Core Viewpoint - Snap Inc. is experiencing a challenging period characterized by high volatility, ongoing losses, and intense competition, particularly from platforms like Instagram and TikTok, which raises concerns about its ability to achieve a sustainable recovery. However, some analysts see potential in Snap's innovation pipeline and investments in AI, AR, and subscription services as a means to improve monetization and profitability over time [1][5][12]. Stock Performance and Investor Sentiment - As of November 2025, Snap's stock trades slightly above $8 per share, down approximately 90% from its peak of around $83. Investor sentiment is mixed, with the stock hovering near all-time lows despite ongoing investments in growth initiatives [2][5]. - Wall Street sentiment is divided, with 31 analysts covering Snap and a consensus price target of $10.79, indicating a potential upside of about 27% from current levels [8]. Predictions and Projections - Analysts project Snap's stock price to be $2.42 by 2030, appealing to risk-tolerant investors looking for turnaround opportunities in beaten-down tech stocks [6]. - A quick snapshot of predictions shows varying estimates for Snap's stock price from 2025 to 2030, with bullish predictions ranging from $8.2 in 2025 to $2.52 in 2030, while bearish predictions suggest a decline to as low as $0.46 by 2030 [9][25]. Business Strategy and Innovation - Snap's bullish case is supported by its large user base and growing monetization opportunities beyond traditional advertising, including a 42% growth in subscriptions to Snapchat+ over the past year. The company is also recognized for its investments in augmented reality, with upcoming products like the sixth-generation AR glasses potentially opening new revenue channels [12]. - The bear case highlights Snap's financial risks, competitive pressures, and heavy reliance on advertising revenue, which leaves it vulnerable to economic cycles and shifts in marketing budgets. The company continues to operate at a loss while investing heavily in R&D without guaranteed returns [13][18]. Long-term Outlook - By 2030, Snap's long-term outlook will depend on the success of its innovation efforts and diversification strategy. Strong user engagement and monetized features could lead to improved financials, but significant risks remain, including competition from larger platforms and potential regulatory challenges [19][20].

Meta’s decade-old spending spree just survived the government’s biggest swing at it. A federal judge ruled Tuesday that the company’s purchases of Instagram (in 2012) and WhatsApp (in 2014) didn’t stifle competition, killing the Federal Trade Commission’s attempts to unwind the deals years later. The ruling is a decisive win for Meta, as U.S. District Judge James Boasberg said the FTC failed to prove that Meta holds monopoly power in the “personal social networking” space today or that the two acquisition ...

Investors with a lot of money to spend have taken a bullish stance on Snap (NYSE:SNAP).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with SNAP, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 9 options trades for Snap.This isn't normal.The ove ...

𝕏 - The Everything App𝕏 will replace your entire internet life.• X Feed = Social media (Facebook, YouTube, LinkedIn)• X Explore = Search (Google, Bing, DuckDuckGo)• X Chat = Messenger, WhatsApp, Snapchat• Communities = Build your own network• X Money = Payments, Wallet, Transfers• XChat = Encrypted messaging, file sharing, vanishing mode• X Originals = New wave of entertainment• X Mini Apps = Apps inside X• X Bookings = Manage personal and business travel• X Shopping = Order food, groceries, anything• X Gov ...

This was largely driven by profit-taking in Palantir, which saw shares fall on valuation concerns, despite a dominant quarter. Even the Alex Karp-led retail favorite couldn't escape.On Tuesday, with the tech-heavy Nasdaq down more than 2%, retail investors turned into net sellers of single stocks and dialed back ETF purchasesMeta specifically saw record buy-the-dip inflows after tanking on earnings last week. (Worth noting this didn't pay off: the stock fell 6% from last Friday through this Wednesday.)The M ...

It's an absolutely perfect day on the Venice boardwalk. I mean, I don't think it could be more beautiful. We're here to interview Evan Spiegel, the CEO of Snap.So, good to see you. >> Welcome to Venice, California. >> So, do you think Silicon Valley is overrated.>> I wouldn't say it's overrated, but uh the beach is pretty nice, too. >> How does AI change AR. >> AR is the interface for AI. And the reason why we think AR is such a powerful interface is because it brings AI into the world with you.>> What do w ...

Core Insights - Snap's revenue growth is accelerating, with a 10% year-over-year increase in Q3 to $1.51 billion, up from 9% in Q2 [3] - Daily active users reached 477 million, an 8% increase from the previous year, while monthly active users climbed to 943 million [3] - The company reported improved profitability with adjusted EBITDA of $182 million and free cash flow of $93 million, both up from the previous year [4] Revenue Performance - Direct-response advertising revenue increased by 8% year-over-year, showing a three-point acceleration compared to the prior quarter [4] - Advertising revenue in Europe grew by 12% year-over-year, and in the "rest of world" segment, it increased by 13%, indicating strong global demand [5] Strategic Developments - Snap announced a $400 million deal with Perplexity to integrate an AI answer engine into Snapchat starting in 2026, which is expected to enhance user engagement and monetization [6] - Management provided guidance for Q4 revenue between $1.68 billion and $1.71 billion, suggesting an 8% to 10% year-over-year growth [7] Regional Insights - The North America segment showed weakness, with advertising revenue increasing only 1%, which could impact overall growth if not improved [8] - Potential declines in daily active users in Q4 are anticipated due to platform-level age verification and regulatory actions affecting user engagement [9] Overall Assessment - The quarter demonstrated significant progress, with strengths in global advertising and user growth offsetting regional weaknesses [10] - The stock's forward price-to-earnings ratio of 23 is considered reasonable, but caution is advised due to the competitive nature of the social media industry [12]

So good to see you. Welcome to Venice, California. Thank you. Great to see you.I mean, you brought the sunshine, I think you brought the sunshine. It's nice. It's so beautiful.Beautiful day out here. I'm in sunny LA surrounded by sand surf and skateboarders. It may be far from the mega campuses of Silicon Valley, but it's where Evan Spiegel, the co-founder and CEO of Snap feels most at home.10 million people walk the boardwalk every single year. And I think for us, that was so special because all these peop ...

Core Insights - Snap stock surged 18% following the announcement of a $400 million deal with AI startup Perplexity AI, despite a year-to-date decline of 21% in shares [1][4] - The partnership aims to integrate AI features into Snapchat's user interface, enhancing user experience and engagement [1][2] - This move positions Snapchat to better compete with larger social media platforms like Instagram and TikTok, which have been adapting to an AI-driven landscape [2][3] Company Developments - Snap's CEO, Evan Spiegel, emphasized the goal of making AI more personal and social, indicating a strategic shift towards enhancing user connections through AI [2] - The integration of Perplexity's features is expected to attract users back to the platform, potentially revitalizing Snap's stock performance [3][4] - Perplexity's CEO highlighted the alignment of their mission with Snapchat's user engagement, suggesting a strong collaborative effort to enhance user curiosity and discovery [4]

What Happened? Shares of social network Snapchat (NYSE: SNAP) jumped 15.9% in the morning session after the company announced a $400 million partnership with AI startup Perplexity, revealed a new $500 million stock buyback program, and posted strong third-quarter financial results. The deal with Perplexity involved integrating the startup's conversational AI answer engine into Snapchat's chat feature, creating a new revenue stream for Snap. Adding to the positive news, the company authorized a plan to rep ...