What is Wedbush’s Forecast for Airbnb FY2026 Earnings?

Airbnb, Inc. (NASDAQ:ABNB) – Analysts at Wedbush boosted their FY2026 EPS estimates for Airbnb in a note issued to investors on Friday, November 7th. Wedbush analyst S. Devitt now anticipates that the company will post earnings per share of $4.58 for the year, up from their previous forecast of $4.37. Wedbush currently has a “Neutral” rating and a $130.00 target price on the stock. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share.

Other analysts have also recently issued research reports about the company. BMO Capital Markets set a $124.00 target price on Airbnb and gave the stock a “market perform” rating in a research report on Thursday, August 7th. BNP Paribas raised Airbnb to a “hold” rating in a research note on Wednesday, July 16th. Zacks Research raised Airbnb to a “hold” rating in a research note on Tuesday, August 12th. Mizuho set a $156.00 target price on Airbnb in a report on Friday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Airbnb in a research report on Wednesday, October 8th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twenty have issued a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $142.44.

Airbnb Stock Performance

NASDAQ ABNB opened at $120.88 on Monday. The firm’s 50 day moving average price is $123.89 and its two-hundred day moving average price is $128.87. Airbnb has a twelve month low of $99.88 and a twelve month high of $163.93. The stock has a market cap of $75.12 billion, a price-to-earnings ratio of 28.71, a PEG ratio of 2.21 and a beta of 1.11.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings results on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.31 by ($0.10). Airbnb had a net margin of 22.03% and a return on equity of 32.14%. The firm had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter last year, the company posted $2.13 EPS. The firm’s revenue was up 9.9% compared to the same quarter last year. Airbnb has set its Q4 2025 guidance at EPS.

Hedge Funds Weigh In On Airbnb

Institutional investors and hedge funds have recently bought and sold shares of the stock. Greenleaf Trust grew its position in Airbnb by 34.5% in the 1st quarter. Greenleaf Trust now owns 2,858 shares of the company’s stock worth $341,000 after purchasing an additional 733 shares during the last quarter. Alps Advisors Inc. grew its position in Airbnb by 28.6% during the first quarter. Alps Advisors Inc. now owns 9,912 shares of the company’s stock worth $1,184,000 after buying an additional 2,202 shares in the last quarter. Ballentine Partners LLC increased its stake in Airbnb by 12.9% during the first quarter. Ballentine Partners LLC now owns 1,901 shares of the company’s stock valued at $227,000 after acquiring an additional 217 shares during the period. Arizona State Retirement System increased its stake in Airbnb by 0.6% during the first quarter. Arizona State Retirement System now owns 126,927 shares of the company’s stock valued at $15,163,000 after acquiring an additional 726 shares during the period. Finally, BankPlus Trust Department acquired a new position in Airbnb in the 1st quarter valued at approximately $43,000. Institutional investors own 80.76% of the company’s stock.

Insider Buying and Selling

In other news, CFO Elinor Mertz sold 12,184 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $127.65, for a total transaction of $1,555,287.60. Following the completion of the transaction, the chief financial officer directly owned 444,070 shares in the company, valued at $56,685,535.50. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Joseph Gebbia sold 236,000 shares of the stock in a transaction that occurred on Monday, October 13th. The shares were sold at an average price of $119.22, for a total value of $28,135,920.00. Following the completion of the sale, the director directly owned 704,015 shares of the company’s stock, valued at $83,932,668.30. This represents a 25.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,446,760 shares of company stock valued at $179,726,429. Insiders own 27.83% 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.