Vivid Seats 過去の業績
過去 基準チェック /06
Vivid Seatsの収益は年間平均-7.5%の割合で減少していますが、 Entertainment業界の収益は年間 増加しています。収益は年間26.6% 15.9%割合で 増加しています。
主要情報
-7.47%
収益成長率
-77.15%
EPS成長率
| Entertainment 業界の成長 | 18.06% |
| 収益成長率 | 15.92% |
| 株主資本利益率 | n/a |
| ネット・マージン | -82.25% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 22
SEAT: Event Tailwinds And Operating Leverage Will Drive Bullish Repricing
Analysts have reduced the fair value estimate for Vivid Seats to $15.00 from $18.00. This reflects a slightly higher discount rate, more constructive assumptions on revenue growth and profit margin, and a lower future P/E multiple that is broadly in line with recent shifts in Street price targets and mixed views on competitive pressures and event tailwinds.
ナラティブの更新 • Apr 30
SEAT: High Operating Leverage And App Momentum Will Drive Earnings Recovery
Narrative update on Vivid Seats Analysts have reset Vivid Seats' targets into a lower $5.65 to $15 range, trimming prior goals such as $18, $12, $10 and $9. They are weighing ongoing GOV and revenue pressure, competitive uncertainty, and mixed quarterly results against early signs of customer momentum, app traction, and potential benefits from operating leverage and possible consolidation.ナラティブの更新 • Apr 16
SEAT: Execution Improvements And New CFO Hire Will Drive Earnings Recovery
Analysts have trimmed the fair value estimate for Vivid Seats from $11.88 to $9.58, reflecting a mix of lowered price targets in the $5.65 to $15 range as they balance ongoing GOV pressure and competitive risks against early signs of operational momentum and stabilization. Analyst Commentary Street research on Vivid Seats clusters around a common theme of pressure on gross order volume, profitability, and competitive positioning, paired with some cautiously constructive views on execution and potential upside if recent operational changes start to play through.
ナラティブの更新 • Apr 01
SEAT: Future App Traction And Competitive Pressure Will Shape Risk Reward Balance
Narrative Update on Vivid Seats The analyst price target for Vivid Seats has moved from $7 to $5.65 as analysts weigh early signs of traction in app engagement and operating leverage against continued declines in gross order value (GOV), competitive pressures, and recent mixed quarterly results. Analyst Commentary Recent Street research around Vivid Seats points to a split view, with some highlighting upside tied to operating and financial leverage, while a growing group of bearish analysts is trimming price targets and stressing execution risks.ナラティブの更新 • Mar 18
SEAT: Future Competitive Pressure And GOV Declines Will Drive Downside Risk
Analysts have trimmed the Vivid Seats price target to $5.65 from $7. This reflects softer recent quarters, ongoing competitive pressure and mixed views on how quickly operational improvements and customer traction can translate into more durable profitability.ナラティブの更新 • Mar 04
SEAT: Earnings Execution And New CFO Appointment Will Support Recovery
Analysts have raised their Vivid Seats fair value estimate from $11.38 to $11.88, citing updated assumptions on discount rates, profit margins, and future P/E as the basis for this revised price target. Analyst Commentary Recent Street research around Vivid Seats reflects a mix of optimism on execution and caution on valuation and risk, even as fair value estimates are adjusted.ナラティブの更新 • Feb 18
SEAT: Reset GOV Assumptions And New CFO Will Support Bullish Repricing
Analysts have reduced their $18.00 fair value target for Vivid Seats, citing slightly softer revenue growth assumptions, a modestly lower profit margin outlook, and a small uptick in future P/E expectations, in line with a recent price target cut to $11 by Deutsche Bank. Analyst Commentary Bullish Takeaways Bullish analysts view the revised $18.00 fair value as still supportive of upside from recent trading levels, even after aligning assumptions with the reduced $11 price target referenced in recent research.分析記事 • Feb 11
Health Check: How Prudently Does Vivid Seats (NASDAQ:SEAT) Use Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Feb 04
SEAT: Loyalty Partnership And 2026 GOV Outlook Will Support Recovery
Narrative Update: Vivid Seats Analysts have reduced their price target on Vivid Seats from about US$12.60 to roughly US$11.38. This reflects updated expectations for slightly softer revenue trends, a modestly lower profit margin outlook, and a lower future P/E multiple in light of recently lowered Street targets following increased competition and pressure on growth metrics.ナラティブの更新 • Jan 21
SEAT: Future GOV And Competition Will Shape Balanced Risk Reward
Analysts have cut their fair value estimate for Vivid Seats from US$18.00 to US$7.00, reflecting recent price target reductions on the stock and updated views on slower revenue contraction, slightly higher discount rates, improved profit margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research highlights a clear reset in expectations around Vivid Seats, with several bearish analysts cutting price targets sharply and pointing to execution and growth risks that could weigh on the stock's valuation.ナラティブの更新 • Jan 06
SEAT: Management Outlook And Loyalty Partnership Will Support GOV Recovery
Narrative Update: Vivid Seats The analyst fair value estimate for Vivid Seats has moved from about $13.33 to $12.60, reflecting analysts' lower price targets. These include cuts tied to recent Q3 competition impacts, contracting GOV, and reduced GOV and revenue estimates for Q4 and the 2026 outlook.ナラティブの更新 • Dec 22
SEAT: Medium Term GOV Reset Will Support Bullish Repricing
Analysts have cut their price target on Vivid Seats roughly in half to $18, reflecting reduced fair value expectations amid intensified competitive pressures, lower projected gross order volume, and a reset growth outlook. Analyst Commentary Despite the sharp reset in official price targets, bullish analysts highlight that the revised ranges continue to imply upside from current trading levels.分析記事 • Dec 20
Vivid Seats Inc. (NASDAQ:SEAT) Not Doing Enough For Some Investors As Its Shares Slump 25%
To the annoyance of some shareholders, Vivid Seats Inc. ( NASDAQ:SEAT ) shares are down a considerable 25% in the last...ナラティブの更新 • Dec 08
SEAT: Management Outlook Will Support Recovery Despite 29% Gross Order Volume Slide
Analysts have trimmed their average price target on Vivid Seats to about $12, down sharply from previous expectations near the mid-$20s. They cite intensified competitive pressure, weaker gross order volume trends, and lower projected marketplace take rates that weigh on the company’s medium term growth outlook.ナラティブの更新 • Nov 24
SEAT: Management Outlook Will Support Recovery Despite 29% Order Value Decline
Analysts have significantly reduced their price targets for Vivid Seats, lowering the fair value estimate from approximately $23 to around $13 per share. They cite ongoing competitive pressures, weaker growth expectations, and revised management guidance impacting future revenue and profitability forecasts.ナラティブの更新 • Nov 07
SEAT: Competitive Pressures Will Ease As New Partnerships Drive Rebound
Analysts have reduced their fair value estimate for Vivid Seats from $26.33 to $23.11. They cite a more conservative revenue outlook and ongoing competitive pressures in the ticketing marketplace as the main reasons for this adjustment.分析記事 • Oct 31
Little Excitement Around Vivid Seats Inc.'s (NASDAQ:SEAT) Revenues As Shares Take 27% Pounding
To the annoyance of some shareholders, Vivid Seats Inc. ( NASDAQ:SEAT ) shares are down a considerable 27% in the last...分析記事 • Sep 06
Investors Don't See Light At End Of Vivid Seats Inc.'s (NASDAQ:SEAT) Tunnel And Push Stock Down 38%
To the annoyance of some shareholders, Vivid Seats Inc. ( NASDAQ:SEAT ) shares are down a considerable 38% in the last...ナラティブの更新 • Aug 06
International Expansion And Efficiency Will Unlock Future Value
The significant upward revision in Vivid Seats’ fair value is primarily driven by improved revenue growth expectations and a markedly lower future P/E multiple, leading to a consensus analyst price target increase from $2.72 to $8.82. What's in the News Vivid Seats approved an amendment allowing a reverse stock split of its Class A and Class B common stock, at a ratio between 1-for-5 and 1-for-30, with the specific ratio to be set by the Board.分析記事 • Jul 03
Vivid Seats Inc. (NASDAQ:SEAT) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Those holding Vivid Seats Inc. ( NASDAQ:SEAT ) shares would be relieved that the share price has rebounded 27% in the...分析記事 • Jun 25
Vivid Seats (NASDAQ:SEAT) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • Jun 12
Vivid Seats: Contrarian Upside Through Take-Rate Resilience And Global Expansion
Summary We rate Vivid Seats a Strong Buy with a $5 PT, citing resilient take-rate and underappreciated international/resale segment growth as key upside drivers. The market is too focused on near-term GMV declines, missing SEAT’s ability to defend a 16.3–16.8% take-rate and achieve above-consensus revenue growth. International expansion and SkyBox reseller adoption will add $15–$31mn incremental revenue by FY26E, diversifying growth and supporting margin resilience. Despite regulatory and volume risks, SEAT’s fee discipline and segment mix create a rare asymmetric risk/reward; we recommend accumulating shares ahead of a likely re-rating. Read the full article on Seeking Alpha分析記事 • May 30
Why Vivid Seats Inc. (NASDAQ:SEAT) Could Be Worth Watching
Vivid Seats Inc. ( NASDAQ:SEAT ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • May 08
Why Investors Shouldn't Be Surprised By Vivid Seats Inc.'s (NASDAQ:SEAT) 29% Share Price Plunge
To the annoyance of some shareholders, Vivid Seats Inc. ( NASDAQ:SEAT ) shares are down a considerable 29% in the last...分析記事 • Apr 07
Is Vivid Seats Inc. (NASDAQ:SEAT) Trading At A 37% Discount?
Key Insights Vivid Seats' estimated fair value is US$4.10 based on 2 Stage Free Cash Flow to Equity Vivid Seats is...分析記事 • Mar 13
Lacklustre Performance Is Driving Vivid Seats Inc.'s (NASDAQ:SEAT) 34% Price Drop
Vivid Seats Inc. ( NASDAQ:SEAT ) shareholders won't be pleased to see that the share price has had a very rough month...分析記事 • Mar 12
Vivid Seats (NASDAQ:SEAT) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 31
Is It Time To Consider Buying Vivid Seats Inc. (NASDAQ:SEAT)?
While Vivid Seats Inc. ( NASDAQ:SEAT ) might not have the largest market cap around , it saw a significant share price...Seeking Alpha • Dec 28
Vivid Seats: GOV Slowdown Clouds Growth
Summary Vivid Seats has faced a marketplace GOV slowdown due to slower industry activity in 2024, tracking competitor Live Nation's similar decline. FTC is aiming to ban hidden fees in the purchase process, which could hurt Vivid Seats' industry. The potential ban's effects on Vivid Seats remain uncertain, though. Given a mid-term recovery with better industry activity, SEAT stock remains valued incredibly attractively. I estimate 76% upside to a fair value of $6.58. Read the full article on Seeking Alpha分析記事 • Dec 27
An Intrinsic Calculation For Vivid Seats Inc. (NASDAQ:SEAT) Suggests It's 49% Undervalued
Key Insights Vivid Seats' estimated fair value is US$7.53 based on 2 Stage Free Cash Flow to Equity Vivid Seats is...分析記事 • Nov 09
Vivid Seats (NASDAQ:SEAT) Is Doing The Right Things To Multiply Its Share Price
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
新しいナラティブ • Sep 16
SkyBox Drive And Tactical Expansions Set To Boost Profitability And Market Share
Expansion into international markets and strategic acquisitions aim to drive revenue growth and enhance inventory synergization without proportionally raising sales expenses.Seeking Alpha • Aug 01
Vivid Seats: Growth Momentum Is Severely Undervalued Due To Margin Concerns (Rating Upgrade)
Summary Vivid Seats has continued reporting good revenue growth momentum after the prior acquisitions, with the company anticipating years of double-digit growth. Cost control has been worse in recent quarters, pushing earnings down and acting as a considerable risk. Extensive share repurchases should drive great shareholder value. The stock's valuation seems to price in too high risks, making Vivid Seats severely undervalued in my base scenario. Read the full article on Seeking Alpha分析記事 • Jul 25
Investors Will Want Vivid Seats' (NASDAQ:SEAT) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...収支内訳
収支内訳
Vivid Seats の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 533 | -438 | 373 | 0 |
| 31 Dec 25 | 571 | -429 | 404 | 0 |
| 30 Sep 25 | 644 | -155 | 441 | 0 |
| 30 Jun 25 | 694 | -141 | 454 | 0 |
| 31 Mar 25 | 749 | -3 | 481 | 0 |
| 31 Dec 24 | 776 | 9 | 480 | 0 |
| 30 Sep 24 | 774 | 35 | 471 | 0 |
| 30 Jun 24 | 776 | 37 | 471 | 0 |
| 31 Mar 24 | 743 | 68 | 448 | 0 |
| 31 Dec 23 | 713 | 75 | 429 | 0 |
| 30 Sep 23 | 680 | 60 | 403 | 0 |
| 30 Jun 23 | 648 | 61 | 386 | 0 |
| 31 Mar 23 | 631 | 40 | 376 | 0 |
| 31 Dec 22 | 600 | 29 | 376 | 0 |
| 30 Sep 22 | 599 | 35 | 366 | 0 |
| 30 Jun 22 | 582 | 25 | 340 | 0 |
| 31 Mar 22 | 550 | 18 | 311 | 0 |
| 31 Dec 21 | 443 | -3 | 274 | 0 |
| 30 Sep 21 | 281 | -53 | 171 | 0 |
| 30 Jun 21 | 134 | -91 | 114 | 0 |
| 31 Mar 21 | -10 | -756 | 69 | 0 |
| 31 Dec 20 | 35 | 0 | 104 | 0 |
| 31 Dec 19 | 469 | -54 | 280 | 0 |
質の高い収益: SEATは現在利益が出ていません。
利益率の向上: SEATは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: SEATは利益が出ておらず、過去 5 年間で損失は年間7.5%の割合で増加しています。
成長の加速: SEATの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: SEATは利益が出ていないため、過去 1 年間の収益成長をEntertainment業界 ( -3.1% ) と比較することは困難です。
株主資本利益率
高いROE: SEATの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 08:29 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Vivid Seats Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Daniel Kurnos | Benchmark Company |
| Steven McDermott | BofA Global Research |
| Maria Ripps | Canaccord Genuity |