AIRBNB ($ABNB) posted quarterly earnings results for Q4 2025 on Thursday, February 12th. The company reported earnings of $0.56 per share, missing estimates of $0.67 by $0.11. The company also reported revenue of $2,778,000,000, beating estimates of $2,769,105,149 by $8,894,851.
Stock price change since market close: +3.64%
You can see Quiver Quantitative's $ABNB stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AIRBNB Insider Trading Activity
AIRBNB insiders have traded $ABNB stock on the open market 103 times in the past 6 months. Of those trades, 0 have been purchases and 103 have been sales.
Here’s a breakdown of recent trading of $ABNB stock by insiders over the last 6 months:
- JOSEPH GEBBIA has made 0 purchases and 49 sales selling 2,232,000 shares for an estimated $275,935,328.
- NATHAN BLECHARCZYK (Chief Strategy Officer) has made 0 purchases and 21 sales selling 359,553 shares for an estimated $43,766,085.
- BRIAN CHESKY (CEO and Chairman) has made 0 purchases and 4 sales selling 60,000 shares for an estimated $7,861,124.
- ARISTOTLE N BALOGH (Chief Technology Officer) has made 0 purchases and 22 sales selling 45,552 shares for an estimated $5,851,781.
- ELINOR MERTZ (Chief Financial Officer) has made 0 purchases and 7 sales selling 43,944 shares for an estimated $5,675,897.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AIRBNB Hedge Fund Activity
We have seen 615 institutional investors add shares of AIRBNB stock to their portfolio, and 651 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- EDGEWOOD MANAGEMENT LLC removed 7,218,423 shares (-74.4%) from their portfolio in Q4 2025, for an estimated $979,684,369
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,050,180 shares (+1007.0%) to their portfolio in Q3 2025, for an estimated $734,612,855
- INDEPENDENT FRANCHISE PARTNERS LLP added 4,164,648 shares (+inf%) to their portfolio in Q3 2025, for an estimated $505,671,560
- FMR LLC removed 3,913,927 shares (-27.7%) from their portfolio in Q3 2025, for an estimated $475,229,016
- D. E. SHAW & CO., INC. added 2,960,791 shares (+1009.1%) to their portfolio in Q3 2025, for an estimated $359,499,243
- POINT72 ASSET MANAGEMENT, L.P. added 2,772,129 shares (+380.3%) to their portfolio in Q3 2025, for an estimated $336,591,903
- PACER ADVISORS, INC. removed 2,503,666 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $339,797,549
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AIRBNB Analyst Ratings
Wall Street analysts have issued reports on $ABNB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 12/17/2025
- Wells Fargo issued a "Underweight" rating on 12/01/2025
- Barclays issued a "Underweight" rating on 11/07/2025
- Mizuho issued a "Outperform" rating on 09/30/2025
To track analyst ratings and price targets for AIRBNB, check out Quiver Quantitative's $ABNB forecast page.
AIRBNB Price Targets
Multiple analysts have issued price targets for $ABNB recently. We have seen 14 analysts offer price targets for $ABNB in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Scott Devitt from Wedbush set a target price of $130.0 on 02/06/2026
- Matthew Condon from Citizens set a target price of $160.0 on 02/04/2026
- Stephen Ju from UBS set a target price of $149.0 on 02/03/2026
- Brian Nowak from Morgan Stanley set a target price of $130.0 on 01/13/2026
- Naved Khan from B. Riley Securities set a target price of $170.0 on 01/12/2026
- Trevor Young from Barclays set a target price of $120.0 on 01/09/2026
- Ken Gawrelski from Wells Fargo set a target price of $128.0 on 01/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
