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FUFUBO

fuboTV Inc.

$FUBO·$967M·Broadcasting·Communication Services
$8.19-2.8%YTD-73.1%1Y-81.9%
Price updated 42m ago·X counts updated 5d ago
FUFUBO
$FUBOfuboTV Inc.
$8.19-2.79%140 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FUBO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

140X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FUBO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 73% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

Fubo is bullish — climbed to #10 in the US iPhone Entertainment chart (from #63 → #47 → #33 → #10 over the weekend) as football-season demand drives customer acquisition. ESPN/Disney relationship + sports-live-TV pivot underway; SeekingAlpha analysts turning bullish with Buy recommendations. Bulls target $50-60 within 8-10 months with $5.6B annual revenue.

Read what X is saying about $FUBO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FUBO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

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

Live-sports streaming down 72% YTD into football season — the chart is pricing extinction, the ESPN tie-up is doing the opposite.

Fubo is the sports-live-TV streaming service pivoting through the ESPN/Disney relationship into a lean, sports-first product. The 2026 drawdown reflects general streaming skepticism, but the operational signals this quarter are mostly bullish.

  • The P&L is close to the inflection: Q2 revenue grew 280% YoY to $1.57B at a near-breakeven operating margin of -0.6% and EPS of -$0.07, with trailing EPS beats of 15% and 53% — this is a company whose operating losses are narrowing fast as scale arrives.
  • The product and demand signals are specific: climbing to #10 in the US iPhone Entertainment chart (from #63 → #47 → #33 → #10 in a weekend) as football season drives acquisition, plus RSN deals with Carolina/Columbus/Minnesota/St. Louis NHL teams, and the My Local Sports product — these are concrete evidence that the sports-live-TV pivot is working.

At 1.5% of its 52-week range and 40% below the 200-day going into Nov 2 earnings, this is a classic turnaround coil. Subscriber growth with the ESPN partnership delivering plus the operating-margin flip into positive territory is the trigger for a reclaim; another sub-growth subscriber number is the invalidation.

Agrees with X sentimentThe bullish iPhone-chart-climb and ESPN-tie-up thesis are grounded on specific operational signals. The $50-60 target in 8-10 months is aggressive — the setup needs the margin to flip positive before that trajectory is credible.

What to watch: Nov 2 Q3 earnings — subscriber growth, operating margin direction, ESPN-partnership revenue, and FY27 guide. Positive operating margin plus subscriber acceleration is the trigger; sub-growth is the invalidation.

On the calendar: 2026-11-02 — Q3 earnings

event ahead 30dmargin inflection

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Linear TV ad revenue is in secular decline as streaming viewership displacement accelerates; broadcast station groups are offset by political ad spending in election cycles (2026 midterms) and retransmission consent fee escalations from pay-TV distributors. Streaming retransmission/vMVPD negotiations are the structural battleground; over-the-air broadcast reach remains valuable to political advertisers and local news consumers.

What this means for $FUBO

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

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-4.7%YTD
-2.6%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
Q2 2026Aug 5, 2026$-0.25$-0.29+14.8%
Q1 2026May 11, 2026$-0.07$-0.15+53.3%
Q4 2025Feb 3, 2026$-0.60$0.36-266.7%
Q3 2025Nov 3, 2025$-0.72$-0.48-50.0%
Next earningsMon, Nov 2·consensus EPS $-0.41

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$5.9B – $6.5B-$1.09-$1.10 – -$1.082
FY27$6.5B$6.4B – $6.6B-$0.03-$0.04 – -$0.032
FY28$6.7B$6.7B – $6.8B$0.80$0.79 – $0.811
FY29$7.4B$7.3B – $7.5B$1.40$1.38 – $1.421
FY30$7.7B$7.7B – $7.8B$1.60$1.58 – $1.621

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.1%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.-17.2%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.-38.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 10 other (9 awards · 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
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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

8-KOfficer or director changeJul 298-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

FuboTV Inc (FUBO) disclosed an executive/director departure (Item 5.02, filed 2026-07-29). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

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.

+ 12 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Contrasting fuboTV (NYSE:FUBO) and Criteo (NASDAQ:CRTO)defenseworld.net·12d agoFubo Launches My Local Sports Enabling Fans in Select Markets to Build a Custom Local Sports Planbusinesswire.com·17d agoFubo, the Home for Local Sports, to Stream Carolina Hurricanes, Columbus Blue Jackets, Minnesota Wild and St. Louis Blues RSNs Through New Distribution Agreement With the National Hockey Leaguebusinesswire.com·18d agoHsbc Holdings PLC Invests $439,000 in fuboTV Inc. $FUBOdefenseworld.net·31d agoFuboTV Inc (FUBO) Shares Surge 6.5% -- What GF Score of 41 Tells Investorsgurufocus.com·36d ago

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Voices on X · last 7 days

No standout posts about $FUBO on X in the last 7 days.

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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