NewEdge Advisors LLC Cuts Stock Holdings in Airbnb, Inc. $ABNB

Posted by Francis Steltz on Aug 12th, 2026

NewEdge Advisors LLC lowered its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 62.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,983 shares of the company’s stock after selling 62,687 shares during the quarter. NewEdge Advisors LLC’s holdings in Airbnb were worth $4,796,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in ABNB. Caxton Associates LLP purchased a new position in Airbnb in the 1st quarter valued at $258,000. Intech Investment Management LLC grew its holdings in shares of Airbnb by 55.8% during the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock worth $1,453,000 after buying an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Airbnb by 18.8% during the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after buying an additional 927 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in shares of Airbnb in the second quarter valued at about $411,000. Finally, Treasurer of the State of North Carolina raised its position in shares of Airbnb by 1.4% in the second quarter. Treasurer of the State of North Carolina now owns 198,659 shares of the company’s stock valued at $26,291,000 after buying an additional 2,702 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Key Headlines Impacting Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Results exceeded expectations: Airbnb reported second-quarter revenue of approximately $3.61 billion, up about 16% year over year, while adjusted EPS of $1.37 surpassed the $1.26 consensus estimate. Gross booking value also rose roughly 16% to $27.2 billion, and adjusted EBITDA exceeded forecasts. Why Airbnb ABNB Stock Is Up Today
Positive Sentiment: Higher full-year outlook: Management raised its 2026 revenue-growth forecast to at least the mid-teens, reinforcing the view that Airbnb’s growth has reaccelerated after a period of slower expansion. Airbnb Hit a Four-Year High After Raising Its Full-Year Outlook
Positive Sentiment: AI and platform expansion are supporting the growth narrative: CEO Brian Chesky said AI is improving Airbnb’s products and customer experience, while the company is adding hotel listings and travel-related services to become a broader “one-stop shop.” Investors view these initiatives as potential sources of additional bookings and revenue. Airbnb Has Added Thousands of New Hotel Listings
Neutral Sentiment: Analyst views are mixed: Wedbush and other firms raised their targets following the earnings beat, while DA Davidson maintained a Buy rating. However, BMO retained a Market Perform rating and lifted its target only to $165, below the stock’s recent trading level. Airbnb Stock Jumps Despite BMO Target Trailing Market Price
Negative Sentiment: Valuation is a key risk: After the rally, Airbnb trades at a premium valuation, making further gains dependent on sustained high growth and successful execution. Some analysts caution that the current price leaves limited room for disappointment. Airbnb Has Been on a Tear, But There’s One Key Reason to Wait
Negative Sentiment: Brand dilution remains a concern: Expanding into hotels and third-party amenities could broaden Airbnb’s addressable market, but may also weaken its distinctive home-sharing identity and increase competitive pressure.

Airbnb Trading Up 0.2%

Shares of ABNB opened at $184.98 on Wednesday. Airbnb, Inc. has a 12-month low of $110.81 and a 12-month high of $187.12. The firm has a market capitalization of $111.49 billion, a P/E ratio of 42.04, a P/E/G ratio of 2.16 and a beta of 1.14. The firm has a 50-day moving average price of $145.93 and a 200 day moving average price of $136.63. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.32.

Airbnb (NASDAQ:ABNB – Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The company had revenue of $3.61 billion for the quarter, compared to analyst estimates of $3.58 billion. During the same period in the previous year, the business posted $1.03 EPS. Airbnb’s revenue was up 16.3% on a year-over-year basis. Sell-side analysts forecast that Airbnb, Inc. will post 5.17 EPS for the current year.

Wall Street Analyst Weigh In

ABNB has been the topic of several research reports. Oppenheimer raised their price target on shares of Airbnb from $180.00 to $190.00 and gave the stock an “outperform” rating in a research note on Friday, August 7th. The Goldman Sachs Group set a $170.00 price objective on shares of Airbnb in a report on Tuesday, July 28th. Benchmark raised their target price on shares of Airbnb from $160.00 to $180.00 and gave the stock a “buy” rating in a research note on Friday. Wells Fargo & Company boosted their target price on Airbnb from $181.00 to $186.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Airbnb in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Airbnb currently has an average rating of “Moderate Buy” and a consensus target price of $172.00.

View Our Latest Stock Analysis on ABNB

Insider Activity

In other Airbnb news, insider Nathan Blecharczyk sold 531,000 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $174.41, for a total transaction of $92,611,710.00. Following the completion of the sale, the insider owned 171,370 shares of the company’s stock, valued at $29,888,641.70. This trade represents a 75.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Joseph Gebbia sold 265,000 shares of Airbnb stock in a transaction on Monday, July 27th. The shares were sold at an average price of $145.70, for a total value of $38,610,500.00. Following the completion of the sale, the director owned 1,828,518 shares in the company, valued at $266,415,072.60. This represents a 12.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,164,675 shares of company stock worth $466,636,153. 27.21% of the stock is owned by company insiders.

Airbnb Company Profile

(Free Report)

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.