StubHub Holdings（STUB）株式概要StubHub Holdings, Inc.は、世界中のライブイベントチケットを取り扱うチケットマーケットプレイスを運営している。 詳細STUB ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より75.4%で取引されている 収益は年間82.27%増加すると予測されています リスク分析リスクチェックの結果、STUB 、リスクは検出されなかった。すべてのリスクチェックを見るSTUB Community Fair Values Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN58.7% undervaluedAnalystConsensusTarget•5mo agoDirect Issuance And Global Live Event Demand Will Drive Long-Term Ticket Marketplace Upside13306AN23.2% undervaluedAnalystLowTarget•4mo agoAll In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over Time4401AN74.6% undervaluedAnalystHighTarget•4mo agoGlobal Ticketing Platform Will Benefit From Direct Issuance And Advertising Expansion1200Top Analyst NarrativesAN58.7% undervaluedAnalystConsensusTarget•5mo agoDirect Issuance And Global Live Event Demand Will Drive Long-Term Ticket Marketplace Upside13306AN23.2% undervaluedAnalystLowTarget•4mo agoAll In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over Time4401AN74.6% undervaluedAnalystHighTarget•4mo agoGlobal Ticketing Platform Will Benefit From Direct Issuance And Advertising Expansion1200View all narrativesStubHub Holdings, Inc. 競合他社Manchester UnitedSymbol: NYSE:MANUMarket cap: US$3.5bAtlanta Braves HoldingsSymbol: NasdaqGS:BATR.KMarket cap: US$3.3bMadison Square Garden EntertainmentSymbol: NYSE:MSGEMarket cap: US$3.3bCinemark HoldingsSymbol: NYSE:CNKMarket cap: US$3.1b価格と性能株価の高値、安値、推移の概要StubHub Holdings過去の株価現在の株価US$9.9852週高値US$27.8952週安値US$5.74ベータ01ヶ月の変化39.00%3ヶ月変化6.62%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-54.64%最新ニュースライブニュース • May 22StubHub Reports Q1 Profit as Revenue Reaches US$446 Million and AI Tools Gain TractionStubHub reported Q1 2026 revenue of $446 million, up 12% year over year, with Gross Merchandise Sales of $2.2 billion, a 7% increase. The company moved from a net loss in the prior-year quarter to a net profit of $48 million, while adjusted EBITDA reached $72.1 million with a 16% margin, roughly 50% higher than a year earlier. StubHub highlighted AI-powered tools such as its Distribution Manager, deeper integrations with primary ticketing partners, and ongoing debt reduction that brought net leverage to 4.0x. The company also reaffirmed full-year 2026 guidance for Gross Merchandise Sales of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million. The combination of higher revenue, improved profitability metrics, and reaffirmed guidance indicates management’s confidence in StubHub’s current operating trajectory and business model around live event ticketing. Investors may want to watch how effectively the company’s AI tools and primary ticketing integrations attract large-scale sellers and whether continued debt reduction further improves financial flexibility.Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.13 (up from US$0.12 loss in 1Q 2025). Revenue: US$446.0m (up 12% from 1Q 2025). Net income: US$48.0m (up US$83.9m from 1Q 2025). Profit margin: 11% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US.Seeking Alpha • May 14If Management Is Right, StubHub Is A Double (Or Better) (Rating Upgrade)Summary StubHub Holdings, Inc. shares have plummeted 68% from their $23.50 IPO price, making it the worst major IPO in over sixteen months. Sell-side projections proved wildly optimistic, with 2026 adjusted EBITDA guidance now at $400–$420 million, less than half of the initial consensus, and execution has disappointed. But a solid Q1 report shows signs that market share gains and margin expansion should continue for STUB and could mark a sentiment shift. Management has to get it right, but if they do, STUB is a potential multi-bagger. Read the full article on Seeking Alphaお知らせ • May 04StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026.お知らせ • Apr 16StubHub Holdings, Inc. to Report Q1, 2026 Results on May 13, 2026StubHub Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Mar 18StubHub Announces Launch Of StubHub Distribution ManagerStubHub announced the launch of StubHub Distribution Manager, an AI-powered self-serve tool that lets artists, teams, and venues list and manage official tickets directly on its global marketplace. Distribution Manager is the first product built on top of StubHub's Open Distribution model, which the company has been scaling over the past 18 months. Distribution Manager is self-serve tool that gives rights holders a direct line to over 125 million fans. Distribution Manager puts value back into the hands of those creating the events, cutting out the middleman. Whether it's a global sports franchise or a small grassroots venue, any rights holder can now reach more fans and keep a greater share of the revenue. There are no exclusive contracts, no seller-side fees, and full control stays with the partner. Through StubHub's marketplace, partners reach over 125 million registered users across more than 200 countries and territories and 33 languages. Distribution Manager arrives as the market shifts toward open, non-exclusive distribution. The tool empowers rights holders to act on that shift. Distribution Manager doesn’t require a technical team or a complex integration. A festival manager, sports team or promoter can type something as simple as 'Help me sell tickets,' and the tool pulls up the event, identifies the ticket type, helps set a sales goal, and automatically lists the inventory on StubHub. There is no API integration required. Because the tool sits on top of more than 25 years of StubHub marketplace data, it can surface real-time pricing and demand signals. Partners see what similar events are selling for and where demand is building before a single ticket goes live. StubHub handles payments, fraud protection, and customer support. Every ticket sold through Distribution Manager comes directly from the artist, team, or venue, and is backed by StubHub's FanProtect Guarantee.最新情報をもっと見るRecent updatesライブニュース • May 22StubHub Reports Q1 Profit as Revenue Reaches US$446 Million and AI Tools Gain TractionStubHub reported Q1 2026 revenue of $446 million, up 12% year over year, with Gross Merchandise Sales of $2.2 billion, a 7% increase. The company moved from a net loss in the prior-year quarter to a net profit of $48 million, while adjusted EBITDA reached $72.1 million with a 16% margin, roughly 50% higher than a year earlier. StubHub highlighted AI-powered tools such as its Distribution Manager, deeper integrations with primary ticketing partners, and ongoing debt reduction that brought net leverage to 4.0x. The company also reaffirmed full-year 2026 guidance for Gross Merchandise Sales of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million. The combination of higher revenue, improved profitability metrics, and reaffirmed guidance indicates management’s confidence in StubHub’s current operating trajectory and business model around live event ticketing. Investors may want to watch how effectively the company’s AI tools and primary ticketing integrations attract large-scale sellers and whether continued debt reduction further improves financial flexibility.Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.13 (up from US$0.12 loss in 1Q 2025). Revenue: US$446.0m (up 12% from 1Q 2025). Net income: US$48.0m (up US$83.9m from 1Q 2025). Profit margin: 11% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US.Seeking Alpha • May 14If Management Is Right, StubHub Is A Double (Or Better) (Rating Upgrade)Summary StubHub Holdings, Inc. shares have plummeted 68% from their $23.50 IPO price, making it the worst major IPO in over sixteen months. Sell-side projections proved wildly optimistic, with 2026 adjusted EBITDA guidance now at $400–$420 million, less than half of the initial consensus, and execution has disappointed. But a solid Q1 report shows signs that market share gains and margin expansion should continue for STUB and could mark a sentiment shift. Management has to get it right, but if they do, STUB is a potential multi-bagger. Read the full article on Seeking Alphaお知らせ • May 04StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026.お知らせ • Apr 16StubHub Holdings, Inc. to Report Q1, 2026 Results on May 13, 2026StubHub Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Mar 18StubHub Announces Launch Of StubHub Distribution ManagerStubHub announced the launch of StubHub Distribution Manager, an AI-powered self-serve tool that lets artists, teams, and venues list and manage official tickets directly on its global marketplace. Distribution Manager is the first product built on top of StubHub's Open Distribution model, which the company has been scaling over the past 18 months. Distribution Manager is self-serve tool that gives rights holders a direct line to over 125 million fans. Distribution Manager puts value back into the hands of those creating the events, cutting out the middleman. Whether it's a global sports franchise or a small grassroots venue, any rights holder can now reach more fans and keep a greater share of the revenue. There are no exclusive contracts, no seller-side fees, and full control stays with the partner. Through StubHub's marketplace, partners reach over 125 million registered users across more than 200 countries and territories and 33 languages. Distribution Manager arrives as the market shifts toward open, non-exclusive distribution. The tool empowers rights holders to act on that shift. Distribution Manager doesn’t require a technical team or a complex integration. A festival manager, sports team or promoter can type something as simple as 'Help me sell tickets,' and the tool pulls up the event, identifies the ticket type, helps set a sales goal, and automatically lists the inventory on StubHub. There is no API integration required. Because the tool sits on top of more than 25 years of StubHub marketplace data, it can surface real-time pricing and demand signals. Partners see what similar events are selling for and where demand is building before a single ticket goes live. StubHub handles payments, fraud protection, and customer support. Every ticket sold through Distribution Manager comes directly from the artist, team, or venue, and is backed by StubHub's FanProtect Guarantee.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$5.98 loss per share (further deteriorated from US$0.18 loss in FY 2024). Revenue: US$1.75b (down 1.4% from FY 2024). Net loss: US$1.91b (loss widened US$1.85b from FY 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Entertainment industry in the US.お知らせ • Feb 25StubHub Appoints Jack Sterne as Head of Policy CommunicationsStubHub announced the appointment of Jack Sterne as Head of Policy Communications. In this newly created role, Sterne will lead StubHub's policy communications strategy, focusing on public affairs, legislative advocacy, industry policy issues, and regulatory communications as the company continues to advocate for policies that ensure fans can access the live events they love. Sterne joins StubHub at a transformative moment for the live events industry, as policymakers in statehouses across the country explore how to best serve fans and support the live events ecosystem. His addition to StubHub underscores the company’s commitment to building a world-class communications function that advances policies benefiting fans, artists, venues, and local economies. Sterne brings more than a decade of experience in public affairs, government, and strategic communications to StubHub. Most recently, he served as Executive Director of New York Communications at JPMorganChase, where he directed external media relations for America's largest financial services firm in its hometown. In this role, he served as a key advisor on public affairs campaigns and counseled leaders on how communications could support business priorities. During his tenure, he worked on high-profile initiatives including the opening of the firm's global headquarters at 270 Park Avenue and supporting local communications for CEO Jamie Dimon. Prior to JPMorganChase, Sterne spent three years at SKDK, one of the nation's leading public affairs and political consulting firms, where he designed and executed public affairs campaigns that supported major economic development projects and helped deliver legislative victories for homeless families with children. His government experience includes serving as Deputy Communications Director in New York State Governor’s Office, where he was an integral member of the core communications team during the COVID-19 pandemic, managing crisis communications on critical issues and producing briefings for nationally televised press conferences. Earlier in his career, Sterne held communications roles at Empire State Development, on Letitia James's 2018 campaign for New York Attorney General, and in the offices of New York State Senator Brian Kavanagh and New York City Comptroller Scott M. Stringer. Sterne holds a Bachelor of Arts in Political Science from New York University.お知らせ • Feb 13StubHub Holdings, Inc. to Report Q4, 2025 Results on Mar 04, 2026StubHub Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2026新しいナラティブ • Jan 22All In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over TimeCatalysts About StubHub Holdings StubHub Holdings operates a global online marketplace focused on buying and selling live event tickets. What are the underlying business or industry changes driving this perspective?お知らせ • Dec 24StubHub App Launches in OpenAI ChatGPT - One of the First Ticketing Platforms to Offer Discovery ExperienceStubHub announced it is one of the first ticketing platforms to launch an app on ChatGPT with a discovery experience. The integration transforms how fans find live events--replacing tab-switching and manual filtering with a conversational assistant that understands what you're actually looking for. Ask ChatGPT to "Find me Yankee games next weekend" --and StubHub's app delivers real-time options can refine naturally. Say "find me the best view for the game on Saturday", followed by " actually, find me the cheapest options" and watch the results adjust instantly. How It Works: getting started is simple. Mention StubHub in any ChatGPT conversation--try "StubHub, when are the Lakers playing this month? Then ask, "Get me the 2 cheapest tickets for the game on Saturday." What happens next is different from a typical web search. Instead of showing links to browse on own, ChatGPT opens an interactive StubHub app experience directly in conversation. You'll see real events, actual seat availability, and current prices--not a summary of what might be on a webpage. Keep the conversation going naturally: "Show something cheaper"; "What about next weekend instead?" "I'd prefer seats with a better view". The app identifies preferences across the entire conversation, narrowing results with each exchange. When you've found the right tickets, it sends directly to StubHub to complete purchase. The StubHub ChatGPT app is available now on desktop and mobile web, as well as in the iOS and Android apps. With the StubHub app, user can experience a dedicated ticket-finding assistant that can: Access live ticket availability and pricing in real time; Remember preferences ("2 tickets" + "cheapest" + "weekend games") across multiple back-and-forth exchanges; Apply StubHub-specific intelligence like value scoring and view quality; Surface options might have missed with traditional search. It's the difference between "here are some links" and "let's find perfect seats together." Built on StubHub's Unmatched Live Event Expertise:StubHub's integration brings more than 10 million live events to its app in ChatGPT--from sold-out stadium tours to intimate club shows, championship games to Broadway premieres. Behind the scenes, StubHub's platform delivers: Real-time data: Live availability and pricing, not cached webpage summaries; FanProtect Guarantee: Every purchase is backed by StubHub's guarantee; Trusted marketplace: Over 40 million tickets purchased by fans in 2024 alone, with advanced pricing intelligence for fair, transparent transactions. The Future of Fan Access: StubHub believes every fan deserves access to the moments that matter. This integration represents another step in meeting fans wherever they are--whether that's on StubHub's app, a partner's website, or in a conversation with AI. The StubHub ChatG PT integration is now live.お知らせ • Nov 26Class Action Lawsuit Filed on Behalf of StubHub Holdings, Inc. Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the FirmA shareholder class action lawsuit has been filed against StubHub Holdings, Inc. The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding StubHub’s business, operations, and prospects, including allegations that: StubHub was experiencing changes in the timing of payments to vendors; those changes had a significant adverse impact on free cash flow, including trailing 12 months free cash flow; and as a result, StubHub’s free cash flow reports were materially misleading. The deadline to ask the court to be appointed lead plaintiff in the case is January 23, 2025.Holzer & Holzer, LLC, an ISS top rated securities litigation law firm for 2021, 2022, and 2023, dedicates its practice to vigorous representation of shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation. Since its founding in 2000, Holzer & Holzer attorneys have played critical roles in recovering hundreds of millions of dollars for shareholders victimized by fraud and other corporate misconduct.Reported Earnings • Nov 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$3.75 loss per share (further deteriorated from US$0.008 loss in 3Q 2024). Revenue: US$468.1m (down 3.2% from 3Q 2024). Net loss: US$1.29b (loss widened US$1.29b from 3Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Services industry in the US.お知らせ • Oct 29StubHub Holdings, Inc. to Report Q3, 2025 Results on Nov 13, 2025StubHub Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025お知らせ • Sep 17StubHub Holdings, Inc. has completed an IPO in the amount of $799.999996 million.StubHub Holdings, Inc. has completed an IPO in the amount of $799.999996 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 34,042,553 Price\Range: $23.5 Discount Per Security: $1.23375 Transaction Features: Reserved Share Offering株主還元STUBUS EntertainmentUS 市場7D13.2%2.5%1.0%1Yn/a-10.4%28.7%株主還元を見る業界別リターン: STUBがUS Entertainment業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: STUB US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is STUB's price volatile compared to industry and market?STUB volatilitySTUB Average Weekly Movement9.0%Entertainment Industry Average Movement9.0%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: STUB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: STUBの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000900Eric Bakerwww.stubhub.comStubHub Holdings, Inc.は、世界中でライブイベントのチケット販売マーケットプレイスを運営している。StubHubおよびviagogoのブランド名でウェブサイトやモバイルアプリケーションを通じてライブイベントや体験のチケットを売買している。前身はPugnacious Endeavors, Inc.で、2021年9月にStubHub Holdings, Inc.に社名変更。スタブハブ・ホールディングスは2000年に設立され、ニューヨーク州ニューヨークに本社を置いている。もっと見るStubHub Holdings, Inc. 基礎のまとめStubHub Holdings の収益と売上を時価総額と比較するとどうか。STUB 基礎統計学時価総額US$3.69b収益（TTM）-US$1.92b売上高(TTM)US$1.79b2.1xP/Sレシオ-1.9xPER（株価収益率STUB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計STUB 損益計算書（TTM）収益US$1.79b売上原価US$317.34m売上総利益US$1.48bその他の費用US$3.40b収益-US$1.92b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-5.12グロス・マージン82.31%純利益率-107.27%有利子負債／自己資本比率74.1%STUB の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/22 19:45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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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StubHub Holdings, Inc. 13 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。17 アナリスト機関Brian PitzBMO Capital Markets Equity ResearchJustin PostBofA Global ResearchJason BazinetCitigroup Inc14 その他のアナリストを表示
ライブニュース • May 22StubHub Reports Q1 Profit as Revenue Reaches US$446 Million and AI Tools Gain TractionStubHub reported Q1 2026 revenue of $446 million, up 12% year over year, with Gross Merchandise Sales of $2.2 billion, a 7% increase. The company moved from a net loss in the prior-year quarter to a net profit of $48 million, while adjusted EBITDA reached $72.1 million with a 16% margin, roughly 50% higher than a year earlier. StubHub highlighted AI-powered tools such as its Distribution Manager, deeper integrations with primary ticketing partners, and ongoing debt reduction that brought net leverage to 4.0x. The company also reaffirmed full-year 2026 guidance for Gross Merchandise Sales of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million. The combination of higher revenue, improved profitability metrics, and reaffirmed guidance indicates management’s confidence in StubHub’s current operating trajectory and business model around live event ticketing. Investors may want to watch how effectively the company’s AI tools and primary ticketing integrations attract large-scale sellers and whether continued debt reduction further improves financial flexibility.
Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.13 (up from US$0.12 loss in 1Q 2025). Revenue: US$446.0m (up 12% from 1Q 2025). Net income: US$48.0m (up US$83.9m from 1Q 2025). Profit margin: 11% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US.
Seeking Alpha • May 14If Management Is Right, StubHub Is A Double (Or Better) (Rating Upgrade)Summary StubHub Holdings, Inc. shares have plummeted 68% from their $23.50 IPO price, making it the worst major IPO in over sixteen months. Sell-side projections proved wildly optimistic, with 2026 adjusted EBITDA guidance now at $400–$420 million, less than half of the initial consensus, and execution has disappointed. But a solid Q1 report shows signs that market share gains and margin expansion should continue for STUB and could mark a sentiment shift. Management has to get it right, but if they do, STUB is a potential multi-bagger. Read the full article on Seeking Alpha
お知らせ • May 04StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 16StubHub Holdings, Inc. to Report Q1, 2026 Results on May 13, 2026StubHub Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Mar 18StubHub Announces Launch Of StubHub Distribution ManagerStubHub announced the launch of StubHub Distribution Manager, an AI-powered self-serve tool that lets artists, teams, and venues list and manage official tickets directly on its global marketplace. Distribution Manager is the first product built on top of StubHub's Open Distribution model, which the company has been scaling over the past 18 months. Distribution Manager is self-serve tool that gives rights holders a direct line to over 125 million fans. Distribution Manager puts value back into the hands of those creating the events, cutting out the middleman. Whether it's a global sports franchise or a small grassroots venue, any rights holder can now reach more fans and keep a greater share of the revenue. There are no exclusive contracts, no seller-side fees, and full control stays with the partner. Through StubHub's marketplace, partners reach over 125 million registered users across more than 200 countries and territories and 33 languages. Distribution Manager arrives as the market shifts toward open, non-exclusive distribution. The tool empowers rights holders to act on that shift. Distribution Manager doesn’t require a technical team or a complex integration. A festival manager, sports team or promoter can type something as simple as 'Help me sell tickets,' and the tool pulls up the event, identifies the ticket type, helps set a sales goal, and automatically lists the inventory on StubHub. There is no API integration required. Because the tool sits on top of more than 25 years of StubHub marketplace data, it can surface real-time pricing and demand signals. Partners see what similar events are selling for and where demand is building before a single ticket goes live. StubHub handles payments, fraud protection, and customer support. Every ticket sold through Distribution Manager comes directly from the artist, team, or venue, and is backed by StubHub's FanProtect Guarantee.
ライブニュース • May 22StubHub Reports Q1 Profit as Revenue Reaches US$446 Million and AI Tools Gain TractionStubHub reported Q1 2026 revenue of $446 million, up 12% year over year, with Gross Merchandise Sales of $2.2 billion, a 7% increase. The company moved from a net loss in the prior-year quarter to a net profit of $48 million, while adjusted EBITDA reached $72.1 million with a 16% margin, roughly 50% higher than a year earlier. StubHub highlighted AI-powered tools such as its Distribution Manager, deeper integrations with primary ticketing partners, and ongoing debt reduction that brought net leverage to 4.0x. The company also reaffirmed full-year 2026 guidance for Gross Merchandise Sales of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million. The combination of higher revenue, improved profitability metrics, and reaffirmed guidance indicates management’s confidence in StubHub’s current operating trajectory and business model around live event ticketing. Investors may want to watch how effectively the company’s AI tools and primary ticketing integrations attract large-scale sellers and whether continued debt reduction further improves financial flexibility.
Reported Earnings • May 14First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.13 (up from US$0.12 loss in 1Q 2025). Revenue: US$446.0m (up 12% from 1Q 2025). Net income: US$48.0m (up US$83.9m from 1Q 2025). Profit margin: 11% (up from net loss in 1Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US.
Seeking Alpha • May 14If Management Is Right, StubHub Is A Double (Or Better) (Rating Upgrade)Summary StubHub Holdings, Inc. shares have plummeted 68% from their $23.50 IPO price, making it the worst major IPO in over sixteen months. Sell-side projections proved wildly optimistic, with 2026 adjusted EBITDA guidance now at $400–$420 million, less than half of the initial consensus, and execution has disappointed. But a solid Q1 report shows signs that market share gains and margin expansion should continue for STUB and could mark a sentiment shift. Management has to get it right, but if they do, STUB is a potential multi-bagger. Read the full article on Seeking Alpha
お知らせ • May 04StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026StubHub Holdings, Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 16StubHub Holdings, Inc. to Report Q1, 2026 Results on May 13, 2026StubHub Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Mar 18StubHub Announces Launch Of StubHub Distribution ManagerStubHub announced the launch of StubHub Distribution Manager, an AI-powered self-serve tool that lets artists, teams, and venues list and manage official tickets directly on its global marketplace. Distribution Manager is the first product built on top of StubHub's Open Distribution model, which the company has been scaling over the past 18 months. Distribution Manager is self-serve tool that gives rights holders a direct line to over 125 million fans. Distribution Manager puts value back into the hands of those creating the events, cutting out the middleman. Whether it's a global sports franchise or a small grassroots venue, any rights holder can now reach more fans and keep a greater share of the revenue. There are no exclusive contracts, no seller-side fees, and full control stays with the partner. Through StubHub's marketplace, partners reach over 125 million registered users across more than 200 countries and territories and 33 languages. Distribution Manager arrives as the market shifts toward open, non-exclusive distribution. The tool empowers rights holders to act on that shift. Distribution Manager doesn’t require a technical team or a complex integration. A festival manager, sports team or promoter can type something as simple as 'Help me sell tickets,' and the tool pulls up the event, identifies the ticket type, helps set a sales goal, and automatically lists the inventory on StubHub. There is no API integration required. Because the tool sits on top of more than 25 years of StubHub marketplace data, it can surface real-time pricing and demand signals. Partners see what similar events are selling for and where demand is building before a single ticket goes live. StubHub handles payments, fraud protection, and customer support. Every ticket sold through Distribution Manager comes directly from the artist, team, or venue, and is backed by StubHub's FanProtect Guarantee.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$5.98 loss per share (further deteriorated from US$0.18 loss in FY 2024). Revenue: US$1.75b (down 1.4% from FY 2024). Net loss: US$1.91b (loss widened US$1.85b from FY 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 28%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Entertainment industry in the US.
お知らせ • Feb 25StubHub Appoints Jack Sterne as Head of Policy CommunicationsStubHub announced the appointment of Jack Sterne as Head of Policy Communications. In this newly created role, Sterne will lead StubHub's policy communications strategy, focusing on public affairs, legislative advocacy, industry policy issues, and regulatory communications as the company continues to advocate for policies that ensure fans can access the live events they love. Sterne joins StubHub at a transformative moment for the live events industry, as policymakers in statehouses across the country explore how to best serve fans and support the live events ecosystem. His addition to StubHub underscores the company’s commitment to building a world-class communications function that advances policies benefiting fans, artists, venues, and local economies. Sterne brings more than a decade of experience in public affairs, government, and strategic communications to StubHub. Most recently, he served as Executive Director of New York Communications at JPMorganChase, where he directed external media relations for America's largest financial services firm in its hometown. In this role, he served as a key advisor on public affairs campaigns and counseled leaders on how communications could support business priorities. During his tenure, he worked on high-profile initiatives including the opening of the firm's global headquarters at 270 Park Avenue and supporting local communications for CEO Jamie Dimon. Prior to JPMorganChase, Sterne spent three years at SKDK, one of the nation's leading public affairs and political consulting firms, where he designed and executed public affairs campaigns that supported major economic development projects and helped deliver legislative victories for homeless families with children. His government experience includes serving as Deputy Communications Director in New York State Governor’s Office, where he was an integral member of the core communications team during the COVID-19 pandemic, managing crisis communications on critical issues and producing briefings for nationally televised press conferences. Earlier in his career, Sterne held communications roles at Empire State Development, on Letitia James's 2018 campaign for New York Attorney General, and in the offices of New York State Senator Brian Kavanagh and New York City Comptroller Scott M. Stringer. Sterne holds a Bachelor of Arts in Political Science from New York University.
お知らせ • Feb 13StubHub Holdings, Inc. to Report Q4, 2025 Results on Mar 04, 2026StubHub Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2026
新しいナラティブ • Jan 22All In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over TimeCatalysts About StubHub Holdings StubHub Holdings operates a global online marketplace focused on buying and selling live event tickets. What are the underlying business or industry changes driving this perspective?
お知らせ • Dec 24StubHub App Launches in OpenAI ChatGPT - One of the First Ticketing Platforms to Offer Discovery ExperienceStubHub announced it is one of the first ticketing platforms to launch an app on ChatGPT with a discovery experience. The integration transforms how fans find live events--replacing tab-switching and manual filtering with a conversational assistant that understands what you're actually looking for. Ask ChatGPT to "Find me Yankee games next weekend" --and StubHub's app delivers real-time options can refine naturally. Say "find me the best view for the game on Saturday", followed by " actually, find me the cheapest options" and watch the results adjust instantly. How It Works: getting started is simple. Mention StubHub in any ChatGPT conversation--try "StubHub, when are the Lakers playing this month? Then ask, "Get me the 2 cheapest tickets for the game on Saturday." What happens next is different from a typical web search. Instead of showing links to browse on own, ChatGPT opens an interactive StubHub app experience directly in conversation. You'll see real events, actual seat availability, and current prices--not a summary of what might be on a webpage. Keep the conversation going naturally: "Show something cheaper"; "What about next weekend instead?" "I'd prefer seats with a better view". The app identifies preferences across the entire conversation, narrowing results with each exchange. When you've found the right tickets, it sends directly to StubHub to complete purchase. The StubHub ChatGPT app is available now on desktop and mobile web, as well as in the iOS and Android apps. With the StubHub app, user can experience a dedicated ticket-finding assistant that can: Access live ticket availability and pricing in real time; Remember preferences ("2 tickets" + "cheapest" + "weekend games") across multiple back-and-forth exchanges; Apply StubHub-specific intelligence like value scoring and view quality; Surface options might have missed with traditional search. It's the difference between "here are some links" and "let's find perfect seats together." Built on StubHub's Unmatched Live Event Expertise:StubHub's integration brings more than 10 million live events to its app in ChatGPT--from sold-out stadium tours to intimate club shows, championship games to Broadway premieres. Behind the scenes, StubHub's platform delivers: Real-time data: Live availability and pricing, not cached webpage summaries; FanProtect Guarantee: Every purchase is backed by StubHub's guarantee; Trusted marketplace: Over 40 million tickets purchased by fans in 2024 alone, with advanced pricing intelligence for fair, transparent transactions. The Future of Fan Access: StubHub believes every fan deserves access to the moments that matter. This integration represents another step in meeting fans wherever they are--whether that's on StubHub's app, a partner's website, or in a conversation with AI. The StubHub ChatG PT integration is now live.
お知らせ • Nov 26Class Action Lawsuit Filed on Behalf of StubHub Holdings, Inc. Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the FirmA shareholder class action lawsuit has been filed against StubHub Holdings, Inc. The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding StubHub’s business, operations, and prospects, including allegations that: StubHub was experiencing changes in the timing of payments to vendors; those changes had a significant adverse impact on free cash flow, including trailing 12 months free cash flow; and as a result, StubHub’s free cash flow reports were materially misleading. The deadline to ask the court to be appointed lead plaintiff in the case is January 23, 2025.Holzer & Holzer, LLC, an ISS top rated securities litigation law firm for 2021, 2022, and 2023, dedicates its practice to vigorous representation of shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation. Since its founding in 2000, Holzer & Holzer attorneys have played critical roles in recovering hundreds of millions of dollars for shareholders victimized by fraud and other corporate misconduct.
Reported Earnings • Nov 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$3.75 loss per share (further deteriorated from US$0.008 loss in 3Q 2024). Revenue: US$468.1m (down 3.2% from 3Q 2024). Net loss: US$1.29b (loss widened US$1.29b from 3Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Consumer Services industry in the US.
お知らせ • Oct 29StubHub Holdings, Inc. to Report Q3, 2025 Results on Nov 13, 2025StubHub Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025
お知らせ • Sep 17StubHub Holdings, Inc. has completed an IPO in the amount of $799.999996 million.StubHub Holdings, Inc. has completed an IPO in the amount of $799.999996 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 34,042,553 Price\Range: $23.5 Discount Per Security: $1.23375 Transaction Features: Reserved Share Offering
