FuboTV stock gets “Moderate Buy” as Disney loan targets 2026 debt wall
11 January 2026
2 mins read

FuboTV stock gets “Moderate Buy” as Disney loan targets 2026 debt wall

NEW YORK, Jan 11, 2026, 13:50 EST

  • Six brokerages have assigned FuboTV a “Moderate Buy” rating, setting an average price target of $4.58
  • Fubo announced that a $145 million loan from a Disney affiliate will be used to repay its 2026 convertible notes
  • Filings reveal CEO David Gandler offloaded 170,279 shares on Jan. 5

FuboTV Inc (FUBO) holds a “Moderate Buy” rating from analysts, with an average price target of $4.58, according to MarketBeat data released Sunday. The stock closed last Friday at $2.56. https://www.marketbeat.com/instant-alerts/…

Fubo now faces a February maturity on its 3.25% convertible notes, which can be converted into shares. This week, the company announced it secured a $145 million term loan from a Walt Disney Co affiliate to manage that upcoming debt. It also revealed that holders did not tender its 2029 convertible notes for repurchase. https://ir.fubo.tv/news/news-details/2026/…

A recent filing revealed the $145 million borrowing came through an unsecured promissory note issued to Disney Enterprises on Jan. 5, with a 4.2% interest rate and a maturity date in 2031. Fubo plans to use the funds to repay roughly $144.8 million of 2026 notes due Feb. 15. The company’s repurchase offer remains open until Jan. 13. https://www.sec.gov/Archives/edgar/data/14…

MarketBeat’s analyst consensus breaks down to one “strong buy,” two “buy,” two “hold,” and a single “sell,” averaging out to a 2.50 rating. Price targets stretch from $3.50 up to $6.00, implying about 79% upside from Friday’s $4.58 close. https://www.marketbeat.com/stocks/NYSE/FUB…

Raymond James analyst Brent Penter kicked off coverage with a Market Perform rating, noting the Hulu merger “significantly strengthens” Fubo’s scale and balance sheet. He pointed out the company now sits “firmly” as the No. 2 virtual pay-TV bundle, trailing only Alphabet’s YouTube TV. Still, Penter is holding off on a more bullish stance until he sees updated guidance. https://www.tipranks.com/news/the-fly/fubo…

Fubo shares ended Friday roughly 3.4% higher, according to MarketBeat, trading in a range between $2.45 and $2.57. The company’s market cap is now around $879 million, a steep drop from its 52-week peak of $5.99. https://www.marketbeat.com/stocks/NYSE/FUB…

Insider sales drew attention again. MarketBeat’s insider-trading log reveals CEO David Gandler offloaded 170,279 shares at $2.55 on Jan. 5. This follows November sales by CFO John Janedis and COO Alberto Horihuela. https://www.marketbeat.com/stocks/NYSE/FUB…

The Disney financing dates back to October 2025, when Fubo closed its business combination with Disney’s Hulu + Live TV. The companies said the move created a “virtual MVPD” — an internet cable-style bundle — boasting nearly 6 million subscribers across North America. Disney owns about 70% of the combined entity. Andy Bird, the board chair, described the deal as one that “brings together two industry leading brands.” https://www.sec.gov/Archives/edgar/data/14…

The deal faced scrutiny during its review. The U.S. Department of Justice investigated the transaction over potential competition issues, Reuters reported in April 2025, referencing a Bloomberg News story. https://www.reuters.com/sustainability/doj…

Still, the stock behaves like a turnaround play. Simply Wall St noted that while the Disney-affiliate loan provides breathing room, it does not “yet change the core risk” tied to subscriber declines, rising content expenses, and a saturated streaming field. https://simplywall.st/stocks/us/media/nyse…

Investor blogs are viewing the loan as more of a refinancing maneuver than a fresh start. Meyka, which monitors the stock, noted that the $145 million borrowing reduces near-term refinancing pressure linked to the 2026 maturity. Still, it pointed out that the real test for the market will be the cost of capital and upcoming catalysts. https://meyka.com/blog/fubo-stock-today-ja…

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