fuboTV (FUBO) AI Stock Analysis

• Market Cap: $1.52B
• Dividend Yield: N/A
• Average Volume (3M): 17.33M
• Price to Earnings (P/E): 3.3
• Beta (1Y): -0.38
• Revenue Growth: 1.70%
• EPS Growth: N/A
• Country: US
• Employees: 590
• Sector: Communication Services
• Sector Strength: 97
• Industry: Broadcasting
• EPS (TTM): -0.02
• Shares Outstanding: 352,715,200
• 10 Day Avg. Volume: 15,032,746
• 30 Day Avg. Volume: 17,328,694
• PEG Ratio: -0.03
• Price to Book (P/B): 3.19
• Price to Sales (P/S): 0.32
• P/FCF Ratio: -5.29
• Enterprise Value/Market Cap: 0.41
• Enterprise Value/Revenue: 0.23
• Enterprise Value/Gross Profit: 2.08
• Enterprise Value/Ebitda: 2.91
• 1Y Price Target: $3.17
• Price Target Upside: 170.66% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 5
• EPS Forecast (FY): -0.09
• Revenue Forecast (FY): $6.32B

• Rating: 53 Neutral
• Price Target: $1.00 ▼(-14.53% Downside)
• Action: Reiterated Date: 02/04/26
• Date: Action: Reiterated 02/04/26

The score is driven primarily by improving operating performance but still-elevated financial risk due to ongoing negative free cash flow and only modest balance-sheet cushion. Technicals materially weaken the outlook given a strong downtrend and bearish momentum signals. Valuation is supportive via a low P/E, while the earnings call was moderately positive on integration/profitability progress but tempered by lack of guidance and content-renewal uncertainty.

Positive Factors

Scale and Market Position

The combined Fubo + Hulu Live scale (TTM $6.2B revenue, ~6.2M subs) creates durable distribution and audience scale that improves bargaining power with content partners and advertisers, enabling sustained revenue growth and more efficient monetization over the next several quarters.

Operating Profitability Improvement

A marked operating turnaround—sharp revenue growth with improving gross and positive EBITDA margins—indicates structural progress toward profitable streaming economics. If maintained, this supports self-funding of investments and resilience in margins amid ongoing integration and scale benefits.

Monetization & Distribution Enhancements

Migrating ad inventory into Disney's ad server and inclusion in ESPN's commerce flow are structural moves to lift CPMs, fill rates and acquisition efficiency. These changes improve long-term ARPU and lower CAC, making advertising and sports distribution monetization more durable.

Negative Factors

Negative Operating Cash Flow

Persistent negative operating and free cash flow means the business still relies on external financing or balance-sheet actions to fund operations and integration. This constrains reinvestment, increases refinancing risk, and could force dilution or higher leverage if cash generation does not sustainably turn positive.

Content Renewal Risk

Pause in NBCUniversal renewal talks and content removals represent structural programming risk: loss of key channels can erode subscriber value, raise churn, and force higher bid levels for replacements. These dynamics can persist for multiple quarters and materially affect revenue and retention.

Moderate Leverage and Thin Equity Cushion

Although leverage has improved, remaining debt near $414M and relatively thin equity leave limited downside cushion. Continued negative cash flow or adverse content deals could pressure liquidity and require further financing or dilution, constraining strategic flexibility over the medium term.

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

Operating results are improving (TTM revenue up ~68%, gross margin ~17.8%, EBITDA margin ~11.5%, and net income ~+$143M), but quality of profitability is still mixed with EBIT slightly negative and cash generation weak. Cash flow is the key drag (TTM operating cash flow ~-$80M and free cash flow ~-$81M), and while leverage improved (debt-to-equity ~0.93), equity remains relatively thin versus the business scale.

Income Statement

TTM (Trailing-Twelve-Months) shows a sharp operating turnaround: revenue rose ~68% to ~$2.72B, gross margin improved to ~17.8%, and EBITDA margin reached ~11.5% (positive versus losses in prior years). Net income is also positive (~$143M, ~7.6% margin), a meaningful swing from 2021–2024 losses. Offsetting the progress, profitability quality still looks mixed with EBIT still slightly negative (about -$52M), implying the business is not yet consistently profitable after core operating costs.

Balance Sheet

Leverage has improved versus 2024, with debt-to-equity down to ~0.93 (from ~1.93), and equity increased to ~$275M. However, the balance sheet still carries a moderate debt load (~$414M) and equity remains relatively thin versus the scale of operations, leaving less cushion if performance weakens. Return on equity is strong in TTM (~35%), but it follows several years of deeply negative returns, so stability is not yet proven.

Cash Flow

Cash generation remains the key weak spot: TTM (Trailing-Twelve-Months) operating cash flow is still negative (~-$80M) and free cash flow is also negative (~-$81M), despite the swing to positive net income. Free cash flow also deteriorated versus the prior period (growth ~-160%), indicating funding needs may persist until cash profitability is achieved.

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

• Technical Analysis Sentiment: Negative
• Last Price: 1.17
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• 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 1.17 is below the 20-day moving average (MA) of 1.46, below the 50-day MA of 2.12, and below the 200-day MA of 3.21, indicating a bearish trend. The MACD of -0.30 indicates Negative momentum. The RSI at 16.39 is Positive, neither overbought nor oversold. The STOCH value of 10.52 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	64 Neutral	$14.51B	171.24	3.43%	―	16.61%	83.98%
TGNA	62 Neutral	$3.37B	9.89	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	$197.05M	―	-9.97%	8.59%	28.62%	65.54%
FUBO	53 Neutral	$1.52B	3.26	―	―	1.70%	―
SSP	51 Neutral	$368.53M	-2.23	1.81%	―	-3.27%	86.01%
IHRT	44 Neutral	$453.52M	-1.26	―	―	1.39%	61.75%

fuboTV Corporate Events

FuboTV approves reverse stock split via written consent

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 Class A and Class B common stock at a ratio between 1-for-8 and 1-for-12, as recommended by FuboTV’s board of directors. The reverse split, which does not require any further stockholder approval, will only become effective at a future date chosen by the board, and not earlier than 20 days after an information statement is mailed or furnished to shareholders of record, signaling a significant capital-structure move that could affect the company’s share price dynamics and market positioning once implemented.

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

FuboTV Registers Large Potential Share Resale by Hulu

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’s Class A common stock issuable upon exercise, conversion or exchange of other FuboTV and subsidiary securities held by Hulu, as well as the potential resale by certain other stockholders of up to 29,270,178 shares of Class A common stock issuable upon conversion of the company’s 2029 notes. The move formalizes registration rights granted to Hulu in October 2025 and provides additional liquidity pathways for Hulu and noteholder investors, which may increase the future tradable float of FuboTV shares and could influence the company’s ownership structure and stock trading dynamics over time.

The most recent analyst rating on (FUBO) stock is a Hold with a $2.50 price target. To see the full list of analyst forecasts on fuboTV stock, see the FUBO Stock Forecast page.

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.