Key Points
- Director Joseph Gebbia sold 58,000 Airbnb shares on Feb. 9 at an average price of $121.15 for about $7.03 million, leaving him with 402,015 shares (≈$48.7M) — a 12.61% reduction in his position.
- The Feb. 9 sale is part of a string of large insider dispositions (multiple 58,000‑share sales in Dec–Feb and a 232,000‑share sale on Nov. 24), signaling substantial, ongoing insider selling activity.
- Airbnb shares traded near $119.55 (down ~0.6%) ahead of Q4 earnings after the close on Feb. 12 — a binary near‑term catalyst — while analysts show a consensus “Hold” rating and an average price target of $148.85.
Airbnb, Inc. (NASDAQ:ABNB - Get Free Report) Director Joseph Gebbia sold 58,000 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $121.15, for a total value of $7,026,700.00. Following the completion of the transaction, the director directly owned 402,015 shares in the company, valued at $48,704,117.25. The trade was a 12.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link.
Joseph Gebbia also recently made the following trade(s):
- On Monday, January 26th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The stock was sold at an average price of $133.28, for a total value of $7,730,240.00.
- On Monday, January 12th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $138.45, for a total transaction of $8,030,100.00.
- On Monday, December 29th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The stock was sold at an average price of $136.70, for a total value of $7,928,600.00.
- On Monday, December 15th, Joseph Gebbia sold 58,000 shares of Airbnb stock. The stock was sold at an average price of $130.56, for a total value of $7,572,480.00.
- On Monday, December 1st, Joseph Gebbia sold 58,000 shares of Airbnb stock. The shares were sold at an average price of $118.47, for a total transaction of $6,871,260.00.
- On Monday, November 24th, Joseph Gebbia sold 232,000 shares of Airbnb stock. The shares were sold at an average price of $114.22, for a total value of $26,499,040.00.
Airbnb Stock Down 0.6%
Airbnb stock opened at $119.55 on Thursday. The stock has a market cap of $73.59 billion, a P/E ratio of 28.40, a P/E/G ratio of 1.86 and a beta of 1.15. Airbnb, Inc. has a 52 week low of $99.88 and a 52 week high of $163.93. The company's 50 day moving average price is $131.40 and its two-hundred day moving average price is $126.48.
Airbnb News Summary
Here are the key news stories impacting Airbnb this week:
- Positive Sentiment: Options/volatility signals point to potential upside optionality ahead of the earnings report, which could limit downside or spark a post‑report rally if results beat expectations. Airbnb’s (ABNB) Upcoming Earnings Present a ‘Binary’ Opportunity
- Neutral Sentiment: Q4 earnings event is imminent (reports after the close Feb 12) — this is the primary near-term catalyst and creates binary risk/reward for the stock depending on revenue, margin, guidance and travel demand commentary. What to expect from Airbnb's Q4 print
- Neutral Sentiment: Market commentary and previews are running across outlets (TipRanks, MSN, Seeking Alpha) debating whether ABNB is a buy into earnings — these pieces raise expectations but also highlight the stock’s YTD weakness, contributing to mixed investor positioning. Is Airbnb Stock (ABNB) a Buy Ahead of Q4 Earnings?
- Neutral Sentiment: Polymarket and other prediction/odds platforms are tracking whether ABNB will beat consensus, which can influence short-term flows but does not change fundamentals ahead of the release. Polymarket Odds: Will COIN, RIVN, ABNB Beat Earnings Tomorrow?
- Neutral Sentiment: Reports note potential catalysts that could re‑rate the stock (demand recovery, margin leverage, product expansion), but these are longer‑term and hinge on results and guidance. What Catalysts Could Shift The Airbnb (ABNB) Story As Views And Valuation Converge
- Neutral Sentiment: Short-interest reporting in recent feeds shows anomalous “0 shares” figures and NaN changes — this looks like a data/reporting error rather than a real surge in shorting, so it likely has limited informational value for traders. SEC Filing (insider transaction disclosure)
- Negative Sentiment: Director Joseph Gebbia sold 58,000 shares (~$7.0M at ~$121.15) and reduced his stake by ~12.6% — insider selling can pressure sentiment ahead of earnings even if reasons are personal diversification. Joseph Gebbia insider sale
Analyst Upgrades and Downgrades
Several analysts have weighed in on the company. Wedbush cut their price objective on Airbnb from $135.00 to $130.00 and set a "neutral" rating on the stock in a research report on Friday, February 6th. Truist Financial boosted their price target on shares of Airbnb from $104.00 to $107.00 and gave the stock a "sell" rating in a research report on Thursday, December 4th. Jefferies Financial Group boosted their price objective on Airbnb from $160.00 to $165.00 and gave the company a "buy" rating in a report on Friday, December 5th. Morgan Stanley boosted their price objective on shares of Airbnb from $120.00 to $130.00 and gave the stock an "underweight" rating in a research note on Tuesday, January 13th. Finally, KeyCorp initiated coverage on shares of Airbnb in a research report on Thursday, October 23rd. They issued a "sector weight" rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, nineteen have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and an average price target of $148.85.
Read Our Latest Stock Analysis on ABNB
Institutional Trading of Airbnb
A number of institutional investors have recently added to or reduced their stakes in ABNB. Caxton Associates LLP acquired a new stake in Airbnb in the 1st quarter worth about $258,000. Intech Investment Management LLC grew its stake in Airbnb by 55.8% in the first quarter. Intech Investment Management LLC now owns 12,161 shares of the company's stock worth $1,453,000 after purchasing an additional 4,353 shares in the last quarter. Sivia Capital Partners LLC grew its position in Airbnb by 18.8% in the second quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company's stock valued at $776,000 after acquiring an additional 927 shares during the period. IFP Advisors Inc grew its stake in Airbnb by 4.3% during the second quarter. IFP Advisors Inc now owns 2,398 shares of the company's stock worth $317,000 after buying an additional 99 shares during the last quarter. Finally, Blue Trust Inc. boosted its holdings in Airbnb by 140.6% in the second quarter. Blue Trust Inc. now owns 1,364 shares of the company's stock valued at $181,000 after acquiring an additional 797 shares during the last quarter. Hedge funds and other institutional investors own 80.76% of the company's stock.
Airbnb Company Profile
(
Get 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.
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