Why is FuboTV Stock Price (NYSE: FUBO) Up 300% This Year?

After a 2024 that shareholders would want to forget, FuboTV's stock price (NYSE: FUBO) has rewarded bulls by more than tripling in value through 2025 so far. The turnaround could be more stark, with the more than 50% decline last year now firmly in the rear-view. Let's take a quick look at what caused such a sudden shift in sentiment.

Markets were buoyed on Monday, as Disney (NYSE: DIS) and FuboTV announced a significant move in the streaming industry, forming a new company that merges Fubo and Hulu + Live TV. Despite continuing as separate branded entities, Disney will hold a 70% stake in the company, with Fubo retaining the remaining 30%.

The 2 year chart shows a visible gap up as the news was digested, and the stock has continued to hold multi year highs in the following days leading into today's closed market.

Notably, Fubo's management will lead the new enterprise, but Disney will appoint the majority of its board members. Hulu + Live TV currently boasts 4.6 million subscribers, contrasted against Hulu streaming’s 47.4 million subscribers.

As per the press release on Fubo's website, the new entity would have 6.2 million North American subscribers combined. The deal also delivers Fubo $220 million in cash, combined from Disney, FOX and Warner Bros. Discovery that ends the pending litigation between the firms. Disney has also committed to provide Fubo a $145 million term loan in 2026 as part of the transaction.

“This combination enables us to deliver on our promise to provide consumers with greater choice and flexibility. Additionally, this agreement allows us to scale effectively, strengthens Fubo’s balance sheet and positions us for positive cash flow. It’s a win for consumers, our shareholders, and the entire streaming industry.”

Fubo Co-founder and CEO David Gandler

Analysts Increase FUBO Price Target

On the back of the news, the analyst community has been swift in upgrading the stock, with both Wedbush, and Roth MKM boosting their respective targets. RothMKM raised to $4.75 from the prior mark of $2, maintaining a Neutral rating as much of the risk surrounding Fubo is seen as being removed.

Wedbush kept their bullish Outperform rating, raising their price target to $6.40 (from $3). The firm see the combination as well positioned to capture ‘cord nevers' as subscribers in the years ahead.

With plenty of time until the deal closes, and numerous earnings reports in between, there is likely to be plenty of movement in the months ahead. Sentiment is markedly improved, along with the stock price, yet there are many willing to take the other side with short interest more than 12%.

Disney's partnership with FuboTV represents a tactical decision aimed at strengthening its foothold in the live streaming market, and certainly brings a lot of good will to the Fubo name. With a substantial stake in the new company and strategic board control, Disney may well be positioning itself for a larger piece of the pie.