FuboTV (FUBO) Stock Forecast & Price Target

FuboTV Inc. is demonstrating a robust financial trajectory, highlighted by a significant increase in North American subscribers, which rose by 275,000 in the last quarter, bringing the total to approximately 1.49 million. The company's subscription average revenue per user (ARPU) in North America also saw notable growth, increasing 13% year-over-year to $76.69, while the rest of the world (ROW) ARPU experienced a 17% annual rise to $7.86. Furthermore, projections for fiscal year 2026 indicate a revenue increase to $1.7 billion, alongside an improvement in adjusted EBITDA to $80.6 million, showcasing a positive outlook for sustained growth and profitability.

FuboTV Inc. reported a decline in subscription revenue for 3Q25, down 2% year-over-year, despite outperforming estimates, signaling potential challenges in subscriber growth amid heightened competition. Additionally, advertising revenues fell by 6% year-over-year, primarily due to the loss of certain ad units, raising concerns about the effectiveness of its advertising strategy in a competitive market. The company's revised forecasts for fiscal year 2026 reflect a projected revenue decline of 1% year-over-year and suggest ongoing financial pressures, as well as risks associated with live sporting event scheduling and competition from larger streaming services.