Spotify v poslední seanci vzrostl o 2,97 % na 492,32 USD a překonal širší trh. Před výsledky 4. srpna analytici čekají EPS 3,28 USD a výnosy 5,58 mld. USD.
Spotify (SPOT - Free Report) closed at $492.32 in the latest trading session, marking a +2.97% move from the prior day. This move outpaced the S&P 500's daily loss of 0.19%. Elsewhere, the Dow lost 0.59%, while the tech-heavy Nasdaq lost 0.05%.
Shares of the music-streaming service operator witnessed a gain of 2.15% over the previous month, beating the performance of the Computer and Technology sector with its loss of 4.32%, and the S&P 500's gain of 0.55%.
Investors will be eagerly watching for the performance of Spotify in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 4, 2026. In that report, analysts expect Spotify to post earnings of $3.28 per share. This would mark year-over-year growth of 783.33%. Alongside, our most recent consensus estimate is anticipating revenue of $5.58 billion, indicating a 17.27% upward movement from the same quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.51 per share and revenue of $22.62 billion. These totals would mark changes of +22.04% and +16.41%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Spotify. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 1.15% lower. Spotify is holding a Zacks Rank of #4 (Sell) right now.
Looking at its valuation, Spotify is holding a Forward P/E ratio of 32.95. This denotes a premium relative to the industry average Forward P/E of 20.12.
We can additionally observe that SPOT currently boasts a PEG ratio of 1.18. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.09.
The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 91, finds itself in the top 37% echelons of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow SPOT in the coming trading sessions, be sure to utilize Zacks.com.
Spotify má podle Jefferies dodat stabilní výsledky za 2. čtvrtletí, ale trh čeká hlavně na komentáře k AI remixingu a jeho spuštění. Banka zopakovala doporučení Buy a cílovou cenu 600 USD.
Spotify Technology SA (NYSE:SPOT) is expected to report a steady second-quarter performance, with Jefferies maintaining a positive long-term view despite not anticipating a "narrative changing" earnings release.
The investment bank reiterated its ‘Bu’y rating and $600 price target, implying upside from current levels of $485, ahead of the company's results, writing that it prefers to remain positioned for potential catalysts including a Warner Music Group remixing agreement and the launch of AI-powered remixing features.
For the second quarter, Jefferies forecasts gross margin of 33.1%, in line with Spotify's guidance, while noting that a typical beat of more than 20 basis points to around 33.3% represents a reasonable upside scenario.
The analysts also view the current third-quarter Wall Street gross margin estimate of 33% as achievable, despite expected regulatory charges.
Jefferies expects constant-currency revenue growth of 15% year over year in both the second and third quarters, in line with consensus estimates.
It also forecasts second-quarter net additions of 6 million premium subscribers and 17 million monthly active users, with potential upside to MAUs from Spotify's Wrapped 20th anniversary campaign.
The analysts expect investor attention to center on management's comments about new products, particularly the timeline and adoption of an AI remixing offering.
"We'll be listening for commentary on AI remixing adoption/timeline, but given investor skepticism on uptake, remixing is ultimately a 'show-me' that we think plays out positively in the coming months," Jefferies wrote.
While the bank sees the potential for lower operating expenses, it wrote that cost reductions alone are unlikely to drive a sustained re-rating without additional revenue from new products.
Looking further ahead, Jefferies expects 2027 to benefit from new product opportunities, additional pricing initiatives and more normalized cost growth, while reiterating that evidence of incremental revenue from AI remixing could renew investor interest in the stock.
Spotify spouští pro předplatitele Premium AI asistenta podobného ChatGPT, který jim na mobilu pomůže vybrat hudbu i další audio. Funkce je zatím v beta verzi v USA, Irsku a Švédsku na zařízeních s iOS a Androidem, pro uživatele od 18 let a v angličtině.
Spotify is taking another step to infuse AI technology into its listening experience, with Tuesday’s news that Premium users will now be able to have interactive conversations with the app to choose what music or other audio they want to hear.
The feature is initially available in the U.S., Ireland, and Sweden across iOS and Android devices for users 18 years old and above in English. It’s considered a beta release, meaning that things may not always work perfectly, Spotify says, but user feedback will help to improve the product.
The company didn’t explicitly share more details about the AI technology under the hood in its announcement, but Spotify confirmed to TechCrunch that it uses a mix of its own AI technology and models from multiple providers, based on whatever is best for the task.
The addition is the latest example of how Spotify has put AI technology to use to help people interact with the app’s extensive catalog of music, podcasts, and audiobooks. The company also offers tools like an AI DJ, which speaks in an AI voice that you can engage with directly, plus AI features for building playlists with prompts and those for connecting Spotify with third-party AI chatbots, like ChatGPT.
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The new feature extends the ability to chat with Spotify beyond the AI DJ experience, allowing users to talk to Spotify across the app’s Home and Now Playing views on mobile devices. Users can either type or speak to the app and have back-and-forth conversations to help them choose what to play next. Beyond that, Spotify says the app will also be able to chat with users about their listening history and can help them learn more about their favorite music or go deeper into podcasts or audiobooks.
That means you could get into questions like what inspired a certain song, or dates of album releases, or even get suggestions of other artists you might like, based on what you’re playing. You can also ask about your own listening history, like when was the first time you played a certain track, or you could explore more into what sort of genres you’ve been streaming lately.
In the announcement about the new feature, Spotify also offers a few suggestions as to how to use this interactive technology. For instance, you could ask Spotify to “play some artists I haven’t heard before,” then continue to shape that selection with follow-ups, like asking it to add a specific artist by name, or narrow the selection to just more recent tracks. You could also shape the request further by asking it to be “more upbeat,” or give it other directions.
Plus, you can ask Spotify to save songs, add songs to your queue, or follow the artist via the new feature.
The feature is rolling out now to the markets on mobile devices.
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UBS čeká, že Spotify ve 2. čtvrtletí zrychlí růst tržeb na 15,6 % FXN na 4,8 miliardy EUR. Hrubá marže má vzrůst na 33,1 % a provozní zisk na 634 milionů EUR.
Spotify Technology SA (NYSE:SPOT) is expected to post accelerating revenue growth in the second quarter, according to UBS, with results likely to come in largely in line with management's outlook on the back of price increases and stable gross margins.
The bank forecasts second-quarter revenue of €4.8 billion, up 15.6% on a foreign exchange neutral basis, compared with 14.2% growth in the first quarter.
UBS expects 6 million premium net additions, down from 8 million a year earlier, citing longer conversion times tied to new free tier features, a shift in campaign marketing timing and a tougher iOS comparison.
Premium average revenue per user is expected to grow 8.1% year over year on an FXN basis, while advertising revenue growth is expected to improve as the company laps lower podcast inventory from last year, with further acceleration anticipated in the second half as self-serve and programmatic channels expand.
UBS forecasts gross margins expanding 160 basis points year over year to 33.1%, and operating income of €634 million for the quarter.
Looking further out, UBS is largely maintaining its 2026 estimates, projecting €19.4 billion in annual revenue, up 14.3% FXN, and gross margins of 33.3%. The bank expects free cash flow of €3.4 billion in 2026, up 18% year over year, and anticipates Spotify will ramp up share buybacks following the cash repayment of its convertible notes in March.
UBS rates Spotify shares Buy and lowered its price target to $690 from $735, reflecting slightly lower EBITDA estimates on higher opex and a reduced forward multiple. The bank pointed to new AI tools and premium tier offerings as potential drivers of deeper user engagement and improved premium conversion over the medium to long term.
Spotify (SPOT - Free Report) ended the recent trading session at $493.95, demonstrating a +2.26% change from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Coming into today, shares of the music-streaming service operator had lost 4% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
Investors will be eagerly watching for the performance of Spotify in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 4, 2026. The company is forecasted to report an EPS of $3.29, showcasing a 785.42% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $5.6 billion, reflecting a 17.66% rise from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.62 per share and revenue of $22.67 billion. These totals would mark changes of +22.96% and +16.66%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Spotify. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.42% lower. Spotify is currently a Zacks Rank #4 (Sell).
In terms of valuation, Spotify is presently being traded at a Forward P/E ratio of 33.04. Its industry sports an average Forward P/E of 19.77, so one might conclude that Spotify is trading at a premium comparatively.
Investors should also note that SPOT has a PEG ratio of 1.19 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software industry had an average PEG ratio of 1.09 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 95, putting it in the top 39% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Spotify zaznamenal pokles o 3,02 %, což je výraznější než pokles S&P 500. Očekává se, že Spotify vykáže zisk 3,3 USD na akcii, což by znamenalo meziroční růst o 787,5 %.
Spotify (SPOT - Free Report) ended the recent trading session at $455.60, demonstrating a -3.02% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 1.22% for the day. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.
Shares of the music-streaming service operator witnessed a gain of 6.39% over the previous month, beating the performance of the Computer and Technology sector with its gain of 1.19%, and the S&P 500's gain of 1.56%.
Analysts and investors alike will be keeping a close eye on the performance of Spotify in its upcoming earnings disclosure. On that day, Spotify is projected to report earnings of $3.3 per share, which would represent year-over-year growth of 787.5%. Simultaneously, our latest consensus estimate expects the revenue to be $5.59 billion, showing a 17.4% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.68 per share and revenue of $22.69 billion. These totals would mark changes of +23.47% and +16.78%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for Spotify. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been a 1.32% fall in the Zacks Consensus EPS estimate. Right now, Spotify possesses a Zacks Rank of #3 (Hold).
In terms of valuation, Spotify is presently being traded at a Forward P/E ratio of 32.01. This denotes a premium relative to the industry average Forward P/E of 18.64.
It is also worth noting that SPOT currently has a PEG ratio of 1.15. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.03 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 86, this industry ranks in the top 36% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
