Vivid Seats (SEAT) Stock Forecast & Price Target

Vivid Seats Inc. is poised for a positive financial outlook, particularly with expectations for marketplace gross order value (GOV) and revenue to rebound in the second half of 2025, driven by easier comparisons and growth within the live events market. The anticipated collaboration with United Airlines, leveraging their 130 million loyalty members, is expected to further enhance ticket volume in the latter half of 2025, contributing to increased revenue. Additionally, the company is witnessing solid international growth and benefits from a favorable supply roster for concerts, which positions it for continued profitability and enhanced customer engagement through loyalty programs.

Vivid Seats Inc. has experienced a decline in orders and gross order value (GOV) of 12% and 11%, respectively, although total transaction revenue saw only a 1% decrease due to a 12% growth in resale revenue, leading to a slight year-over-year revenue increase to $199.8 million. The company faces increasing pressure from an economic slowdown that is impacting consumer spending, which, combined with high marketing expenditures to maintain market share amidst competitive intensity, is negatively affecting margins. Additionally, the market conditions have worsened recently, raising concerns about the long-term growth prospects of Vivid Seats, particularly as competitors like Stubhub may further exacerbate these challenges through aggressive marketing strategies.