About 71% below the $23.50 IPO price.
StubHub Shares Slip Under BofA’s $7.50 Bear Target Amid World Cup Spending Impact
Shares of StubHub Holdings, Inc. dropped 1.5% to close at $6.83 on Thursday, falling beneath BofA Securities' reduced price target of $7.50.
NYSE:STUB · INVESTOR DASHBOARD
StubHub: the market is below the bear case
Record sales did not repair confidence. Investors are pricing a weaker outcome than BofA’s latest downgrade.
Last trade
$6.83
▼ 1.51%
Aug. 20, 2026 · 17:38 EDT
U.S. cash market closed
U.S. cash market closed
Up 33% year over year.
Up 94%; margin reached 18%.
Improved from 4.5× at year-end.
VALUATION GAP
Targets vs $6.83Even the bearish target sits above the stock
The $11.63 consensus implies 70% upside. The spread is a measure of uncertainty, not a promise.
Q2 GROWTH
World Cup quarterTop-line momentum met a cost problem
GAAP net income$14.6M
Common result-$0.04M
The accounting split matters: preferred claims absorbed nearly all profit available to common holders.
$597.6M TTM free cash flow
Market value / FCF4.3×
Cash$1.69B
Due to sellers$1.20B
Buyer receipts and seller-payment timing boosted operating cash. Do not treat all cash as surplus.
Raised volume. Flat profit range.
GMS$10.1–$10.3Braised
Adjusted EBITDA$400–$420Mreiterated
The next proof point is whether higher ticket volume converts into clean second-half earnings.
What changes the debate
- Stable resale volume after the World Cup
- Delivery of the $400M EBITDA floor
- Seller-payable cash reversal
- Fee regulation or slower demand
Setup: cheap on headline cash flow, fragile on confidence.
StubHub Stock: 68% Analyst Upside Tied to Turning Strong Sales Into Profit
NEW YORK, August 20, 2026, 11:21 EDT — StubHub Holdings, Inc. posted its highest-ever second-quarter sales, but shareholders saw minimal quarterly earnings. The focus now shifts from the impact of the World Cup to the profit shortfall.
StubHub: volume won. Profit did not.
NYSE: STUB · post-Q2 2026 investor dashboard
Last close
$6.93
−70.5% vs $23.50 IPO
Q2 GMS
$3.1bn
+34% year on year
Q2 revenue
$573m
+33% year on year
Common profit
−$0.04m
$0.00 diluted EPS
The quality-of-profit gap
Three measures, three very different claims on the quarter.
2026 volume path
$10.2bn
Full-year GMS guidance midpoint
52% reached in H1 · $4.9bn implied in H2
$5.3bnH1 GMS
$400–420mEBITDA guide
3.0×Net leverage
Analyst recommendations after Q2
FirmRatingTargetUpside
BofA SecuritiesUnderperform$7.50+8%
GuggenheimBuy$11.00+59%
Evercore ISIOutperform$14.00+102%
ConsensusBuy$11.63+68%
Upside is calculated from the $6.93 August 19 close. Recent positive ratings were maintained while targets were trimmed.
Valuation range: the debate in one line
BofAGuggenheimConsensusEvercore
Investor checklist
ConvertTurn EBITDA into common-stock earnings.
DefendHold volume after the World Cup boost.
De-riskReduce leverage and regulatory exposure.
The $11.63 consensus target is a margin-duration call, not a demand forecast.
StubHub Shares Drop 12% as World Cup Drives $242 Million EBITDA Challenge
Shares of StubHub Holdings, Inc. dropped 12.3% to $7.49 on Thursday. The company saw revenue rise due to unprecedented World Cup demand, but expenses eroded nearly all net profit for shareholders.
StubHub stock holds near $9 in premarket after sharp Friday jump, earnings next in focus
StubHub Holdings traded around $9.36 ahead of Monday’s open, the stock flat in premarket as traders weighed last week’s rebound. No new company headlines landed before the U.S. cash session.
StubHub stock: Friday lead-plaintiff deadline nears in IPO cash flow lawsuit
Shareholders of StubHub Holdings Inc have until Friday to apply for lead-plaintiff status in a proposed U.S. securities class action linked to the company’s September initial public offering, according to notices issued Thursday.
StubHub hit with IPO disclosure lawsuit deadline as STUB stock swings again
On Wednesday, Hagens Berman called on StubHub Holdings investors to come forward before the Jan. 23 deadline to pursue the lead-plaintiff spot in a potential securities class action tied to the company’s IPO disclosures. Partner Reed Kathrein said the firm is probing whether StubHub’s IPO filings should have revealed issues with vendor payment delays.
StubHub (STUB) Stock News Today (17.12.2025): Partnerships Lift Shares as 13F Buying and Lawsuit Headlines Shape the Outlook
NEW YORK — December 17, 2025 — StubHub Holdings, Inc. is back in the spotlight on Wednesday as investors weigh a busy mix of catalysts: an expansion of “Direct Issuance” partnerships that adds more primary-ticket inventory to StubHub’s ecosystem, a newly surfaced institutional position disclosed in a recent 13F filing, and a fresh wave of shareholder-law-firm announcements tied to ongoing securities litigation around the company’s post-IPO disclosures.
StubHub Holdings (STUB) Crashes Over 25% After First Earnings as Public Company – What’s Really Going On?
StubHub Holdings shares plunged more than 25% today after the ticket marketplace’s first earnings report as a public company, a deep GAAP loss and a wave of Wall Street price‑target cuts. Here’s what the Q3 2025 numbers and analyst reactions mean for investors.
StubHub IPO Raises $800 Million – Ticket Resale Giant Debuts on NYSE
StubHub’s long-awaited IPO has raised about $800 million at a valuation of $8.6 billion, marking a major milestone for the ticket resale marketplace. The New York-based platform priced its shares within the expected range and began trading on the NYSE under ticker “STUB,” amid high investor demand and a resurgent IPO market. This report delves into StubHub’s IPO details, its business background, the competitive ticketing landscape, and what this debut means for the industry and investors.
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