FuboTV Inc
FuboTV Inc operates as an interactive media and services provider within the Communication Services sector, generating revenue through its streaming platform and related services.
Business. FuboTV Inc (FUBO.O) is a provider of interactive media and services operating within the Communication Services sector. The company is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
Analyst recommendations
10 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
1Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
FuboTV Inc (FUBO.O) has seen the addition of three new notable holders to its investor base, marking the most significant recent activity for the company. These additions were detected on June 28, 2026, and include positions reported as of late 2024 and late 2025. Specifically, one investor holds 21,923,236 shares valued at approximately $55.2 million as of December 31, 2025, while another holds 22,169,209 shares valued at roughly $27.5 million as of June 30, 2024. A third investor added a smaller position of 833,154 shares, valued at about $1.0 million, as of December 31, 2024. These new holdings contribute to FuboTV’s current roster of 23 top holders, providing a snapshot of institutional interest during a period of otherwise quiet market activity. The presence of these substantial positions, particularly those exceeding 20 million shares, suggests continued engagement from specific investors despite the broader lack of analyst coverage or index membership changes. The company currently reports zero officers and zero analysts in its tracked metrics, highlighting a reliance on holder data for gauging stakeholder sentiment. Concurrently, internal analysis frameworks have undergone revisions, with the AI-driven narrative, business summary, and key takeaways being modified. These updates, sourced from the ha_light_thesis, indicate a shift in the analytical perspective on the company’s operations and outlook, although the overall material change assessment remains neutral. The revision of key takeaways, with five additions and five removals, reflects a recalibration of the factors driving the company’s valuation and strategic positioning. Despite these internal analytical updates and holder additions, external market noise has been minimal. Cross-source signal data shows zero dispatches for most days in late June and early July 2026, with only a single dispatch recorded on July 16, 2026. This lack of frequent news flow or sentiment shifts underscores a period of consolidation for FuboTV, where the primary developments are structural changes in ownership and internal analytical reassessments rather than high-volume market events.
Signals & dispatch
Composite-score breakdown
Synthesis
FuboTV Inc (FUBO.O) is a provider of interactive media and services operating within the Communication Services sector. The company is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
FuboTV maintains a capital structure characterized by zero reported debt, resulting in a debt-to-equity ratio of 0.0. The balance sheet shows total assets of $1.08 billion against total liabilities of $896.6 million, leaving total equity of $180.8 million. Liquidity is constrained, with cash and equivalents standing at $161.4 million. The company reports a current liquidity risk assessment of "low". Operating cash flow is negative at -$79.5 million, indicating ongoing cash burn despite minimal capital expenditures of $2.7 million.
Profitability remains negative, with an operating income of -$196.0 million and net income of -$172.3 million. Return on equity is -47.44%, and return on assets is -7.96%, reflecting the company's pre-profitability stage. The valuation snapshot shows a price-to-book ratio of 17.99 and an EV/Revenue multiple of 0.79, suggesting the market values the company primarily on revenue potential rather than current earnings or book value. The negative EV/EBITDA of -29.76 further underscores the lack of current operating profitability.
Segment and geographic revenue breakdowns are not provided in the available data, preventing a detailed analysis of revenue concentration or regional exposure. The company's business model relies on its interactive media services, but specific customer or product mix details are absent from the current snapshot.
Growth trajectory analysis is limited by the absence of historical period data in the input. Without multi-year revenue or net income trends, it is not possible to assess the year-over-year growth rate or the consistency of revenue expansion. The current revenue figure of $1.62 billion serves as the sole data point for scale.
Risk assessment indicates low dilution risk and no immediate filing-based liquidity or dilution flags. The shares outstanding are identical for basic and diluted counts at 339.1 million, suggesting no significant in-the-money options or convertible securities currently impacting the share count. The primary risk remains operational, given the negative cash flow and profitability metrics.
Recent observations include a sector re-analysis due to sector contamination, audited on 2026-07-13, which confirmed the company's classification via the sector classification direct path. Analyst sentiment appears moderately positive, with a mean price target of $17.00 and a mean recommendation of 2.00 (Buy), supported by 2 strong buys and 6 buys.
FuboTV Inc (FUBO.O) has seen the addition of three new notable holders to its investor base, marking the most significant recent activity for the company. These additions were detected on June 28, 2026, and include positions reported as of late 2024 and late 2025. Specifically, one investor holds 21,923,236 shares valued at approximately $55.2 million as of December 31, 2025, while another holds 22,169,209 shares valued at roughly $27.5 million as of June 30, 2024. A third investor added a smaller position of 833,154 shares, valued at about $1.0 million, as of December 31, 2024. These new holdings contribute to FuboTV’s current roster of 23 top holders, providing a snapshot of institutional interest during a period of otherwise quiet market activity. The presence of these substantial positions, particularly those exceeding 20 million shares, suggests continued engagement from specific investors despite the broader lack of analyst coverage or index membership changes. The company currently reports zero officers and zero analysts in its tracked metrics, highlighting a reliance on holder data for gauging stakeholder sentiment. Concurrently, internal analysis frameworks have undergone revisions, with the AI-driven narrative, business summary, and key takeaways being modified. These updates, sourced from the ha_light_thesis, indicate a shift in the analytical perspective on the company’s operations and outlook, although the overall material change assessment remains neutral. The revision of key takeaways, with five additions and five removals, reflects a recalibration of the factors driving the company’s valuation and strategic positioning. Despite these internal analytical updates and holder additions, external market noise has been minimal. Cross-source signal data shows zero dispatches for most days in late June and early July 2026, with only a single dispatch recorded on July 16, 2026. This lack of frequent news flow or sentiment shifts underscores a period of consolidation for FuboTV, where the primary developments are structural changes in ownership and internal analytical reassessments rather than high-volume market events.
- FuboTV operates with zero debt but faces negative operating cash flow of -$79.5 million, requiring careful liquidity management.
- The company is unprofitable with a -47.44% ROE, trading at a high P/B of 17.99, which prices in significant future growth expectations.
- Analyst consensus is bullish with a mean target of $17.00, implying substantial upside from the current market price of $9.59.
- Dilution risk is assessed as low, with no immediate flags for share issuance or convertible debt impacts.
- Recent sector classification audits have confirmed its placement in Interactive Media & Services, ensuring accurate peer comparisons.
Bull / Bear case
Generated · model-assistedAnalysts project 101.4% upside to a mean price target of $17.00, reflecting strong buy recommendations from ten analysts.
The company carries high credit risk and a high leverage band with a debt-to-equity ratio of 4.96.
The current ratio of 0.53 indicates potential liquidity constraints, as current assets are insufficient to cover current liabilities.
In focus — financials by report
Revenue $1.57B, +278,1% YoY; Operating income −104,7% YoY.
- ▍Revenue $1.57B, +278,1% YoY
- ▍Operating income −104,7% YoY
- ▍Net income −101,1% YoY
- ▍Free cash flow −85,0% YoY
- ▍Net margin -0.1%
Revenue $1.55B, +249,4% YoY; Operating income +47,0% YoY.
- ▍Revenue $1.55B, +249,4% YoY
- ▍Operating income +47,0% YoY
- ▍Net income +84,5% YoY
- ▍Free cash flow +114,3% YoY
- ▍Net margin -0.4%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | -1,36 |
| Revenue | —no estimate | —no estimate | 6,2B USD |
| Operating income | —no estimate | —no estimate | -99,6M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Restricted Stock Units → Class A Common StockAcquired 24 272grant · 2026-07-28
- Director · Restricted Stock Units → Class A Common StockAcquired 24 272grant · 2026-07-28
- Director · Restricted Stock Units → Class A Common StockAcquired 24 272grant · 2026-07-28
- Director · Restricted Stock Units → Class A Common StockAcquired 24 272grant · 2026-07-28
- Chief Executive Officer · Restricted Stock Units → Class A Common StockAcquired 381 264grant · 2026-07-10
- Chief Operating Officer · Employee Stock Option (right to buy) → Class A Common StockDisposed 10 756 @ $5,88exercise · 2026-06-11
- Director, Chief Executive Officer · Restricted Stock Units → Class A Common StockDisposed 434 890exercise · 2026-01-05
- Chief Financial Officer · Restricted Stock Units → Class A Common StockDisposed 149 970exercise · 2025-11-21
- Chief Operating Officer · Restricted Stock Units → Class A Common StockDisposed 149 970exercise · 2025-11-21
- Chief Operating Officer · Restricted Stock Units → Class A Common StockDisposed 94 913exercise · 2025-11-21
- Chief Financial Officer · Restricted Stock Units → Class A Common StockDisposed 56 180exercise · 2025-11-21
- Chief Financial Officer · Restricted Stock Units → Class A Common StockDisposed 94 913exercise · 2025-11-21
- Director · Restricted Stock Units → Class A Common StockAcquired 86 773grant · 2025-11-06
- Director · Restricted Stock Units → Class A Common StockAcquired 86 773grant · 2025-11-06
- Director · Restricted Stock Units → Class A Common StockAcquired 86 773grant · 2025-11-06
- Director · Restricted Stock Units → Class A Common StockAcquired 86 773grant · 2025-11-06
- Chief Financial Officer · Restricted Stock Units → Common StockAcquired 94 913grant · 2025-10-29
- Director · Restricted Stock Units → Common StockDisposed 71 146exercise · 2025-10-29
- Director · Restricted Stock Units → Common StockDisposed 71 146exercise · 2025-10-29
- Director · Restricted Stock Units → Common StockDisposed 71 146exercise · 2025-10-29
- Director · Restricted Stock Units → Common StockDisposed 98 287exercise · 2025-10-29
- Director, Executive Chairman · Restricted Stock Units → Common StockDisposed 71 146exercise · 2025-10-29
- Director, Executive Chairman · Restricted Stock Units → Common StockDisposed 1 304 802exercise · 2025-10-29
- Chief Operating Officer · Restricted Stock Units → Class A Common StockAcquired 890 501grant · 2025-10-29
- Chief Operating Officer · Restricted Stock Units → Common StockAcquired 840 000grant · 2025-10-29
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Enterprise Valuemarket_cap - net_cash
- Return On Equitynet_income / total_equity
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Capex To Revenuecapital_expenditure / revenue
- FuboTV Inc. Market data — financials · 2026-07-13
- sector_fix_batch (sector_fix_batch) on FUBO.O · 2026-07-13
- FuboTV Inc Market data — analyst estimates · 2026-07-13
- FuboTV Inc Market data — ESG · 2026-07-13
Ownership & reference
Top holders
- Institutional Investor · as of 2026-03-310,00 %$11M
- Investment Managers · as of 2025-12-310,00 %$55M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2024-06-300,00 %$27M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2024-12-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$6M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
- Funds · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
- Chief Operating Officer · Class A Common StockSold 141 074 @ $10,38$1,5M · 2026-06-11
- Chief Operating Officer · Class A Common StockOther 10 756 @ $5,88$63K · 2026-06-11
- Director, Chief Executive Officer · Class A Common StockSold 170 279 @ $2,55$435K · 2026-01-05
- Director, Chief Executive Officer · Class A Common StockOther 434 890 · 2026-01-05
- Chief Financial Officer · Class A Common StockSold 130 478 @ $3,12$407K · 2025-11-24
- Chief Operating Officer · Class A Common StockSold 138 753 @ $3,16$439K · 2025-11-21
- Chief Financial Officer · Class A Common StockOther 56 180 · 2025-11-21
- Chief Financial Officer · Class A Common StockOther 94 913 · 2025-11-21
- Chief Financial Officer · Class A Common StockOther 149 970 · 2025-11-21
- Chief Financial Officer · Class A Common StockSold 170 585 @ $3,16$539K · 2025-11-21
- Chief Operating Officer · Class A Common StockOther 94 913 · 2025-11-21
- Chief Operating Officer · Class A Common StockOther 149 970 · 2025-11-21
- Director · Common StockOther 71 146 · 2025-10-29
- Director · Common StockOther 419 653 · 2025-10-29
- Director · Class A Common StockOther 419 653 · 2025-10-29
- Director · Common StockOther 71 146 · 2025-10-29
- Director · Common StockOther 354 216 · 2025-10-29
- Director · Class A Common StockOther 354 216 · 2025-10-29
- Director · Common StockOther 71 146 · 2025-10-29
- Director · Common StockOther 98 287 · 2025-10-29
- Director · Common StockOther 243 577 · 2025-10-29
- Director · Class A Common StockOther 243 577 · 2025-10-29
- Director, Executive Chairman · Common StockOther 71 146 · 2025-10-29
- Director, Executive Chairman · Common StockOther 1 304 802 · 2025-10-29
- Director, Executive Chairman · Common StockOther 1 653 915 · 2025-10-29
Short positioning
Geographic breakdown
Intel & risk
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Business summary— → —medium
- Conclusion— → —medium
- Key takeaways— → —medium
Evidence & claims
From filings & derived data- Cash & equivalents (annual): USD 452.41MUnknown
- Current assets (annual): USD 982.82MUnknown
- Total assets (annual): USD 4.1BUnknown
- Total liabilities (annual): USD 1.44BUnknown
- Current liabilities (annual): USD 1.16BUnknown
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 180.2%Derived (calculated)
- Current ratio (FY 2025-12-31): 0.84xDerived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 280.1%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 61.0%Derived (calculated)
- Pre-tax income (annual): USD -177.12MUnknown
- Total operating expenses (annual): USD 1.82BUnknown
- Net income (annual): USD -172.25MUnknown
- Total assets (annual): USD 1.08BUnknown
- Revenue (annual): USD 402.35MUnknown
- EPS (basic) (annual): USD-PER-SHARES -1Unknown
- EPS (diluted) (annual): USD-PER-SHARES -1Unknown
- R&D expense (annual): USD 80.01MUnknown
- Operating cash flow (annual): USD -79.48MUnknown
- Total liabilities (annual): USD 896.65MUnknown
- Shares outstanding (annual): 339.14MUnknown
- Current assets (annual): USD 274.03MUnknown
- Operating income (annual): USD -196.02MUnknown
- Capex (annual): USD 2.73MUnknown
- Cash & equivalents (annual): USD 161.44MUnknown