Vivid Seats (SEAT) Stock Forecast & Price Target

Vivid Seats Inc. projects a return to growth in marketplace gross order value (GOV) and revenue in the second half of 2025, driven by favorable comparisons to previous periods and anticipated increases in live event activity. The collaboration with United Airlines is expected to enhance market reach, leveraging the airline's extensive loyalty member base, which may result in incremental ticket sales. Additionally, the company's successful international expansion efforts and an improved supply roster for concerts in 2025 indicate a solid foundation for future profitability and revenue growth.

Vivid Seats Inc. has experienced a decline in orders and gross order value (GOV) by 12% and 11%, respectively, despite a slight year-over-year increase in total revenue to $199.8 million, largely driven by 12% growth in resale revenue. The ongoing economic slowdown is exerting pressure on consumer spending, while heightened competition and necessary marketing expenditures are expected to negatively impact margins. Furthermore, management's cautious guidance indicates a need for additional spending to maintain market share amidst a challenging environment, raising concerns about the company's long-term growth prospects and the sustainability of its financial performance.