Airbnb director Joseph Gebbia sells $30.4 million in stock

Published 27/02/2025, 23:16
© Reuters.

SAN FRANCISCO—Joseph Gebbia, a director at Airbnb, Inc. (NASDAQ:ABNB), the $87 billion market cap hospitality platform with impressive gross profit margins of 83%, recently sold a significant portion of his holdings in the company. According to InvestingPro data, the company maintains strong financial health with an overall score of "GREAT." According to a Form 4 filing with the Securities and Exchange Commission, Gebbia disposed of 214,285 shares of Class A common stock on February 25, 2025. The shares were sold at prices ranging from $140.7548 to $145.0314, totaling approximately $30.4 million.

These transactions were conducted under a Rule 10b5-1 trading plan, which was adopted on August 20, 2024. Post-transaction, Gebbia, through the Sycamore Trust, retains ownership of 428,575 shares in Airbnb.

The sales come as Gebbia continues to manage his investment portfolio, with the proceeds potentially being used for other investments or personal financial planning. Investors often scrutinize such insider transactions to gauge the sentiment of company executives toward their firm’s future performance. While analyst consensus remains mixed, with price targets ranging from $95 to $200, the company maintains strong fundamentals with a healthy return on equity of 32% and substantial free cash flow generation.

In other recent news, Airbnb Inc . has reported a strong performance in its fourth-quarter results, exceeding expectations in key areas such as nights booked, gross bookings, revenue, and adjusted EBITDA. The company has provided positive guidance for the first quarter of 2025, anticipating revenue growth between 10% and 12%, with an expected increase in nights booked by 8.5% to 9.5%. Analysts have responded to these developments with several firms adjusting their price targets for Airbnb. DA Davidson raised its target to $170 while maintaining a Neutral rating, citing the company’s robust growth profile. Susquehanna increased its target to $200, maintaining a Positive view, and noted the persistence of positive demand trends into 2025 despite a conservative outlook due to calendar effects and foreign exchange headwinds. Benchmark also raised its target to $178, maintaining a Buy rating, and highlighted Airbnb’s strategic shift towards partnerships and potential advertising ventures. Lastly, Bernstein increased its target to $185, maintaining an Outperform rating, and expressed confidence in Airbnb’s plans to expand its product offerings, including ventures into new business verticals supported by AI. These recent developments reflect a broad analyst consensus on Airbnb’s growth potential and strategic initiatives.

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