Added to YB: 2026-01-08
Pitch date: 2026-01-05
SNAP [bullish]
Snap Inc.
+4.36%
current return
Author Info
No bio for this author
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
$14.2B
Pitch Price
$8.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-44.07
P/E
-28.03
EV/Sales
2.66
Sector
Interactive Media and Services
Category
turnaround
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Snap Inc.
SNAP (added to position): Trading near 3yr lows despite 1B MAUs & growing DAUs. New revenue streams like Snap+ & storage plans at ~100% margins offer huge upside - just 10% DAU adoption at $3/mo = $600M boost. SBC declining as % of revenue. Young demographics still engaged despite negative sentiment.
Read full article (2 min)