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STSTUB

StubHub Holdings, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$STUB·$3.0B·Internet Content & Information·Communication Services
$8.08+5.2%YTD-30.9%1Y-63.3%
Mentions · last 7 days
2026-08-08: 3 posts2026-08-09: 4 posts2026-08-10: 6 posts2026-08-11: 12 posts2026-08-12: 54 posts2026-08-13: 105 posts2026-08-14: 14 posts198+200%
Price updated 1d ago·X counts updated 22h ago
STSTUB
$STUBStubHub Holdings, Inc.
$8.08+5.21%198 posts+200%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $STUB, 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.

Proven numbersSelling offAI verdict · as of 2026-08-15

Falling on heavy selling — points lower unless it turns around.

StubHub tanked 10% on the World Cup ticket fiasco that wiped out the profit boom — the recently-IPO'd secondary-ticketing platform is now managing execution risk in real time.

StubHub is the world's largest secondary-ticketing marketplace — StubHub and viagogo brands. A recently-public company down 63% year-over-year after a specific World Cup ticket handling failure that wiped out profit-boom expectations.

Where it stands:

  • Q2 was a substantive profitability miss: revenue of $573M grew year-over-year, but EPS of $0.039 missed $0.107 by 64% — the specific driver is 'World Cup ticket fiasco wiped out profit boom' per NYPost framing, pointing to operational execution failure on the biggest event of the year.
  • The stock dropped 10% on the day and is now at 10.6% of its 52-week range: the pattern of a recently-IPO'd growth stock hitting its first major operational stumble — the 8.75x sales trailing multiple has to reset lower unless the World Cup issue is truly one-time.
  • The class-action investigation is the litigation overhang: Block & Leviton is investigating StubHub for securities law violations — the pattern of specific legal risk that accumulates around recently-IPO'd companies after a major operational miss.

The story restarts if November 12 Q3 shows the World Cup impact is genuinely one-time and Q3-Q4 profitability rebounds. What flips it further: another quarter of margin compression on operational failures, or the class-action investigation gaining substance. The $4M CTO retention bonus is the ambient signal that management is locking in key talent through the volatility.

What to watch: November 12 Q3 earnings — Q3-Q4 profitability rebounding proving the World Cup impact is one-time restarts the setup. Another quarter of margin compression on operational failures or the class-action investigation gaining substance is what flips the setup further.

On the calendar: 2026-11-12 — Q3 2026 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-13

StubHub is described as a forgotten IPO setting up a daily flag with gorgeous trend structure, an initial selloff followed by 50-SMA reclaim, and higher lows respecting key moving averages. The stock is up over 20% since the initial setup call, with the World Cup potentially adding to its tailwinds.

Read the AI verdict + X sentiment for $STUB

  • 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.

Global secondary ticketing marketplace for live sports, concerts, and theater events operating in 200+ countries, IPO d in 2025.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $STUB.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $STUB

Neutral — Global secondary ticketing marketplace for live sports, concerts, and theater events operating in 200+ countries, IPO d in 2025; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.2How 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
-33.1%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
-71.7%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
7.4%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
2.4Same 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
-94.3%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
81.2%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
0.7Total 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 12, 2026$0.04$0.11-63.9%
Q1 2026May 13, 2026$0.06$0.01+375.4%
Q4 2025Mar 4, 2026$-0.06$-0.03-100.0%
Q3 2025Nov 13, 2025$-0.60$-2.87+79.1%
Next earningsThu, Nov 12·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$446.0M+12.2%83.5%9.1%$0.09$298.2M
Q4 FY25$449.2M-15.8%81.7%-2.9%$-1.59$10.9M
Q3 FY25$468.1M+7.9%77.2%-286%$-3.85$3.4M
Q2 FY25$430.3M-2.9%82.5%5.8%$-0.21$9.7M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$1.9B – $2.6B$0.45$0.37 – $0.589
FY27$2.3B$1.9B – $3.5B$0.67$0.59 – $0.8110
FY28$2.6B$2.6B – $2.6B$1.00$0.83 – $1.219
FY29$3.4B$3.0B – $4.3B$1.76$1.51 – $2.354
FY30$4.1B$3.6B – $5.1B$2.43$2.09 – $3.254

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.1.3×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.11%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.-21.1%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.-24.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 changeJun 268-K — Item 5.02: Officer or director change
AI summary

StubHub Holdings, Inc. entered into a letter agreement with Artem Yegorov, Chief Technology Officer, on June 22, 2026, providing a $4 million retention bonus. The bonus is fully earned only if Mr. Yegorov remains employed through the fourth anniversary of June 22, 2026 (approximately June 2030); partial clawback applies if he is terminated for cause or resigns before that date. This is a sizable executive retention arrangement designed to keep the CTO through mid-2030 — material as a compensation commitment but administrative rather than operationally transformative.

8-KShareholder voteJun 268-K — Item 5.07: Shareholder vote
AI summary

StubHub Holdings, Inc. held its 2026 Annual Meeting on June 23, 2026. All seven director nominees (including Eric H. Baker, Mark Streams, and Jeffrey Blackburn) were elected with approximately 2.63 billion votes each; PricewaterhouseCoopers LLP was ratified as independent auditor (2,709,035,456 for); say-on-pay was approved with strong support (2,636,452,272 for); a say-on-frequency proposal was also voted on. Routine annual meeting results — no meaningful opposition to any proposal; board composition and auditor unchanged.

+ 11 other (3 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

Amazon.com vs. StubHub: Which Consumer Stock Is a Better Buy in 2026?fool.com·1d agoWhy StubHub Stock Tanked by 10% Todayfool.com·2d agoStubHub tanks 10% as World Cup ticket fiasco wipes out profit boomnypost.com·2d agoS&P 500 Sets Fresh Record After Soft Inflation Dataschaeffersresearch.com·2d agoSTUB SHAREHOLDERS: StubHub Holdings, Inc. Investigated for Securities Law Violations by Block & Levitonnewsfilecorp.com·2d ago

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Voices on X · last 7 days

No standout posts about $STUB 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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