
STUB Stock Forecast & Price Target
STUB Analyst Ratings
Bulls say
Stubhub Holdings is supported by strong demand momentum, with 2Q GMS up 34% year over year and revenue up 33%, both well above estimates, while EBITDA of $22M also exceeded expectations despite elevated World Cup-related costs. Its 47% market share in secondary ticketing and deep ticket inventory provide a durable competitive advantage, and management’s raised 2026 GMS guide to $10.1B-$10.3B plus an EBITDA outlook of $400M-$420M signals confidence in sustained growth and margin expansion. The company also has additional upside from advertising and direct issuance initiatives, which could broaden monetization beyond its core marketplace franchise and support long-term earnings power.
Bears say
Stubhub Holdings is facing a negative outlook because management’s 2026 guidance implies a sharp 2H26 deceleration to flat-to-+4% GMS growth after a World Cup-boosted 2Q GMS increase of 34%, raising doubts about the durability of core secondary demand. Even with 2026 GMS guided to $10.1bn-$10.35bn and EBITDA of $400mm-$420mm, the model cuts 2027 GMS to $10.46bn and EBITDA to $473mm as tougher World Cup comps, lower take-rate assumptions, and uncertainty around direct issuance and advertising weigh on estimates. The firm also faces execution risk from consumer pull-forward concerns, all-in pricing pressure, and possible traffic disruption from search algorithm changes, while cash priorities remain focused on deleveraging rather than growth acceleration.
This aggregate rating is based on analysts' research of StubHub Holdings, Inc. and is not a guaranteed prediction by Public.com or investment advice.
STUB Analyst Forecast & Price Prediction
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STUB Analyst Forecast & Price Prediction
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