STUB (NYSE:STUB) Releases Earnings Results, Beats Expectations By $0.07 EPS

STUB (NYSE:STUB) released its quarterly earnings data on Wednesday. The company reported $0.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.07, FiscalAI reports. The firm had revenue of $446.05 million for the quarter. The company’s revenue was up 12.2% compared to the same quarter last year.

Here are the key takeaways from STUB’s conference call:

• StubHub reported a solid start to 2026, with GMS up 7% to $2.2 billion and adjusted EBITDA margin expanding to 16%, while management reiterated full-year guidance for GMS and EBITDA.
• Profitability improved meaningfully as revenue rose 12% to $446 million and adjusted EBITDA increased to $72.1 million, driven by better marketing efficiency, stronger gross margins, and normalized revenue conversion.
• The company said its core resale marketplace is benefiting from scale and market share gains, with strong live-event demand and a healthy 2026 event calendar supporting continued growth.
• StubHub highlighted progress in Open Distribution and enterprise seller tools, including an AI-powered Distribution Manager and direct integrations with primary ticketing platforms to expand inventory and access.
• Cash generation remained strong, allowing the company to further deleverage; StubHub repaid another $100 million after quarter end and said net leverage improved to about 4.0x trailing EBITDA.

STUB Price Performance

Shares of STUB traded up $0.26 during trading hours on Friday, hitting $8.81. The stock had a trading volume of 4,296,245 shares, compared to its average volume of 4,211,374. The stock has a market capitalization of $3.14 billion and a PE ratio of -13.30. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.04 and a quick ratio of 1.03. The company’s fifty day moving average price is $7.17. STUB has a 52 week low of $5.74 and a 52 week high of $27.89.

Wall Street Analyst Weigh In

STUB has been the topic of several analyst reports. Wedbush reissued a “neutral” rating and issued a $10.00 price target (down from $18.00) on shares of STUB in a report on Thursday, March 5th. Morgan Stanley raised their price objective on shares of STUB from $8.25 to $8.75 and gave the stock an “equal weight” rating in a report on Thursday. Guggenheim lifted their target price on shares of STUB from $7.50 to $8.50 and gave the company a “neutral” rating in a research report on Friday. Oppenheimer dropped their price target on shares of STUB from $20.00 to $12.00 and set an “outperform” rating for the company in a research report on Thursday, March 5th. Finally, Craig Hallum initiated coverage on STUB in a report on Thursday, January 29th. They set a “hold” rating and a $12.00 price objective on the stock. One research analyst has rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $10.75.

Key Headlines Impacting STUB

Here are the key news stories impacting STUB this week:

• Positive Sentiment: StubHub posted a strong Q1 2026 report, swinging to a $48 million profit from a loss a year ago and beating expectations with $446.05 million in revenue, up 12.2% year over year. Investors liked the combination of better profitability, stronger ticket demand, and reaffirmed full-year guidance. StubHub Announces First Quarter 2026 Results
• Positive Sentiment: Multiple headlines described the results as a turnaround sign, with analysts and market commentary highlighting that StubHub’s first profitable quarter and improved operating leverage could mark the start of a more sustainable recovery. StubHub Holdings Earnings Call Signals Profitable Turn
• Positive Sentiment: Wall Street firms nudged their outlooks higher after the earnings beat: JPMorgan raised its price target to $11.00 and Morgan Stanley raised its target to $8.75. Even though both firms kept relatively cautious ratings, the target hikes suggest improved sentiment on the stock. JPMorgan Chase & Co. Price Target Update
• Neutral Sentiment: An insider sale by Scott Michael Fitzgerald was disclosed, but the transaction was small relative to his holdings and does not appear to be the main driver of trading in the shares. Scott Michael Fitzgerald Sells 1,613 Shares of STUB

Insider Buying and Selling

In other news, insider Scott Michael Fitzgerald sold 28,387 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $7.66, for a total transaction of $217,444.42. Following the completion of the sale, the insider owned 77,961 shares of the company’s stock, valued at approximately $597,181.26. This trade represents a 26.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders have sold 31,619 shares of company stock valued at $240,178 in the last quarter.

Institutional Investors Weigh In On STUB

A number of large investors have recently bought and sold shares of the business. CWM LLC raised its position in STUB by 56,638.1% in the 4th quarter. CWM LLC now owns 276,882 shares of the company’s stock valued at $3,746,000 after purchasing an additional 276,394 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of STUB during the fourth quarter worth $1,044,000. Baader Bank Aktiengesellschaft acquired a new stake in shares of STUB in the fourth quarter valued at $1,015,000. International Assets Investment Management LLC acquired a new stake in shares of STUB in the fourth quarter valued at $149,000. Finally, Empowered Funds LLC bought a new position in shares of STUB in the fourth quarter valued at about $1,657,000.

STUB Company Profile

Stubhub Holdings Inc, through its subsidiaries, provides an online marketplace to buy and sell tickets for sports, concerts, theater, festivals and other live events. Stubhub Holdings Inc is based in NEW YORK.