Harel Insurance Investments & Financial Services Ltd. Acquires 26,289 Shares of Airbnb, Inc. $ABNB

Key Points

• Harel Insurance raised its Airbnb stake by 387.5%, buying 26,289 shares to hold 33,074 shares valued at $4.486 million at the end of the quarter.
• Insiders have been sizable sellers — Joseph Gebbia sold 58,000 shares and Nathan Blecharczyk sold 24,788, with insiders offloading 395,325 shares (~$51.68M) over the past three months while still owning 27.21% of the company.
• Recent performance and Street view: Airbnb missed Q1 EPS ($0.56 vs. $0.66 est.) but topped revenue ($2.78B), trades near $139.73 with an $85.06B market cap, and carries a "Moderate Buy" consensus target of $153 (Oppenheimer's upgrade to $180 is a notable bullish catalyst).

Harel Insurance Investments & Financial Services Ltd. lifted its holdings in Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 387.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,074 shares of the company's stock after buying an additional 26,289 shares during the period. Harel Insurance Investments & Financial Services Ltd.'s holdings in Airbnb were worth $4,486,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in ABNB. Aster Capital Management DIFC Ltd bought a new stake in shares of Airbnb in the 3rd quarter worth about $25,000. ORG Partners LLC increased its holdings in shares of Airbnb by 97.0% in the 4th quarter. ORG Partners LLC now owns 195 shares of the company's stock worth $26,000 after buying an additional 96 shares during the last quarter. Sunbelt Securities Inc. increased its holdings in shares of Airbnb by 397.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 219 shares of the company's stock worth $27,000 after buying an additional 175 shares during the last quarter. Wiser Advisor Group LLC bought a new stake in shares of Airbnb in the 3rd quarter worth about $27,000. Finally, Aventura Private Wealth LLC bought a new stake in shares of Airbnb in the 4th quarter worth about $29,000. 80.76% of the stock is currently owned by institutional investors.

Airbnb Price Performance

ABNB stock opened at $139.73 on Wednesday. The company has a market capitalization of $85.06 billion, a PE ratio of 34.59, a P/E/G ratio of 1.69 and a beta of 1.20. Airbnb, Inc. has a 12 month low of $110.81 and a 12 month high of $147.25. The firm's 50-day moving average is $132.78 and its 200 day moving average is $129.07.

Airbnb (NASDAQ:ABNB - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.56 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.10). The company had revenue of $2.78 billion during the quarter, compared to analysts' expectations of $2.71 billion. Airbnb had a return on equity of 30.88% and a net margin of 20.51%.The company's quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.73 EPS. Sell-side analysts forecast that Airbnb, Inc. will post 4.94 EPS for the current fiscal year.

Insiders Place Their Bets

In other Airbnb news, Director Joseph Gebbia sold 58,000 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $126.16, for a total transaction of $7,317,280.00. Following the transaction, the director directly owned 170,015 shares in the company, valued at $21,449,092.40. This represents a 25.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nathan Blecharczyk sold 24,788 shares of the stock in a transaction dated Wednesday, April 22nd. The stock was sold at an average price of $145.86, for a total transaction of $3,615,577.68. Following the transaction, the insider owned 11,920 shares in the company, valued at approximately $1,738,651.20. The trade was a 67.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 395,325 shares of company stock worth $51,681,085 in the last three months. Corporate insiders own 27.21% of the company's stock.

Key Airbnb News

Here are the key news stories impacting Airbnb this week:

• Positive Sentiment: Oppenheimer upgrade lifts conviction — Oppenheimer raised ABNB to Outperform with a $180 target, citing product initiatives (Hotels expansion, RNPL, AI search) and “organic revenue levers” that could accelerate growth beyond current Street estimates. This note is the main bullish catalyst supporting the stock move. Oppenheimer lifts Airbnb rating, sees ‘organic revenue levers materializing’
• Neutral Sentiment: Options and earnings setup — Pre-earnings previews highlight a potentially large move priced into options (Blockonomi notes ~7.85% implied move) and analyst consensus for Q1 at roughly $0.30 EPS on ~$2.6B revenue; investors are positioning for surprises in demand and margin trajectory. Airbnb (ABNB) Stock Q1 Earnings Preview: Key Metrics Investors Should Watch
• Neutral Sentiment: Investor previews and expectations mixed — TipRanks and Zacks pieces summarize what shareholders and Wall Street are watching (occupancy, nights/bookings, price mix, Hosts supply and gross booking growth). These previews keep focus on execution metrics that will drive the next directional move. Airbnb (ABNB) Reports Q1 Earnings This Week. What Shareholders Should Expect
• Neutral Sentiment: Macro/tech headlines could add volatility — broader tech/crypto sector moves (e.g., Coinbase laying off 14% and pivoting toward AI) may affect risk appetite into earnings, but these are indirect influences on ABNB. Coinbase lays off 14% of workforce, CEO explains AI pivot in memo
• Negative Sentiment: Bearish take recommends selling into earnings — A Seeking Alpha opinion piece argues investors should sell ABNB ahead of Q1 at current levels, warning that upside is limited versus execution risk and that expectations may already price in improvements; such sell-side narratives can pressure sentiment if the report is merely in line. Airbnb: At $140 Into Q1 Earnings I Would Sell

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Wedbush upgraded shares of Airbnb from a "neutral" rating to a "neutral" rating in a report on Monday. Scotiabank started coverage on shares of Airbnb in a report on Monday. They issued an "outperform" rating on the stock. Benchmark lowered their target price on shares of Airbnb from $155.00 to $145.00 and set a "buy" rating for the company in a report on Friday, February 13th. BMO Capital Markets raised their target price on shares of Airbnb from $130.00 to $140.00 and gave the stock a "market perform" rating in a report on Friday, February 13th. Finally, Morgan Stanley lowered shares of Airbnb from an "underweight" rating to an "underweight" rating in a report on Monday. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $153.00.

Airbnb Profile

Airbnb, Inc NASDAQ: ABNB operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company's core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.

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