Vivid Seats (SEAT) Stock Forecast & Price Target

Vivid Seats Inc. is positioned for a positive growth trajectory as it anticipates marketplace gross order value (GOV) and revenue returning to growth in the latter half of 2025, driven by easier comparisons and increased consumer activity during the summer months. The company's collaboration with United Airlines is expected to enhance revenue through access to its extensive loyalty program, while ongoing geographic expansion and improved supply for concerts are set to bolster overall performance. Additionally, Vivid Seats has demonstrated strong profitability and international growth potential, with European expansion anticipated to contribute modestly to revenues in fiscal year 2025.

Vivid Seats Inc. experienced a significant decline in its key metrics, with orders and gross order value (GOV) dropping by 12% and 11%, respectively, although it managed to post a slight year-over-year revenue increase of $199.8 million, primarily driven by a 12% growth in resale revenue. The company faces increasing challenges, including an economic slowdown that pressures consumer spending, elevated marketing costs that adversely affect margins, and a worsening competitive landscape, prompting management to indicate a need for further marketing expenditures to maintain market share. Furthermore, the potential for lower long-term growth prospects is exacerbated by concerns regarding the resilience of live events during economic downturns and the possibility of irrational competition leading to unsustainable spending strategies.