Loading...
SEAT logo

Vivid Seats Inc.NasdaqGS:SEAT 주식 보고서

시가총액 US$109.4m
주가
US$9.96
US$9.58
4.0% 고평가 내재 할인율
1Y-74.1%
7D17.0%
포트폴리오 가치
보기

Vivid Seats Inc.

NasdaqGS:SEAT 주식 리포트

시가총액: US$109.4m

SEAT Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vivid Seats Inc. 경쟁사

가격 이력 및 성과

Vivid Seats 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$9.96
52주 최고가US$41.20
52주 최저가US$5.06
베타1.03
1개월 변동23.88%
3개월 변동47.77%
1년 변동-74.06%
3년 변동-93.68%
5년 변동-95.01%
IPO 이후 변동-95.02%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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
분석 기사 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...
분석 기사 May 31

What Is Vivid Seats Inc.'s (NASDAQ:SEAT) Share Price Doing?

Vivid Seats Inc. ( NASDAQ:SEAT ), is not the largest company out there, but it saw significant share price movement...

주주 수익률

SEATUS EntertainmentUS 시장
7D17.0%1.1%-0.3%
1Y-74.1%-13.8%24.1%

수익률 대 산업: SEAT은 지난 1년 동안 -13.8%의 수익을 기록한 US Entertainment 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: SEAT은 지난 1년 동안 24.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is SEAT's price volatile compared to industry and market?
SEAT volatility
SEAT Average Weekly Movement15.1%
Entertainment Industry Average Movement8.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: SEAT의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: SEAT의 주간 변동성(15%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.

회사 소개

설립직원 수CEO웹사이트
2001561Larry Feywww.vividseats.com

는 미국, 캐나다, 일본에서 온라인 티켓 마켓플레이스로 운영되고 있습니다. 이 회사는 마켓플레이스와 재판매의 두 가지 부문으로 운영됩니다. 마켓플레이스 부문은 웹사이트와 모바일 애플리케이션을 통해 이벤트 티켓 구매자와 판매자 간의 중개자 역할을 하며, 여기에는 Vivid Seats, 라스베이거스의 공연, 명소, 투어, 항공, 호텔을 위한 온라인 티켓 마켓플레이스인 Vegas.com, 일본 도쿄의 온라인 티켓 마켓플레이스인 Wavedash, 소셜 및 게임화 기능을 갖춘 리얼머니 일일 판타지 스포츠 모바일 애플리케이션인 Vivid Picks 등이 포함되어 있습니다.

Vivid Seats Inc. 기초 지표 요약

Vivid Seats의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
SEAT 기초 통계
시가총액US$109.43m
순이익 (TTM)-US$437.99m
매출 (TTM)US$532.54m
0.2x
주가매출비율(P/S)
-0.2x
주가수익비율(P/E)

SEAT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
SEAT 손익계산서 (TTM)
매출US$532.54m
매출원가US$168.11m
총이익US$364.43m
기타 비용US$802.42m
순이익-US$437.99m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-39.86
총이익률68.43%
순이익률-82.25%
부채/자본 비율-405.2%

SEAT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 15:40
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Vivid Seats Inc.는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel KurnosBenchmark Company
Steven McDermottBofA Global Research
Maria RippsCanaccord Genuity