Added to YB: 2026-07-03
Pitch date: 2026-07-01
SPOT [bullish]
Spotify Technology S.A.
+2.96%
current return
Author Info
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Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$82.6B
Pitch Price
$472.00
Price Target
945.00 (+100%)
Dividend
N/A
EV/EBITDA
30.87
P/E
31.19
EV/Sales
4.38
Sector
Entertainment
Category
growth
Show full summary:
Spotify – When Does the Music Stop?
SPOT: Bull thesis—moat wider than 'just an app' bears think. Personalization engine (750M+ users, ~2 decades data), ecosystem infrastructure for creators/listeners, sticky habit. 33% streaming share, 3x Apple subs. Rejects Dropbox parallel. At ~32x fwd P/E, high-teens EPS CAGR = stock doubles by 2030 w/o multiple help.
Read full article (7 min)