StubHub Holdings, Inc. (STUB) reported fourth-quarter 2025 results with total revenue of $449.2 million, down 15.8% year-over-year and missing the consensus of $498.8 million by roughly 10%. Diluted earnings per share were -1.56 versus an estimate of -0.02. Shares fell 9.73% since market close.
On the balance sheet and cash-flow side, the company held $1.24 billion in cash and equivalents, up 24.0% year-over-year, while total liabilities fell to $3.11 billion (down 16.2% YoY).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
StubHub Holdings, Inc. Hedge Fund Activity
We have seen 77 institutional investors add shares of StubHub Holdings, Inc. stock to their portfolio, and 55 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 7,900,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $106,887,000
- INDEX VENTURE ASSOCIATES III LTD added 6,296,550 shares (+inf%) to their portfolio in Q4 2025, for an estimated $85,192,321
- POINTSTATE CAPITAL LP added 4,117,332 shares (+19.9%) to their portfolio in Q4 2025, for an estimated $55,707,501
- CAPITAL INTERNATIONAL INVESTORS added 4,082,393 shares (+inf%) to their portfolio in Q4 2025, for an estimated $55,234,777
- JPMORGAN CHASE & CO added 4,076,316 shares (+99.8%) to their portfolio in Q4 2025, for an estimated $55,152,555
- CAPITAL WORLD INVESTORS removed 3,875,170 shares (-77.7%) from their portfolio in Q4 2025, for an estimated $52,431,050
- HOLOCENE ADVISORS, LP removed 2,517,239 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $34,058,243
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
StubHub Holdings, Inc. Analyst Ratings
Wall Street analysts have issued reports on $STUB in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Sell" rating on 01/20/2026
- Wedbush issued a "Outperform" rating on 12/19/2025
- Evercore ISI Group issued a "Outperform" rating on 11/14/2025
- Oppenheimer issued a "Outperform" rating on 11/14/2025
- JP Morgan issued a "Overweight" rating on 11/14/2025
- BMO Capital issued a "Outperform" rating on 10/13/2025
- Goldman Sachs issued a "Buy" rating on 10/13/2025
To track analyst ratings and price targets for StubHub Holdings, Inc., check out Quiver Quantitative's $STUB forecast page.
StubHub Holdings, Inc. Price Targets
Multiple analysts have issued price targets for $STUB recently. We have seen 11 analysts offer price targets for $STUB in the last 6 months, with a median target of $22.0.
Here are some recent targets:
- Jason Bazinet from Citigroup set a target price of $9.0 on 02/18/2026
- Scott Devitt from Wedbush set a target price of $18.0 on 12/19/2025
- Jason Helfstein from Oppenheimer set a target price of $20.0 on 11/14/2025
- Mark Mahaney from Evercore ISI Group set a target price of $27.0 on 11/14/2025
- Doug Anmuth from JP Morgan set a target price of $22.0 on 11/14/2025
- Curry Baker from Guggenheim set a target price of $16.0 on 11/14/2025
- Justin Post from B of A Securities set a target price of $19.0 on 11/14/2025
