The streaming market these days is about as dynamic as it comes, and for streaming television platform FuboTV (FUBO), change is not always welcome. Recently, Fubo made a big change to its payments platform, and it is a change that might leave some customers wondering what happened to their service. The news did not go over well with investors, as shares careened down over 4% in Friday afternoon’s trading.
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The biggest change was Fubo’s move to stop accepting PayPal (PYPL) in Canada as a payment option starting April 2, 2026. Users will instead need to move to direct transactions, either debit or credit card, a move that will likely inconvenience many of Fubo’s subscribers.
This may be a problem in the short term, but could actually pay off long term. Fubo’s move to cut out PayPal may actually end up saving customers money. Cutting out PayPal improves transaction processing time and lowers the fees connected with such processes, reports note. Thus, if Fubo actively takes those savings and passes them to the consumer, it could be the kind of thing that draws customers back. This is particularly true given how much of the streaming landscape is built on price hikes these days.
Arnold Palmer Invitational, Anyone?
Meanwhile, Fubo stands to come out nicely ahead with one upcoming sporting event: the Arnold Palmer Invitational. While its setting, the Bay Hill Club and Lodge, is not exactly known for difficulty, it does have a reputation for punishing the unwary. As a “signature event,” reports note, it will be a tight 72-player field, which could make for some excellent golf action. And Fubo will have a hand in it as well.
Fubo will actually have two separate ways to watch the event, thanks to its connections with ESPN (DIS) and the Golf Channel (VSNT). This will give users access to all four rounds, one way or another, and ensure that no one misses the trip down to Florida.
Is Fubo Stock a Good Buy?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on FUBO stock based on three Buys and two Holds assigned in the past three months, as indicated by the graphic below. After a 61.01% loss in its share price over the past year, the average FUBO price target of $3.17 per share implies 168.64% upside potential.
