Equities Analysts Issue Forecasts for Airbnb Q3 Earnings

Key Points

• Wedbush has increased its Q3 2025 earnings estimate for Airbnb to $2.20 per share, up from a previous estimate of $2.09, maintaining a "Neutral" rating with a price target of $130.00.
• Airbnb reported Q2 earnings of $1.03 per share, exceeding the consensus estimate of $0.92, alongside a revenue of $3.10 billion which surpassed expectations of $3.02 billion.
• While different analysts have varied outlooks, the consensus rating for Airbnb remains "Hold" with a target price average of $143.59, reflecting mixed sentiments regarding future growth.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Investment analysts at Wedbush upped their Q3 2025 EPS estimates for Airbnb in a research report issued on Thursday, August 7th. Wedbush analyst S. Devitt now forecasts that the company will post earnings of $2.20 per share for the quarter, up from their prior estimate of $2.09. Wedbush has a "Neutral" rating and a $130.00 price objective on the stock. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share. Wedbush also issued estimates for Airbnb's Q4 2025 earnings at $0.64 EPS, FY2025 earnings at $4.11 EPS and FY2026 earnings at $4.31 EPS.

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

ABNB has been the topic of several other reports. BMO Capital Markets set a $124.00 price target on shares of Airbnb and gave the company a "market perform" rating in a research report on Thursday. Barclays set a $105.00 price target on shares of Airbnb and gave the stock an "underweight" rating in a research note on Thursday. Cantor Fitzgerald reaffirmed an "underweight" rating and set a $100.00 price target on shares of Airbnb in a research note on Wednesday, May 14th. Susquehanna cut their price target on shares of Airbnb from $200.00 to $150.00 and set a "positive" rating on the stock in a research note on Monday, May 5th. Finally, Evercore ISI cut their target price on shares of Airbnb from $165.00 to $145.00 and set an "in-line" rating on the stock in a research note on Friday, May 2nd. Five investment analysts have rated the stock with a sell rating, sixteen have given a hold rating, thirteen have issued a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat.com, Airbnb currently has an average rating of "Hold" and an average target price of $143.59.

Airbnb Trading Up 0.8%

Shares of ABNB stock traded up $0.99 during trading hours on Friday, hitting $121.02. The company's stock had a trading volume of 5,785,507 shares, compared to its average volume of 4,795,555. The business has a fifty day moving average of $134.96 and a 200-day moving average of $130.97. The stock has a market cap of $75.81 billion, a price-to-earnings ratio of 29.30, a P/E/G ratio of 2.24 and a beta of 1.13. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93.

Institutional Investors Weigh In On Airbnb

A number of institutional investors have recently modified their holdings of the business. MJP Associates Inc. ADV grew its position in shares of Airbnb by 1.8% during the 4th quarter. MJP Associates Inc. ADV now owns 3,730 shares of the company's stock valued at $490,000 after buying an additional 67 shares during the last quarter. DDD Partners LLC grew its position in shares of Airbnb by 3.9% during the 2nd quarter. DDD Partners LLC now owns 2,041 shares of the company's stock valued at $270,000 after buying an additional 76 shares during the last quarter. Geneos Wealth Management Inc. grew its position in shares of Airbnb by 1.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 5,058 shares of the company's stock valued at $604,000 after buying an additional 78 shares during the last quarter. Ellevest Inc. grew its position in shares of Airbnb by 3.1% during the 4th quarter. Ellevest Inc. now owns 2,655 shares of the company's stock valued at $349,000 after buying an additional 80 shares during the last quarter. Finally, Harbour Investments Inc. boosted its stake in Airbnb by 12.2% during the 1st quarter. Harbour Investments Inc. now owns 738 shares of the company's stock valued at $88,000 after purchasing an additional 80 shares during the period. Institutional investors own 80.76% of the company's stock.

Insiders Place Their Bets

In other news, CEO Brian Chesky sold 8,000 shares of Airbnb stock in a transaction dated Thursday, May 29th. The shares were 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 directly owned 40,800 shares of the company's stock, valued at approximately $5,235,864. The trade was a 16.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Joseph Gebbia sold 236,000 shares of the business's stock in a transaction dated Monday, June 9th. The shares were sold at an average price of $139.40, for a total transaction of $32,898,400.00. Following the sale, the director directly owned 1,180,015 shares of the company's stock, valued at approximately $164,494,091. This represents a 16.67% decrease in their position. 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 ninety days. Corporate insiders own 27.91% 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.