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FUFUBO

fuboTV Inc.

$FUBO·$1.0B·Broadcasting·Communication Services
$9.72-5.3%YTD-68.1%1Y-76.9%
Mentions · last 7 days
2026-07-11: 32 posts2026-07-12: 51 posts2026-07-13: 87 posts2026-07-14: 55 posts2026-07-15: 60 posts2026-07-16: 57 posts2026-07-17: 38 posts383+13%
Price updated 4h ago·X counts updated 4h ago
FUFUBO
$FUBOfuboTV Inc.
$9.72-5.26%383 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FUBO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Disney+ veteran Alisa Bowen just took over — the equity is basing while retail waits for the specific reset.

FuboTV is the sports-focused live-streaming platform that has now hired Alisa Bowen — formerly President of Disney+ — as CEO, replacing David Gandler effective July 10. The stock is at 4.7% of its 52-week range and 56% below the 200-day going into an Aug 11 print.

Why the leadership change matters:

  • The specific hire is category-defining: bringing in a Disney+-caliber operator signals the Disney partnership (post-Hulu-Live-TV rollup) is being treated as strategic, not transactional — meaning the FUBO equity story now has a specific institutional-narrative catalyst.
  • Fundamentals are still transitioning: 8% gross margin against a -1.4% operating margin means the underlying streaming economics are still thin — the reset thesis requires specific operating leverage to arrive.
  • The tape is coiled at the floor: sitting 5% above the 50-day but 56% below the 200-day, at 4.7% of the 52-week range with volume near average — the specific compressed base setup after a violent drawdown.
  • The valuation is a mean-reversion argument: 0.27x TTM sales means even a 1x sales multiple would materially reprice the equity — the community's '$58 at 1x sales' framing is the specific asymmetric setup.

Aug 11 earnings is the trigger. A number confirming subscriber-retention plus any strategic-Disney commentary extends the leg; a soft subscriber print with muted commentary is the specific setup that would compress the base further.

Agrees with X sentimentX is bullish on the Alisa Bowen appointment and the Disney-vote-of-confidence framing, and the setup is real — the leadership change is a specific institutional catalyst. The gap the corpus is right to flag is the underlying weak performance; the reset thesis needs the operational quarter to confirm.

What to watch: The Aug 11 print — subscriber-retention trajectory, any strategic Disney-partnership commentary, and free cash flow trend. Above-consensus subscribers plus a specific Disney update extends the leg; a soft subscriber print compresses the base.

On the calendar: 2026-08-11 — Q2 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment19 posts analyzed · as of 2026-07-17

FuboTV chatter is dominated by a major leadership transition. Founding CEO David Gandler is out, replaced by former Disney+ President Alisa Bowen effective July 10; bulls treat this as a seismic upgrade signaling Disney's genuine commitment as majority owner post the Hulu Live merger, and expect a re-rating to at least 1x sales (~$58 per current basis). Skeptics counter that FUBO is still trading well under $1 on a pre-split basis, that the 50-DMA at $10.03 has failed to break four times, that Gandler 'got the boot' rather than left voluntarily, and that many long-suffering 2021 shareholders are frustrated. The chart posts split between 'slow grind up turning into something bigger' and 'going in the wrong direction today,' reflecting a wait-and-see stance.

Read the AI verdict + X sentiment for $FUBO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a live sports-focused streaming TV service with integrated sports betting in the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Broadcasting sits in its cycle right now — and what that implies for $FUBO.

Broadcasting · Communication Services

No material change from last week — FUBO's live sports streaming with NBCUniversal content distribution agreement positions it at the live TV streaming convergence point, while EVC has pivoted..

What this means for $FUBO

Partial — Operates a live sports-focused streaming TV service with integrated sports betting in the US; this segment overlaps with the live sports streaming rights and retransmission fee value stack but is not the dominant revenue driver.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-6.4%YTD
+3.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-43.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.07$-0.15+53.3%
Q4 2025Feb 3, 2026$-0.60$0.36-266.7%
Q3 2025Nov 3, 2025$0.02$-0.06+133.3%
Q2 2025Aug 8, 2025$0.05$-0.03+260.6%
Next earningsTue, Aug 11·consensus EPS $-0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+278.1%5.3%-0.6%$-0.07$-212.2M
Q4 FY25$1.5B+249.4%5.7%-1.3%$-0.24$-200.8M
Q3 FY25$377.2M-2.3%18.0%-5.3%$-0.72$-3.6M
Q2 FY25$380.0M-2.8%20.4%-1.6%$-0.24$-37.9M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.0B – $6.5B-$1.14-$1.15 – -$1.122
FY27$6.5B$6.4B – $6.6B-$0.02-$0.02 – -$0.022
FY28$6.8B$6.8B – $6.9B$0.99$0.98 – $1.001
FY29$7.5B$7.4B – $7.6B$1.78$1.76 – $1.801
FY30$7.9B$7.8B – $7.9B$2.05$2.03 – $2.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Alberto HorihuelaCOO141.1K sh$1.5M
+ 2 other (1 award · 1 exempt) in window

See when $FUBO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 133
AI summary

FuboTV (FUBO) — Form 3 initial ownership for Alisa Anne Bowen (CEO) dated July 10, 2026. Bowen reports zero securities owned as of the filing date. Administrative — routine Form 3 initial-ownership disclosure for the company's CEO; no shares or options held at time of filing.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

FuboTV appointed Alisa Bowen as Chief Executive Officer, effective July 10, 2026. Bowen most recently served as President of Disney+, where she led global subscriber growth and the platform's ad-supported tier expansion. She succeeds co-founder David Gandler, who will transition to an advisory role. The hire of a streaming industry veteran with direct subscription and advertising experience is a clear strategic signal as FuboTV navigates the competitive live sports streaming market.

8-KCharter amendmentMar 238-K — Item 5.03: Charter amendment
AI summary

FUBO filed an 8-K (Item 5.03) dated 2026-03-23. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year As previously disclosed, on February 3, 2026, at the recommendation of the board of directors (the “Board”) of FuboTV Inc. (the “Company”), Hulu, LLC, as the holder of not less than the minimum number of votes that would be necessary to authorize or take action at a meeting at.

SC 13D/AActivist amendmentMar 20SC 13D/A
AI summary

Walt Disney Co filed an amended Schedule 13D on FUBO disclosing beneficial ownership (947,910,220.00 shares) as of 2026-03-20. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KShareholder voteFeb 68-K — Item 5.07: Shareholder vote
S-3ASRAuto-shelf registrationJan 23S-3ASR
+ 18 other (4 proxys · 4 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why FuboTV Stock Rallied Todayfool.com·4d agoFuboTV shares pop on appointment of former Disney+ executive Alisa Bowen as CEOproactiveinvestors.com·5d agoFubo Shares in the Spotlight After Naming Disney+ Veteran Alisa Bowen as CEObenzinga.com·8d agoFuboTV names Disney's Bowen CEO, removes veteran Gandlerreuters.com·8d agoFuboTV Appoints Former Disney Executive Alisa Bowen to CEOwsj.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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