StubHub Holdings Future Growth
Future criteria checks 3/6
StubHub Holdings is forecast to grow earnings and revenue by 84.7% and 11.3% per annum respectively. EPS is expected to grow by 98.5% per annum. Return on equity is forecast to be 14.7% in 3 years.
Key information
84.7%
Earnings growth rate
98.47%
EPS growth rate
| Entertainment earnings growth | 23.7% |
| Revenue growth rate | 11.3% |
| Future return on equity | 14.66% |
| Analyst coverage | Good |
| Last updated | 21 Aug 2026 |
Recent future growth updates
Recent updates
StubHub: Still A Buy, Still Strong, Still Underrated
Summary StubHub Holdings remains a strong buy at current levels, trading at just 8-9x forward FCF with a solid industry moat. STUB’s Q2 2026 results showed 33% GMS growth, $106M adjusted EBITDA, and net leverage reduced to 3x, aided by World Cup-driven ticket sales. Management guides for $10.2B 2026 revenue and $400M adjusted EBITDA but expects flat growth in upcoming quarters, limiting near-term margin expansion. Share dilution is a key risk, with share count up 35% in 18 months; long-term, STUB could deliver 18% CAGR to 2030 if growth resumes and dilution moderates. Read the full article on Seeking AlphaAnalysts Have Been Trimming Their StubHub Holdings, Inc. (NYSE:STUB) Price Target After Its Latest Report
Shareholders might have noticed that StubHub Holdings, Inc. ( NYSE:STUB ) filed its second-quarter result this time...
STUB: Price Caps And Fading World Cup Tailwinds Will Shape Balanced Outlook
StubHub Holdings' updated analyst price target has moved lower to reflect reduced fair value estimates to 7.5, a higher discount rate of 10.12%, a reset profit margin outlook to 7.14%, and a higher assumed future P/E of about 27.43, as analysts weigh softer second half guidance, regulatory risks such as potential price caps, and mixed views on the sustainability of event driven tailwinds like the World Cup. Analyst Commentary Recent Street research on StubHub Holdings shows a clear split between cautious and more constructive voices, with several bearish analysts trimming price targets and questioning how sustainable recent drivers like the World Cup related demand and secondary pricing trends might be.STUB: Resale Price Caps And Event Tailwinds Will Shape Balanced Outlook
StubHub Holdings' analyst fair value estimate has been revised from $13.00 to $9.00 as analysts factor in potential EBITDA pressure from emerging ticket resale price caps, along with a shift to a higher future P/E assumption and more moderate revenue growth and margin expectations. Analyst Commentary Recent research on StubHub Holdings highlights a split view on the stock, with some analysts pointing to regulatory and execution risks while others see room for the company to improve against reset expectations.
STUB: World Cup Ticket Demand Will Reset Expectations For Future Performance
StubHub Holdings' analyst price targets have moved higher into a $8.50 to $12.50 range, as analysts point to reset expectations, potential growth catalysts such as the World Cup and Q2 acceleration, and a view that regulatory risks and leverage trends are more manageable than previously feared. Analyst Commentary Recent research on StubHub Holdings highlights a more constructive tone, with several bullish analysts pointing to a mix of valuation support, execution milestones, and upcoming growth catalysts as reasons for their higher price targets and upgraded views.
STUB: World Cup And Event Cycle Will Support Ticketing Upside
Analysts have lifted StubHub Holdings' implied value, with the updated price target moving closer to the recent Street range of $10 to $12.50 per share as they factor in healthy global ticketing growth, reduced concern about resale regulation, and potential upside from events like the World Cup and easier Q4 comparisons. Analyst Commentary Recent research on StubHub Holdings highlights a mix of optimism about the company’s growth set-up and some caution around execution, valuation and leverage.All In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over Time
Catalysts 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?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 2,501 | 335 | 588 | 647 | 9 |
| 12/31/2027 | 2,224 | 231 | 485 | 462 | 14 |
| 12/31/2026 | 2,020 | 139 | 563 | 418 | 14 |
| 6/30/2026 | 1,936 | -1,848 | 598 | 635 | N/A |
| 3/31/2026 | 1,794 | -1,924 | 298 | 333 | N/A |
| 12/31/2025 | 1,745 | -1,992 | 158 | 193 | N/A |
| 9/30/2025 | 1,829 | -1,402 | 6 | 32 | N/A |
| 6/30/2025 | 1,795 | -117 | 21 | 41 | N/A |
| 3/31/2025 | 1,808 | -61 | 148 | 159 | N/A |
| 12/31/2024 | 1,771 | -55 | 255 | 261 | N/A |
| 9/30/2024 | 1,592 | 87 | 481 | 488 | N/A |
| 6/30/2024 | 1,513 | 316 | 546 | 553 | N/A |
| 3/31/2024 | 1,429 | 362 | 377 | 383 | N/A |
| 12/31/2023 | 1,368 | 352 | 302 | 307 | N/A |
| 12/31/2022 | 1,037 | -318 | -50 | -48 | N/A |
| 12/31/2021 | 673 | -713 | -140 | -136 | N/A |
| 12/31/2020 | 36 | -961 | -253 | -252 | N/A |
| 12/31/2019 | 212 | -62 | N/A | -144 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: STUB is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.7%).
Earnings vs Market: STUB is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: STUB is expected to become profitable in the next 3 years.
Revenue vs Market: STUB's revenue (11.3% per year) is forecast to grow slower than the US market (12.9% per year).
High Growth Revenue: STUB's revenue (11.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: STUB's Return on Equity is forecast to be low in 3 years time (14.7%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/23 12:37 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
StubHub Holdings, Inc. is covered by 15 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brian Pitz | BMO Capital Markets Equity Research |
| Justin Post | BofA Global Research |
| Jason Bazinet | Citigroup Inc |