fuboTV's Potential Rebound: Can Analyst Optimism and Options Activity Signal a Turnaround?

The digital media landscape is in flux, with streaming platforms like fuboTV (FUBO) facing mounting competition and valuation headwinds. Yet, recent brokerage activity, earnings forecasts, and options trading patterns suggest the stock might be primed for a rebound. Here's why investors should pay attention—and whether now is the time to take a position.

Analyst Sentiment: A "Moderate Buy" With Upside Potential

Brokerage analysts remain cautiously optimistic about fuboTV's long-term prospects. As of July 2025, the consensus rating is "Moderate Buy", with five "Buy" ratings and three "Hold" ratings. While the average price target of $3.34 implies a 9.5% downside from current levels ($3.69), the highest target of $5.00 from Wedbush—representing a 35.5% upside—hints at undervalued potential.

Wedbush's $5.00 target stands out, reflecting confidence in fuboTV's growth trajectory despite near-term challenges like margin pressures and subscriber retention.

Key Takeaway: The divergence in targets (from $2.60 to $5.00) underscores mixed sentiment. Bulls emphasize long-term streaming market opportunities, while bears cite execution risks.

Earnings and Sales: Progress Amid Headwinds

fuboTV's June 2025 earnings estimates show an EPS of -$0.05, a narrower loss than prior quarters, suggesting operational improvements. Sales are projected to hit $353.72 million, though this reflects a 15% decline from the previous quarter's $416.29 million. Analysts attribute this drop to macroeconomic pressures and competitive pricing in the streaming space.

Despite the dip, fuboTV has historically matched or exceeded EPS estimates, a positive signal for current forecasts.

While revenue growth is slowing, the company's focus on cost discipline and niche markets (e.g., sports streaming) could stabilize its position.

Options Activity: Bullish Signals in Volatile Waters

June 2025 saw unusually high options trading volume, with 12.9 million shares changing hands—a 63% increase over average daily volume. The most active contract was the $3.50 strike call option, expiring in May 2025, which traded at 7.1 million shares. This surge suggests investors are betting on a price rise, even as the stock trades near its 52-week low of $1.15.

The put/call ratio for FUBO currently sits at 0.61, favoring bullish bets. For longer-dated expirations like January 2026, call activity (bullish) vastly outpaces puts (bearish), with a ratio of 0.31, signaling sustained optimism.

The declining ratio reflects growing bullish sentiment, even as the stock remains volatile.

Critical Insight: The June activity coincides with insider buying. Director Daniel V. Leff added 179,198 shares via RSUs and received new RSUs, signaling confidence in the company's future.

Risks to Consider

• Competitive Pressure: FUBO operates in a crowded space dominated by giants like Disney+ and Netflix.
• Valuation Concerns: The stock's low price and high volatility reflect skepticism about its ability to scale profitably.
• Subscriber Growth: Analysts like Roth MKM have lowered targets due to lagging subscriber metrics.

Investment Thesis: A Calculated Gamble for Growth Investors

While fuboTV faces near-term headwinds, its niche focus on sports streaming and institutional backing (e.g., Wedbush's bullish stance) make it a compelling speculative play. The $5.00 price target implies significant upside, especially if the company executes on its cost-cutting and content strategy.

Recommendation:
- Aggressive investors could consider buying FUBO at current levels, targeting the $5.00 upside while setting stop-losses near $2.50 (the consensus “Hold” target).
- Wait-and-see investors should monitor Q3 2025 earnings and subscriber growth data before committing.

Final Verdict

fuboTV's potential rebound hinges on its ability to carve out a sustainable niche in the streaming market. While risks abound, the confluence of insider activity, bullish options bets, and analyst optimism suggests this stock could be a high-risk, high-reward opportunity in the digital media sector. For those willing to bet on its long-term potential, the timing may finally be right.

FUBO's volatility contrasts sharply with broader market stability, highlighting its high-growth, high-risk profile.