StubHub Holdings, Inc. (STUB) AI Stock Analysis
STUB AI stock analysis summary
AI ResearchStubHub Holdings, Inc. (STUB) operates an international online ticketing marketplace under the StubHub and viagogo brands. The company generated $1.94B in trailing twelve month revenue, supported by 33.2% year-over-year quarterly growth for the period ended June 30, 2026. However, heavy net losses persist, including a net loss of -$1.91B in FY2025.
- Market cap
- $2.24B
- Revenue (TTM)
- $1.94B
- P/E
- — fwd 13.6x
- 1Y return
- -67.2% S&P 500 16.8%
- Avg. target
- $10.54 79.9% vs last close
Bull case
- Quarterly revenue growth rebounded to 33.2% year-over-year in the period ended June 30, 2026.
- Free cash flow generation remained positive at $191.2M in FY2025 despite GAAP net losses.
- The consensus mean price target of $10.54 implies 79.9% upside from the recent close of $5.86.
Bear case
- The company posted a massive net loss of -$1.91B in FY2025, leading to a net margin of -109.2%.
- STUB shares dropped 67.2% over the past year while the S&P 500 gained 16.8%.
- EV-to-EBITDA stands elevated at 56.9x compared to 10.0x for the median peer in US-listed Communication Services.
What StubHub does
StubHub Holdings, Inc. operates a ticketing marketplace for live event tickets worldwide. The company facilitates the buying and selling of tickets to live events and experiences through its websites and mobile applications under the StubHub and viagogo brand names. Founded in 2000 and based in New York, New York, the company was formerly known as Pugnacious Endeavors, Inc. before changing its name to StubHub Holdings, Inc. in September 2021. The business employs 900 people and completed its initial public offering in 2025.
Growth and profitability
Revenue increased from $672.8M in FY2021 to $1.04B in FY2022 and $1.37B in FY2023, before hitting $1.77B in FY2024. In FY2025, revenue contracted by 1.4% to $1.75B. Operating margin worsened from 7.8% in FY2024 to -73.4% in FY2025, while net margin fell to -109.2% with net income of -$1.91B and an EPS of -$4.20. For the trailing twelve months ended June 30, 2026, revenue stood at $1.94B with an operating margin of 3.4% and net profit margin of -91.3%. For the latest quarter ended June 30, 2026, revenue rose 33.2% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, StubHub held $1.69B in cash and short-term investments against $1.40B in total debt, yielding a net cash position of $296.8M. Total assets were $5.56B and shareholders' equity was $2.08B, resulting in a debt-to-equity ratio of 0.67 and a current ratio of 1.04. Free cash flow was positive at $191.2M in FY2025, down from $255.1M in FY2024. Capital expenditures in FY2025 were $1.4M, while share buybacks totaled $1.0M.
Valuation and performance
STUB trades at a forward P/E of 13.6x, compared to 14.1x for the median of its US-listed Communication Services peers. Its price-to-sales multiple is 1.2x, versus the peer group median of 0.8x, and its EV-to-EBITDA stands at 56.9x compared to the peer median of 10.0x. The company's enterprise value is $1.73B against a market cap of $2.24B. Over the past year, the stock fell 67.2%, underperforming the S&P 500 benchmark return of 16.8%.
What analysts expect
Wall Street analysts hold 8 Strong Buy, 5 Hold, and 1 Sell ratings on STUB. The mean price target is $10.54, representing a 79.9% premium to the last close of $5.86. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.02B and EPS of $0.54, implying 112.5% EPS growth. For FY2027, 3 analysts project revenue of $2.22B and EPS of $0.61. STUB beat EPS estimates in 2 of the last 4 quarters, with next earnings scheduled for November 12, 2026.
Key risks and what to watch
- The trailing twelve-month profit margin is deeply negative at -91.3%, driven by recurring annual net losses.
- Short interest sits at 11.5% of float, reflecting elevated market skepticism.
- Total debt of $1.40B represents a significant obligation relative to shareholders' equity of $2.08B.
- The stock trades 33.9% below its 200-day moving average, hovering close to its 52-week low of $5.21.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this STUB AI stock analysis
This page is an AI-written research summary of StubHub Holdings, Inc. (STUB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: STUB income statement, STUB balance sheet, STUB key metrics, STUB analyst forecast, STUB chart. See the STUB stock overview for the latest quote and news.
STUB AI stock analysis FAQ
What is StubHub's net debt position?
As of June 30, 2026, StubHub held $1.69B in cash and short-term investments and $1.40B in total debt, providing a net cash balance of $296.8M.
Does StubHub pay a dividend?
StubHub does not currently pay a dividend, focusing its capital allocation on operational needs, $1.4M in FY2025 capital expenditures, and $1.0M in share buybacks.
When is StubHub's next earnings report?
StubHub is scheduled to release its next financial results on November 12, 2026.
What is the consensus analyst price target for STUB?
The mean analyst price target is $10.54, which sits 79.9% above the last closing price of $5.86.