Seaport Res Ptn Estimates Airbnb's Q4 Earnings (NASDAQ:ABNB)

Key Points

• Seaport Res Ptn has lowered its Q4 2025 EPS estimate for Airbnb, now predicting earnings of $0.69 per share, down from $0.72.
• Airbnb's recent quarterly earnings surpassed expectations with $1.03 earnings per share and a revenue of $3.10 billion, reflecting a 12.7% year-over-year increase.
• Analysts remain divided on Airbnb, with a consensus rating of "Hold" and a target price averaging $143.59, amid several recent price target reductions from various firms.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Research analysts at Seaport Res Ptn reduced their Q4 2025 earnings per share estimates for Airbnb in a report released on Thursday, August 7th. Seaport Res Ptn analyst A. Kessler now anticipates that the company will earn $0.69 per share for the quarter, down from their previous forecast of $0.72. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share.

Other analysts have also recently issued research reports about the company. Benchmark cut their price objective on Airbnb from $178.00 to $155.00 and set a "buy" rating on the stock in a research note on Friday, May 2nd. BNP Paribas upgraded Airbnb to a "hold" rating in a research report on Wednesday, July 16th. BMO Capital Markets increased their price target on Airbnb from $121.00 to $124.00 and gave the stock a "market perform" rating in a research report on Thursday. Needham & Company LLC reiterated a "hold" rating on shares of Airbnb in a research report on Wednesday, May 14th. Finally, JPMorgan Chase & Co. increased their price target on Airbnb from $120.00 to $130.00 and gave the stock a "neutral" rating in a research report on Thursday. 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 issued a strong buy rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $143.59.

Airbnb Trading Up 0.8%

NASDAQ ABNB traded up $0.99 on Friday, hitting $121.02. 5,785,507 shares of the stock traded hands, compared to its average volume of 4,795,555. The stock has a 50-day moving average of $134.96 and a 200 day moving average of $130.97. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93. The company has a market capitalization of $75.81 billion, a P/E ratio of 29.30, a price-to-earnings-growth ratio of 2.24 and a beta of 1.13.

Airbnb (NASDAQ:ABNB - Get Free Report) last announced its quarterly earnings data on Wednesday, August 6th. The company reported $1.03 earnings per share (EPS) for the quarter, beating the consensus estimate 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 quarter in the prior year, the firm posted $0.86 earnings per share. Airbnb's revenue for the quarter was up 12.7% compared to the same quarter last year.

Insider Buying and Selling

In other news, CAO David C. Bernstein sold 5,000 shares of the firm's stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $142.00, for a total transaction of $710,000.00. Following the completion of the sale, the chief accounting officer directly owned 42,619 shares of the company's stock, valued at $6,051,898. This trade represents a 10.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CTO Aristotle N. Balogh sold 600 shares of the firm's stock in a transaction on Thursday, July 24th. The stock was sold at an average price of $139.39, for a total value of $83,634.00. Following the sale, the chief technology officer directly owned 209,777 shares of the company's stock, valued at approximately $29,240,816.03. This represents a 0.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 1,671,023 shares of company stock valued at $223,195,427. 27.91% of the stock is owned by insiders.

Institutional Investors Weigh In On Airbnb

Large investors have recently modified their holdings of the stock. Ritholtz Wealth Management lifted its position in shares of Airbnb by 10.0% in the first quarter. Ritholtz Wealth Management now owns 5,328 shares of the company's stock worth $636,000 after purchasing an additional 484 shares in the last quarter. Janney Montgomery Scott LLC grew its position in Airbnb by 0.4% during the first quarter. Janney Montgomery Scott LLC now owns 51,192 shares of the company's stock valued at $6,115,000 after purchasing an additional 228 shares in the last quarter. Spire Wealth Management increased its stake in Airbnb by 40.1% in the 1st quarter. Spire Wealth Management now owns 909 shares of the company's stock valued at $109,000 after buying an additional 260 shares during the period. Golden State Wealth Management LLC lifted its position in Airbnb by 366.3% in the 1st quarter. Golden State Wealth Management LLC now owns 886 shares of the company's stock worth $106,000 after buying an additional 696 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its position in Airbnb by 39.5% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 73,246 shares of the company's stock worth $8,750,000 after buying an additional 20,753 shares in the last quarter. 80.76% of the stock is owned by institutional investors.

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.