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

STUB (NYSE:STUB) posted its quarterly earnings results on Wednesday. The company reported $0.06 EPS for the quarter, topping analysts’ consensus estimates of ($0.01) by $0.07, FiscalAI reports. The company had revenue of $446.05 million during the quarter. STUB’s revenue for the quarter was up 12.2% compared to the same quarter last year.

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 Performance

NYSE:STUB opened at $7.52 on Thursday. The company has a market capitalization of $2.68 billion and a price-to-earnings ratio of -11.39. STUB has a 52-week low of $5.74 and a 52-week high of $27.89. The company’s fifty day simple moving average is $7.20. 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 Transactions at STUB

In other STUB news, insider Scott Michael Fitzgerald sold 28,387 shares of STUB stock in a transaction dated 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 sale, the insider owned 77,961 shares of the company’s stock, valued at $597,181.26. The trade was a 26.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders sold a total of 31,619 shares of company stock worth $240,178 over the last three months.

Institutional Investors Weigh In On STUB

Several hedge funds have recently added to or reduced their stakes in the company. Ardmore Road Asset Management LP lifted 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 last quarter. Pittenger & Anderson Inc. bought a new stake in STUB during the first quarter worth about $34,000. Cornerstone Wealth Management LLC lifted its stake in STUB by 20.0% during the fourth quarter. Cornerstone Wealth Management LLC now owns 36,440 shares of the company’s stock worth $493,000 after purchasing an additional 6,070 shares during the last quarter. Garner Asset Management Corp bought a new stake in STUB during the fourth quarter worth about $92,000. Finally, The Manufacturers Life Insurance Company bought a new stake in STUB during the fourth quarter worth about $143,000.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented 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. Morgan Stanley raised their price target on STUB from $8.25 to $8.75 and gave the stock an “equal weight” rating in a report on Thursday. Wall Street Zen raised STUB from a “sell” rating to a “hold” rating in a research note on Saturday, March 7th. Wedbush reissued a “neutral” rating and set a $10.00 price objective (down from $18.00) on shares of STUB in a research note on Thursday, March 5th. Finally, Craig Hallum initiated coverage on STUB in a research note on Thursday, January 29th. They set a “hold” rating and a $12.00 price objective for the company. One investment analyst has rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $10.46.

About STUB

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.