STUB (NYSE:STUB) Trading Down 8.4% on Analyst Downgrade

Shares of STUB (NYSE:STUB) traded down 8.4% during mid-day trading on Friday after Oppenheimer lowered their price target on the stock from $20.00 to $12.00. Oppenheimer currently has an outperform rating on the stock. STUB traded as low as $8.12 and last traded at $8.16. 3,190,587 shares were traded during trading, a decline of 15% from the average session volume of 3,757,402 shares. The stock had previously closed at $8.91.

Several other analysts have also issued reports on the company. Guggenheim reissued a “buy” rating on shares of STUB in a report on Tuesday, February 24th. Craig Hallum started 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. Citigroup raised shares of STUB from a “sell” rating to a “neutral” rating in a report on Wednesday, February 18th. Weiss Ratings initiated coverage on shares of STUB in a report on Wednesday, January 14th. They set a “sell (d-)” rating on the stock. Finally, Wall Street Zen cut shares of STUB from a “hold” rating to a “sell” rating in a research note on Saturday, February 21st. Two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, STUB has a consensus rating of “Hold” and a consensus price target of $11.40.

More STUB News

Here are the key news stories impacting STUB this week:

• Positive Sentiment: Seeking Alpha upgraded STUB to neutral, arguing the >50% post-IPO decline has created a more compelling valuation and that profits could rebound in 2026—this offers a potential recovery thesis for value-oriented investors. Article Title
• Positive Sentiment: Quiver/filings show large institutional buys in Q4 (several firms added multi?million share positions), which could provide underlying demand and long?term support. Article Title
• Neutral Sentiment: Oppenheimer cut its price target from $20 to $12 but kept an Outperform rating—shows some analysts still see upside despite tempered expectations. Article Title
• Neutral Sentiment: Several articles examine STUB’s valuation and volatility, noting both the stock’s steep drop and that policy/regulatory attention could add near?term uncertainty; these pieces frame debate rather than move fundamentals. Article Title
• Negative Sentiment: Q4 results missed expectations: revenue $449.2M (down ~15.8% YoY) and adjusted EPS of -$1.56 vs. consensus near -$0.01; the company reported a GAAP loss of ~$535M largely due to a $492.9M noncash tax provision. These headline misses are the primary driver of the selloff. Article Title
• Negative Sentiment: Analyst downgrades and price?target cuts followed: Wedbush moved to Neutral (PT cut to $10), JPMorgan reaffirmed Neutral with a lower $10 PT, and other firms trimmed forecasts—reducing sell?side support and investor confidence. Article Title
• Negative Sentiment: Market reaction: shares hit record lows and put activity spiked (unusual options flow with ~24k puts), signaling elevated downside hedging/speculation. Article Title

Hedge Funds Weigh In On STUB

Several institutional investors have recently bought and sold shares of STUB. Galaxy Group Investments LLC bought a new position in shares of STUB in the 4th quarter valued at about $9,073,000. Empowered Funds LLC bought a new stake in STUB during the fourth quarter worth approximately $1,657,000. PointState Capital LP raised its position in STUB by 19.9% during the fourth quarter. PointState Capital LP now owns 24,823,335 shares of the company’s stock valued at $335,860,000 after purchasing an additional 4,117,332 shares during the period. Moore Capital Management LP bought a new stake in shares of STUB in the 4th quarter valued at approximately $5,666,000. Finally, Engineers Gate Manager LP bought a new stake in shares of STUB in the 4th quarter valued at approximately $161,000.

STUB Stock Down 7.4%

The firm has a market capitalization of $3.03 billion and a P/E ratio of -13.75. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98.

STUB (NYSE:STUB) last released its quarterly earnings results on Wednesday, March 4th. The company reported ($1.56) earnings per share for the quarter, missing the consensus estimate of ($0.01) by ($1.55). The company had revenue of $449.17 million during the quarter. The company’s revenue was down 15.8% on a year-over-year basis.

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.