STUB (NYSE:STUB) Announces Earnings Results, Beats Estimates By $0.07 EPS

STUB (NYSE:STUB) released its quarterly earnings results on Wednesday. The company reported $0.06 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.01) by $0.07, FiscalAI reports. The business had revenue of $446.05 million during the quarter.

Here are the key takeaways from STUB’s conference call:

• StubHub reported a solid start to 2026, with GMS up 7% to $2.2 billion and adjusted EBITDA margin expanding to 16%, while management reiterated full-year guidance for GMS and EBITDA.
• Profitability improved meaningfully as revenue rose 12% to $446 million and adjusted EBITDA increased to $72.1 million, driven by better marketing efficiency, stronger gross margins, and normalized revenue conversion.
• The company said its core resale marketplace is benefiting from scale and market share gains, with strong live-event demand and a healthy 2026 event calendar supporting continued growth.
• StubHub highlighted progress in Open Distribution and enterprise seller tools, including an AI-powered Distribution Manager and direct integrations with primary ticketing platforms to expand inventory and access.
• Cash generation remained strong, allowing the company to further deleverage; StubHub repaid another $100 million after quarter end and said net leverage improved to about 4.0x trailing EBITDA.

STUB Stock Up 2.7%

Shares of STUB stock traded up $0.20 during mid-day trading on Wednesday, reaching $7.52. 9,941,952 shares of the stock traded hands, compared to its average volume of 4,058,422. The company has a 50-day moving average price of $7.20. STUB has a fifty-two week low of $5.74 and a fifty-two week high of $27.89. The stock has a market capitalization of $2.68 billion and a PE ratio of -11.39. The company has a quick ratio of 1.03, a current ratio of 1.04 and a debt-to-equity ratio of 1.27.

Insider Activity at STUB

In other STUB news, insider Scott Michael Fitzgerald sold 28,387 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $7.66, for a total transaction of $217,444.42. Following the completion of the transaction, the insider owned 77,961 shares of the company’s stock, valued at $597,181.26. This represents a 26.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold a total of 31,619 shares of company stock worth $240,178 over the last ninety days.

Hedge Funds Weigh In On STUB

A number of hedge funds have recently made changes to their positions in the company. Ardmore Road Asset Management LP raised its holdings in shares of STUB by 25.0% during the fourth quarter. Ardmore Road Asset Management LP now owns 25,000 shares of the company’s stock valued at $338,000 after acquiring an additional 5,000 shares during the last quarter. Pittenger & Anderson Inc. acquired a new position in shares of STUB during the first quarter valued at approximately $34,000. Cornerstone Wealth Management LLC grew its position 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 in the last quarter. Garner Asset Management Corp purchased a new stake in shares of STUB in the fourth quarter valued at approximately $92,000. Finally, The Manufacturers Life Insurance Company purchased a new stake in shares of STUB in the fourth quarter valued at approximately $143,000.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on STUB shares. Weiss Ratings started coverage on STUB in a report on Wednesday, January 14th. They issued a “sell (d-)” rating for the company. Oppenheimer reduced their price target on STUB from $20.00 to $12.00 and set an “outperform” rating for the company in a report on Thursday, March 5th. Guggenheim reduced their price target on STUB from $9.00 to $7.50 and set a “neutral” rating for the company in a report on Wednesday, March 25th. Morgan Stanley set a $8.25 price target on STUB and gave the stock an “equal weight” rating in a report on Monday, April 27th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and set a $10.00 target price (down from $22.00) on shares of STUB in a report on Thursday, March 5th. One research analyst has rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $10.39.

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.