Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
fuboTV, Inc. (FUBO)
NYSECommunication ServicesBroadcastingSnapshot 2026-11-04
$7.69-6.56%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesBroadcastingSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for FUBO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve $80-$100M Adjusted EBITDA in Fiscal 2026 | FuboTV aims to reach $300M Adjusted EBITDA by 2028. | Broken | Adjusted EBITDA falls below $80 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround and execution story, not a proven durable compounder. The long-term thesis remains on watch: management’s targets show a path toward stronger earnings and cash flow, but recent performance is weak and the signal has shifted to cautious.
The snapshot gives no valuation multiple or peer comparison, so whether FUBO is cheap, fair, or expensive cannot be assessed from this evidence. The expectations gap centers on management’s Fiscal 2028 target of at least $300 million in Adjusted EBITDA and its plan for positive Free Cash Flow starting in Fiscal 2027, neither of which has yet been established by results.
Near term, execution risk is elevated: FUBO has had recent earnings misses, and the snapshot flags a higher risk of another miss. Management raised Fiscal 2026 Pro Forma Adjusted EBITDA guidance to $90 million to $100 million, while reported Adjusted EBITDA was $37.7 million in 2026-Q2; cash from operations remained negative at $212 million. The longer-term plan relies partly on contractual wholesale fees rising through 2028 and expected advertising synergies from Disney ad server migration.
The thesis hinges on meeting Fiscal 2026 guidance, then converting that progress into positive Free Cash Flow in Fiscal 2027 and at least $300 million in Adjusted EBITDA by Fiscal 2028. A guidance cut would weaken the case, while easing interest rates or stronger results from sector peers could improve the backdrop but would not prove FUBO’s own execution.
Over the next 1 to 3 years, FUBO’s case rests on a demanding shift from current cash burn and weak results toward sustained earnings and cash generation. Progress is visible in management’s Fiscal 2026 target, but the long-term thesis remains uncertain and execution-dependent. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| FuboTV aims to reach $300M Adjusted EBITDA by 2028. |
| Improving |
| Adjusted EBITDA fails to reach $300 million by FY28 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “To date, customers referred to Fubo from ESPN (via ESPN.com ) have been converting from free trials to paid subscriptions at higher levels than customers acquired from other channels, and are showing favorable early retention indicators.” “We expect to deliver between $80 and $100 million in Pro Forma Adjusted EBITDA in Fiscal 2026, and are targeting at least $300 million in Adjusted EBITDA in Fiscal 2028.” Delivery assessment Nov 3, 2026 |
Deliver positive Free Cash Flow by Fiscal 2027 | It targets positive free cash flow by 2027. | Improving | Free Cash Flow remains negative through FY27 | Free cash flow: $-5.177M FY2026-Q2; GAAP. Published target: Free Cash Flow > 0. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026-5,177,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “To date, customers referred to Fubo from ESPN (via ESPN.com ) have been converting from free trials to paid subscriptions at higher levels than customers acquired from other channels, and are showing favorable early retention indicators.” “We remain on track to deliver positive Free Cash Flow 2 in Fiscal 2027, supported by a liquidity position that we expect will fully fund our current operating plan.” Delivery assessment Nov 3, 2026 |
Stabilize and grow subscriber base with key content deals | Recent deals with NBCUniversal and BIG3 improve content and subscriber retention. | Improving | Subscriber losses continue or accelerate over next 4 quarters | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.05 → $-0.03 · observed estimates
$6.50B → $6.48B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-25 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-26 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-27 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-28 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-29 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-30 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-07-31 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-08-01 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-08-02 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-08-03 | $-0.05 | $6,496,420,389 | 2 / 2 |
| 2026-08-04 | $-0.05 | $6,514,746,867 | 2 / 2 |
| 2026-08-05 | $-0.05 | $6,514,746,867 | 2 / 2 |
| 2026-08-06 | $-0.05 | $6,514,746,867 | 2 / 2 |
| 2026-08-07 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-08 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-09 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-10 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-12 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-13 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-14 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-15 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-16 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-17 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-18 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-19 | $-0.04 | $6,508,523,706 | 2 / 2 |
| 2026-08-20 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-21 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-22 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-23 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-24 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-25 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-26 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-27 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-28 | $-0.10 | $6,513,296,000 | 2 / 2 |
| 2026-08-29 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-08-30 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-08-31 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-01 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-02 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-03 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-04 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-05 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-06 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-07 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-08 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-09 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-10 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-11 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-12 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-13 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-14 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-15 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-16 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-17 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-18 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-19 | $-0.10 | $6,500,586,000 | 2 / 2 |
| 2026-09-20 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-21 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-22 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-23 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-24 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-25 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-26 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-27 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-28 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-29 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-09-30 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-10-01 | $-0.03 | $6,479,370,900 | 2 / 2 |
| 2026-10-02 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-03 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-04 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-05 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-06 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-07 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-08 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-09 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-10 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-11 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-12 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-13 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-14 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-15 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-16 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-17 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-18 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-19 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-20 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-21 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-22 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-23 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-24 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-25 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-26 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-27 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-28 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-29 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-30 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-10-31 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-11-01 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-11-02 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-11-03 | $-0.03 | $6,479,342,426 | 2 / 2 |
| 2026-11-04 | $-0.03 | $6,479,342,426 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 17, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.