Added to YB: 2025-08-01
Pitch date: 2025-07-30
SPOT [neutral]
Spotify Technology S.A.
-8.71%
current return
Author Info
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Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$100.1B
Pitch Price
$654.81
Price Target
1.1K (+90%)
Dividend
N/A
EV/EBITDA
45.60
P/E
72.67
EV/Sales
5.61
Sector
Entertainment
Category
growth
Show full summary:
Spotify Q2 2025: Demolition Dust or Skyscraper Steel?
SPOT (earnings update): Stock fell 12% on headline misses, but underlying strength: MAUs beat by 7M, Premium subs +3M, record FCF €700M (+43% YoY). Transforming from freemium to AI-native platform with expanding margins (ad GM +495bps). €8.4B cash, $2B buyback. 75% upside in bull case with successful ad scaling to 25% of revenue by 2027.
Read full article (14 min)