fuboTV (FUBO)
NYSE:FUBO
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fuboTV
(NYSE:FUBO)
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Rating:49Neutral
Price Target:
$12.00
▲(2.21% Upside)
Action:ReiteratedDate:04/07/26
The score is held back primarily by weak cash flow (negative operating and free cash flow) and bearish technicals (price below key moving averages with negative MACD). Offsetting factors include meaningful TTM profitability/margin improvement and a generally positive earnings-call read-through on integration synergies and monetization opportunities, though the lack of formal guidance and content-renewal uncertainty keep risk elevated.
Positive Factors
Pro forma scale
The combined Fubo + Hulu Live scale (TTM $6.2B revenue, ~6.2M NA subs) creates durable distribution and bargaining leverage. Larger audience improves ad inventory depth, lowers per-subscriber marketing costs, and supports long-term network/content negotiations and product investment.
Negative Factors
Negative operating & free cash flow
Despite reported net income, continuing negative operating and free cash flow indicates cash conversion issues and working-capital timing. Persistent cash burn forces reliance on financings or asset sales, limiting runway for content investments and making long-term self-funded growth uncertain until FCF turns positive.
Read all positive and negative factors
Positive Factors
Negative Factors
Pro forma scale
The combined Fubo + Hulu Live scale (TTM $6.2B revenue, ~6.2M NA subs) creates durable distribution and bargaining leverage. Larger audience improves ad inventory depth, lowers per-subscriber marketing costs, and supports long-term network/content negotiations and product investment.
Read all positive factors
fuboTV (FUBO) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.27B
Dividend YieldN/A
Average Volume (3M)2.00M
Price to Earnings (P/E)5.7
Beta (1Y)-0.04
Revenue Growth1.70%
EPS GrowthN/A
CountryUS
Employees590
SectorCommunication Services
Sector Strength97
IndustryBroadcasting
Share Statistics
EPS (TTM)-0.24
Shares Outstanding29,392,935
10 Day Avg. Volume2,989,331
30 Day Avg. Volume2,000,547
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)3.19
Price to Sales (P/S)0.32
P/FCF Ratio-5.29
Enterprise Value/Market Cap1.21
Enterprise Value/Revenue0.56
Enterprise Value/Gross Profit5.08
Enterprise Value/Ebitda7.10
Forecast
1Y Price Target
$15.17Price Target Upside29.22% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)-1.17
Revenue Forecast (FY)$6.31B
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, ...
How the Company Makes Money
fuboTV primarily generates revenue from (1) subscription fees and (2) advertising sold on its owned-and-operated streaming experience.
1) Subscription revenue (core stream):
- fuboTV sells monthly streaming bundles (base plans and higher-tier pac...
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 Earnings Call Summary
Earnings Call Date:Feb 03, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Positive
The call communicated clear progress from the Hulu Live combination: meaningful scale (TTM revenue $6.2B), improved profitability with positive pro forma adjusted EBITDA and narrowing net losses, a strong cash position, and near-term monetization opportunities from ad-server integration and an ESPN commerce partnership. Key challenges include slight year-over-year subscriber pressure, content renewal uncertainty (notably with NBCUniversal/Comcast), short-term operating cash flow timing effects, and lack of formal guidance. On balance, operational and financial improvements plus tangible integration synergies outweighed the execution and content risks presented on the call.Positive Updates
Combined Scale and Trailing 12-Month Revenue
On a pro forma basis the combined Fubo and Hulu Live business generated $6.2 billion of revenue on a trailing 12-month basis and ended the period with ~6.2 million North America subscribers, establishing the company as a scaled pay-TV streaming operator.
Negative Updates
Subscriber Count Slightly Lower Year‑Over‑Year
Combined subscribers ended the quarter at ~6.2 million versus ~6.3 million in the prior year period (a decline of roughly 0.1 million, or ~1.6%), creating mixed messaging as management also referenced a 3% year-over-year improvement in certain subscriber metrics.
Read all updates
Q1-2026 Updates
Positive
Negative
Combined Scale and Trailing 12-Month Revenue
On a pro forma basis the combined Fubo and Hulu Live business generated $6.2 billion of revenue on a trailing 12-month basis and ended the period with ~6.2 million North America subscribers, establishing the company as a scaled pay-TV streaming operator.
Read all positive updates
Company Guidance
There was no formal forward guidance given—management said no guardrails yet and they’re still refining key assumptions—but the call did lay out several measurable expectations and planning metrics: on a pro forma trailing-12-month basis Fubo + Hulu Live generated $6.2 billion of revenue, 6.2 million North America subscribers and $77.9 million of adjusted EBITDA; Q1 North America reported revenue was $1.54 billion (pro forma $1.68 billion, +6% year‑over‑year), reported net loss was $19.1 million (pro forma net loss improved to $46.4 million from $130.4 million) and pro forma adjusted EBITDA was $41.4 million (vs. $22 million prior); cash, cash equivalents and restricted cash totaled $458.6 million; EPS loss was $0.02 on 351.9 million Class A and 947.9 million Class B shares; management reiterated a 2‑year Disney lockup and a planned reverse stock split to be executed by end of fiscal Q2 ’26; previously disclosed expected synergies were $120 million+, with near‑term upside from the ad‑tech migration into Disney’s ad server (management expects a double‑digit uplift in CPMs and fill rates once live later this month), procurement and content savings to flow over time, and the company will refine guidance after key events (Super Bowl, Olympics) and content negotiations.fuboTV Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
52
Neutral
Cash Flow
38
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 2.72B | 1.62B | 1.37B | 1.01B | 638.37M |
| Gross Profit | 302.81M | 203.91M | 86.15M | -41.10M | -10.43M |
| EBITDA | 216.56M | -113.73M | -238.07M | -370.23M | -287.47M |
| Net Income | 155.62M | -172.25M | -287.45M | -561.48M | -382.84M |
Balance Sheet | |||||
| Total Assets | 4.10B | 1.08B | 1.23B | 1.28B | 1.37B |
| Cash, Cash Equivalents and Short-Term Investments | 452.41M | 161.44M | 245.28M | 337.09M | 370.97M |
| Total Debt | 670.32M | 378.42M | 443.02M | 442.80M | 360.64M |
| Total Liabilities | 1.44B | 896.65M | 948.82M | 874.44M | 698.90M |
| Stockholders Equity | 275.49M | 196.37M | 295.58M | 413.34M | 682.10M |
Cash Flow | |||||
| Free Cash Flow | -166.36M | -95.31M | -178.69M | -322.69M | -206.08M |
| Operating Cash Flow | -166.36M | -79.48M | -177.62M | -316.70M | -192.60M |
| Investing Cash Flow | 0.00 | -15.84M | -25.42M | -12.42M | -76.17M |
| Financing Cash Flow | 166.36M | 11.46M | 111.23M | 296.27M | 511.96M |
fuboTV Technical Analysis
Negative
11.74
Price Trends
14.52
Negative
23.64
Negative
34.43
Negative
Market Momentum
-1.02
Negative
43.26
Neutral
62.28
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 11.74 is above the 20-day moving average (MA) of 11.66, below the 50-day MA of 14.52, and below the 200-day MA of 34.43, indicating a neutral trend. The MACD of -1.02 indicates Negative momentum. The RSI at 43.26 is Neutral, neither overbought nor oversold. The STOCH value of 62.28 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 |
|---|---|---|---|---|---|---|---|
64 Neutral | $15.11B | 180.68 | 3.40% | ― | 16.61% | 83.98% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | $186.36M | -34.09 | -13.07% | 8.59% | 28.62% | 65.54% | |
52 Neutral | $375.69M | -3.48 | 1.81% | ― | -3.27% | 86.01% | |
49 Neutral | $1.27B | 5.65 | 41.79% | ― | 1.70% | ― | |
48 Neutral | $498.17M | -1.37 | 27.00% | ― | 1.39% | 61.75% |
* Communication Services Sector Average
FUBO
fuboTV
11.74
-24.14
-67.28%
SSP
E. W. Scripps Company Class A
4.29
2.02
88.99%
ROKU
Roku
103.32
43.93
73.97%
IHRT
iHeartMedia
3.73
2.64
242.20%
CURI
CuriosityStream
3.21
0.82
34.42%
fuboTV Corporate Events
Regulatory Filings and ComplianceStock Split
FuboTV Implements 1-for-12 Reverse Stock Split
Neutral
Mar 23, 2026
On February 3, 2026, following a recommendation from FuboTV Inc.’s board, major shareholder Hulu, LLC provided written consent to approve amendments to FuboTV’s certificate of incorporation allowing a reverse stock split of its Class A...
Stock Split
FuboTV Announces 1-for-12 Reverse Stock Split Approval
Neutral
Mar 20, 2026
On March 20, 2026, FuboTV Inc.’s board approved a 1-for-12 reverse stock split, with the action scheduled to take effect at 5:00 p.m. ET on March 23, 2026 and the Class A shares to begin trading on a split-adjusted basis on March 24, 2026 un...
Regulatory Filings and ComplianceStock Split
FuboTV approves reverse stock split via written consent
Neutral
Feb 6, 2026
On February 3, 2026, FuboTV Inc. disclosed that Hulu, LLC, which holds sufficient voting power in the company, delivered written consent to approve amendments to FuboTV’s certificate of incorporation to authorize a reverse stock split of its...
Business Operations and StrategyRegulatory Filings and Compliance
FuboTV Registers Large Potential Share Resale by Hulu
Neutral
Jan 23, 2026
On January 23, 2026, FuboTV Inc. filed prospectus supplements with the U.S. Securities and Exchange Commission related to its existing shelf registration statement, enabling the potential resale by Hulu, LLC of up to 947,910,220 shares of FuboTV&#...
Business Operations and StrategyPrivate Placements and Financing
FuboTV Repurchases Convertible Notes to Strengthen Capital Structure
Positive
Jan 14, 2026
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 ...
Business Operations and StrategyPrivate Placements and Financing
FuboTV secures Disney loan and addresses convertible notes
Positive
Jan 7, 2026
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 milli...
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.