NYSECommunication ServicesInternet Content & InformationSnapshot 2026-08-31
Reading STUB? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue growth about 17% in FY26: FY26 revenue estimate -3.1% vs 16.7% target.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskSTUB's growth trajectory relies on maintaining its revenue momentum, particularly after raising its FY2026 GMS outlook to $10.1-$10.3 billion. Revenue grew 33% year over year, but the latest earnings miss raises concerns. The stock trades at 1.3× P/S, above the 1.0× peer median, indicating that expectations look modest versus our view. A primary pillar is broken, as the FY26 revenue estimate is down 3.1% versus a 16.7% target. Our model puts the next-quarter miss probability near 51%. Peer multiples imply a price about 67% above where it trades. This read is provisional.
Trailing returns as of 2026-08-31. STUB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering STUB (as of Aug 2026).
Based on 6 Wall Street analysts offering 12-month price targets for STUB in the last 4 months.
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-08-31. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Advances: Reiterate 2026 GMS and adjusted EBITDA outlook
Analyst outlook reset indicates confidence in future performance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $6.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $6.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Reiterate 2026 GMS and adjusted EBITDA outlook
Analyst outlook reset indicates confidence in future performance.
Threatens: Achieve Adjusted EBITDA of $400-$420 million in 2026
Profit failure raises concerns about achieving EBITDA targets.
Threatens: Reiterate 2026 GMS and adjusted EBITDA outlook
Softer outlook impacts GMS and EBITDA expectations.
Threatens: Increase Gross Merchandise Sales (GMS) to $10.1-$10.3 billion in 2026
Revenue deceleration could hinder GMS growth objectives.
Advances: Increase Gross Merchandise Sales (GMS) to $10.1-$10.3 billion in 2026
Raises GMS outlook, confirming growth trajectory.
Advances: Reiterate 2026 GMS and adjusted EBITDA outlook
Earnings call reiterates guidance, supporting investment thesis.
Advances: Increase Gross Merchandise Sales (GMS) to $10.1-$10.3 billion in 2026
Highlights record GMS and margin expansion, boosting growth outlook.
