ABNB Airbnb, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 3, 2026 Processed 13d 10h ago
Insider cluster: 2 insiders, $2.6M total
Latest settled — T+5d
ABNB ▼ -2.13% at T+5d
NEUTRAL call ✗ call lost -2.13% · α vs SPY +0.42% · entry $133.72 → $130.87
Next anchor: T+20d in 15d
Currently $141.20 · +5.59% from $133.72 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-0.13%
call -0.13% · α +2.46%
$133.54
settled 13d ago
T+5d
-2.13%
call -2.13% · α +0.42%
$130.87
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two Airbnb insiders, CEO Brian Chesky and Director Joseph Gebbia, sold a combined $2.62M in open-market shares over a 7-day window ending June 1, 2026. The sales are routine in size relative to ABNB's $81B market cap (0.003%), and the cluster is dominated by sales, which academic literature shows are weak predictors of future returns. The historical calibration for this ticker shows a 0% win rate at T+20 across prior reports, reinforcing a neutral read.

Key Financial Metrics

Direction
selling
Total Value
$2.6M
Insiders
2

Actionable Insight

The sales are too small to signal a bearish view — treat as routine portfolio diversification. Monitor the next 10-Q for any change in business trajectory, but this cluster alone does not warrant action.

Key Facts

  • CEO Brian Chesky sold 9,919 shares total across three trades (May 28, May 29, June 1) for ~$1.31M
  • Director Joseph Gebbia sold 11,600 shares on June 1 for ~$1.54M
  • Total cluster value of $2.62M represents ~0.003% of ABNB's $81B market cap
  • All trades were open-market sales (code S); no purchases in the cluster
  • Prior ABNB reports in this model have a 0% win rate at T+20 across 5 settled reports

Financial Impact

Total insider sales of $2.62M, immaterial relative to $81B market cap

insider ownership

Risk Factors

  • CEO selling near $132 could indicate personal diversification, not a bearish signal
  • No insider buying to offset the selling pattern

Market Snapshot

Exchange
Nasdaq
Sector
Services-To Dwellings & Other Buildings
Analyst Consensus
55% bullish (49 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ABNB-1780522955238
21 reports for ABNB
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +8.97%May 31, 2026
Filters
Rows
Reports for ABNB — sortable, filterable
Type Now
Jun 8, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$131.35 $138.96▲ +5.79%▲ +3.38%$141.20 (+7.50%)
Jun 4, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$133.54 $132.28▼ −0.94%▼ −1.51%$141.20 (+5.74%)
Jun 4, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$133.54 $132.28▼ −0.94%▼ −1.51%$141.20 (+5.74%)
Jun 3, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$133.72 $130.87▼ −2.13%▲ +0.42%$141.20 (+5.59%)
Jun 3, 2026
13d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$138.86 $137.05▼ −1.30%▼ −4.24%$141.20 (+1.69%)
Jun 2, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$133.59 $129.10▼ −3.36%▲ +0.46%$141.20 (+5.70%)
May 31, 2026
16d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$131.06 $124.95▼ −4.66%▼ −6.30%$141.20 (+7.74%)
May 30, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$137.87 $133.54▼ −3.14%▼ −0.39%$141.20 (+2.42%)
May 22, 2026
25d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$144.18 $140.28▼ −2.70%▼ −2.76%$141.20 (−2.07%)
May 21, 2026
26d ago
Insider Cluster
NEUTRAL ★ 2/10
$132.35 $137.87▲ +4.17%▲ +2.49%$141.20 (+6.69%)
Showing 10 of 21

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