Nuveen Adds $3M in Airbnb, Inc. ($ABNB)
Nuveen added 21,928 Airbnb shares, boosting its stake by 1.99% to 1.12 million shares.
Key Points
- Nuveen grew its stake in Airbnb by 21,928 shares, reaching a total of 1,121,501 shares worth approximately $165.79 million.
- Airbnb has a market cap of $86.39 billion and a P/E ratio of 35.94, with shares trading around $147.83 on Tuesday.
- Analysts maintain a consensus 'buy' rating with a mean price target of $156.47, following recent insider activity and institutional changes.
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Nuveen has increased its stake in Airbnb, Inc. (NASDAQ: ABNB) by 21,928 shares, according to its latest Form 13F filing with the SEC. This move boosts its holdings by 1.99%, bringing the total to 1,121,501 shares valued at approximately $165.79 million as of the end of the reporting period.
What Changed in Nuveen's Airbnb Position
Nuveen added 21,928 shares to its Airbnb holdings, resulting in a 1.99% increase in its position. The fund now holds a total of 1,121,501 shares, up from 1,099,573 shares previously. The value of this stake is reported at about $165.79 million.
Other Institutional Activity in Airbnb
Several other institutional investors also adjusted their stakes in Airbnb. BlackRock, Inc. grew its holdings by 438,601 shares, ending with 31,943,327 shares valued at approximately $4.03 billion, marking a 1.4% increase. Vanguard Capital Management LLC opened a new position with 26,133,940 shares worth about $3.30 billion. Harris Associates L.P. increased its stake by 467,827 shares, now holding 19,162,235 shares valued at roughly $2.42 billion, a 2.5% increase. Conversely, State Street Corp reduced its holdings by 189,352 shares to 17,733,208 shares, valued at around $2.24 billion, a 1.1% decrease. Morgan Stanley significantly cut its position by 2,808,700 shares, leaving it with 10,426,161 shares worth approximately $1.32 billion, a 21.2% decrease.
Airbnb, Inc. Stock Down 22.5%
Shares of Airbnb, Inc. traded near $147.83 on Tuesday. The company has a market cap of about $86.39 billion and a P/E ratio of 35.94. Airbnb's beta stands at 1.159, indicating moderate volatility compared to the market. The stock's 52-week range is between $110.81 and $147.58, with a 50-day moving average of $137.47 and a 200-day moving average of $129.59. The company maintains a current ratio of 1.442 and a quick ratio of 0.745, with a debt-to-equity ratio of 33.185.
$ABNB stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Airbnb reported revenue of $12.65 billion, reflecting a growth rate of 17.9%. The company's net margin is 19.9%, and it achieved a return on equity of 32.3%. Looking ahead, Airbnb is scheduled to release its next earnings report on August 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
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Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 12 target raises.
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Earnings quality
Gross margin up 0.6 points. Operating margin up 1.5 points. Positive free cash flow.
Earnings Call Summary
Airbnb delivered a strong quarter with $2.678 billion in revenue, up 18 percent year over year, beating guidance. Gross booking value grew 19 percent and nights booked accelerated, though there was a 100 basis point headwind from Middle East conflict. The company is driving growth through Reserve Now Pay Later, which now represents 20 percent of bookings, app improvements that drove 22 percent app nights growth, and new initiatives like hotels and experiences. Management highlighted that nearly 60 percent of engineering code is now written with AI assistance, doubling the industry average.
Guidance Airbnb raised full year revenue growth outlook to low to mid-teens percent. For the next quarter, they guided $3.54 billion to $3.6 billion in revenue, representing 14 to 16 percent growth year over year. They expect adjusted EBITDA margin to be at least 35 percent for the full year.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at Airbnb, Inc.
Chief Strategy Officer Nathan Blecharczyk was active in recent insider transactions. On June 24, 2026, he sold 88,366 shares at an average price of $145.81 as part of a planned transaction. The following day, on June 25, he sold another 2,113 shares at an average price of $145.09, also under a planned sale.
Analysts Set New Price Targets
Analysts have been updating their views on Airbnb. On June 29, 2026, Baird maintained its 'buy' rating with a $160 price target. Truist Securities kept a 'hold' rating with a $134 target on June 15, 2026. Earlier, on June 5, 2026, CICC initiated coverage with a 'buy' rating and a $165 target. The consensus among analysts is a 'buy' recommendation, with a mean target price of $156.47 from 37 opinions.
About Airbnb, Inc.
Airbnb, Inc. operates a global platform for accommodations, experiences, and services. Based in San Francisco, California, and led by CEO Brian Chesky, the company connects hosts and guests through its website and mobile apps. Founded in 2007, Airbnb has grown to employ around 8,200 people, offering a wide range of travel and leisure options.
Bottom Line
Nuveen's recent increase in its Airbnb position reflects ongoing interest in the company, which continues to attract institutional investors. As a reminder, 13F filings like this one are retrospective and may not represent the investor's current position. Airbnb remains a key player in the travel services industry, with a strong market presence and favorable analyst outlooks.
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