Equities Analysts Set Expectations for Airbnb Q1 Earnings

Key Points

• B. Riley has set a Q1 2026 EPS estimate of $0.28 for Airbnb, maintaining a "Neutral" rating and a price target of $140.00 for the stock.
• Airbnb reported an EPS of $1.03 for its latest quarter, exceeding expectations and showing a 12.7% year-over-year revenue growth.
• Analysts have varied ratings on Airbnb, with five rating it as a "sell", while 16 have a "hold" rating, indicating mixed investor sentiment.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - B. Riley issued their Q1 2026 earnings per share (EPS) estimates for Airbnb in a research report issued to clients and investors on Wednesday, August 6th. B. Riley analyst N. Khan expects that the company will earn $0.28 per share for the quarter. B. Riley has a "Neutral" rating and a $140.00 price target on the stock. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share. B. Riley also issued estimates for Airbnb's Q2 2026 earnings at $1.15 EPS, Q4 2026 earnings at $0.99 EPS and FY2029 earnings at $10.45 EPS.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its earnings results on Wednesday, August 6th. The company reported $1.03 EPS for the quarter, topping analysts' consensus estimates of $0.92 by $0.11. Airbnb had a return on equity of 32.19% and a net margin of 22.67%. The firm had revenue of $3.10 billion for the quarter, compared to analysts' expectations of $3.02 billion. During the same period in the prior year, the firm posted $0.86 earnings per share. The company's quarterly revenue was up 12.7% on a year-over-year basis.

ABNB has been the topic of a number of other reports. Benchmark lowered their price target on Airbnb from $178.00 to $155.00 and set a "buy" rating on the stock in a report on Friday, May 2nd. Cantor Fitzgerald restated an "underweight" rating and issued a $100.00 price target on shares of Airbnb in a research report on Wednesday, May 14th. Wedbush cut their target price on Airbnb from $135.00 to $130.00 and set a "neutral" rating for the company in a research report on Thursday. Phillip Securities cut Airbnb from a "hold" rating to a "moderate sell" rating in a report on Friday, May 9th. Finally, Susquehanna cut their price target on Airbnb from $200.00 to $150.00 and set a "positive" rating for the company in a report on Monday, May 5th. Five analysts have rated the stock with a sell rating, sixteen have assigned a hold rating, thirteen have given a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $143.59.

Airbnb Price Performance

Shares of NASDAQ:ABNB opened at $121.02 on Monday. The company has a market cap of $75.81 billion, a P/E ratio of 29.30, a PEG ratio of 2.19 and a beta of 1.13. Airbnb has a 1 year low of $99.88 and a 1 year high of $163.93. The stock's fifty day moving average price is $134.96 and its 200-day moving average price is $130.95.

Institutional Investors Weigh In On Airbnb

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Airbnb by 1.6% in the first quarter. Vanguard Group Inc. now owns 37,462,629 shares of the company's stock valued at $4,475,286,000 after purchasing an additional 604,120 shares in the last quarter. Harris Associates L P lifted its stake in Airbnb by 86.0% during the first quarter. Harris Associates L P now owns 9,944,948 shares of the company's stock worth $1,188,024,000 after purchasing an additional 4,598,125 shares in the last quarter. Geode Capital Management LLC lifted its stake in Airbnb by 1.5% during the second quarter. Geode Capital Management LLC now owns 9,942,423 shares of the company's stock worth $1,314,057,000 after purchasing an additional 145,788 shares in the last quarter. Northern Trust Corp lifted its stake in Airbnb by 2.5% during the first quarter. Northern Trust Corp now owns 4,402,970 shares of the company's stock worth $525,979,000 after purchasing an additional 106,135 shares in the last quarter. Finally, AQR Capital Management LLC lifted its stake in Airbnb by 81.0% during the first quarter. AQR Capital Management LLC now owns 4,282,523 shares of the company's stock worth $500,755,000 after purchasing an additional 1,916,676 shares in the last quarter. 80.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Brian Chesky sold 8,000 shares of the company's stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $128.33, for a total value of $1,026,640.00. Following the completion of the transaction, the chief executive officer owned 40,800 shares of the company's stock, valued at approximately $5,235,864. This represents a 16.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Elinor Mertz sold 6,250 shares of the business's stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $132.28, for a total value of $826,750.00. Following the sale, the chief financial officer owned 467,611 shares of the company's stock, valued at approximately $61,855,583.08. This trade represents a 1.32% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,671,023 shares of company stock valued at $223,195,427 in the last quarter. 27.83% of the stock is currently owned by company insiders.

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.

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