Added to YB: 2026-01-20
Pitch date: 2025-10-06
SNAP [bullish]
Snap Inc.
-41.62%
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 snaps.
Market Cap
$8.0B
Pitch Price
$8.56
Price Target
20.00 (+300%)
Dividend
N/A
EV/EBITDA
-34.94
P/E
-17.41
EV/Sales
1.55
Sector
Interactive Media and Services
Category
growth
The Snapchat Thesis
SNAP: Monetized storage (biggest OpEx now revenue stream) - est. $190M OpEx savings + $540M new revenue from 2% users paying $30/yr = $630M FCF boost. At 35x FCF multiple, targets $19-20/share vs $8.50 today (50-100%+ upside 12-18mo). Rate cuts help multiple expansion.
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