its stake in Airbnb by 9.2% in the 3rd quarter. Edgewood Management LLC now owns 13,582,433 shares of the company’s stock worth $1,722,388,000 after purchasing an additional 1,143,464 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Airbnb by 1.6% in the 3rd quarter. Geode Capital Management LLC now owns 9,399,568 shares of the company’s stock valued at $1,189,635,000 after buying an additional 146,761 shares in the last quarter. Pacer Advisors Inc. raised its position in shares of Airbnb by 6,085.6% in the 3rd quarter. Pacer Advisors Inc. now owns 4,241,557 shares of the company’s stock valued at $537,872,000 after buying an additional 4,172,985 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of Airbnb by 2.0% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 2,706,296 shares of the company’s stock valued at $343,185,000 after buying an additional 52,358 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Airbnb by 3.5% in the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,360,004 shares of the company’s stock valued at $299,272,000 after buying an additional 80,610 shares in the last quarter. Institutional investors and hedge funds own 80.76% of the company’s stock.

About Airbnb

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.