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. Marketbeat
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. Fubo
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. Sec
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. Marketbeat
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. Tipranks
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. Marketbeat
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. Marketbeat
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.” Sec
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. Reuters
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. Simplywall
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. Meyka
