STUB (NYSE:STUB) Sets New 52-Week Low on Disappointing Earnings

Shares of STUB (NYSE:STUB) reached a new 52-week low during trading on Thursday after the company announced weaker than expected quarterly earnings. The company traded as low as $8.06 and last traded at $8.88, with a volume of 5977318 shares. The stock had previously closed at $10.17.

The company reported ($1.56) EPS for the quarter, missing the consensus estimate of ($0.01) by ($1.55). The business had revenue of $449.17 million during the quarter. STUB’s revenue for the quarter was down 15.8% compared to the same quarter last year.

STUB News Summary

Here are the key news stories impacting STUB this week:

• Positive Sentiment: Balance‑sheet relief: the company ended the quarter with roughly $1.24B in cash (up ~24% YoY) and lower total liabilities, which gives management more runway despite the operating weakness. QuiverQuant: STUB Stock Falls on Q4 2025 Earnings
• Positive Sentiment: Institutional accumulation noted in filings (several large funds added shares in Q4), which could support the stock if execution stabilizes. QuiverQuant: STUB Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Some analysts still keep constructive ratings but trimmed forecasts — Oppenheimer maintained an Outperform rating but cut its target to $12 (from $20), reflecting lower near‑term expectations. TickerReport: Oppenheimer price target cut
• Neutral Sentiment: Commentary around valuation and investor focus on volatility/policy exposure is increasing — investors are parsing how regulatory and policy developments could affect resale marketplaces. Yahoo Finance: StubHub Adds Policy Voice As Valuation And Volatility Draw Investor Focus
• Negative Sentiment: Q4 results missed badly: revenue $449.2M (down ~15.8% YoY) vs. consensus near $499M; adjusted EPS -$1.56 vs. -$0.01 expected — the operational shortfall is the primary driver of the selloff. MarketBeat: STUB earnings release
• Negative Sentiment: Large one‑time tax provision: the quarter included a $492.9M nonrecurring, noncash tax provision that pushed GAAP net loss to roughly $535M — this headline loss accelerates downside pressure and investor uncertainty. WSJ: StubHub Revenue Falls, Swings to Loss
• Negative Sentiment: Analyst downgrades and price‑target cuts (Wedbush moved STUB to Neutral and cut its PT to $10; JPMorgan reaffirmed Neutral with a lower PT) are weighing on sentiment and liquidity. Invezz: Analyst downgrades
• Negative Sentiment: Market reaction: shares hit record lows, trading volume spiked and put option activity surged — symptomatic of short‑term bearish positioning and elevated volatility. SchaeffersResearch: StubHub Stock Extends Run to Record Lows

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Craig Hallum assumed coverage on shares of STUB in a research note on Thursday, January 29th. They issued a “hold” rating and a $12.00 price target on the stock. Oppenheimer cut their price objective on shares of STUB from $20.00 to $12.00 and set an “outperform” rating for the company in a report on Thursday. Wedbush reissued a “neutral” rating and issued a $10.00 target price (down from $18.00) on shares of STUB in a research note on Thursday. JPMorgan Chase & Co. restated a “neutral” rating and issued a $10.00 price target (down from $22.00) on shares of STUB in a research report on Thursday. Finally, Wall Street Zen cut STUB from a “hold” rating to a “sell” rating in a report on Saturday, February 21st. Two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $11.40.

Institutional Investors Weigh In On STUB

A number of institutional investors have recently modified their holdings of STUB. Ardmore Road Asset Management LP increased its stake in STUB by 25.0% during the fourth quarter. Ardmore Road Asset Management LP now owns 25,000 shares of the company’s stock worth $338,000 after purchasing an additional 5,000 shares during the period. Cornerstone Wealth Management LLC boosted its stake in shares of STUB by 20.0% in the fourth quarter. Cornerstone Wealth Management LLC now owns 36,440 shares of the company’s stock valued at $493,000 after purchasing an additional 6,070 shares during the period. Garner Asset Management Corp acquired a new position in shares of STUB in the fourth quarter valued at approximately $92,000. The Manufacturers Life Insurance Company acquired a new stake in STUB during the 4th quarter worth approximately $143,000. Finally, International Assets Investment Management LLC acquired a new stake in STUB during the 4th quarter worth approximately $149,000.

STUB Price Performance

The stock has a market cap of $3.27 billion and a P/E ratio of -14.83. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.14 and a current ratio of 1.14.

STUB Company Profile

Stubhub Holdings Inc, through its subsidiaries, provides an online marketplace to buy and sell tickets for sports, concerts, theater, festivals and other live events. Stubhub Holdings Inc is based in NEW YORK.