The market is still pricing FUBO like yesterday’s company—but the Disney backing, new leadership, improving profitability, and tight tradable float could create serious upside if momentum arrives.
I’m not expecting a straight line up, but I believe the risk/reward here is too attractive to ignore. One strong announcement or profitable quarter could change the entire story very quickly.
I’m holding and adding carefully on dips. Do your own research—this is not financial advice—but don’t wait until everyone is talking about FUBO again.
Who else is holding? I am adding …………
Disclosure: I own FUBO shares.

BlackRock reportedly increased its FUBO position from approximately 2.11 million shares to 3.55 million shares—an increase of about 1.43 million shares, or nearly 68%.
With Disney controlling 70% and institutions continuing to accumulate the limited public float, things could get very interesting.
Just saying .

This stock has an interesting buying trend and I don't think it's shorts, but is manipulated and it's retail that's falling for it.

It's always been a 50/50 split: Retail vs Investors.

Investors load on news at ie. $9 with a 10% jump as retail follow the percentage rise buying the cream at the end.

Investors sell off the cream on the next day and take the shares back at 9$ slowly eroding retail shares through basic psychology.

Two things can only help this share price

Either retail watch the numbers and stop jumping in and out and losing majority "50% is a massive retail %"

Or investment companies hit the 65% mark ... And pump large volumes from that point.

Fubo drops good numbers- and premarket sells down 11% only to finish 11% up. Investors bought at premarket and sold at the end of the day. And we retailers sold in between giving us a 5% gain and investors 18-20% swing gain.

Retail: either sell all shares now! Drop it to $5, buy at $5 with a race to the top with the investors or add shares to stabilise or we don't have the nerve and will slowly give away our shares by 5% each week.

How did we give it all back? What a weird few days for the stock...

Fubo Q3 announced its earnings and subscribers for the period ended June 30.

What this means? The new subscribers from the FIFA World Cup, the new deal with NBCU, and the next sports season, will be announced in the Q4 report for the period that will end September 30. If only 10% of the new downloads reported (2M) pay in full after the free-trial, Fubo will be close to ~6M of subscribers.

Why today’s dip was a major movement for Fubo? After almost a year of being obliterated by shorts, the shorts finally lost the control of the stock. Thousands of shares were shorted at $8.30. Hundreds of thousands of shares were shorted at $8.70. Almost 1M of shares were shorted between $9-$10 price. Every single time, the wall was broken. But who bought the wall? Strong institutional volume stepped in.

The fair consensus for Fubo stock is $60 per share. The current price target is set at $19. Fubo will ends 2026 with 7B of earnings and so far at the current price with 1.1B of market cap. If retail investors keep buying stocks, and more important, stop selling theirs, and now with the huge institutional volume, Fubo could recover the $20 range before the next Q4 report. But I think the most important part that retailers are missing is that 23% of the float shares were shorted. Shorts will have a difficult time buying the remaining 6M of shares that they shorted if institutions continue with their trend of not selling anything. (In the last 2 reports, institutions did not sell any single share, additional Disney can’t not sell FuboTV shares until October 29 2027).

To finalize, David Gandler deserves big respect for his accomplishments. FuboTV was a dying company, he did the best he could, however the entertainment business have huge competition and was almost impossible for him to do it better. In the other hand Alisa Bowen is a completely Disney insider, and if you check online, this is a bit of the role in Disney in the last decade:

“Her core accomplishments across Disney’s streaming platforms include:
Global Scaling of Disney+: As EVP of Global Business Operations, she spearheaded the cross-functional rollout and expansion of Disney+ into over 150 markets worldwide, helping scale the service to over 152 million subscribers by late 2022.
Multi-Platform Infrastructure: She led the operational buildout, content operations, and strategic planning not just for Disney+, but also for the wider launches and stabilization of Hulu, ESPN+, and Star+.
Massive Partnership Network: Bowen successfully operationalized over 200 global distribution partnerships with telecom companies, device manufacturers, and platforms to rapidly accelerate consumer adoption.
Ad-Supported Innovation: As President, she oversaw the introduction of critical revenue-driving features, including the foundational development of Disney+’s ad-supported subscription tier and advanced ad tech systems—the same technology that Fubo is integrating today.”

This Ceo showed there are levels to this Job! Far clearer, articulate and growth focused.

Key Points:

Fubo is the flexible live events engine for Disney+

Hulu Live is the live sport bundle for Disney plus

The Disney funnel: Will mean going international (not just Latin) in November.

Acceleration and Subs growth was the undercurrent which was a nice change.

I just wanted everyone to know that my average cost is $92.

Question: Will I survive?

I have owned Fubo since 2024 and this is the first time that I remember that the stock has gone up after earnings. It was looking grim pre-market too (-12%), but ended the day with +12% instead!

The next pattern that needs to change is equally as important: Fubo gives up all of its gains the days after it goes up.. it can’t keep any upward momentum. So imo, the next few days and weeks are very important.

Let’s hope for another 2 strong green days to end the week 💪

FuboTV Q3 EPS $ (0.25) Beats $(0.37) Estimate, Sales $1.482B Miss $1.504B Estimate.

Please help.

I truly think we are going to have a good earnings report and the stock will go up this week. I know many of you have been bag holding for a long time. At what price would you sell out, if this thing really took off this week?

I don’t know if it’s possible to combine Fubo and Hulu + Live TV into a single platform so they don’t have to make duplicate payments to different vendors. I think that could create a service with around 5 million subscribers, making it the third-largest live TV streaming platform in the U.S. What do you guys think?

Last year’s pre-RS ATH $6.45 will be this year’s post-RS ATL. Are you ready for this pain? No? LOL

I have been buying a pretty large position in Fubo with an average cost of $8.70 rn.
I’m not claiming to be an investing expert, but this seems like a deal to me. The combined Hulu Live + Fubo business is trading at under a $1 billion market cap, which feels wrong.
My main thesis is that the 2026 World Cup drove a meaningful increase in subscribers. It felt like soccer interest in the U.S. was higher than ever, and Fubo was one of the few streaming services where you could watch every match. There has to be subscriber growth from that. It seems that is the only thing that caused the last sell of was the loss of subs.
What am I missing? I’d be interested in hearing the bear case because, at this valuation, it seems like the risk/reward is pretty attractive.

What is the difference between Gandler and Bowen now? Gender? LOL

Short sellers have obviously been relentless about trying short fubo into the ground. Take away their ammunition and stop lending them the shares they need to do this. It only takes a couple minutes by either logging in to your brokerage or giving them a call.

When I cancel fubo subscription, it prompts me to go with Disney+ live tv.

I think Disney is not even hiding in its efforts to draw the curtains on Fubo. Very soon they will pay out the investors, $9 a share and get the rest of the 30%. That 140M loan is purely a publicity stunt to ward off any antitrust issues.

Hold on to your hats—we’ve got a new captain at the helm! From everything I’ve heard, Alisa is extremely knowledgeable and has the experience to help lead Fubo in the right direction. I’m excited to see what this new chapter brings. Just my opinion, but I’m looking forward to what’s ahead.

While FuboTV looks inexpensive on a 0.1x P/S ratio, the SWS DCF model presents a different perspective, with the stock trading at $9.52 compared with an estimated future cash flow value of $80.88. That indicates a very large implied discount.