Added to YB: 2025-08-01
Pitch date: 2025-07-31
SPOT [neutral]
Spotify Technology S.A.
-14.25%
current return
Author Info
No bio for this author
Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$91.3B
Pitch Price
$622.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.08
P/E
27.90
EV/Sales
4.68
Sector
Entertainment
Category
growth
Spotify: Positioned for a Massive Acceleration.
SPOT (earnings update): Undervalued as market misses three key catalysts from Q2'25: 1) Video growing 20x faster than music, 2) GenAI tech stack retooling for natural language, 3) Richer user signals enabling better iterations. Despite 10% post-earnings drop, record MAU/subscriber growth shows strategy working. LTV-focused investments will drive multi-bagger returns.
Read full article (4 min)