William Blair Estimates Airbnb's Q1 Earnings (NASDAQ:ABNB)

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Analysts at William Blair issued their Q1 2026 earnings per share estimates for Airbnb in a report released on Friday, May 2nd. William Blair analyst R. Schackart expects that the company will post earnings per share of $0.33 for the quarter. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share. William Blair also issued estimates for Airbnb's Q2 2026 earnings at $1.04 EPS, Q3 2026 earnings at $2.48 EPS and Q4 2026 earnings at $0.96 EPS.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings results on Thursday, May 1st. The company reported $0.24 earnings per share for the quarter, missing the consensus estimate of $0.25 by ($0.01). The business had revenue of $2.27 billion during the quarter, compared to the consensus estimate of $2.26 billion. Airbnb had a return on equity of 32.29% and a net margin of 23.85%. The firm's revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.41 earnings per share.

Other research analysts have also recently issued reports about the company. Hsbc Global Res raised Airbnb from a "hold" rating to a "strong-buy" rating in a report on Friday, February 14th. Truist Financial cut their price target on shares of Airbnb from $123.00 to $112.00 and set a "hold" rating on the stock in a report on Friday, March 21st. HSBC raised shares of Airbnb from a "hold" rating to a "buy" rating in a research note on Friday, February 14th. JPMorgan Chase & Co. dropped their price objective on Airbnb from $160.00 to $115.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 8th. Finally, Phillip Securities raised shares of Airbnb from a "moderate sell" rating to a "hold" rating in a research report on Wednesday, April 23rd. Four equities research analysts have rated the stock with a sell rating, eighteen have issued a hold rating, thirteen have given a buy rating and two have given a strong buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $142.31.

Airbnb Stock Performance

Shares of NASDAQ:ABNB traded down $3.22 during mid-day trading on Monday, reaching $121.67. 5,224,914 shares of the company traded hands, compared to its average volume of 4,909,477. Airbnb has a 52 week low of $99.88 and a 52 week high of $163.93. The firm has a market cap of $76.72 billion, a PE ratio of 29.46, a PEG ratio of 3.52 and a beta of 1.14. The company's 50 day moving average price is $122.42 and its 200-day moving average price is $131.37. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.69 and a quick ratio of 1.69.

Hedge Funds Weigh In On Airbnb

Hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new stake in shares of Airbnb during the 4th quarter worth about $433,374,000. Pacer Advisors Inc. lifted its stake in shares of Airbnb by 2,297.4% during the first quarter. Pacer Advisors Inc. now owns 2,801,899 shares of the company's stock valued at $334,715,000 after buying an additional 2,685,026 shares during the period. Clearbridge Investments LLC boosted its position in Airbnb by 147.3% during the fourth quarter. Clearbridge Investments LLC now owns 4,349,026 shares of the company's stock worth $571,505,000 after acquiring an additional 2,590,475 shares during the last quarter. Two Sigma Advisers LP grew its stake in Airbnb by 512.0% in the 4th quarter. Two Sigma Advisers LP now owns 3,080,300 shares of the company's stock worth $404,782,000 after acquiring an additional 2,577,000 shares during the period. Finally, Principal Financial Group Inc. raised its holdings in Airbnb by 74.4% in the 1st quarter. Principal Financial Group Inc. now owns 3,255,682 shares of the company's stock valued at $388,924,000 after acquiring an additional 1,389,251 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company's stock.

Insider Activity at Airbnb

In related news, CEO Brian Chesky sold 190,301 shares of the stock in a transaction dated Wednesday, February 12th. The shares were sold at an average price of $140.51, for a total value of $26,739,193.51. Following the sale, the chief executive officer now directly owns 12,231,685 shares of the company's stock, valued at approximately $1,718,674,059.35. This represents a 1.53 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CTO Aristotle N. Balogh sold 700 shares of the stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $161.05, for a total transaction of $112,735.00. Following the completion of the sale, the chief technology officer now owns 180,514 shares in the company, valued at $29,071,779.70. This represents a 0.39 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 1,953,435 shares of company stock worth $266,592,685 over the last 90 days. Company insiders own 27.83% 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.