FuboTV (FUBO) Stock Forecast & Price Target

FuboTV Inc. has demonstrated a notable improvement in its financial performance, with a significant increase of 268,000 subscribers in the last quarter, exceeding prior estimates, particularly driven by a 275,000 subscriber gain in North America. The company reported a year-over-year ARPU (Average Revenue Per User) increase of 13% to $76.69 in the North American market, contributing to a positive outlook for revenue growth, with FY26 estimates rising to $1.7 billion, an 8% year-on-year increase. Furthermore, the company is projected to reach an adjusted EBITDA of $80.6 million in FY26, indicating a substantial improvement over the prior year's forecast and reinforcing confidence in its profitability trajectory.

FuboTV Inc. reported a 2% decline in subscription revenues year-over-year for the third quarter of 2025, which was notably worse than previous estimates, signaling potential challenges in subscriber retention and growth. The company also saw a 6% decrease in advertising revenues, which partially stemmed from the loss of specific ad units and difficulties in securing profitable content, reflecting a concerning outlook for future revenue generation. Additionally, revised full-year estimates for 2026 indicate a projected revenue decrease of 1% year-over-year and an adjusted EBITDA that, although improved from 2025, remains significantly below prior expectations, highlighting ongoing operational and financial pressures.