Added to YB: 2025-08-01
Pitch date: 2025-07-31
SPOT [neutral]
Spotify Technology S.A.
-7.21%
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
$622.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.60
P/E
72.67
EV/Sales
5.61
Sector
Entertainment
Category
growth
Show full summary:
Spotify: Positioned for a Massive Acceleration.
SPOT (earnings update): Undervalued as market misses three key catalysts from Q2'25: 1) Video growing 20x faster than music, 2) GenAI tech stack retooling for natural language, 3) Richer user signals enabling better iterations. Despite 10% post-earnings drop, record MAU/subscriber growth shows strategy working. LTV-focused investments will drive multi-bagger returns.
Read full article (4 min)