Added to YB: 2026-01-22
Pitch date: 2026-01-20
SPOT [bullish]
Spotify Technology S.A.
-4.82%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$84.4B
Pitch Price
$509.00
Price Target
730.00 (+51%)
Dividend
N/A
EV/EBITDA
34.26
P/E
39.02
EV/Sales
4.58
Sector
Entertainment
Category
growth
Spotify: Buying two tried and true names
SPOT: Audio streaming leader with unassailable moats & durable 5-10yr growth runway. Author sold 33% at ~$720, sees recent selloff to $500 creating compelling multi-year buy opportunity. Estimates 10% IRR through 2030. Proven track record, no AI risk concerns.
Read full article (1 min)