Want to see FUBO full AI Analyst Report?
Top Page
fuboTV
(NYSE:FUBO)
Select Model
Select Model
Rating:51Neutral
Price Target:
$9.50
▲(14.05% Upside)
Action:Reiterated
Date:08/05/26
The score is held back primarily by weak financial quality—especially the large negative operating and free cash flow—despite strong TTM revenue growth and improved leverage. The latest earnings call improves the outlook with raised FY2026 adjusted EBITDA guidance and a stated path to positive free cash flow in FY2027, but technical signals remain mixed and valuation is constrained by continued losses and no dividend support.
Positive Factors
Strong TTM revenue growth and scale
Sustained ~28% TTM revenue growth and a sizable subscriber base create scale advantages: more ad inventory, better bargaining power with distributors, and greater operating leverage. Over 2–6 months this scale supports higher ad sales, platform investments, and the ability to amortize fixed tech/content costs.
Negative Factors
Large negative operating and free cash flow
Persistent, deep cash burn is a core structural risk: it increases reliance on external financing or equity, limits runway for product and marketing investments, and constrains strategic optionality. Even with improving EBITDA, continued negative FCF pressures balance‑sheet flexibility over the next 2–6 months.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong TTM revenue growth and scale
Sustained ~28% TTM revenue growth and a sizable subscriber base create scale advantages: more ad inventory, better bargaining power with distributors, and greater operating leverage. Over 2–6 months this scale supports higher ad sales, platform investments, and the ability to amortize fixed tech/content costs.
Read all positive factors
fuboTV Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where fuboTV is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where fuboTV is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyfuboTV (FUBO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$959.66M
Dividend YieldN/A
Average Volume (3M)1.45M
Price to Earnings (P/E)―
Beta (1Y)-0.06
Revenue Growth1.70%
EPS GrowthN/A
CountryUS
Employees510
SectorCommunication Services
Sector Strength97
IndustryBroadcasting
Share Statistics
EPS (TTM)-1.28
Shares Outstanding29,443,758
10 Day Avg. Volume1,448,426
30 Day Avg. Volume1,451,964
Financial Highlights & Ratios
PEG Ratio1.31
Price to Book (P/B)3.19
Price to Sales (P/S)0.32
P/FCF Ratio-5.29
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$17.00Price Target Upside104.08% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)-1.07
Revenue Forecast (FY)$6.24B
fuboTV Business Overview & Revenue Model
Company Description
fuboTV Inc. operates a live television streaming service specializing in real-time sports, news, and general entertainment content. Its operations extend across the United States and into various international territories. Through its proprietary ...
How the Company Makes Money
fuboTV primarily makes money through (1) subscription revenue from paid streaming packages and (2) advertising revenue sold against the viewing on its platform, with other ancillary sources contributing to a lesser extent.
1) Subscription revenue...
fuboTV Earnings Call Summary
Earnings Call Date:Aug 05, 2026
(Q3-2026)
| % Change Since: |
Next Earnings Date:Oct 30, 2026
Earnings Call Sentiment Neutral
The call presented a mix of constructive operational and strategic progress — stronger ad monetization after migration to Disney's ad server, improved cash position, event-driven subscriber and engagement gains (World Cup), and upgraded near-term adjusted EBITDA guidance with an expectation of positive free cash flow in FY2027. Offsetting these positives were a meaningful sequential decline in adjusted EBITDA year-over-year on a pro forma basis, flat pro forma revenue, modest subscriber growth, and the fact that many programming and vendor synergies are dependent on multiyear renewals and will materialize over time. Management expressed optimism about leveraging Disney partnerships and product/AI investments, but near-term profitability and top-line growth show mixed signals.Positive Updates
Scale and Reported Revenue Growth (North America)
Reported North America revenue of $1.474B in Q3 FY2026 versus $1.074B in the prior year (as-reported +37%). Management notes pro forma revenue was approximately flat year-over-year ($1.474B vs pro forma prior $1.475B), reflecting the Hulu + Live TV combination.
Negative Updates
Adjusted EBITDA Decline (Quarter)
Adjusted EBITDA was $19.1M in Q3 FY2026 versus pro forma adjusted EBITDA of $31.0M in the prior year period, a decline of ~38% year-over-year on a pro forma basis.
Read all updates
Q3-2026 Updates
Positive
Negative
Scale and Reported Revenue Growth (North America)
Reported North America revenue of $1.474B in Q3 FY2026 versus $1.074B in the prior year (as-reported +37%). Management notes pro forma revenue was approximately flat year-over-year ($1.474B vs pro forma prior $1.475B), reflecting the Hulu + Live TV combination.
Read all positive updates
Company Guidance
Management updated FY2026 pro forma adjusted EBITDA guidance to $90–$100 million, reiterated a long‑term adjusted EBITDA target of at least $300 million for FY2028, and said they expect positive free cash flow in FY2027 and FY2028; they finished Q3 with $236.4 million of cash (and expect year‑end cash >$200 million, which exceeds the face value of the 2029 converts), reported Q3 adjusted EBITDA of $19.1 million (vs. pro forma $31 million prior year), a Q3 net loss of $25.7 million and EPS loss of $0.25, Q3 North America revenue of $1.474 billion (pro forma prior year $1.475 billion), total North America subscribers of 5.75 million (+2% YoY) and Rest‑of‑World subscribers of 356k (+2%) with RoW revenue $7.8 million (pro forma $8.6 million), and highlighted a favorable sequential subscriber swing (+25k vs. a typical ~250k seasonal decline) plus early double‑digit CPM and fill‑rate improvements from the Disney ad‑server integration.fuboTV Financial Statement Overview
Summary
Income Statement
46
Neutral
Balance Sheet
52
Neutral
Cash Flow
24
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.98B | 2.72B | 1.62B | 1.37B | 1.01B | 638.37M |
| Gross Profit | 355.77M | 302.81M | 203.91M | 86.15M | -41.10M | -10.43M |
| EBITDA | 47.88M | 216.56M | -113.73M | -238.07M | -370.23M | -287.47M |
| Net Income | -52.65M | 155.62M | -172.25M | -287.45M | -561.48M | -382.84M |
Balance Sheet | ||||||
| Total Assets | 3.94B | 4.10B | 1.08B | 1.23B | 1.28B | 1.37B |
| Cash, Cash Equivalents and Short-Term Investments | 230.28M | 452.41M | 161.44M | 245.28M | 337.09M | 370.97M |
| Total Debt | 402.74M | 670.32M | 378.42M | 443.02M | 442.80M | 360.64M |
| Total Liabilities | 1.30B | 1.44B | 896.65M | 948.82M | 874.44M | 698.90M |
| Stockholders Equity | 813.35M | 275.49M | 196.37M | 295.58M | 413.34M | 682.10M |
Cash Flow | ||||||
| Free Cash Flow | -842.79M | -166.36M | -95.31M | -178.69M | -322.69M | -206.08M |
| Operating Cash Flow | -835.99M | -166.36M | -79.48M | -177.62M | -316.70M | -192.60M |
| Investing Cash Flow | 517.76M | 0.00 | -15.84M | -25.42M | -12.42M | -76.17M |
| Financing Cash Flow | 789.18M | 166.36M | 11.46M | 111.23M | 296.27M | 511.96M |
fuboTV Technical Analysis
Negative
8.33
Price Trends
9.56
Negative
10.49
Negative
20.35
Negative
Market Momentum
-0.05
Negative
46.90
Neutral
67.23
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FUBO, the sentiment is Negative. The current price of 8.33 is below the 20-day moving average (MA) of 9.32, below the 50-day MA of 9.56, and below the 200-day MA of 20.35, indicating a bearish trend. The MACD of -0.05 indicates Negative momentum. The RSI at 46.90 is Neutral, neither overbought nor oversold. The STOCH value of 67.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FUBO.
fuboTV Risk Analysis
fuboTV disclosed 85 risk factors in its most recent earnings report. fuboTV reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
fuboTV Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $21.51B | 106.51 | 7.64% | ― | 16.78% | ― | |
63 Neutral | $144.66M | -17.91 | -18.46% | 18.05% | 32.29% | -0.15% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
51 Neutral | $959.66M | -6.98 | -8.89% | ― | 1.70% | ― | |
47 Neutral | $551.28M | -1.94 | 15.76% | ― | 2.06% | 77.93% | |
45 Neutral | $257.23M | -1.52 | -7.87% | ― | -13.33% | -299.71% |
* Communication Services Sector Average
FUBO
fuboTV
8.99
-35.41
-79.75%
SSP
E. W. Scripps Company Class A
2.95
0.14
4.98%
ROKU
Roku
150.07
66.96
80.57%
IHRT
iHeartMedia
3.80
2.18
134.57%
CURI
CuriosityStream
2.68
-1.22
-31.32%
fuboTV Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
FuboTV Expands Equity Plan and Appoints CEO Director
Positive
Jul 29, 2026
At its July 28, 2026 annual meeting, FuboTV stockholders approved an amended and restated 2020 Equity Incentive Plan, increasing available Class A common shares by 7,000,000, capping incentive stock option issuances at 14,593,054 shares and elimin...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
fuboTV Names Former Disney+ Leader Alisa Bowen CEO
Positive
Jul 9, 2026
On July 9, 2026, FuboTV’s board appointed veteran streaming executive Alisa Bowen as chief executive officer, effective July 10, 2026, succeeding co-founder David Gandler, whose employment and board service ended the same day. Bowen, formerl...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.