Added to YB: 2025-11-11
Pitch date: 2025-11-06
SPOT [bullish]
Spotify Technology S.A.
-2.07%
current return
Author Info
No bio for this author
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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
$610.46
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:
2025-07-15 Spotify Technology S.A. (NYSE:SPOT) - Gabriel Koh EIP
SPOT: Market leader (32% share) w/ 675M MAUs, 263M Premium subs. Strong moat via AI personalization, lowest churn <2% monthly. Hit profit inflection 2024 after 2 decades scaling. FCF grew 217% TTM, est 30% CAGR next 3yrs. Price targets: $186B (3Y, 27% upside), $223B (5Y, 52% upside) at 35x/30x P/FCF vs 117x today.
Read full article (6 min)