AlphaYou
Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $670.3M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$670.3M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 6 cutMore cutting
Key stats
Fundamentals Sep 25- Open
- $150.70
- 52-wk high
- $193.45
- High
- $153.97
- 52-wk low
- $110.81
- Low
- $149.68
- Prev close
- $151.39
- Mkt cap
- $90.65B
- P/E
- 34.1x
- Volume
- 8.60M
- Fwd P/E
- 25.4x
- Beta
- 1.16
- P/S
- 6.9x
- P/B
- 11.3x
- Profit margin
- +20.4%
- Op margin
- +21.0%
- ROE
- +34.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ABNB filings
Are insiders buying or selling Airbnb Inc (ABNB) stock?
Net selling: insiders sold $670.3M and bought $0 of ABNB stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $670.3M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Gebbia, Joseph (Director), who sold $438.3M. The latest filing was on Sep 17, 2026.
Which members of Congress have traded ABNB recently?
None. No member of Congress disclosed a ABNB trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ABNB smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- QR
Qube Research
$120.1M
bought
Sells/Trims (2)
- DS
D.E. Shaw
$224.0M
trimmed
- SI
SRS Investment Mgmt
$134.6M
trimmed
What insiders are doing
What Congress is doing
Sells (1)
How top traders are positioned
No tracked top-trader positions in ABNB right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 14.2% above what analysts expected.
Earnings per share
$1.20 expected
Revenue
$3.58B expected
Q3 2026 guidance
$4.69B to $4.77B
$4.61B expected+2.7%at the midpoint
Reports Nov 5, 2026, in 40 days
EPS expected
$2.61 to $3.34
Revenue expected
36 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $4.09B | $2.80B | $2.68B | $3.61B |
| Cost of what it sold | $549.0M | $814.0M | $907.0M | $633.0M |
| Gross profit | $3.55B | $1.99B | $1.77B | $2.98B |
| What it spent | ||||
| Research and development | $587.0M | $589.0M | $638.0M | $672.0M |
| Sales and admin | $330.0M | $411.0M | $296.0M | $309.0M |
| Other operating costs | $1.00B | $693.0M | $753.0M | $1.24B |
| Total operating expenses | $1.92B | $1.69B | $1.69B | $2.22B |
| What was left | ||||
| Operating profit | $1.63B | $294.0M | $84.0M | $759.0M |
| Interest on debt | — | — | — | $37.0M |
| Profit before tax | $1.79B | $393.0M | $281.0M | $897.0M |
| Tax | $418.0M | $52.0M | $121.0M | $81.0M |
| Net profit | $1.37B | $341.0M | $160.0M | $816.0M |
| EBITDA | $1.81B | $317.0M | $106.0M | $776.0M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
These S&P500 stocks are moving in today's session
BearishSep 23Airbnb Inc Stock (ABNB) Moved Down by 5.06% on Sep 23: Key Drivers Unveiled
BearishSep 23Susquehanna Adjusts C.H. Robinson Worldwide Price Target to $180 From $226, Maintains Positive Rating
Leans bullishSep 23Instacart to Offer Grocery Delivery to U.S., Canada Airbnb Guests; Partnering With Gopuff
Leans bullishSep 22Airbnb enters grocery services with Instacart (ABNB:NASDAQ)
Leans bullishSep 22Morgan Stanley Cuts Expedia (EXPE) to Underweight as Rivals Pull Ahead on Users
Leans bullishSep 21eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks
Leans bearishSep 21TRIP - TripAdvisor Inc Volatility & Greeks
NeutralSep 21
Macro
32 macro signals shaping ABNB right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results