Added to YB: 2026-07-03
Pitch date: 2026-07-01
SPOT [bullish]
Spotify Technology S.A.
+8.65%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Spotify Technology S.A., together with its subsidiaries, provides audio streaming subscription services worldwide.
Market Cap
$84.8B
Pitch Price
$472.00
Price Target
945.00 (+90%)
Dividend
N/A
EV/EBITDA
28.67
P/E
25.89
EV/Sales
4.32
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)