NYSECommunication ServicesInternet Content & InformationSnapshot 2026-07-07
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Track STUB free→StubHub is growing revenue about 17% next year. Gross margin is expected near $10 billion in 2026. The company is launching new festival programs to drive growth. Recent earnings beats show improving execution.
StubHub is still loss-making and faces legal risks. Earnings estimates have been cut recently. Growth could slow below analyst expectations.
The price is about 33% above our fair value near $10. Analysts expect 17% revenue growth, which is priced in. Our fair value is 19% above the Street median, reflecting some optimism.
Breaks if: gross margin falls below $9.9 billion in FY26
Breaks if: festival programs fail to contribute to growth or are discontinued
Breaks if: YoY revenue growth falls below 16.7% in FY26
Standing thesis, reviewed periodically — not a price target or 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.
