NEW YORK, Jan 17, 2026, 21:24 (EST)
- StockStory named FuboTV the leading media stock in its Q3 earnings-season screen, highlighting the company’s forecast beats.
- FUBO ended the day at $2.67. StockStory highlighted that the stock has dropped almost 29% since the quarterly results came out.
- Fubo has been reducing the size of its February 2026 convertible notes maturity, which investors see as a potential dilution threat.
FuboTV Inc shares ended Friday at $2.67, buoyed by a StockStory earnings screen that ranked the sports-centric streaming service among the best performers for the September-quarter reporting season.
The call-out matters because Fubo beat revenue and profitability forecasts in that quarter, yet shares are still down about 29% since it reported. That disconnect has kept the stock in the “cheap, but why?” bucket for months.
Debt plays a key role in the timing. Fubo faces convertible notes maturing in February—bonds that can convert into shares—and the company has acted early to prevent that from weighing on the stock.
StockStory reported that Fubo’s revenue hit $377.2 million, slipping 2.3% year over year but still beating analysts’ forecasts by 4.9%. The company also surpassed estimates for both earnings per share and EBITDA, a profit metric excluding interest, taxes, and non-cash items. Warner Music Group posted the largest revenue surprise, according to the same report, while Warner Bros. Discovery fell short of expectations. Disney’s revenue remained flat and missed projections, StockStory noted. (StockStory)
Fubo’s shares closed Friday at $2.67, fluctuating in a tight range from $2.58 to $2.67 during the session, according to data from Investing.
On Thursday, Benzinga released a valuation note highlighting that Fubo’s price-to-earnings ratio — which measures the share price against earnings per share — is currently below the interactive media and services industry average of 22.33. (Benzinga)
Earlier this month, Simply Wall St pegged the stock’s “narrative fair value” at $4.50—roughly 44% higher than its price then—but cautioned that changes in subscriber numbers or content agreements could quickly alter that outlook. (Simply Wall St)
A U.S. securities filing revealed that Fubo’s planned business combo with Disney’s Hulu + Live TV, set for late 2025, triggered a repurchase right on its 3.25% convertible senior notes due 2026. The tender offer ended Jan. 13, with $140.2 million of notes tendered. The company said it plans to repay the remaining $4.5 million when the notes mature on Feb. 15.
Fubo repurchased the tendered notes at full principal plus accrued interest, funded by a $145 million term loan tied to the Hulu + Live TV deal. CEO David Gandler said the move “underscores Fubo’s continued proactive management of our capital structure” and emphasized that “no shareholders were diluted as a result of this repurchase.” (Fubo Investor Relations)
Fubo announced it will launch “The Hoops HQ Show” on Jan. 20 via Fubo Sports Network, its FAST channel offering free ad-supported streaming TV. Seth Davis, editor-in-chief of Hoops HQ, described Fubo Sports Network as “the perfect platform for our new series.” Pamela Duckworth, head of Fubo Studios, added, “Our fans are hungry to hear from authentic voices.” (Fubo Investor Relations)
Revenue dropped compared to last year, and Fubo cautioned that results may fluctuate due to seasonality, ongoing content deals, and the Hulu + Live TV integration. If growth continues to be uneven, a low valuation might signal risk rather than opportunity.
