StubHub Holdings, Inc.(STUB)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
STUB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for StubHub Holdings, Inc. (STUB), a Communication Services sector company. STUB is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), StubHub Holdings, Inc. reports quarterly revenue of $446.0M, net income of $48.0M, free cash flow of $298.2M. Top institutional holders of STUB by reported 13-F value include Madrone Advisors,, WestCap Management,, Deer Management Co., based on the most recent SEC filings. STUB trades on the NYSE exchange and files with the SEC under CIK 1337634. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STUB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for StubHub Holdings, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$446.0M
Net Income
Q1 2026
$48.0M
Free Cash Flow
Q1 2026
$298.2M
D/E Ratio
Q1 2026
0.96
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+29.5% YoYNet Income
-100.7% YoYOperating Income
-45.5% YoYEPS (Diluted)
-115.8% YoYTotal Assets
Total Debt
Op. Cash Flow
-14.9% YoY| Metric | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|
| Revenue | $1.77B +29.5% | $1.37B | — |
| Net Income | $-2.8M -100.7% | $405.2M | — |
| Operating Income | $138.1M -45.5% | $253.2M | — |
| EPS (Diluted) | $-0.04 -115.8% | $0.23 | — |
| Total Assets | $5.09B | — | — |
| Total Debt | $2.35B | — | — |
| Operating Cash Flow | $261.5M -14.9% | $307.4M | — |
AI Insight: STUB Financial Trends
StubHub swung from $535M net loss in Q4 2025 to $48M profit in Q1 2026, but revenue flatlined and debt remains elevated.
• Net income rebounded sharply: -$535M loss (Q4 2025) to +$48M profit (Q1 2026).
• Operating cash flow strengthened to $298M in Q1 2026 from $11M in Q4 2025.
• Revenue essentially flat: $449M (Q4 2025) to $446M (Q1 2026).
⚠ Total debt remains elevated at $1,496M despite recent reductions from Q4 2025 peak of $1,507M.
⚠ Equity recovered to $1,564M in Q1 2026 after dropping to $1,184M in Q4 2025, signaling volatility.
AI Insight: STUB Ratio Trends
StubHub swung from severe Q4 2025 losses to Q1 2026 profitability, with operating margin recovering to 5.8% and leverage declining to 0.96x D/E.
• Operating margin recovered sharply from -6.2% in Q4 2025 to 5.8% in Q1 2026, signaling operational improvement.
• Net profit margin turned positive at 10.8% in Q1 2026 after severe -119.2% loss in Q4 2025.
• Debt-to-equity ratio fell from 1.27 in Q4 2025 to 0.96 in Q1 2026, approaching pre-Q4 leverage levels.
⚠ Q4 2025 collapse across all profitability metrics (OpMargin -6.2%, NPM -119.2%, ROE -180.9%) requires explanation of drivers.
⚠ ROIC remains deeply depressed at 3.4% in Q1 2026, well below acceptable capital efficiency thresholds.
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Available Research
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Top Institutional Holders of STUB
Madrone Advisors, LLC
$472.9M75,780,055 shWestCap Management, LLC
$180.9M28,991,583 shDeer Management Co. LLC
$137.5M22,038,489 shPointState Capital LP
$125.6M20,126,701 shCapital World Investors
$56.2M9,002,141 shStepStone Group LP
$47.2M7,562,225 shNeuberger Berman Group LLC
$46.0M7,368,767 shIndex Venture Associates III Ltd
$39.3M6,296,550 shKLINGENSTEIN FIELDS & CO LP
$38.5M6,170,040 shENTRUST GLOBAL PARTNERS L L C
$30.3M4,850,637 sh
| Fund | Value | Shares |
|---|---|---|
| Madrone Advisors, LLC | $472.9M | 75,780,055 |
| WestCap Management, LLC | $180.9M | 28,991,583 |
| Deer Management Co. LLC | $137.5M | 22,038,489 |
| PointState Capital LP | $125.6M | 20,126,701 |
| Capital World Investors | $56.2M | 9,002,141 |
| StepStone Group LP | $47.2M | 7,562,225 |
| Neuberger Berman Group LLC | $46.0M | 7,368,767 |
| Index Venture Associates III Ltd | $39.3M | 6,296,550 |
| KLINGENSTEIN FIELDS & CO LP | $38.5M | 6,170,040 |
| ENTRUST GLOBAL PARTNERS L L C | $30.3M | 4,850,637 |
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Popular Research
Is STUB a good stock to buy?
13F Pro's AI-powered analysis of StubHub Holdings, Inc. (STUB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for STUB are available on the STUB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own STUB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling STUB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of StubHub Holdings, Inc.'s investment landscape.