ABNB Airbnb, Inc.
Price Chart
Executive Summary
Airbnb insiders sold $7.12M in stock over the past week, led by Chief Strategy Officer Nathan Blecharczyk's $6.21M open-market sale on May 8. The cluster follows a mixed Q1 earnings report (revenue beat but EPS miss) and raised guidance, suggesting insiders are taking profits after the stock's post-earnings strength rather than reacting to negative news.
Key Financial Metrics
Actionable Insight
Insider selling is routine in both dollar terms and as a fraction of market cap. The cluster is concentrated around Blecharczyk's planned sale of converted shares post-earnings. No bearish signal — monitor next 10-Q for any change in insider selling cadence or unexpected acceleration.
Key Facts
- Total insider selling of $7.12M over 7 days, representing ~0.009% of $82.6B market cap
- Chief Strategy Officer Nathan Blecharczyk sold $6.21M on May 8 at ~$145.48/share
- CFO Elinor Mertz sold $536K and Director Joseph Gebbia sold $380K on May 4
- Cluster occurred 5 days after Q1 earnings: revenue $2.678B (beat guidance), GAAP EPS $0.26 (missed consensus $0.31)
- Full-year revenue growth guidance raised to low-to-mid teens
- Non-cash derivative conversions by Blecharczyk (60,136 shares on May 8, 627 shares on May 11) have zero economic value
Financial Impact
Total insider selling of $7.12M is trivial relative to $82.6B market cap (0.009%)
Risk Factors
- Insiders may continue selling if stock remains elevated post-guidance raise
- EPS miss could pressure the stock if Q2 results fail to show margin improvement
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ABNB-1778629995001 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $134.37 awaiting T+1 | awaiting T+1 | — | $134.43 (+0.04%) |
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $134.43 (+0.52%) |
|
Jun 4, 2026
5d ago
|
Insider Cluster
| $133.73 awaiting T+1 | awaiting T+1 | — | $134.43 (+0.52%) |
|
Jun 3, 2026
6d ago
|
Insider Cluster
| $133.72 $133.54 | ▼ −0.13% | ▲ +2.46% | $134.43 (+0.53%) |
|
Jun 3, 2026
6d ago
|
ANALYST-UPGRADE
| $138.86 $139.73 | ▲ +0.63% | ▼ −0.17% | $134.43 (−3.19%) |
|
Jun 2, 2026
7d ago
|
Insider Cluster
| $133.59 $133.72 | ▲ +0.10% | ▼ −0.31% | $134.43 (+0.63%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $131.06 $122.87 | ▼ −6.25% | ▼ −4.57% | $134.43 (+2.57%) |
|
May 30, 2026
11d ago
|
Insider Cluster
| $137.87 $134.35 | ▼ −2.55% | ▼ −2.70% | $134.43 (−2.50%) |
|
May 22, 2026
18d ago
|
ANALYST-UPGRADE
| $144.18 $141.87 | ▼ −1.60% | ▼ −1.21% | $134.43 (−6.76%) |
|
May 21, 2026
19d ago
|
Insider Cluster
| $132.35 $132.68 | ▲ +0.25% | ▼ −0.34% | $134.43 (+1.57%) |
US Market Status
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