NEW YORK — Shares of fuboTV Inc. (NYSE:FUBO) have been assigned a consensus recommendation of “Moderate Buy” from the six research firms currently covering the company, according to a report by MarketBeat. The sports-first streaming platform continues to capture investor attention following a landmark business combination with The Walt Disney Company’s Hulu + Live TV late last year.
The current analyst sentiment is broken down into one sell recommendation, two hold recommendations, two buy recommendations, and one strong buy recommendation. Brokerages have set an average 1-year price target of $4.5833, representing a potential upside of approximately 78.69% from the stock’s recent opening price of $2.57.
Financial Resilience and Earnings Beat
In its most recent quarterly report issued on November 3, 2025, fuboTV delivered a significant earnings surprise. The company reported earnings per share (EPS) of $0.02 (or -$0.01 depending on adjustment metrics), soundly beating the consensus analyst estimate which had forecasted a loss of ($0.04) to ($0.07).
Key Financial Highlights:
- Revenue: $377.20 million, exceeding estimates of $361.33 million.
- Net Margin: 7.61%, with a total net loss narrowing to $18.9 million—a sharp improvement from the $54.7 million loss recorded in the same quarter of 2024.
- Adjusted EBITDA: $6.9 million, marking the company’s second consecutive quarter of positive Adjusted EBITDA.
Despite a slight 2.3% year-over-year decline in total revenue as the company transitioned its model, fuboTV achieved its highest-ever third-quarter subscriber count in North America, reaching 1.63 million paid subscribers.
Strategic Transformation: The Disney/Hulu Factor
The primary catalyst for fuboTV’s “Moderate Buy” rating is its late 2025 merger with Disney’s Hulu + Live TV business. This combination, finalized on October 29, 2025, transformed fuboTV into an affiliate of The Walt Disney Company and created the sixth-largest Pay TV service in the United States.
The New Media Powerhouse:
- Combined Scale: The new entity boasts nearly 6 million subscribers in North America.
- Ownership Structure: Disney holds an approximately 70% interest in the newly combined company, with existing fuboTV shareholders retaining roughly 30%.
- Management: Fubo co-founder and CEO David Gandler leads the new entity, which remains publicly traded under the FUBO ticker.
- Settlement Benefits: As part of the deal, all litigation regarding the Venu Sports joint venture was resolved. Disney, Fox, and WBD made a combined payment of $220 million to fuboTV, and Disney committed to a $145 million term loan for the company in 2026.
CEO David Gandler highlighted the merger as a “transformative next phase,” allowing the company to offer a more robust set of sports and entertainment programming while driving toward long-term profitability and scale.
Insider Trading and Ownership
While analyst sentiment remains cautiously optimistic, the company has seen notable insider selling over the last 90 days, largely attributed to tax obligations and pre-arranged trading plans.
- CEO David Gandler: Sold 170,279 shares on January 5, 2026, at an average price of $2.55. This was part of a Rule 10b5-1 plan to cover taxes upon the vesting of Restricted Stock Units (RSUs).
- CFO John Janedis: Sold 170,585 shares in late November at an average price of $3.16.
- Total Insider Activity: Over the last three months, insiders have sold 610,095 shares valued at approximately $1.82 million. Corporate insiders now maintain a 5.30% ownership stake in the company.
Market Outlook and Analyst Predictions
Looking ahead, sell-side analysts predict a volatile but improving path for fuboTV. While the consensus estimate for the current fiscal year sits at -0.51 EPS, projections for the upcoming February earnings report suggest a possible quarterly profit of $0.03 EPS.
Brokerage Ratings (Last 90 Days):
| Brokerage | Rating | Price Target |
| Needham & Company | Buy | $4.25 |
| Zacks Research | Hold | N/A |
| Raymond James | Market Perform | N/A |
| Weiss Ratings | Sell | N/A |
| Wedbush | Outperform | $6.00 |
The company is estimated to release its next set of financial results on Friday, February 27, 2026. These results will provide the first full-quarter look at the Hulu + Live TV integration and the progress of the company’s new “Discovery Global” affiliate status.