STUBHUB HOLDINGS INC (STUB)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$6.60+1.07%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-09-04
Research Workspace
Put STUB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 depends on achieving its revenue targets. Revenue growth is expected at 17% for FY26. The latest quarter missed expectations, which raises concerns. Revenue grew 33% year over year, but the last quarter missed. STUB trades at 1.3× price-to-sales, above the peer median of 1.0×. This suggests the price reflects modest growth expectations. A risk is that STUB may cut guidance after raising it recently. Our model puts the next-quarter miss probability at 53%. Peer multiples imply a price about 66% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. STUB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering STUB (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for STUB in the last 4 months.
Continue this research
Compare STUB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| STUB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. 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.
Compare the value case
Put STUB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $6.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $6.60.
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.
