When the CEO drops $167,000 of his own money on 65,000 shares at $2.57, and I can buy the same stock at $1.75, that’s free money sitting on the table.
SABR’s executive team went on a buying spree in May of last year. The CFO purchased 50,000 shares at $2.98. Multiple VPs loaded up between $2.63 and $3.15. We’re talking over $600K in insider purchases at prices 40-70% higher than where I can buy today.
And August’s earnings proved they were right.
What SABR Actually Does (And Why August Changed Everything)
SABR runs the booking systems that power the travel industry. When you book a flight through Expedia or a travel agent, there’s a good chance SABR’s tech is processing that transaction behind the scenes. They’re basically the plumbing of the $8 trillion travel industry.
The stock got hammered because travel booking growth slowed earlier this year. But August’s Q2 earnings just guided for 6-14% air distribution booking growth in Q4. We’ve had a month to digest this acceleration story, yet the stock is still trading like growth is dead.
Plus they’ve paid down over $1 billion in debt this year and now have $600+ million cash. The balance sheet cleanup is done – now it’s all about growth resuming.
The Insider Buying Evidence
Look at this buying pattern from May of 2024:
- CEO Ekert: 65,000 shares ($167K)
- CFO Randolfi: 50,000 shares at $2.98 ($148K)
- VP Roshan: 50,297 shares across two purchases ($157K combined)
- VP Williams: 10,000 shares at $2.64 ($26K)
- VP Bruder: 20,000 shares at $2.63 ($53K)
That’s $551K in purchases at an average price around $2.80. The stock’s down 33% since then.
I’ve got a $1.75 limit order sitting on SABR with a 30% stop loss at $1.22. The stock’s trading around $1.86 right now.
I’m risking 30 cents to make potentially $0.75+ if it just gets back to where executives thought it was worth buying – before they had Q4 guidance showing up to 14% growth potential.
Why Next Wednesday’s Fed Decision Is the Catalyst
This Fed meeting isn’t typical. Powell’s getting hammered by Trump to cut rates, and whatever he does Wednesday is gonna move markets for weeks. Rate cuts historically juice beaten-down names like SABR, but the real catalyst is uncertainty ending.
I don’t need to predict what Powell does – I just need to be positioned before he talks.
Whether rates drop or stay put, the market’s gonna explode in some direction. And I want exposure to names with insider conviction when that volatility hits.
Your Action Plan
This is exactly why Bryan and I are doing our first-ever live FOMC watch party.
We’re going live an hour before Powell speaks to break down what each scenario means for positions like SABR and the rest of the market.
No script, no editing – just real-time reaction as the Fed potentially reshapes this market.
You can join us free in the Monument Traders Alliance chat room starting at 1 PM ET Wednesday.
We go live at 1:15 PM, an hour before Powell takes the stage at 2 PM.