InsidersTradesSigma
Follow the Airbnb, Inc. share price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Retail sector, Airbnb, Inc. has recorded 1,071 reports. Market capitalisation: €113.4bn. The latest transaction was filed on 31 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Blecharczyk Nathan. Every trade is free.
1,071
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€2bn
628 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Airbnb, Inc. Buy (bullish), based on 39 analysts. Average price target: US$176.76.
36Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 8,642 of 29,055 companies
61.6
score / 100
Value37
Quality86
FCF yld4.1%
Earn yld2.2%
EV/EBITDA45.4x
ROE35%
Gross mgn83%
Net mgn21%
Debt/EBITDA0.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 31 August 2026
Declarations1,071 total
13,615 shares@ US$187.2666Class ASEC144:0001959173-26-006546
57,160 shares@ US$190.71090.0099% mcap1.7% of flowClass ASEC144:0001959173-26-006532
19,659 sharesClass A Common StockSEC:0001193125-26-374780:0
11,860 shares@ US$190.23810.0020% mcap0.4% of flowClass A Common StockSEC:0001193125-26-374780:1
7,199 shares@ US$191.42810.0012% mcap0.2% of flowClass A Common StockSEC:0001193125-26-374780:2
600 shares@ US$192.16080.0001% mcap0.0% of flowClass A Common StockSEC:0001193125-26-374780:3
19,659 shares@ US$190.73250.0033% mcap0.6% of flowClass ASEC144:0001959173-26-006475
150,640 sharesClass A Common StockSEC:0001193125-26-369139:0
159,000 shares0Class A Common StockSEC:0001193125-26-369139:8
960,000 sharesClass A Common StockSEC:0001193125-26-369145:0
98,055 shares@ US$190.3410.016% mcap3.0% of flowClass A Common StockSEC:0001193125-26-369139:1
23,125 shares@ US$191.32540.0039% mcap0.7% of flowClass A Common StockSEC:0001193125-26-369139:2
24,563 shares@ US$192.55180.0041% mcap0.8% of flowClass A Common StockSEC:0001193125-26-369139:3
4,897 shares@ US$193.13920.0008% mcap0.2% of flowClass A Common StockSEC:0001193125-26-369139:4
361,652 sharesClass A Common StockSEC:0001193125-26-369139:5
199,878 shares@ US$190.26770.033% mcap6.1% of flowClass A Common StockSEC:0001193125-26-369139:6
2,774 shares@ US$191.08880.0005% mcap0.1% of flowClass A Common StockSEC:0001193125-26-369139:7
960,000 shares0Class A Common StockSEC:0001193125-26-369145:1
202,652 shares@ US$190.27890.034% mcap6.9% of flowClass ASEC144:0001959173-26-006451
150,640 shares@ US$190.94360.025% mcap5.6% of flowClass ASEC144:0001959173-26-006405
6,941.699 shares@ US$183.250.0012% mcap3.1% of flowClass A Common StockSEC:0001193125-26-361408:0
4,084.648 shares@ US$183.250.0007% mcap0.2% of flowClass A Common StockSEC:0001193125-26-361410:0
450 sharesClass A Common StockSEC:0001193125-26-361410:1
2,738 shares@ US$184.42Class A Common StockSEC:0001193125-26-361410:2
1,070.04 shares@ US$183.250.0002% mcap0.7% of flowClass A Common StockSEC:0001193125-26-361412:0
25 of 1071 declarations
关于 Airbnb, Inc.
Airbnb, Inc. (NASDAQ: ABNB) 是一家全球性的旅游和住宿平台，总部位于美国加利福尼亚州旧金山。该公司由 Brian Chesky、Nathan Blecharczyk 和 Joe Gebbia 于 2007 年创立，最初是一个简单的点对点概念，用于在私人住宅中接待旅行者。随着时间的推移，Airbnb 发展成为在线旅游和另类住宿领域最知名的品牌之一，业务遍及 220 多个国家和地区，拥有庞大的全球房东网络。对于投资者而言，它处于数字平台、可自由支配的消费者支出和全球旅游需求的交汇点。 Airbnb 的核心业务是连接房东和房客的市场，公司通过预订赚取费用。该平台已从基本的房屋共享扩展到差异化住宿、体验以及与旅行相关的周边服务。这种更广泛的产品有助于加深参与度，并支持 Airbnb 相对于酒店、在线旅行社和其他短期租赁平台的品牌定位。一个关键优势是规模：Airbnb 提供高度分散的库存、强大的品牌以及以灵活性、发现和直接预订便利性为中心的用户体验。其覆盖范围在城市市场、休闲目的地以及传统酒店供应有限的二级地区尤为重要。 在另类住宿和短期租赁住宿领域，其竞争地位依然强劲。Airbnb 的主要差异化因素在于其非标准化库存、广泛的地理足迹以及提供传统酒店运营商难以复制的独特住宿形式的能力。与此同时，该公司面临持续的监管复杂性、地方税收合规要求以及某些城市地区的限制。这些问题是重大风险，但它们也为规模较小的竞争对手设置了进入壁垒。 近期值得关注的发展包括 2025 年业绩和 2026 年初的更新，这些更新突出了预订势头、产品创新和新举措的规模化。管理层还指出人工智能驱动的创新和额外的增长动力，而 SEC Form 4 内部交易活动对于关注治理的投资者仍然具有相关性。总体而言，Airbnb 是在美国纳斯达克上市的全球领先另类住宿平台，其商业模式仍然对旅游周期、监管条件以及公司持续提高其庞大用户群货币化能力敏感。
