FUBO是长期买入标的;近期指引修正(FY26 EBITDA 9000万至1亿美元,FY28超过3亿美元)支持未来几年有显著上行空间。
逐段跳播
Fubo 的股价上涨至 3,600 美元。
The price of Fubo rose to $3,600.
接下来是我非常看好的第二只超小市值股票,那就是 Fubo!Fubo TV。首先,这是公开账户中第二大亏损。所以这只股票的价格已经下跌了 20,000 美元,对吧?但让我有信心继续持有 Fubo 的原因是什么,为什么我仍然相信这只股票?
它的股价目前是 11 美元。嗯,他们已经发布了指引和长期目标,我可以告诉你,如果这些目标得以实现,未来几年这只股票会有很多钱可赚,好吗?他们将 2026 财年备考调整后 EBITDA 指引修正为 $
Okay, so here's the second super small cap stock that I really love, which is Fubo! Fubo TV. First, this is the second largest loss in the public accounts. So the price of this stock has dropped by $20,000, right? But what gives me the confidence to stay in Fubo and why do I still believe in this particular stock? Its stock price is currently $11. Well, they've released their guidance and long-term goals, and I can tell you, if they're implemented, there's a lot of money to be made from this stock in the next few years, okay? They revised their fiscal year 2026 pro forma adjusted EBITDA guidance to $
首先,这是公开账户中第二大亏损。所以这只股票的价格已经下跌了 20,000 美元,对吧?但让我有信心继续持有 Fubo 的原因是什么,为什么我仍然相信这只股票?它的股价目前是 11 美元。
First, this is the second largest loss in the public accounts. So the price of this stock has dropped by $20,000 , right? But what gives me the confidence to stay in Fubo and why do I still believe in this particular stock ? Its stock price is currently $11.
嗯,他们已经发布了指引和长期目标,我可以告诉你,如果这些目标得以实现,未来几年这只股票会有很多钱可赚,好吗?他们将 2026 财年备考调整后 EBITDA 指引从 8000 万至 1 亿美元上调至 9000 万至 1 亿美元。所以基本上,他们提高了区间,这是好事。
Well, they've released their guidance and long-term goals , and I can tell you , if they're implemented , there's a lot of money to be made from this stock in the next few years , okay ? They revised their fiscal year 2026 pro forma adjusted EBITDA guidance to $ 90 to $100 million, up from $80 to $100 million. So, basically, they've increased the range , which is good.
他们重申了 2028 财年调整后 EBITDA 目标,至少为 3 亿美元。这很好。根据当前运营计划,预计在 2027 和 2028 财年实现正自由现金流。他们还重申了财年末现金及现金等价物和受限现金指引,至少为 2 亿美元,对吧?
They reiterated their fiscal 2028 adjusted EBITDA target of at least $300 million. This is good. Positive free cash flow is expected in fiscal years 2027 and 2028 under the current operating plan. And they reiterated their fiscal year- end cash and cash equivalents and restricted cash guidance of at least $200 million , right?
而那些公司与迪士尼有关,对吧?你知道,迪士尼在这家公司拥有大量股权,现在他们让迪士尼的人来管理这家公司。David Gandler,我喜欢 David Gandler。他是这家公司的前 CEO。
我真的很喜欢他。我喜欢他试图在 Fubo 做的事情。
And those companies are involved with Disney, right? You know, Disney has a large ownership stake in this company , and now they have one of their Disney people running it. David Gandler, I like David Gandler. He was the former CEO of this company. I really liked him. I liked what he was trying to do with Fubo.
但最终,迪士尼想要他们自己的人。所以,在我看来,发生了什么——记住,我不知道内幕,但我怀疑他是被迫离开的。我认为他是被迫离开的。他们想带来他们自己的迪士尼人。现在他们带来了他们的迪士尼人。
But in the end , Disney wanted their own people. And so, in my opinion, what happened—and remember, I do n't know the inside story, but what I suspect is that he was forced out. I think he was forced out. And they wanted to bring their own Disney people. And now they've brought their Disney guy.
你知道,我认为这家公司的股价在未来几年会大幅上涨,财务状况会很好,而那个迪士尼人会因此获得功劳,对吧?而 Gandler 不会得到那份功劳,这就是原因。
You know, I think the company's stock price is going to go up tremendously in the next few years and the financial situation is going to be great, and that Disney guy is going to get the credit for it, right? And Gandler won't get that credit, that's why.
这个频道对 $FUBO 的历次判断
Financial Education 在这只股票上只有这一条判断。