fuboTV (FUBO) AI Stock Analysis

• Market Cap: $915.07M
• Dividend Yield: N/A
• Average Volume (3M): 9.75M
• Price to Earnings (P/E): 7.4
• Beta (1Y): -0.61
• Revenue Growth: 1.70%
• EPS Growth: N/A
• Country: US
• Employees: 590
• Sector: Communication Services
• Sector Strength: 97
• Industry: Broadcasting
• EPS (TTM): -0.06
• Shares Outstanding: 342,724,300
• 10 Day Avg. Volume: 11,482,116
• 30 Day Avg. Volume: 9,751,118
• PEG Ratio: 0.05
• Price to Book (P/B): 2.05
• Price to Sales (P/S): 0.25
• P/FCF Ratio: -4.23
• Enterprise Value/Market Cap: 1.65
• Enterprise Value/Revenue: 0.93
• Enterprise Value/Gross Profit: 5.24
• Enterprise Value/Ebitda: 8.13
• 1Y Price Target: $4.63
• Price Target Upside: 73.41% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): -0.09
• Revenue Forecast (FY): $1.64B

• Rating: 54 Neutral
• Price Target: $2.50 ▼(-6.37% Downside)

Overall score reflects pressured financials and weak technicals (negative revenue trend, cash flow challenges, and bearish price/momentum signals) partially offset by constructive strategic progress and improving operating metrics from the Hulu + Live TV combination, plus supportive financing and note repurchases. Low headline P/E provides some valuation support but is tempered by earnings quality concerns noted in the financial statement analysis.

Positive Factors

Scale from Hulu + Live TV combination

The merged footprint (nearly 6M subscribers) materially raises scale, improving bargaining power with content providers and advertisers, expanding ad inventory and cross-sell potential. Scale drives durable cost and revenue synergies that support margin expansion over the medium term.

Consecutive positive adjusted EBITDA quarters

Back-to-back positive adjusted EBITDA indicates operational leverage and improving unit economics. Sustained adjusted EBITDA suggests marketing efficiency and programming cost control that can compound into lasting profitability if maintained alongside subscriber scale and product mix improvements.

Strategic Disney support and improved liquidity

Direct financing and Disney’s majority ownership provide strategic stability, distribution opportunities through Hulu, and access to capital, reducing near-term refinancing risk. This structural backing improves runway for integration and execution of long-term scale and monetization plans.

Negative Factors

Negative free cash flow

Persistent negative free cash flow constrains reinvestment and makes the business reliant on external funding or asset sales. Even modest recurring cash burn can erode financial flexibility as the company integrates Hulu and pursues growth initiatives, raising structural liquidity risk.

Revenue and advertising softness

Declining core revenue and ad sales signal structural demand or monetization challenges in a competitive OTT ad market. Weak ad trends reduce operating leverage and limit durability of margin improvements unless product differentiation or ad-sales scale materially reverses the trend.

Remaining convertible debt and repurchase dynamics

Material outstanding convertibles and repurchase mechanics create refinancing and cash-outflow risk. Even with Disney loan support, significant debt maturities and conversion features can pressure cash resources or equity dilution pathways, complicating long-term capital structure stability.

fuboTV Business Overview & Revenue Model

Company Description

fuboTV Inc. operates a live TV streaming platform for live sports, news, and entertainment content in the United States and internationally. Its fuboTV platform allows customers to access content through streaming devices, as well as on SmartTVs, computers, mobile phones, and tablets. The company is headquartered in New York, New York.

How the Company Makes Money

fuboTV generates revenue primarily through subscription fees from its various service tiers, which offer different levels of access to channels and features. The company has multiple subscription plans that cater to diverse customer needs, ranging from basic packages to premium offerings that include additional channels and features like cloud DVR. In addition to subscription revenue, fuboTV also earns money through advertising, particularly in its live programming and on-demand content. The company has formed partnerships with various sports leagues and networks, enhancing its content offerings and attracting a larger subscriber base. Furthermore, fuboTV may explore ancillary revenue streams such as pay-per-view events and potential affiliate marketing opportunities.

fuboTV Financial Statement Overview

Summary

fuboTV's financial statements reflect a company in transition. Improvements in profitability margins and leverage are overshadowed by negative revenue growth and cash flow challenges, highlighting potential risks. The company needs to focus on sustainable revenue growth and operational efficiency to enhance its financial stability and investor confidence.

Income Statement

fuboTV's income statement shows a mixed performance. The TTM data indicates a gross profit margin of 12.96%, which is an improvement from previous years, reflecting better cost management. However, the net profit margin is 7.61%, which, while positive, is a result of a one-time gain rather than operational efficiency. Revenue growth has turned negative in the TTM period, indicating a potential decline in market demand or competitive pressures. The EBIT and EBITDA margins are still negative, though they have improved over time, suggesting ongoing challenges in achieving operational profitability.

Balance Sheet

The balance sheet shows a moderate financial position. The debt-to-equity ratio has improved to 0.96 in the TTM period, indicating a reduction in leverage compared to previous years. Return on equity is positive at 35.18%, driven by the net income gain, but this may not be sustainable. The equity ratio stands at 32.6%, suggesting a balanced capital structure, though there is room for improvement in asset utilization.

Cash Flow

Cash flow analysis reveals challenges in cash generation. The TTM free cash flow growth rate is negative, indicating a decline in cash generation capabilities. The operating cash flow to net income ratio is low at 0.24, suggesting limited cash conversion efficiency. However, the free cash flow to net income ratio is relatively high at 0.96, indicating that the company is managing its cash flows better relative to its net income.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.62B	1.62B	1.37B	1.01B	638.37M	217.75M
Gross Profit	287.81M	203.91M	86.15M	-41.10M	-10.43M	-16.04M
EBITDA	185.68M	-113.73M	-238.07M	-370.23M	-287.47M	-545.76M
Net Income	123.05M	-172.25M	-287.45M	-561.48M	-382.84M	-570.33M
Balance Sheet
Total Assets	1.20B	1.08B	1.23B	1.28B	1.37B	859.35M
Cash, Cash Equivalents and Short-Term Investments	274.15M	161.44M	245.28M	337.09M	370.97M	134.94M
Total Debt	373.62M	378.42M	443.02M	442.80M	360.64M	33.51M
Total Liabilities	808.11M	896.65M	948.82M	874.44M	698.90M	236.40M
Stockholders Equity	402.09M	196.37M	295.58M	413.34M	682.10M	634.04M
Cash Flow
Free Cash Flow	134.81M	-95.31M	-178.69M	-322.69M	-206.08M	-149.23M
Operating Cash Flow	140.10M	-79.48M	-177.62M	-316.70M	-192.60M	-149.02M
Investing Cash Flow	-14.45M	-15.84M	-25.42M	-12.42M	-76.17M	-1.46M
Financing Cash Flow	2.33M	11.46M	111.23M	296.27M	511.96M	279.07M

fuboTV Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 2.67
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FUBO, the sentiment is Neutral. The current price of 2.67 is above the 20-day moving average (MA) of 2.59, below the 50-day MA of 2.96, and below the 200-day MA of 3.37, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 48.46 is Neutral, neither overbought nor oversold. The STOCH value of 63.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FUBO.

fuboTV Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ROKU	65 Neutral	$15.32B	-523.54	-1.09%	―	16.61%	83.98%
SSP	64 Neutral	$319.69M	-8.23	1.81%	―	-3.27%	86.01%
TGNA	62 Neutral	$3.04B	8.90	11.50%	2.58%	-2.73%	-25.06%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
CURI	60 Neutral	$215.70M	-38.91	-9.97%	8.59%	28.62%	65.54%
FUBO	54 Neutral	$915.07M	7.45	38.60%	―	1.70%	―
IHRT	52 Neutral	$520.58M	-1.46	―	―	1.39%	61.75%

fuboTV Corporate Events

FuboTV Repurchases Convertible Notes to Strengthen Capital Structure

On January 14, 2026, FuboTV announced it had repurchased $140.2 million of its 3.25% Convertible Senior Notes due 2026 at par plus accrued interest, following a fundamental change triggered by its 2025 business combination with Hulu + Live TV and funded by proceeds from a recently received $145 million term loan. The company will repay the remaining $4.5 million of the 2026 notes in cash at their February 15, 2026 maturity, with management emphasizing that the transaction avoids shareholder dilution and is intended to strengthen Fubo’s capital structure and support its positioning as a scaled streaming TV player for both investors and consumers.

The most recent analyst rating on (FUBO) stock is a Buy with a $4.25 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

FuboTV secures Disney loan and addresses convertible notes

On January 7, 2026, FuboTV Inc. announced that no holders of its Convertible Senior Secured Notes due 2029 elected to tender their notes for repurchase following the 2025 business combination with Hulu + Live TV, leaving approximately $177.5 million of these 2029 notes outstanding and set to mature on February 15, 2029, unless earlier repurchased or converted. The company also disclosed it has received a $145 million term loan from an affiliate of The Walt Disney Company, which it expects to use to repay its $144.8 million of 3.25% Convertible Senior Notes due 2026 in cash, a move management highlighted as preserving balance sheet liquidity, avoiding shareholder dilution, and enhancing FuboTV’s financial flexibility as it integrates Hulu + Live TV and pursues scaled, profitable growth in the streaming TV market.

The most recent analyst rating on (FUBO) stock is a Hold with a $3.00 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

FuboTV Announces Note Repurchase Rights for 2026

On November 24, 2025, FuboTV Inc. announced that holders of its Convertible Senior Secured Notes due 2029 and its 3.25% Convertible Senior Notes due 2026 have the right to require the company to repurchase their notes on specified dates in January 2026. This move is part of the company’s fundamental change repurchase rights, allowing noteholders to surrender their notes for repurchase at 100% of the principal amount plus accrued interest. The repurchase will be managed by U.S. Bank Trust Company, National Association, through The Depository Trust Company facilities.

The most recent analyst rating on (FUBO) stock is a Hold with a $3.00 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

FuboTV Announces Major Restructuring with Disney and Hulu

On October 29, 2025, FuboTV announced significant changes following a business combination with Hulu and Disney, resulting in Disney and its subsidiaries, including Hulu, owning approximately 70% of the voting power and economic ownership in the newly formed entity, Newco. This restructuring includes the appointment of a new board of directors and the establishment of commercial agreements with Hulu, which will distribute Fubo’s services on its platform. The changes are expected to enhance FuboTV’s market positioning and operational capabilities, with implications for stakeholders including a shift in governance and potential for expanded market reach.

The most recent analyst rating on (FUBO) stock is a Buy with a $5.00 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

FuboTV and Disney Complete Major Merger with Hulu

On October 29, 2025, FuboTV Inc. and The Walt Disney Company completed a business combination, merging Fubo’s operations with Disney’s Hulu + Live TV. This merger creates the sixth largest Pay TV company in the U.S., with nearly 6 million subscribers. The combined entity will continue to offer Fubo and Hulu + Live TV as separate services, providing consumers with a variety of streaming options at different price points. The merger is expected to bring cost, revenue, and operational synergies, supported by a $145 million loan from Disney. The new company structure sees Disney holding a 70% stake, while Fubo’s existing management, led by CEO David Gandler, will continue to drive growth and profitability. The merger is anticipated to enhance the company’s market positioning and provide lasting value for consumers and shareholders.

The most recent analyst rating on (FUBO) stock is a Hold with a $3.50 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.