StubHub Holdings Inc experienced a significant price drop of 7.01%, crossing below its 5-day SMA, amid mixed market conditions with the Nasdaq-100 up 0.08% and the S&P 500 down 0.33%.
The decline is attributed to a class action lawsuit filed against StubHub for allegedly providing misleading information during its IPO, which raised concerns about the company's financial health and cash flow issues. The lawsuit claims that the company failed to disclose significant changes in vendor payment timing that adversely affected its free cash flow, leading to a rapid stock price decline post-IPO. Investors are now seeking compensation for their losses, with a deadline to apply for lead plaintiff status set for January 23, 2026.
This legal challenge highlights the importance of transparency for newly public companies and may further impact investor confidence in StubHub. The ongoing litigation could lead to increased scrutiny of the company's financial practices and affect its stock performance in the future.
Wall Street analysts forecast STUB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STUB is 24.18 USD with a low forecast of 16.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast STUB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STUB is 24.18 USD with a low forecast of 16.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
4 Hold
0 Sell
Moderate Buy
Current: 13.650
Low
16.00
Averages
24.18
High
45.00
Current: 13.650
Low
16.00
Averages
24.18
High
45.00
Wedbush
Outperform
to
NULL
downgrade
$22 -> $18
Al Analysis
2025-12-19
Reason
Wedbush
Price Target
$22 -> $18
Al Analysis
2025-12-19
downgrade
Outperform
to
NULL
Reason
Wedbush lowered the firm's price target on StubHub to $18 from $22 and keeps an Outperform rating on the shares. Consumer internet companies delivered strong returns in 2025, averaging 23% across 24 covered companies versus 19% for the NASDAQ, the analyst tells investors in a research note. In 2026, performance is expected to diverge as investors weigh factors such as AV disruption, AI monetization, ongoing investment cycles, and growing adoption of agentic AI, the firm says.
BMO Capital
Outperform
downgrade
$30 -> $22
2025-11-14
Reason
BMO Capital
Price Target
$30 -> $22
2025-11-14
downgrade
Outperform
Reason
BMO Capital lowered the firm's price target on StubHub to $22 from $30 but keeps an Outperform rating on the shares. The company's Q3 results topped estimates but the management anticipates softer Q4 revenue due to shifts in catalog sales and tougher comps, the analyst tells investors in a research note. BMO adds that it sees 2026 as a breakout year for StubHub given the World Cup, scaling its DI offering, advertising momentum, and a strong concert slate.
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Oppenheimer
Jason Helfstein
Outperform
to
NULL
downgrade
$23 -> $20
2025-11-14
Reason
Oppenheimer
Jason Helfstein
Price Target
$23 -> $20
2025-11-14
downgrade
Outperform
to
NULL
Reason
Oppenheimer analyst Jason Helfstein lowered the firm's price target on StubHub to $20 from $23 and keeps an Outperform rating on the shares. Despite Q3 beat, the firm notes the company is not guiding Q4 outlook, which is being impacted by timing of concert sales, along with headwinds from all-in pricing and tough comparable sales from Taylor Swift/World Series. While Oppenheimer expects robust FY26 guidance on the Q4 call, there is no visible positive catalyst before then.
Evercore ISI
Mark Mahaney
Outperform
downgrade
$29 -> $27
2025-11-14
Reason
Evercore ISI
Mark Mahaney
Price Target
$29 -> $27
2025-11-14
downgrade
Outperform
Reason
Evercore ISI analyst Mark Mahaney lowered the firm's price target on StubHub to $27 from $29 and keeps an Outperform rating on the shares. StubHub's Q3 results were "a mixed bag" and the lack of Q4 guidance was "unexpected and contributed to a significant market reaction," the analyst tells investors. While calling management's decision to withhold Q4 guidance "disappointing," especially given the challenging comps ahead, the firm argues that StubHub's dominant position in the secondary ticketing market, combined with high-margin economics, remains attractive.
About STUB
StubHub Holdings, Inc. operates a global secondary ticketing marketplace for live events. It connects fans around the world with sellers who use its marketplace to reach fans and price tickets efficiently. It operates its global ticketing marketplace through two brands: StubHub in North America and viagogo internationally. Its marketplace enables sellers of all types, including individual fans, professional sellers and content rights holders. Its technology is built to handle events regardless of their size, location, category or venue and includes end-to-end workflows and services that streamline the purchase and sale experience for buyers and sellers. It leverages its centralized technology and operations to reach buyers and sellers across the globe, supporting 33 languages and accepting payments in 48 currencies. Its marketplace is built to offer global distribution anywhere there is demand for live events. It offers data intelligence to optimize outcomes for buyers and sellers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
