Added to YB: 2026-04-09
Pitch date: 2026-04-08
SNAP [neutral]
Snap Inc.
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
$8.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-34.81
P/E
-17.33
EV/Sales
1.54
Sector
Interactive Media and Services
Category
special_situation
Irenic/SNAP -- What Looks Interesting
SNAP (update): Irenic activist campaign targets family-controlled co trading comically cheap vs peers despite steady user growth. Attack angle: appeal to founders' legacy/ego (invoking Jobs turning around Apple). Obvious operational levers to pull for minority shareholders. Numerous simple fixes identified. Execution TBD.
Read full article (1 min)