Insiders Trades
Airbnb, Inc.: what insiders have been doing
Headquartered in San Francisco, United States, Airbnb, Inc. belongs to the Retail sector and traces its origins to 2008. Filings by its managers are published through SEC (Form 4). Between 18 October 2025 and 18 October 2026, 18 insiders published 377 filings.
The flow runs one way only: 251 sales worth €762.9M, from 6 insiders, and no purchase. The amount is not disclosed for 30 filings. Gebbia Joseph filed the largest sale, €153.9M, on 29 July 2026, which represents 0.19% of the company's market value.
With 377 filings in twelve months, the company is more active than the median of 19 filings across the 5,810 companies we follow on the same exchange. The full history, which starts in 2021, counts no purchases against 645 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 12.24 bn USD and net income at 2.51 bn USD.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Elsewhere in the same sector, our signals recently picked up insider purchases at GameStop Corp. and Dick's Sporting Goods, Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
1,106
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€2B
645 ops. · all time
Who traded when
BuySaleChesky Brian76 sales
Nathan Blecharczyk71 sales
Gebbia Joseph46 sales
Elinor Mertz3 sales
Bernstein David C2 sales
Chenault Kenneth I2 sales
Analyst consensus: bullish or bearish?
Analysts rate Airbnb, Inc. Buy (bullish), based on 39 analysts. Average price target: US$183.23.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,704 of 24,148 companies
62.7
score / 100
Value39
Quality86
FCF yld4.6%
Earn yld2.5%
EV/EBITDA40.1x
ROE35%
Gross mgn83%
Net mgn21%
Debt/EBITDA0.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$167.06
Analyst consensus
39 analystsBuy
US$135.00Target US$183.23(+10%)US$220.00
Income statement
RevenueUS$12.2B
Gross profitUS$10.2B83% margin
EBITDAUS$2.5B21% margin
Net incomeUS$2.5B20.5% margin
Valuation
PER (trailing)37.7x
PER (forward)26.9x
P/Book12.6x
Beta1.24
Balance sheet & cash
Market capUS$100B
Total debtUS$2.1B
Free Cash FlowUS$4.6B
Debt / Equity32%
Profitability & ownership
ROE34.5%
ROA6.1%
% insiders1.9%
% institutions89.3%
Last declaration on 15 October 2026
Declarations1,106 total
1,369 shares@ US$168.01Class ASEC144:0001959173-26-007386
17,692 sharesClass A Common StockSEC:0001193125-26-421722:0
4,077 shares0Class A Common StockSEC:0001193125-26-421722:1
2,852 shares@ US$163.44690.0005% mcap0.1% of flowClass A Common StockSEC:0001193125-26-421722:2
4,267 shares@ US$164.72280.0007% mcap0.1% of flowClass A Common StockSEC:0001193125-26-421722:3
2,248 shares@ US$165.44060.0004% mcap0.1% of flowClass A Common StockSEC:0001193125-26-421722:4
3,248 shares@ US$166.52160.0006% mcap0.1% of flowClass A Common StockSEC:0001193125-26-421722:5
1,000 shares@ US$167.1850.0002% mcap0.0% of flowClass A Common StockSEC:0001193125-26-421722:6
13,615 shares@ US$165.1840.0023% mcap0.3% of flowClass ASEC144:0001959173-26-007336
11,204 shares0Class A Common StockSEC:0001193125-26-409153:0
17,692 sharesClass A Common StockSEC:0001193125-26-409120:0
4,077 shares0Class A Common StockSEC:0001193125-26-409120:1
481 shares@ US$154.45150.0001% mcap0.0% of flowClass A Common StockSEC:0001193125-26-409120:2
1,231 shares@ US$155.73890.0002% mcap0.0% of flowClass A Common StockSEC:0001193125-26-409120:3
5,684 shares@ US$156.53520.0009% mcap0.1% of flowClass A Common StockSEC:0001193125-26-409120:4
6,085 shares@ US$157.47030.0010% mcap0.1% of flowClass A Common StockSEC:0001193125-26-409120:5
134 shares@ US$158.310.0000% mcap0.0% of flowClass A Common StockSEC:0001193125-26-409120:6
13,615 shares@ US$156.8250.0023% mcap0.3% of flowClass ASEC144:0001959173-26-007130
17,692 sharesClass A Common StockSEC:0001193125-26-393171:0
4,077 shares0Class A Common StockSEC:0001193125-26-393171:1
1,270 shares@ US$170.72690.0002% mcap0.0% of flowClass A Common StockSEC:0001193125-26-393171:2
1,404 shares@ US$171.70240.0003% mcap0.0% of flowClass A Common StockSEC:0001193125-26-393171:3
591 shares@ US$173.13910.0001% mcap0.0% of flowClass A Common StockSEC:0001193125-26-393171:5
10,350 shares@ US$172.60960.0019% mcap0.3% of flowClass A Common StockSEC:0001193125-26-393171:4
1,489 shares@ US$168.930.0003% mcap0.8% of flowClass ASEC144:0001959173-26-006965
25 of 1106 declarations
About Airbnb, Inc.
Airbnb, Inc. (NASDAQ: ABNB) is a global travel and lodging platform headquartered in San Francisco, California, in the United States. The company was founded in 2007 by Brian Chesky, Nathan Blecharczyk, and Joe Gebbia, initially as a simple peer-to-peer concept for hosting travelers in private homes. Over time, Airbnb evolved into one of the most recognized names in online travel and alternative accommodations, with listings across more than 220 countries and regions and a very large worldwide host network. For investors, it sits at the intersection of digital platforms, discretionary consumer spending, and global tourism demand.
Airbnb’s core business is the marketplace that connects hosts and guests, with the company earning fees from bookings. The platform has expanded beyond basic home-sharing into differentiated stays, experiences, and adjacent services tied to travel. That broader offering helps deepen engagement and supports Airbnb’s brand positioning against hotels, online travel agencies, and other short-term rental platforms. A key advantage is scale: Airbnb offers a highly distributed inventory, a strong brand, and a user experience centered on flexibility, discovery, and direct booking convenience. Its reach is especially important in urban markets, leisure destinations, and secondary locations where traditional hotel supply is more limited.
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Competitive positioning remains strong in alternative accommodations and short-term rental lodging. Airbnb’s main differentiators are its non-standardized inventory, broad geographic footprint, and the ability to offer unique accommodation formats that are difficult for conventional hotel operators to replicate. At the same time, the company faces ongoing regulatory complexity, local tax compliance requirements, and restrictions in certain municipalities. These issues are a material risk, but they also create barriers to entry for less scalable competitors.
Recent developments to watch include 2025 results and early-2026 updates, which highlighted booking momentum, product innovation, and the scaling of new initiatives. Management has also pointed to AI-driven innovation and additional growth levers, while SEC Form 4 insider transaction activity remains relevant for governance-focused investors. Overall, Airbnb is a leading global alternative-lodging platform listed on NASDAQ in the United States, with a business model that remains sensitive to the tourism cycle, regulatory conditions, and the company’s ability to keep increasing monetization of its large user base.
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