fuboTV (NYSE:FUBO) Shares Gap Down on Disappointing Earnings

fuboTV Inc. (NYSE:FUBO) gapped down prior to trading on Tuesday following a dissappointing earnings announcement. The stock had previously closed at $2.27, but opened at $1.70. fuboTV shares last traded at $1.6750, with a volume of 16,803,800 shares.

The company reported ($0.02) EPS for the quarter, missing the consensus estimate of $0.02 by ($0.04). fuboTV had a net margin of 5.72% and a negative return on equity of 8.94%. The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.45 billion. During the same quarter in the previous year, the company posted ($0.11) earnings per share. The business’s revenue for the quarter was up 40.0% compared to the same quarter last year.

Key fuboTV News

Here are the key news stories impacting fuboTV this week:

• Positive Sentiment: Revenue beat and strategic update — fuboTV reported a strong quarter with revenue ahead of estimates and emphasized its transformative combination with Hulu + Live TV, a message management framed as growth/scale positive for the streaming business. Fubo Delivers Strong Q1 FY 2026 Results Following Transformative Business Combination With Hulu + Live TV
• Positive Sentiment: Large bullish options flow — traders bought ~57,995 call options in a single session (about +71% vs. typical call volume), signaling some speculative or hedged bullish interest that can create short-term upside volatility or squeeze dynamics. (no article link)
• Neutral Sentiment: Conference call / transcripts available — management commentary from the Q1 FY2026 earnings call and follow-up transcripts were posted (useful for dissecting guidance, churn, ARPU, and Hulu integration details). FuboTV Inc. (FUBO) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Programming mentions (consumer-facing promos) — several articles list free viewing guides for sports and TV content carried on streaming platforms; these are traction/engagement signals but not direct catalysts for the stock. Where to watch Nuggets vs. Knicks today: NBA free live stream
• Negative Sentiment: Reverse stock split announced — fuboTV executed a reverse stock split, a relatively rare corporate action that often signals management is trying to meet listing/float requirements or make the stock more attractive to institutional/retail buyers; the announcement triggered a sharp intraday sell-off. FUBO reverse stock split: FuboTV makes a rare move, streamer’s share price plunges 25%
• Negative Sentiment: EPS miss / wider-than-expected loss — while revenue grew ~40% year-over-year, the company reported an EPS outcome that missed some consensus/beat expectations for revenue but showed a larger loss on certain metrics (different outlets report a miss vs. varying consensus); this mixed earnings quality likely amplified investor selling. fuboTV Inc. (FUBO) Reports Q1 Loss, Beats Revenue Estimates

Wall Street Analyst Weigh In

Several research firms recently issued reports on FUBO. Needham & Company LLC decreased their target price on shares of fuboTV from $4.25 to $3.00 and set a “buy” rating on the stock in a research report on Tuesday. Raymond James Financial began coverage on shares of fuboTV in a research note on Monday, December 1st. They set a “market perform” rating on the stock. Wall Street Zen raised shares of fuboTV from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Zacks Research downgraded fuboTV from a “strong-buy” rating to a “hold” rating in a report on Friday, December 12th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of fuboTV in a research report on Wednesday, October 8th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $4.17.

Insider Activity at fuboTV

In related news, CEO David Gandler sold 170,279 shares of fuboTV stock in a transaction on Monday, January 5th. The shares were sold at an average price of $2.55, for a total transaction of $434,211.45. Following the transaction, the chief executive officer owned 561,428 shares in the company, valued at approximately $1,431,641.40. The trade was a 23.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Alberto Horihuela sold 138,753 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $3.16, for a total value of $438,459.48. Following the completion of the sale, the chief operating officer owned 1,563,830 shares of the company’s stock, valued at approximately $4,941,702.80. This represents a 8.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 610,095 shares of company stock worth $1,818,811. 5.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On fuboTV

Several hedge funds have recently modified their holdings of FUBO. Ground Swell Capital LLC acquired a new position in fuboTV during the 4th quarter worth approximately $30,000. First Eagle Investment Management LLC purchased a new stake in shares of fuboTV during the fourth quarter valued at approximately $2,025,000. NewEdge Wealth LLC lifted its position in shares of fuboTV by 13.3% during the fourth quarter. NewEdge Wealth LLC now owns 143,247 shares of the company’s stock worth $361,000 after purchasing an additional 16,762 shares in the last quarter. SBI Securities Co. Ltd. lifted its position in shares of fuboTV by 25.3% during the fourth quarter. SBI Securities Co. Ltd. now owns 69,582 shares of the company’s stock worth $175,000 after purchasing an additional 14,033 shares in the last quarter. Finally, Aries Wealth Management purchased a new position in shares of fuboTV in the fourth quarter valued at $25,000. 39.31% of the stock is currently owned by hedge funds and other institutional investors.

fuboTV Stock Performance

The firm has a market capitalization of $555.21 million, a price-to-earnings ratio of 3.60 and a beta of 2.04. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.69 and a current ratio of 0.69. The stock’s fifty day moving average is $2.59 and its two-hundred day moving average is $3.35.

About fuboTV

fuboTV Inc is a sports-focused live TV streaming platform that provides subscribers with access to a broad range of televised sports, news and entertainment programming. The service offers tiered channel packages featuring major networks such as ESPN, Fox Sports, NBC and regional sports networks, along with bundled options for premium channels and international programming. A core element of fuboTV’s proposition is its cloud DVR functionality, which enables users to record live events and store them for later viewing.

In addition to its live television offerings, fuboTV has developed an in-house ad-supported streaming network—fubo Sports Network—that delivers original sports news, analysis and highlights.