Vivid Seats Inc.

NasdaqGS:SEAT Voorraadrapport

Marktkapitalisatie: US$70.6m

Vivid Seats Beheer

Beheer criteriumcontroles 1/4

De CEO Vivid Seats is Larry Fey, benoemd in Nov2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.34M, bestaande uit 4.1% salaris en 95.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.72% van de aandelen van het bedrijf, ter waarde $ 1.22M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.4 jaar en 4.5 jaar.

Belangrijke informatie

Larry Fey

Algemeen directeur

US$8.3m

Totale compensatie

Percentage CEO-salaris4.14%
Dienstverband CEOless than a year
Eigendom CEO1.7%
Management gemiddelde ambtstermijnless than a year
Gemiddelde ambtstermijn bestuur4.5yrs

Recente managementupdates

Recent updates

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.

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.

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.

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.

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.

Health Check: How Prudently Does Vivid Seats (NASDAQ:SEAT) Use Debt?

Feb 11
Health Check: How Prudently Does Vivid Seats (NASDAQ:SEAT) Use Debt?

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.

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.

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.

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.

Vivid Seats Inc. (NASDAQ:SEAT) Not Doing Enough For Some Investors As Its Shares Slump 25%

Dec 20
Vivid Seats Inc. (NASDAQ:SEAT) Not Doing Enough For Some Investors As Its Shares Slump 25%

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.

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.

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.

Little Excitement Around Vivid Seats Inc.'s (NASDAQ:SEAT) Revenues As Shares Take 27% Pounding

Oct 31
Little Excitement Around Vivid Seats Inc.'s (NASDAQ:SEAT) Revenues As Shares Take 27% Pounding

Investors Don't See Light At End Of Vivid Seats Inc.'s (NASDAQ:SEAT) Tunnel And Push Stock Down 38%

Sep 06
Investors Don't See Light At End Of Vivid Seats Inc.'s (NASDAQ:SEAT) Tunnel And Push Stock Down 38%

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.

Vivid Seats Inc. (NASDAQ:SEAT) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

Jul 03
Vivid Seats Inc. (NASDAQ:SEAT) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

Vivid Seats (NASDAQ:SEAT) Shareholders Will Want The ROCE Trajectory To Continue

Jun 25
Vivid Seats (NASDAQ:SEAT) Shareholders Will Want The ROCE Trajectory To Continue

Vivid Seats: Contrarian Upside Through Take-Rate Resilience And Global Expansion

Jun 12

Why Vivid Seats Inc. (NASDAQ:SEAT) Could Be Worth Watching

May 30
Why Vivid Seats Inc. (NASDAQ:SEAT) Could Be Worth Watching

Why Investors Shouldn't Be Surprised By Vivid Seats Inc.'s (NASDAQ:SEAT) 29% Share Price Plunge

May 08
Why Investors Shouldn't Be Surprised By Vivid Seats Inc.'s (NASDAQ:SEAT) 29% Share Price Plunge

Is Vivid Seats Inc. (NASDAQ:SEAT) Trading At A 37% Discount?

Apr 07
Is Vivid Seats Inc. (NASDAQ:SEAT) Trading At A 37% Discount?

Lacklustre Performance Is Driving Vivid Seats Inc.'s (NASDAQ:SEAT) 34% Price Drop

Mar 13
Lacklustre Performance Is Driving Vivid Seats Inc.'s (NASDAQ:SEAT) 34% Price Drop

Vivid Seats (NASDAQ:SEAT) Takes On Some Risk With Its Use Of Debt

Mar 12
Vivid Seats (NASDAQ:SEAT) Takes On Some Risk With Its Use Of Debt

Is It Time To Consider Buying Vivid Seats Inc. (NASDAQ:SEAT)?

Jan 31
Is It Time To Consider Buying Vivid Seats Inc. (NASDAQ:SEAT)?

Vivid Seats: GOV Slowdown Clouds Growth

Dec 28

An Intrinsic Calculation For Vivid Seats Inc. (NASDAQ:SEAT) Suggests It's 49% Undervalued

Dec 27
An Intrinsic Calculation For Vivid Seats Inc. (NASDAQ:SEAT) Suggests It's 49% Undervalued

Vivid Seats (NASDAQ:SEAT) Is Doing The Right Things To Multiply Its Share Price

Nov 09
Vivid Seats (NASDAQ:SEAT) Is Doing The Right Things To Multiply Its Share Price
User avatar

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.

Vivid Seats: Growth Momentum Is Severely Undervalued Due To Margin Concerns (Rating Upgrade)

Aug 01

Investors Will Want Vivid Seats' (NASDAQ:SEAT) Growth In ROCE To Persist

Jul 25
Investors Will Want Vivid Seats' (NASDAQ:SEAT) Growth In ROCE To Persist

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

May 31
What Is Vivid Seats Inc.'s (NASDAQ:SEAT) Share Price Doing?

Analyse CEO-vergoeding

Hoe is Larry Fey's beloning veranderd ten opzichte van Vivid Seats's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025n/an/a

-US$429m

Sep 30 2025n/an/a

-US$155m

Jun 30 2025n/an/a

-US$141m

Mar 31 2025n/an/a

-US$3m

Dec 31 2024US$8mUS$345k

US$9m

Sep 30 2024n/an/a

US$35m

Jun 30 2024n/an/a

US$37m

Mar 31 2024n/an/a

US$68m

Dec 31 2023US$5mUS$340k

US$75m

Sep 30 2023n/an/a

US$60m

Jun 30 2023n/an/a

US$61m

Mar 31 2023n/an/a

US$40m

Dec 31 2022US$4mUS$309k

US$29m

Sep 30 2022n/an/a

US$35m

Jun 30 2022n/an/a

US$25m

Mar 31 2022n/an/a

US$18m

Dec 31 2021US$7mUS$300k

-US$3m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$91m

Mar 31 2021n/an/a

-US$756m

Dec 31 2020US$732kUS$193k

US$0

Compensatie versus markt: De totale vergoeding ($USD 8.34M ) Larry } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 621.84K ).

Compensatie versus inkomsten: De vergoeding van Larry is gestegen terwijl het bedrijf verliesgevend is.


CEO

Larry Fey (45 yo)

less than a year
Tenure
US$8,338,585
Compensatie

Mr. Lawrence C. Fey, IV, also known as Larry, serves as Chief Executive Officer & Director of Vivid Seats Inc. (Vivid Seats LLC) since November 3, 2025 and served as its Chief Financial Officer since April...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Lawrence Fey
CEO & Directorless than a yearUS$8.34m1.72%
$ 1.2m
Eric Vassilatos
Co-Founderno datageen gegevensgeen gegevens
Joseph Thomas
Chief Financial Officerless than a yeargeen gegevens0.10%
$ 73.2k
Edward Pickus
Chief Accounting Officer8.3yrsgeen gegevens0.14%
$ 101.7k
Stefano Langenbacher
Chief Technology Officer2.1yrsgeen gegevens0.38%
$ 270.7k
Austin Arnett
General Counsel & Corporate Secretaryless than a yeargeen gegevens0.025%
$ 17.6k
Justiana Guerin
Head of Peopleless than a yeargeen gegevensgeen gegevens
Geoff Lester
Chief Commercial Officer8.3yrsgeen gegevensgeen gegevens
0.4yrs
Gemiddelde duur
39.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van SEAT wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.4 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Lawrence Fey
CEO & Directorless than a yearUS$8.34m1.72%
$ 1.2m
David Donnini
Chairman of the Board4.5yrsUS$251.25k0.045%
$ 31.7k
Todd Boehly
Director4.5yrsUS$238.75k0.045%
$ 31.7k
Mark Anderson
Director4.5yrsUS$252.50k0.045%
$ 31.7k
Jane DeFlorio
Independent Director4.5yrsUS$313.33k0.058%
$ 40.9k
Julie Masino
Independent Director4.5yrsUS$284.75k0.045%
$ 31.7k
Craig Dixon
Independent Director4.5yrsUS$294.75k0.037%
$ 26.0k
Adam Stewart
Independent Director1.4yrsUS$207.92k0.0087%
$ 6.1k
4.5yrs
Gemiddelde duur
52.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van SEAT wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 13:00
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Vivid Seats Inc. wordt gevolgd door 15 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Daniel KurnosBenchmark Company
Steven McDermottBofA Global Research
Maria RippsCanaccord Genuity