fuboTV, Inc. (FUBO)
NYSECommunication ServicesBroadcastingSnapshot 2026-09-09
$10.71-4.63%
Close 2026-09-09 · 1-day change
NYSECommunication ServicesBroadcastingSnapshot 2026-09-09
Broken: Primary pillar broken — Achieve $80-$100M Adjusted EBITDA in Fiscal 2026: EBITDA margin 0.6% vs $80M target.
FuboTV aims to reach $300M Adjusted EBITDA by 2028. It targets positive free cash flow by 2027. Recent deals with NBCUniversal and BIG3 improve content and subscriber retention. Earnings beats show some operational progress despite losses.
Subscriber losses threaten future EBITDA goals. The company remains unprofitable with negative free cash flow. Patent lawsuits and recent share price selloff add risks. Execution on growth targets is uncertain.
The market reflects a high-risk turnaround with recent share price down 28.7% from highs. Analyst EPS estimates remain negative or low near term, showing skepticism on profitability. Our view sees potential if EBITDA and cash flow targets are met.
Breaks if: Adjusted EBITDA falls below $80 million in FY26
Breaks if: Adjusted EBITDA fails to reach $300 million by FY28
Breaks if: Free Cash Flow remains negative through FY27
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is speculative growth, as FUBO aims to transition from loss-making to positive cash flow and significant EBITDA. The current thesis state is cautious, given recent earnings misses and a fragile earnings quality.
The market appears to be pricing in a high level of risk, with expectations for continued earnings misses. FUBO's valuation reflects its loss-making status, and the recent financial performance is below that of its industry peers.
Fundamentals are likely to remain weak in the near term, with a high probability of missing earnings expectations. Management's goals for future EBITDA and cash flow improvements are not yet realized, indicating a challenging execution environment.
The thesis hinges on management's ability to meet their financial targets and the performance of sector bellwethers like SIRI, NXST, and SBGI. Positive momentum in the Communication Services sector could provide support, while negative trends could further pressure FUBO.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The company reaffirmed its goal to achieve $80-$100M Adjusted EBITDA in 2026. However, it missed revenue estimates in its latest earnings report, which could hinder this target.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Subscriber losses continue or accelerate over next 4 quarters
In the next 1 to 3 years, FUBO faces significant challenges that could impact its long-term thesis. Not investment advice.