STUB · StubHub Holdings, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 12, 2026TL;DR. StubHub posted record Q2 results with GMS up 34% to $3.1 billion and adjusted EBITDA up 94% to $105.7 million on World Cup strength, while raising full-year GMS guidance to $10.1–$10.3 billion (from 8–10%) and reiterating adjusted EBITDA guidance of $400–$420 million.
- + Q2 GMS grew 34% year-over-year to a record $3.1 billion, driven by strong World Cup performance.
- + Q2 adjusted EBITDA nearly doubled to $105.7 million with margin expanding ~600 basis points to 18%.
- + Raised full-year GMS guidance to $10.1–$10.3 billion (10–12% growth) from prior 8–10% outlook.
- + Trailing 12-month free cash flow of $597.6 million with 194% conversion of adjusted EBITDA.
- + Sales and marketing efficiency improved ~800 basis points year-over-year while still scaling GMS.
- − G&A expenses rose ~160 basis points as a percent of revenue due to elevated regulatory-related professional fees and legal matters.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted cost of revenue non-GAAP | 167.29M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | 177.74M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA as a percentage of revenue non-GAAP | 17% | Six Months Ended June 30, 2026 | — |
| Adjusted general and administrative non-GAAP | 148.22M | Six Months Ended June 30, 2026 | — |
| Adjusted gross margin non-GAAP | 851.82M | Six Months Ended June 30, 2026 | — |
| Adjusted gross margin as a percentage of revenue non-GAAP | 84% | Six Months Ended June 30, 2026 | — |
| Adjusted operations and support non-GAAP | 33.28M | Six Months Ended June 30, 2026 | — |
| Adjusted sales and marketing non-GAAP | 492.59M | Six Months Ended June 30, 2026 | — |
| Free cash flow non-GAAP | 600.23M | Six Months Ended June 30, 2026 | — |
| Gross Merchandise Sales | 3.1B | Q2 2026 | — |
| TTM Adjusted EBITDA non-GAAP | 307.89M | Three Months Ended June 30, 2026 | — |
| TTM free cash flow non-GAAP | 597.6M | Three Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
STUB
this stock
StubHub Holdings, Inc.
|
$2.29B | -55.7% | -1.4% | — | 6.9% |
|
GOOGL
Alphabet Inc.
|
$4.29T | +12.0% | +15.1% | 17.6 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.84T | +9.3% | +47.1% | 27.2 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$105.47B | -11.7% | — | — | 2.2% |
|
NBIS
Nebius Group N.V.
|
$60.21B | +183.3% | +479.0% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| STUB | +7.5% | -0.2% | -12.0% | +7.5% | -55.7% |
| SPY | +1.9% | +1.9% | +10.8% | +1.9% | +14.0% |
| vs SPY | +5.6% | -2.1% | -22.8% | +5.6% | -69.6% |