Wedbush Comments on Airbnb’s Q3 Earnings (NASDAQ:ABNB)

Airbnb, Inc. (NASDAQ:ABNB) – Analysts at Wedbush raised their Q3 2025 earnings per share estimates for Airbnb in a report released on Wednesday, October 22nd. Wedbush analyst S. Devitt now expects that the company will post earnings per share of $2.25 for the quarter, up from their previous estimate of $2.20. 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 $0.63 EPS, FY2025 earnings at $4.17 EPS and FY2026 earnings at $4.37 EPS.

Airbnb (NASDAQ:ABNB) last announced its earnings results on Wednesday, August 6th. The company reported $1.03 earnings per share (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 for the quarter, compared to analysts’ expectations of $3.02 billion. During the same period last year, the firm posted $0.86 earnings per share. The business’s revenue for the quarter was up 12.7% on a year-over-year basis.

Other research analysts have also recently issued reports about the company. Barclays set a $105.00 price objective on Airbnb and gave the company an “underweight” rating in a research report on Thursday, August 7th. JPMorgan Chase & Co. lifted their price objective on Airbnb from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Thursday, August 7th. Phillip Securities raised Airbnb from a “moderate sell” rating to a “hold” rating in a research report on Friday, August 8th. BTIG Research reaffirmed a “neutral” rating on shares of Airbnb in a research report on Tuesday, October 7th. Finally, Jefferies Financial Group lowered their price objective on Airbnb from $165.00 to $160.00 and set a “buy” rating on the stock in a research report on Monday, August 11th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, nineteen have given a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $141.81.

Airbnb Stock Down 0.8%

ABNB stock opened at $127.50 on Thursday. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93. The stock has a market cap of $79.23 billion, a P/E ratio of 30.87, a PEG ratio of 2.35 and a beta of 1.10. The business’s 50-day moving average price is $124.36 and its 200-day moving average price is $127.54.

Insiders Place Their Bets

In other Airbnb news, CFO Elinor Mertz sold 4,630 shares of Airbnb stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $128.42, for a total value of $594,584.60. Following the sale, the chief financial officer owned 444,070 shares of the company’s stock, valued at $57,027,469.40. The trade was a 1.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Nathan Blecharczyk sold 2,246 shares of Airbnb stock in a transaction that occurred on Wednesday, August 20th. The stock was sold at an average price of $125.20, for a total value of $281,199.20. Following the completion of the sale, the insider directly owned 182,514 shares in the company, valued at approximately $22,850,752.80. The trade was a 1.22% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,425,876 shares of company stock valued at $177,336,982 in the last 90 days. 27.91% of the stock is currently owned by company insiders.

Institutional Trading of Airbnb

A number of large investors have recently added to or reduced their stakes in the company. DDD Partners LLC lifted its stake in shares of Airbnb by 3.9% during the 2nd quarter. DDD Partners LLC now owns 2,041 shares of the company’s stock worth $270,000 after purchasing an additional 76 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake 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 worth $604,000 after purchasing an additional 78 shares during the last quarter. Harbour Investments Inc. lifted its stake in shares of Airbnb by 12.2% during the 1st quarter. Harbour Investments Inc. now owns 738 shares of the company’s stock worth $88,000 after purchasing an additional 80 shares during the last quarter. Koshinski Asset Management Inc. lifted its stake in shares of Airbnb by 4.4% during the 1st quarter. Koshinski Asset Management Inc. now owns 1,984 shares of the company’s stock worth $237,000 after purchasing an additional 83 shares during the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Airbnb by 70.9% during the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 200 shares of the company’s stock worth $26,000 after purchasing an additional 83 shares during the last quarter. 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.