Added to YB: 2026-03-13
Pitch date: 2026-01-14
SNAP [bullish]
Snap Inc.
-41.29%
current return
Author Info
No bio for this author
Company Info
Snap Inc. operates as a technology company in North America, Europe, and internationally. The company offers Snapchat, a visual messaging application with various tabs, such as camera, visual messaging, snap map, stories, and spotlight that enable people to communicate visually through short videos and snaps.
Market Cap
$8.3B
Pitch Price
$7.92
Price Target
48.60 (+900%)
Dividend
N/A
EV/EBITDA
-36.10
P/E
-18.07
EV/Sales
1.60
Sector
Interactive Media and Services
Category
growth
Snap Inc. - $SNAP
SNAP: Under-monetized at ~1B MAU, 450M DAU vs peers. Unlocking utility surfaces (Chat/Camera/Map, 70% time spent) via Sponsored Snaps (2x conversion), AI chatbots, Promoted Places. Ad rev to $14B by 2030E (19% CAGR), 24% EBITDA margin. Snapchat+ 17M subs → 44M (36% CAGR), $3.5B rev at 56% margin. Core biz profitable ex-$560M AR hardware burn; potential spinoff 2026. SOTP: $63B ads + $43B subs + $36B optionality = $105-141B vs $14B EV today. 7-10x upside. Risks: SBC dilution, DAU stall, youth regulation.
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