SABR Sabre Corporation

bullish · high conviction SHIFT track record → $1.74 -0.02 (-1.1%)
Mkt Cap $636M 52wk $0.81 - $3.52 Earnings 2026-05-07 3h ago
Insider buying: $12,929,715 bought by 24 insiders (30d)
Est. revisions: -2500.0%
Factor Model (net -3.2)

Factor Model

net -3.2 5.7 / 10
Est. Revisions
-1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Sabre insiders buy amidst undervaluation debate

Watch: Watch quarterly results and any hyperscaler acquisition talks to confirm valuation re-rating or strategic shifts.

Sabre Corp's business is valued below its replacement value despite managing bookings for millions and billions of transactions annually. Insiders, including officers and Constellation Software Inc, bought over $12 million in shares at $1.16-$3.63. An open letter urges sale to hyperscalers arguing scarcity and time-based premium justify a higher valuation. Sabre's market cap stands at $636M with $792M cash, amid mixed insider sentiment but strong insider buy clustering.

Insider buying alongside valuation arguments suggests confidence in intrinsic value and potential underappreciated growth or acquisition value, marking a possible turnaround trigger.

Evidence

3d ago Insider buy by RANDOLFI MICHAEL O (SABR): $148,750
3d ago Insider buy by EKERT KURT JOSEPH (SABR): $167,050
3d ago Insider buy by BRUDER ANN J (SABR): $52,580
3d ago Insider buy by WILLIAMS SHAWN G (SABR): $26,449
3d ago Insider buy by MENDIS ROSHAN (SABR): $97,802
3d ago Insider buy by MENDIS ROSHAN (SABR): $59,225
3d ago Insider buy by MANDEL GAIL L (SABR): $36,287
3 older signals
Fundamentals & Data ▾
Sabre Corporation Technology · Software - Infrastructure
Mkt Cap
$636M
Beta
0.86
52w Range
$0.81 - $3.52
Short Interest
52.2M 18.65%
Days to Cover
2.8 +3%
Technicals downtrend
from 52w Hi
-1.1%
1w return
+16.0%
Insiders
buying 3B / 2S
EPS Estimate
$-0.13 -2500.0% 30d 0up / 1dn
Est. Dispersion
15% 2 analysts
Analyst Target
$2 $2 - $2
Options P/C
1.73
Insider Cluster
strong buy 7B / 3S (officer)
Fund Convergence
moderate Citadel, Renaissance
Financials
Revenue
$667M -7% YoY
FCF
$113M
Gross Margin
27%
Op Margin
3%
Momentum: decelerating
Top Holders
Citadel
Renaissance
Recent Filings & Data
insider trade 58
net buying · $133,135 sold · $12,929,715 bought
24 insiders · 58 transactions (30d)
Recent transactions
MCKAY DAMIAN KEVIN · award · $200,000
CONSTELLATION SOFTWARE INC · buy · $12,341,572
WISEMAN GARRY R. · award · $188,646
RANDOLFI MICHAEL O · award · $188,646
KINDLE JAMI · award
MENDIS ROSHAN · award
WILLIAMS SHAWN G · award
WILSON SCOTT ALBERT · award
WISEMAN GARRY R. · award
DIFONZO JOE · award
BOAS ROCHELLE · award
CATTO JENNIFER · award
EKERT KURT JOSEPH · award
RANDOLFI MICHAEL O · award
BRAVANTE GEORGE R JR · award · $122,857
MANDEL GAIL L · award · $122,857
STURGIS WENDI CHRISTINE · award · $122,857
WILLY ASHAN · award · $122,857
NEWHOUSE PHYLLIS W · award · $122,857
PAUL ELAINE · award · $122,857
COUTURIER HERVE · award · $122,857
SCOTT JOHN M III · award · $122,857
KINDLE JAMI · award
MENDIS ROSHAN · award
WILLIAMS SHAWN G · award
WILSON SCOTT ALBERT · award
DIFONZO JOE · award
CATTO JENNIFER · award · $2,000,001
EKERT KURT JOSEPH · award
PAUL ELAINE · sell · $103,211
KELLY ERIC L · award
BOAS ROCHELLE · award
MANDEL GAIL L · buy · $36,287
MENDIS ROSHAN · buy · $59,225
PETERSON KARL A · sell · $27,896
BRUDER ANN J · award · $750,000
KINDLE JAMI · award · $225,000
MENDIS ROSHAN · award · $750,000
MENDIS ROSHAN · buy · $97,802
WILLIAMS SHAWN G · award · $750,000
WILSON SCOTT ALBERT · award · $750,000
WISEMAN GARRY R. · award · $750,000
DIFONZO JOE · award · $750,000
EKERT KURT JOSEPH · award · $2,999,999
RANDOLFI MICHAEL O · award · $999,999
WILLIAMS SHAWN G · buy · $26,449
BRUDER ANN J · buy · $52,580
EKERT KURT JOSEPH · buy · $167,050
RANDOLFI MICHAEL O · buy · $148,750
MANDEL GAIL L · sell · $2,028
BRAVANTE GEORGE R JR · award · $160,000
SARETSKY GREGG A · award · $160,000
PETERSON KARL A · award · $160,000
MANDEL GAIL L · award · $160,000
STURGIS WENDI CHRISTINE · award · $160,000
NEWHOUSE PHYLLIS W · award · $160,000
COUTURIER HERVE · award · $160,000
SCOTT JOHN M III · award · $160,000
11 signals · latest 3h ago

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