FUBO FuboTV Inc. Loading... : Investor Sentiment and Bull/Bear Views
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17:18
Jul 27
Jul 27
The stock trades at 0.16x revenue and ~$140 per subscriber, well below industry transaction values of $250–$400; Disney’s reimbursement escalator guarantees a $188M annual earnings improvement without subscriber growth. Guidance is conservative (already achieved $79.1M H1 adjusted EBITDA vs full-year guidance of $80–$100M), so a beat or raise is likely. Combined with new Disney-experienced CEO and 4.14 days to cover short interest, a positive earnings catalyst could trigger a squeeze. Long FUBO ahead of earnings on the basis of deep valuation, contracted margin expansion, and catalyst-rich setup (guidance beat, short squeeze potential, possible Disney buyout optionality). Subscriber or revenue growth disappoints; Disney reimbursement terms change; integration costs from new CEO’s strategy; broader market or sector selloff; no actual earnings beat.
HIGH
17:00
Jul 27
Jul 27
Fubo trades at 0.16x sales; Disney reimbursement reduces annual cost shortfall by ~$188M by 2028, and H1 EBITDA already hit $79M vs full-year guide of $80–$100M. The combination of a low valuation floor, imminent cost improvements, and high short interest (24.8% of float) creates asymmetric upside on any positive earnings catalyst. Long Fubo as a deep-value, catalyst-driven play — the market has not priced in the margin expansion from the Disney deal or the likely guidance raise. If second-half costs spike unexpectedly, earnings miss could trigger a short-term selloff; Disney deal execution risk; continued subscriber churn or competition.
HIGH
21:04
Jun 15
Jun 15
Media secular decline, avoid Fubo
Fubo, as a media company, is in an industry in secular decline. Cramer finds it very hard to like anything media. A big basketball game doesn't change the structural headwinds, and he won't invest just because it looks cheap.
MED
16:21
Jan 30
Jan 30
FUBO cheap after Hulu merger with earnings catalyst
The author argues FUBO, after completing its merger with Hulu Live, trades at $2.28, below the analyst price target of $4.63. The upcoming Tuesday earnings report will show the combined business for the first time, and a potential NBC agreement could further improve the outlook. The author sees the current price as worth buying.
HIGH
14:30
Jan 30
Jan 30
FUBO after Hulu merger, Monday earnings catalyst, $4.63 target.
The author argues FUBO is worth a shot at $2.28 after completion of the merger with Hulu Live. The upcoming Monday earnings report will show the combined business for the first time, which the author expects to support the analyst price target of $4.63. No risk is stated.
MED
10:31
Jan 26
Jan 26
New betting and interactivity products support buying Fubo.
Fubo is a buy because the author sees new betting products and interactivity features as a new direction for the company. The catalyst is the rollout and adoption of these products, though no timeframe is specified.
HIGH
About FUBO Investor Commentary
Across the available history and selected sources, Buzzberg tracks FUBO (FuboTV Inc.) across 6 sources: 5 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 83% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Latest voices: u/HLMEHU, Jim Cramer, u/Sweaty_Path4689.