| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 34 | — | 17.8x | Bottom tier | |
Growth | 84 | 206.4% | 7.1% | Top tier | |
Quality | 15 | -7.4% | 4.5% | Bottom tier | |
Safety | 25 | 5.6x | 2.6x | Bottom tier | |
Capital Return | 19 | — | 2.12% | Bottom tier | |
Momentum | 7 | -77.4% | 2.9% | Bottom tier | |
Sentiment | 33 | 3 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
fuboTV operates two live television streaming platforms, Fubo and Hulu + Live TV, through which it targets different viewer segments across the price-value spectrum. Fubo is distinguished by its focus on sports, news, and entertainment, including regional sports networks and the Fubo Latino package, while Hulu + Live TV addresses a broader entertainment audience through bundles of on-demand viewing services from The Walt Disney Company. The revenue model relies on live-streaming subscriptions alongside advertising, leveraging Disney's advertising technology and audience-data-based targeting.
In Q3 FY2026, the company recorded $1.474 billion in North America revenue and $7.8 million from the rest of the world, or approximately $1.482 billion in total, broadly consistent with the rounded EDGAR revenue figure of $1.5 billion. The subscriber base reached 5.75 million in North America and 356 thousand in the rest of the world, up 2% year over year in both regions. On a pro forma basis reflecting the inclusion of Hulu + Live TV in the comparison period, North America revenue was nearly flat against $1.475 billion in the corresponding period, while rest-of-world revenue declined from $8.6 million.
Management reported a net loss from continuing operations of $25.7 million in Q3 FY2026, compared with $38 million in the corresponding period, and a loss per share of $0.25. The provided EDGAR summary reports a net loss of $8.2 million for the same period, so the reported accounting loss differs between the two provided sources without an explicit explanation for the discrepancy. The company generated adjusted earnings before interest, taxes, depreciation, and amortization of $19.1 million, equivalent to approximately 1.3% of quarterly revenue, but below $31 million on a pro forma basis in the corresponding period; the provided data did not include a gross profit or gross margin figure.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $63.38, approximately 12% above the 52-week range high of $56.64, but the overall consensus is Neutral rather than Buy. The divergence between the lowest target of $24 and the highest target of $192 reveals exceptional disagreement over the value of merger savings, advertising growth, and the prospects of reaching positive free cash flow. No positive price-to-earnings ratio is available because losses persist, so the valuation is primarily tied to the company's ability to convert its expanded subscriber base into pro forma growth and sustainable profitability.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
The company generates revenue primarily from subscriptions to the Fubo and Hulu + Live TV services and from selling advertising to viewers. North America recorded $1.474 billion in revenue in Q3 FY2026, compared with $7.8 million from the rest of the world. Fubo uses Disney's advertising server and audience data to improve targeting, cost per thousand impressions, and inventory fill rates. The two services retain distinct brands and offerings, including Fubo's focus on sports and news and Hulu + Live TV's broader focus on entertainment and Disney bundles.
Yes, management said that the availability of 2026 World Cup matches through FOX in English and Telemundo and Universo in Spanish supported subscriber numbers during Q3 FY2026. The number of North America subscribers increased to 5.75 million, up 2% from 5.63 million in the corresponding period. Sequential performance also shifted from a pro forma decline of approximately 250 thousand subscribers in Q3 FY2025 to an increase of 25 thousand in Q3 FY2026. However, management expected some churn after the tournament ended, so the lasting impact depends on the quality of retention among acquired subscribers.
The technical integration of Fubo's inventory with Disney's advertising server was completed in June 2026. Afterward, the company recorded double-digit year-over-year increases in cost per thousand impressions and fill rates, and June was its best month for advertising growth in at least two years. Cost per thousand impressions increased across news, sports, and entertainment during the same month, and Fubo participated in Disney's advertising upfront sales for the first time in 2026. Disney's ecosystem enables audiences to be sold across a broader footprint while using sports-viewing signals from Fubo to improve targeting.
Management expects to achieve positive free cash flow in FY2027 and FY2028 under the current operating plan. It also targets adjusted earnings before interest, taxes, depreciation, and amortization of between $90 million and $100 million in FY2026 and at least $300 million in FY2028. The company ended Q3 FY2026 with cash and cash equivalents and restricted cash of $236.4 million and expects the balance to remain above $200 million at the end of FY2026. However, quarterly adjusted earnings declined to $19.1 million from $31 million on a pro forma basis, making execution of the improvement trajectory a key factor.
The main risks are the near-flat pro forma North America revenue of approximately $1.474 billion in Q3 FY2026 and continuing losses, alongside the decline in quarterly adjusted earnings to $19.1 million. The company also depends on sporting events and programming rights, faces competition from the YouTube TV sports package, and is exposed to potential content disputes or blackouts. Management indicated that it expects some subscriber churn after the World Cup and declined to estimate the impact of any potential MLB disruption during FY2027. The wide divergence in analyst targets, from $24 to $192, and the absence of a positive price-to-earnings ratio add another degree of uncertainty.
