Q4 Earnings Surprise: Social media lit up after Airbnb disclosed fourth-quarter results, beating revenue forecasts at $2.78 billion while missing earnings per share. Traders noted the 12% year-over-year revenue growth and a 5% stock surge in after-hours trading. The miss was quickly overshadowed by robust booking trends.
Guidance Fuels Optimism: Discussions highlighted strong forward guidance, with Q1 revenue projected at $2.59 billion to $2.63 billion and low-teens growth in gross bookings. Features like Reserve Now Pay Later gained traction for driving larger stays and longer lead times. Users praised innovations amid travel demand resilience.
Analyst Views Emerge: Conversations contrasted Airbnb's performance against incumbents like Marriott, sparking debates on sustained disruption. Upgrades from firms citing AI momentum added bullish tones. Sentiment leans cautiously optimistic despite competitive pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Airbnb Insider Trading Activity
Airbnb insiders have traded $ABNB stock on the open market 102 times in the past 6 months. Of those trades, 0 have been purchases and 102 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 21 sales selling 44,952 shares for an estimated $5,777,609.
- 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 Revenue
Airbnb had revenues of $2.8B in Q4 2025. This is an increase of 12.02% from the same period in the prior year.
You can track ABNB financials on Quiver Quantitative's ABNB stock page.
Airbnb Hedge Fund Activity
We have seen 610 institutional investors add shares of Airbnb stock to their portfolio, and 671 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,061,758 shares (-75.6%) from their portfolio in Q4 2025, for an estimated $1,365,581,795
- EDGEWOOD MANAGEMENT LLC removed 7,218,423 shares (-74.4%) from their portfolio in Q4 2025, for an estimated $979,684,369
- 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 19 analysts offer price targets for $ABNB in the last 6 months, with a median target of $149.0.
Here are some recent targets:
- Scott Devitt from Wedbush set a target price of $130.0 on 02/13/2026
- Ken Gawrelski from Wells Fargo set a target price of $133.0 on 02/13/2026
- Trevor Young from Barclays set a target price of $122.0 on 02/13/2026
- Lee Horowitz from Deutsche Bank set a target price of $154.0 on 02/13/2026
- Mark Mahaney from Evercore ISI Group set a target price of $145.0 on 02/13/2026
- Kevin Kopelman from TD Cowen set a target price of $160.0 on 02/13/2026
- Brian Pitz from BMO Capital set a target price of $140.0 on 02/13/2026
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.
