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Added to YB: 2025-09-24

Pitch date: 2025-09-22

SNAP [bullish]

Snap Inc.

-14.9%

current return

Author Info

Company Info

Snap Inc. operates as a technology company in North America, Europe, and internationally. The company offers Snapchat, a visual messaging application with various tabs, such as camera, visual messaging, snap map, stories, and spotlight that enable people to communicate visually through short videos and images.

Market Cap

$14.1B

Pitch Price

$8.59

Price Target

N/A

Dividend

N/A

EV/EBITDA

-43.87

P/E

-27.89

EV/Sales

2.65

Sector

Interactive Media and Services

Category

growth

Show full summary:
Snap: Increasingly Asymmetric.

SNAP: 932M MAUs, 350M+ AR DAUs, FCF/share rising while trading 2x sales creates asymmetric opportunity. Snapchat+ hit $700M ARR, gaming users +40% YoY, Spotlight 48% of time spent. Q2 ad platform mishap corrected; Sponsored Snaps show 2x conversion, 5x click ratios vs other inventory. $3B AR investment positions for mainstream adoption.

Read full article (4 min)