William Blair Issues Positive Estimate for Airbnb Earnings

Key Points

• William Blair has revised its Q3 2025 earnings estimate for Airbnb to $2.31 per share, up from a previous estimate of $2.26, while the consensus estimate for the full-year earnings is $4.31 per share.
• Airbnb's latest earnings report showed $1.03 EPS, exceeding the consensus estimate of $0.92, and the company posted a revenue of $3.10 billion for the quarter.
• Institutional investors and hedge funds own approximately 80.76% of Airbnb's stock, highlighting significant institutional support for the company.

Airbnb, Inc. (NASDAQ:ABNB - Free Report) - Equities research analysts at William Blair upped their Q3 2025 earnings per share (EPS) estimates for Airbnb in a note issued to investors on Thursday, August 7th. William Blair analyst R. Schackart now anticipates that the company will post earnings per share of $2.31 for the quarter, up from their previous forecast of $2.26. The consensus estimate for Airbnb's current full-year earnings is $4.31 per share.

ABNB has been the subject of a number of other research reports. Susquehanna reduced their price objective on Airbnb from $200.00 to $150.00 and set a "positive" rating for the company in a research note on Monday, May 5th. Jefferies Financial Group dropped their price target on Airbnb from $165.00 to $160.00 and set a "buy" rating on the stock in a report on Monday. Phillip Securities upgraded Airbnb from a "moderate sell" rating to a "hold" rating in a report on Friday, August 8th. Truist Financial reissued a "sell" rating and issued a $106.00 target price (down from $112.00) on shares of Airbnb in a research report on Friday, May 30th. Finally, Citigroup reduced their target price on Airbnb from $170.00 to $155.00 and set a "buy" rating for the company in a research report on Monday, May 5th. Five investment analysts have rated the stock with a sell rating, eighteen have assigned a hold rating, thirteen have issued a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $142.72.

Airbnb Stock Performance

Airbnb stock traded up $0.33 during mid-day trading on Monday, reaching $124.88. The stock had a trading volume of 2,149,106 shares, compared to its average volume of 5,322,592. Airbnb has a fifty-two week low of $99.88 and a fifty-two week high of $163.93. The stock's 50-day simple moving average is $134.33 and its 200-day simple moving average is $130.78. The firm has a market capitalization of $78.23 billion, a PE ratio of 30.24, a price-to-earnings-growth ratio of 2.22 and a beta of 1.13.

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 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 business had revenue of $3.10 billion during the quarter, compared to analysts' expectations of $3.02 billion. During the same quarter last year, the firm posted $0.86 earnings per share. The firm's revenue was up 12.7% on a year-over-year basis.

Hedge Funds Weigh In On Airbnb

Hedge funds and other institutional investors have recently modified their holdings of the company. Ritholtz Wealth Management raised its holdings in Airbnb by 10.0% during the first quarter. Ritholtz Wealth Management now owns 5,328 shares of the company's stock valued at $636,000 after acquiring an additional 484 shares during the period. Janney Montgomery Scott LLC raised its holdings 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 acquiring an additional 228 shares during the period. Spire Wealth Management raised its holdings in Airbnb by 40.1% during the first quarter. Spire Wealth Management now owns 909 shares of the company's stock valued at $109,000 after acquiring an additional 260 shares during the period. Golden State Wealth Management LLC raised its holdings in Airbnb by 366.3% during the first quarter. Golden State Wealth Management LLC now owns 886 shares of the company's stock valued at $106,000 after acquiring an additional 696 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in Airbnb by 39.5% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 73,246 shares of the company's stock valued at $8,750,000 after acquiring an additional 20,753 shares during the period. 80.76% of the stock is owned by institutional investors.

Insider Transactions at Airbnb

In other news, Director Joseph Gebbia sold 236,000 shares of the stock in a transaction that occurred on Monday, June 9th. The stock was sold at an average price of $139.40, for a total value of $32,898,400.00. Following the completion of the transaction, the director 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Elinor Mertz sold 6,250 shares of the company'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 completion of the sale, the chief financial officer owned 467,611 shares in the company, valued at $61,855,583.08. The trade was a 1.32% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 1,671,023 shares of company stock valued at $223,195,427. 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.