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
QuarterlyIQ Insights · STUB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-09-04.
The screen ranks STUB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2519).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Grow Gross Merchandise Sales to a record $10.1-$10.3 billion for full year 2026, reflecting strong demand and market leadership.
Stated as a priority in 3 of last 3 quarters. GMS grew from $2.3 billion in 2025-Q2 to a record $3.1 billion in 2026-Q2 (+34% YoY). Management increased the full year 2026 GMS outlook from $9.9-$10.1 billion to $10.1-$10.3 billion in 2026-Q2, reflecting strong demand. The trajectory is delivering with consistent growth and upward guidance revisions.
“StubHub is increasing its GMS outlook to reflect strong second quarter results.”
“StubHub is reiterating its full year 2026 GMS outlook of $9.9 billion to $10.1 billion.”
“The Company expects 2026 GMS of $9.9 billion to $10.1 billion.”
Deliver adjusted EBITDA in the range of $400 million to $420 million for full year 2026, improving profitability and margin.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew from $54.3 million in 2025-Q2 to $105.7 million in 2026-Q2 (+94%). Management has consistently reiterated the full year 2026 adjusted EBITDA target of $400-$420 million. The trajectory shows delivering with strong margin improvement and profitability gains.
Strengthen the balance sheet by reducing net leverage via significant debt repayments and improved leverage ratio.
Stated as a priority in 3 of last 3 quarters. Management reported $200 million of debt repayments year-to-date in 2026 and total debt reduction of $1.1 billion over the last 12 months. Net leverage improved from 4.5x at 2025-Q4 to 3.0x at 2026-Q2. The trajectory is delivering with meaningful deleveraging progress.
Progress with new initiatives including open distribution and advertising to drive revenue growth and improve fan experience.
Stated as a priority in 2 of last 3 quarters. Management highlighted progress on open distribution and advertising initiatives expected to unlock future revenue. While these initiatives are recurring priorities, no specific financial metrics or milestones were disclosed, indicating persistent focus with limited quantifiable delivery so far.
“Progressing with new initiatives including open distribution and advertising to drive better outcomes.”
StubHub is maintaining its guidance for 2026 GMS and adjusted EBITDA.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
1 material management or governance event in the past 24 months, led by executive changes. Historically, Communication Services names rated stable grew net income 52% of the time over the next year (vs 54% for the rest of the cohort, n=799).
Not investment advice. As of 2026-09-04.
“StubHub is reiterating its adjusted EBITDA outlook for full year 2026 of $400 million to $420 million.”
“StubHub is reiterating its full year 2026 adjusted EBITDA outlook of $400 million to $420 million.”
“The Company expects 2026 Adjusted EBITDA of $400 million to $420 million.”
“Year-to-date debt reduction of $200 million, net leverage improved to 3.0x trailing 12-month adjusted EBITDA.”
“Continued progress on debt reduction with additional $100 million payment in May.”
“Total debt reduction of $1.1 billion in the last 12 months.”
“Focus on expanding adoption of platform for open distribution and disrupting legacy ticketing model.”