Core Insights - Artisan Partners' "Artisan Mid Cap Fund" reported strong performance in Q3 2025, with returns of 8.80% for Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Highlights - Spotify Technology S.A. (NYSE:SPOT) was highlighted in the Artisan Mid Cap Fund's Q3 2025 investor letter, showing a one-month return of -3.35% but an impressive 83.89% increase over the last 52 weeks, closing at $683.51 per share with a market capitalization of $140.651 billion on October 14, 2025 [2] - Despite being a detractor in Q3, Spotify is recognized for its strong position in audio streaming and potential for monetization through pricing, advertising, and premium subscriptions, with upcoming product launches expected to drive growth [3] Market Position - Spotify ranks 25th among the 30 Most Popular Stocks Among Hedge Funds, with 111 hedge fund portfolios holding its shares at the end of Q2 2025, an increase from 106 in the previous quarter [4] - While Spotify is seen as a valuable investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk [4]

Reverse stock splits allow companies to artificially increase their stock price and lower their outstanding share count without changing the market cap.A reverse stock split is a tool that publicly traded companies can use to manipulate their stock price and outstanding share count without changing their market caps.Companies typically use them to raise their stock price to make it more comparable to peers. They also come in handy if a company is at risk of breaching compliance rules set by the New York Sto ...

The satellite radio operator is a Berkshire Hathaway holding.Sirius XM (SIRI -5.42%) is a Berkshire Hathaway holding: The Warren Buffett conglomerate owns 37.1% of the company's outstanding shares, so the Oracle of Omaha might see something he likes about the company.Berkshire's apparent endorsement, though, doesn't change the fact that Sirius XM's share price has dropped by 59% over the past five years. Its valuation is now quite cheap, at a forward price-to-earnings ratio of 7.4 -- which might pique the i ...

LikeFolio‬’s Landon Swan said in a recent program on Schwab Network that he likes Spotify Technology (NYSE:SPOT) because of the company’s expansion. He believes the company is dominating Apple Music. “I mean, it’s clearly the leader. It’s taking over and, you know, it’s doing something a lot of people didn’t think a company like it could do, and it’s beating the big boy at his game, right? Apple Music is just being dominated by Spotify Technology SA (NYSE:SPOT). They just have, you know, they built a bett ...

In this article, we will take a detailed look at the 10 Stocks Everyone’s Talking About As AI Investments Continue.Are we in an AI bubble or not? That’s the question currently taking over Wall Street as analysts weigh the latest deals led by OpenAI and Nvidia and try to make sense of the numbers. Ohsung Kwon from Wells Fargo Securities said in a latest program on CNBC that he does not think we are currently in an AI bubble, and believes that third-quarter earnings could be better than many expect. Here is w ...

ToplineSpotify shares dropped more than $4% as trading opened on Tuesday, after the audio-streaming platform announced billionaire founder Daniel Ek would step down as chief executive after nearly two decades leading the company. The audio-streaming platform reported its first full-year profitability last year after expanding to podcasts and audiobooks.Anadolu via Getty ImagesKey FactsShares of Spotify dropped 4% around $697 as trading opened Tuesday, following a similar decline in premarket.Spotify said in ...

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” annual investor letter. A copy of the letter can be downloaded here. The year was strong for the fund despite volatility, backed by the new US administration. The fund returned 33.4% net of fees and expenses compared to 18.4% for its benchmark. Since its inception in December 2017, the Fund has returned 254.4% compared to 139.9% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In ad ...

Spotify Technology S.A. (NYSE:SPOT) is among the Renaissance Technologies Portfolio: 10 Biggest Stocks. On September 16, BNP Paribas Exane initiated coverage of the stock with an Outperform rating and announced a price target of $900 for its shares. BNP Paribas Exane Initiates Spotify Technology S.A. (SPOT) Coverage With Outperform Rating The firm highlighted the company’s status as a global market leader against rival firms in the segment in its analysis. It also noted that despite historical challenges ...

Core Insights - Montaka Global Investments released its second-quarter 2025 investor letter, emphasizing a focus on sustainably compounding its portfolio over the long term [1] - The S&P 500 experienced a double-digit drop due to Trump's 'Liberation Day' tariff policy but rebounded nearly 25%, indicating potential investment opportunities amid market volatility [1] - Montaka's portfolio is highly concentrated, with the top 10 investments representing 76% of the total portfolio [1] Company Highlights - Spotify Technology S.A. (NYSE:SPOT) was highlighted in Montaka's investor letter, showing a one-month return of 3.74% and a 52-week gain of 87.24% [2] - As of September 23, 2025, Spotify's stock closed at $718.94 per share, with a market capitalization of $147.942 billion [2] - Montaka noted the diverse nature of its portfolio, which includes companies from different sectors, such as payments, retail, asset management, and audio streaming [3] Hedge Fund Interest - Spotify ranks 25th among the 30 most popular stocks among hedge funds, with 111 hedge fund portfolios holding its shares at the end of the second quarter, an increase from 106 in the previous quarter [4] - While acknowledging Spotify's potential, there is a belief that certain AI stocks may offer greater upside potential and less downside risk [4]

Group 1 - Spotify Technology S.A. (NYSE:SPOT) is recognized as one of the best-performing European stocks, with Guggenheim reaffirming a price target of $850 and a Buy rating [1] - Guggenheim's analysis indicates that Spotify's 2026 performance is expected to exceed current consensus projections, suggesting potential for sustained growth and share price increase [2] - The forecast includes a gross margin analysis that factors in non-music revenue distributions and additional expenses related to audiobooks and video podcasts [2] Group 2 - Spotify is acknowledged for its significant impact on the music industry, although there are opinions that certain AI stocks may present greater upside potential with less downside risk [3]