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Insider selling: $844,879,312 sold by 12 insiders (30d)
Est. revisions:
-1.0%
(2 up, 2 down in 30d)
Factor Model (net -0.3)
Factor Model
net -0.3 1.8 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
Airbnb shows strong financial health with low debt
Watch: Monitor Q1 2026 earnings for AI-driven engagement improvements that could accelerate room night growth and shift investor sentiment positively.
Airbnb's debt-to-equity ratio stands at a low 0.25, well below its top four peers in the Hotels, Restaurants & Leisure sector, signaling solid financial stability with low reliance on debt. Despite recent insider selling totaling $142 million, institutional ownership remains concentrated among top funds like Citadel and D.E. Shaw. Growth momentum decelerated with 12% revenue growth, but fundamentals like 82.5% gross margin and 9.7% operating margin remain robust.
A low debt load gives Airbnb flexibility to invest in growth or weather volatility, bolstered by strong margins and solid institutional backing despite some insider selling.
Our Trades
Full track record →
+96.1%
Long Call · Wide Runner
7d held
2026-04-15
2026-04-15
+16.8%
Long Call · Quick Draw
7d held
2026-04-13
2026-04-13
+14.1%
Long Call · The Indexer
3d held
2026-04-11
2026-04-11
+3.0%
Long Call · Trail Blazer
3d held
2026-04-10
2026-04-10
+30.4%
Long Call · Quick Draw
7d held
2026-04-09
2026-04-09
Evidence
2h ago
Investigating Airbnb's Standing In Hotels, Restaurants & Leisure Industry Compared To Competitors
benzinga
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $28,397,328
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $26,322,888
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $24,476,145
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $23,304,628
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $27,724,150
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $27,170,765
7d ago
Insider sell by CHESKY BRIAN (ABNB): $10,986,139
7 older signals
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $30,412,436
7d ago
Insider sell by CHESKY BRIAN (ABNB): $18,498,063
7d ago
Insider sell by CHESKY BRIAN (ABNB): $37,190,154
7d ago
Insider sell by BLECHARCZYK NATHAN (ABNB): $21,685,726
7d ago
Insider sell by BLECHARCZYK NATHAN (ABNB): $14,128,611
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $26,500,188
7d ago
Insider sell by GEBBIA JOSEPH (ABNB): $28,474,625
Fundamentals & Data ▾
Airbnb, Inc.
Consumer Cyclical · Travel Services
Mkt Cap
$86B
P/E
35.6 fwd 24.9
Beta
1.16
52w Range
$110.81 - $143.88
Short Interest
14.4M 3.47%
Days to Cover
3.8 -5%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+10.2%
Insiders
selling
0B / 17S
EPS Estimate
$0.30
-1.0% 30d
2up / 2dn
Est. Dispersion
69%
28 analysts
Analyst Target
$146
$110 - $180
Options P/C
1.47
Insider Cluster
strong sell
0B / 5S
Fund Convergence
strong
Citadel, D.E. Shaw, Two Sigma, Renaissance, Bridgewater
Financials
Revenue
$2.8B +12% YoY
FCF
$526M
Gross Margin
82%
Op Margin
10%
Momentum:
decelerating
Top Holders
Citadel
$804M
D.E. Shaw
$715M
Two Sigma
$503M
Renaissance
$399M
Bridgewater
$45M
Recent Filings & Data
insider trade
144
net selling
· $844,879,312 sold
12 insiders · 144 transactions (30d)
Recent transactions
BALOGH ARISTOTLE N · sell · $72,300
AHUJA AMRITA · award
CHENAULT KENNETH I · award
JORDAN JEFFREY D · award
LIN ALFRED · award
AHRENDTS ANGELA J COUCH · award
GEBBIA JOSEPH · sell · $28,397,328
BLECHARCZYK NATHAN · sell · $300,897
LIN ALFRED · other
GEBBIA JOSEPH · other
GEBBIA JOSEPH · other
GEBBIA JOSEPH · sell · $26,322,888
MERTZ ELINOR · sell · $771,438
BALOGH ARISTOTLE N · sell · $86,296
GEBBIA JOSEPH · sell · $24,476,145
BALOGH ARISTOTLE N · sell · $78,813
BALOGH ARISTOTLE N · sell · $80,276
GEBBIA JOSEPH · sell · $23,304,628
BALOGH ARISTOTLE N · sell · $77,518
MERTZ ELINOR · award
BLECHARCZYK NATHAN · award
BERNSTEIN DAVID CHARLES · award
BALOGH ARISTOTLE N · award
CHESKY BRIAN · sell · $4,631,913
BALOGH ARISTOTLE N · sell · $83,769
GEBBIA JOSEPH · sell · $27,724,150
BALOGH ARISTOTLE N · sell · $90,685
GEBBIA JOSEPH · other
BALOGH ARISTOTLE N · sell · $88,200
CHESKY BRIAN · sell · $4,869,215
GEBBIA JOSEPH · sell · $27,170,765
BALOGH ARISTOTLE N · sell · $91,126
MERTZ ELINOR · sell · $1,739,046
BALOGH ARISTOTLE N · sell · $98,070
CHESKY BRIAN · sell · $10,986,139
BLECHARCZYK NATHAN · sell · $3,792,330
BLECHARCZYK NATHAN · exercise · $1,050,868
GEBBIA JOSEPH · sell · $30,412,436
BALOGH ARISTOTLE N · sell · $101,507
CHESKY BRIAN · other
BLECHARCZYK NATHAN · sell · $423,940
BLECHARCZYK NATHAN · other
BLECHARCZYK NATHAN · other
CHESKY BRIAN · sell · $18,498,063
BALOGH ARISTOTLE N · sell · $112,735
CHESKY BRIAN · sell · $37,190,154
MERTZ ELINOR · sell · $4,000,000
MERTZ ELINOR · sell · $491,212
GEBBIA JOSEPH · sell · $7,317,456
GEBBIA JOSEPH · sell · $7,685,663
GEBBIA JOSEPH · sell · $7,613,827
MERTZ ELINOR · sell · $584,725
MERTZ ELINOR · sell · $487,500
GEBBIA JOSEPH · sell · $7,074,274
CHESKY BRIAN · other
BLECHARCZYK NATHAN · sell · $533,735
BLECHARCZYK NATHAN · other
GEBBIA JOSEPH · sell · $7,026,717
GEBBIA JOSEPH · sell · $7,730,261
GEBBIA JOSEPH · sell · $8,030,004
MERTZ ELINOR · sell · $509,775
GEBBIA JOSEPH · sell · $7,928,858
BALOGH ARISTOTLE N · sell · $345,745
BALOGH ARISTOTLE N · exercise · $234,415
BALOGH ARISTOTLE N · sell · $2,060,505
BALOGH ARISTOTLE N · exercise · $1,406,246
GEBBIA JOSEPH · sell · $7,572,587
CHESKY BRIAN · sell · $7,861,124
MERTZ ELINOR · sell · $975,000
BALOGH ARISTOTLE N · sell · $83,804
MERTZ ELINOR · sell · $578,750
BLECHARCZYK NATHAN · sell · $21,685,726
BLECHARCZYK NATHAN · other
BALOGH ARISTOTLE N · sell · $2,112,627
BLECHARCZYK NATHAN · sell · $6,665,017
BLECHARCZYK NATHAN · other
BALOGH ARISTOTLE N · sell · $78,598
BLECHARCZYK NATHAN · sell · $14,128,611
BLECHARCZYK NATHAN · sell · $619,572
GEBBIA JOSEPH · sell · $6,871,275
BALOGH ARISTOTLE N · sell · $133,732
GEBBIA JOSEPH · other
GEBBIA JOSEPH · other
BLECHARCZYK NATHAN · sell · $385,960
GEBBIA JOSEPH · sell · $26,500,188
BALOGH ARISTOTLE N · sell · $68,706
LIN ALFRED · other
BALOGH ARISTOTLE N · sell · $72,828
GEBBIA JOSEPH · sell · $28,474,625
BALOGH ARISTOTLE N · sell · $73,428
BALOGH ARISTOTLE N · sell · $75,282
GEBBIA JOSEPH · sell · $30,318,561
MERTZ ELINOR · sell · $1,555,288
MERTZ ELINOR · exercise · $364,972
BALOGH ARISTOTLE N · sell · $76,518
BALOGH ARISTOTLE N · sell · $74,556
GEBBIA JOSEPH · sell · $28,137,090
BALOGH ARISTOTLE N · sell · $72,276
BALOGH ARISTOTLE N · sell · $73,482
GEBBIA JOSEPH · sell · $29,162,764
BALOGH ARISTOTLE N · sell · $73,746
BALOGH ARISTOTLE N · sell · $74,244
GEBBIA JOSEPH · sell · $28,499,875
BALOGH ARISTOTLE N · sell · $74,208
BALOGH ARISTOTLE N · sell · $74,790
GEBBIA JOSEPH · sell · $30,096,394
MERTZ ELINOR · sell · $594,585
GEBBIA JOSEPH · other
GEBBIA JOSEPH · other
BALOGH ARISTOTLE N · sell · $78,114
BALOGH ARISTOTLE N · sell · $74,976
BLECHARCZYK NATHAN · sell · $281,199
GEBBIA JOSEPH · sell · $29,586,130
BALOGH ARISTOTLE N · sell · $74,172
MANYIKA JAMES · award
GEBBIA JOSEPH · sell · $30,611,498
MERTZ ELINOR · sell · $806,875
BALOGH ARISTOTLE N · sell · $80,850
BERNSTEIN DAVID CHARLES · sell · $710,000
BERNSTEIN DAVID CHARLES · exercise · $200,900
BALOGH ARISTOTLE N · sell · $83,634
GEBBIA JOSEPH · sell · $32,763,775
BALOGH ARISTOTLE N · sell · $82,548
BALOGH ARISTOTLE N · sell · $82,326
GEBBIA JOSEPH · sell · $32,191,202
MERTZ ELINOR · sell · $849,125
BALOGH ARISTOTLE N · sell · $81,762
BALOGH ARISTOTLE N · sell · $78,198
GEBBIA JOSEPH · sell · $30,553,187
BALOGH ARISTOTLE N · sell · $79,362
BALOGH ARISTOTLE N · sell · $82,278
BERNSTEIN DAVID CHARLES · sell · $701,200
GEBBIA JOSEPH · sell · $32,897,547
CHESKY BRIAN · sell · $2,329,644
BERNSTEIN DAVID CHARLES · sell · $820,000
BALOGH ARISTOTLE N · sell · $80,100
MERTZ ELINOR · sell · $826,750
MERTZ ELINOR · sell · $619,640
CHESKY BRIAN · sell · $1,026,676
BALOGH ARISTOTLE N · sell · $191,750
GEBBIA JOSEPH · sell · $30,685,950
CHESKY BRIAN · other
GEBBIA JOSEPH · award
CHESKY BRIAN · other
ae trade
7
2 more
15 signals · latest 2h ago
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