What is William Blair’s Forecast for Airbnb FY2025 Earnings?

Airbnb, Inc. (NASDAQ:ABNB) – Investment analysts at William Blair dropped their FY2025 earnings estimates for shares of Airbnb in a report released on Thursday, November 6th. William Blair analyst R. Schackart now expects that the company will post earnings of $4.08 per share for the year, down from their previous forecast of $4.22. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share. William Blair also issued estimates for Airbnb’s Q4 2025 earnings at $0.62 EPS, Q1 2026 earnings at $0.26 EPS, Q4 2026 earnings at $0.72 EPS and FY2026 earnings at $4.57 EPS.

Airbnb (NASDAQ:ABNB) last announced its 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 return on equity of 32.14% and a net margin of 22.03%.The business had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.08 billion. During the same period in the prior year, the business posted $2.13 earnings per share. The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. Airbnb has set its Q4 2025 guidance at EPS.

ABNB has been the subject of a number of other reports. KeyCorp assumed coverage on Airbnb in a research report on Thursday, October 23rd. They set a “sector weight” rating for the company. Zacks Research raised shares of Airbnb to a “hold” rating in a research report on Tuesday, August 12th. Phillip Securities raised shares of Airbnb from a “moderate sell” rating to a “hold” rating in a report on Friday, August 8th. Wells Fargo & Company boosted their target price on shares of Airbnb from $110.00 to $111.00 and gave the company an “underweight” rating in a research report on Friday, November 7th. Finally, Truist Financial reduced their price target on shares of Airbnb from $106.00 to $104.00 and set a “sell” rating on the stock in a research report on Wednesday, September 3rd. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twenty have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $143.31.

Airbnb Price Performance

Shares of NASDAQ:ABNB opened at $122.53 on Monday. The business’s 50 day simple moving average is $123.59 and its 200 day simple moving average is $128.86. Airbnb has a 1 year low of $99.88 and a 1 year high of $163.93. The company has a market capitalization of $76.15 billion, a P/E ratio of 29.10, a P/E/G ratio of 2.11 and a beta of 1.11.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in ABNB. DDD Partners LLC grew its position in 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 period. Geneos Wealth Management Inc. boosted its stake in shares of Airbnb by 1.6% in the first quarter. Geneos Wealth Management Inc. now owns 5,058 shares of the company’s stock worth $604,000 after buying an additional 78 shares during the last quarter. Harbour Investments Inc. grew its holdings in Airbnb by 12.2% during the first quarter. Harbour Investments Inc. now owns 738 shares of the company’s stock worth $88,000 after acquiring an additional 80 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its holdings in Airbnb by 70.9% during the second quarter. E Fund Management Hong Kong Co. Ltd. now owns 200 shares of the company’s stock worth $26,000 after acquiring an additional 83 shares during the period. Finally, SBI Securities Co. Ltd. raised its position in Airbnb by 0.8% during the second quarter. SBI Securities Co. Ltd. now owns 10,552 shares of the company’s stock valued at $1,396,000 after acquiring an additional 85 shares in the last quarter. Institutional investors own 80.76% of the company’s stock.

Insider Activity

In other Airbnb news, CFO Elinor Mertz sold 12,184 shares of the stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $127.65, for a total value 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 approximately $56,685,535.50. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Joseph Gebbia sold 236,000 shares of Airbnb stock in a transaction dated 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 sale, the director directly owned 704,015 shares in the company, valued at $83,932,668.30. The trade was a 25.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,446,760 shares of company stock worth $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.