What is Seaport Res Ptn's Forecast for Airbnb Q3 Earnings?

Key Points

• Seaport Res Ptn raised its Q3 2025 earnings per share forecast for Airbnb to $2.30, increasing from a previous estimate of $2.24.
• Airbnb's stock has a current average target price of $143.59, with the majority of analysts rating it as a "Hold."
• Recent insider trades included CEO Brian Chesky selling 8,000 shares and Director Joseph Gebbia selling 236,000 shares, reflecting a notable decrease in their ownership stakes.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Seaport Res Ptn raised their Q3 2025 earnings per share estimates for Airbnb in a research note issued on Thursday, August 7th. Seaport Res Ptn analyst A. Kessler now expects that the company will post earnings per share of $2.30 for the quarter, up from their prior estimate of $2.24. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share. Seaport Res Ptn also issued estimates for Airbnb's FY2025 earnings at $4.26 EPS and FY2026 earnings at $4.84 EPS.

ABNB has been the topic of a number of other research reports. Susquehanna cut their price target on Airbnb from $200.00 to $150.00 and set a "positive" rating on the stock in a report on Monday, May 5th. Citizens Jmp raised Airbnb to a "hold" rating in a report on Monday. B. Riley cut their price target on Airbnb from $145.00 to $140.00 and set a "neutral" rating on the stock in a report on Friday, May 2nd. Barclays set a $105.00 price target on Airbnb and gave the company an "underweight" rating in a report on Thursday, August 7th. Finally, Needham & Company LLC reissued a "hold" rating on shares of Airbnb in a report on Wednesday, May 14th. Five analysts have rated the stock with a sell rating, eighteen have issued a hold rating, thirteen have issued a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average target price of $142.72.

Airbnb Stock Up 2.3%

ABNB stock traded up $2.79 during mid-day trading on Monday, reaching $124.40. The company had a trading volume of 4,713,397 shares, compared to its average volume of 5,330,470. The stock has a market capitalization of $77.92 billion, a P/E ratio of 30.11, a P/E/G ratio of 2.16 and a beta of 1.13. Airbnb has a one year low of $99.88 and a one year high of $163.93. The stock's 50-day simple moving average is $134.51 and its two-hundred day simple moving average is $130.82.

Airbnb (NASDAQ:ABNB - Get Free Report) last released its quarterly earnings data on Wednesday, August 6th. The company reported $1.03 earnings per share (EPS) for the quarter, beating 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 business had revenue of $3.10 billion during the quarter, compared to analyst estimates of $3.02 billion. During the same quarter in the previous year, the firm posted $0.86 EPS. The business's revenue for the quarter was up 12.7% compared to the same quarter last year.

Insider Activity

In other Airbnb news, Director Joseph Gebbia sold 236,000 shares of the company's stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $129.71, for a total transaction of $30,611,560.00. Following the completion of the sale, the director directly owned 236,015 shares in the company, valued at $30,613,505.65. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Aristotle N. Balogh sold 600 shares of the company's stock in a transaction dated Thursday, July 24th. The shares were sold at an average price of $139.39, for a total transaction of $83,634.00. Following the sale, the chief technology officer owned 209,777 shares of the company's stock, valued at $29,240,816.03. This trade represents a 0.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 1,671,023 shares of company stock valued at $223,195,427 over the last three months. 27.83% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Airbnb

Hedge funds have recently made changes to their positions in the stock. Ritholtz Wealth Management lifted its stake in shares of Airbnb by 10.0% in the first quarter. Ritholtz Wealth Management now owns 5,328 shares of the company's stock valued at $636,000 after buying an additional 484 shares during the period. Janney Montgomery Scott LLC lifted its stake in shares of Airbnb by 0.4% in the first quarter. Janney Montgomery Scott LLC now owns 51,192 shares of the company's stock valued at $6,115,000 after buying an additional 228 shares during the period. Spire Wealth Management lifted its stake in shares of Airbnb by 40.1% in the first 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 stake in shares of Airbnb by 366.3% in the first quarter. Golden State Wealth Management LLC now owns 886 shares of the company's stock valued at $106,000 after buying an additional 696 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in shares of Airbnb by 39.5% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 73,246 shares of the company's stock valued at $8,750,000 after buying an additional 20,753 shares during the period. Institutional investors own 80.76% 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.