FuboTV Stock Plunges 3.47% as Debt Management Challenges and Missed Tender Offers Weigh

The share price fell to its lowest level since May 2025 today, with an intraday decline of 3.16%.

FuboTV’s stock has dropped 3.47% over two trading days, driven by a mix of financial and strategic factors. The company’s failure to secure any tender offers for its 2029 Convertible Senior Secured Notes—triggered by its 2025 business combination with Hulu + Live TV—avoided immediate shareholder dilution but highlighted ongoing debt management challenges. Meanwhile, Q3 2025 earnings showed resilience, with revenue of $377.2 million and positive adjusted EBITDA of $6.9 million, though a 2.3% year-over-year revenue decline and 7% drop in advertising revenue signaled competitive pressures. Strategic partnerships, including Disney’s $145 million term loan and the integration of Hulu + Live TV, aim to bolster financial flexibility and long-term scalability.

Recent insider activity and analyst sentiment add complexity. CEO David Gandler sold 170,279 shares in early January, while ratings range from “Sell” to “Buy,” with a median target price of $4.63. The company’s high debt-to-equity ratio (95.62%) and beta of 1.93 underscore its volatility and leverage risks. Despite a strong cash position of $280 million and a focus on international expansion, FuboTV’s path to sustained profitability remains uncertain amid content cost inflation and regulatory uncertainties. As the sixth-largest U.S. Pay TV provider, its niche in sports streaming and global diversification could differentiate it, but execution risks persist.