fuboTV (FUBO) AI Stock Analysis

• Market Cap: $949.35M
• Dividend Yield: N/A
• Average Volume (3M): 15.28M
• Price to Earnings (P/E): 7.6
• Beta (1Y): -0.60
• 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: 8,846,199
• 30 Day Avg. Volume: 15,279,261
• 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: 1.59
• Enterprise Value/Revenue: 0.93
• Enterprise Value/Gross Profit: 5.24
• Enterprise Value/Ebitda: 8.13
• 1Y Price Target: $4.63
• Price Target Upside: 68.98% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 52 Neutral
• Price Target: $3.00 ▲(9.49% Upside)

fuboTV's overall stock score reflects a mixed outlook. The most significant strengths are the strategic merger with Hulu + Live TV and positive earnings call sentiment, which highlight growth potential and operational improvements. However, financial performance and technical analysis reveal ongoing challenges, including negative revenue growth and bearish market momentum. The valuation suggests some potential for upside, but the lack of a dividend yield is a drawback for income investors.

Positive Factors

Strategic Merger

The merger with Hulu + Live TV creates the sixth largest Pay TV company in the U.S., enhancing market positioning and operational capabilities.

Subscriber Growth

Record third-quarter performance in subscriber growth indicates strong market demand and effective customer acquisition strategies.

Positive EBITDA

Achieving positive adjusted EBITDA demonstrates improved operational efficiency and a path towards sustainable profitability.

Negative Factors

Content Agreement Dispute

The dispute with NBCUniversal over content agreements could impact subscriber satisfaction and content diversity, affecting long-term growth.

Negative Free Cash Flow

Negative free cash flow indicates challenges in cash generation, which may limit investment in growth initiatives and operational flexibility.

Decline in North America Revenue

Revenue decline in North America suggests potential market saturation or increased competition, impacting future revenue growth prospects.

fuboTV Business Overview & Revenue Model

Company Description

fuboTV Inc. is a leading streaming television service that offers a robust lineup of live sports, news, and entertainment programming. Founded in 2015, the company operates primarily in the over-the-top (OTT) video streaming sector, providing subscribers with access to a variety of channels and on-demand content. fuboTV differentiates itself by focusing on sports content, including major leagues such as the NFL, NBA, MLB, and international soccer, making it a preferred choice for sports enthusiasts.

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: Negative
• Last Price: 2.74
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Positive

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 2.74 is below the 20-day moving average (MA) of 3.04, below the 50-day MA of 3.47, and below the 200-day MA of 3.42, indicating a bearish trend. The MACD of -0.24 indicates Positive momentum. The RSI at 27.88 is Positive, neither overbought nor oversold. The STOCH value of 4.76 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FUBO.

fuboTV Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ROKU	65 Neutral	$15.57B	―	-1.09%	―	16.61%	83.98%
SSP	64 Neutral	$393.39M	―	1.81%	―	-3.27%	86.01%
TGNA	62 Neutral	$3.18B	9.33	11.50%	2.54%	-2.73%	-25.06%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
CURI	58 Neutral	$279.25M	―	-9.97%	7.36%	28.62%	65.54%
FUBO	52 Neutral	$949.35M	7.64	38.60%	―	1.70%	―
IHRT	52 Neutral	$639.88M	―	―	―	1.39%	61.75%

fuboTV Corporate Events

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.

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.

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.

fuboTV Shareholders Approve Merger with Disney’s Hulu

On September 30, 2025, fuboTV Inc. held a special meeting where shareholders approved a business combination with The Walt Disney Company’s Hulu + Live TV. This transaction, subject to regulatory approvals, will result in Disney owning approximately 70% of Fubo, while Fubo’s management will continue to operate the combined businesses. The merger aims to enhance consumer choice with a broader set of programming offerings, maintaining both Fubo and Hulu + Live TV as separate entities. The transaction is expected to close by early 2026, potentially impacting Fubo’s market position by expanding its content offerings and consumer reach.