SNAP Snap Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:38
Sep 02
Sep 02
Author argues Apple acquiring Snap's AR glasses tech makes strategic sense but frames it.
Author argues Apple acquiring Snap's AR glasses tech makes strategic sense but frames it as speculation, not a position or trade call.
LOW
16:32
Sep 02
Sep 02
SNAP selling Specs to Apple would help
Speculates Snap selling Specs to Apple would offload a project with no clear commercial path and stop continued spending.
MED
10:00
Sep 02
Sep 02
Snap shares are down over 30% this year, the company has never been profitable in 15 years, and it has lost 9 million daily active users in North America over the last three years. The continuous bleed in core user base combined with a lack of historical profitability makes the stock highly vulnerable, even with activist investor involvement. Short SNAP as fundamental business metrics continue to deteriorate without a clear path to profitability. An activist investor is involved, which could trigger sudden restructuring news or a short squeeze.
LOW
01:58
Sep 02
Sep 02
Snap CEO Evan Spiegel credits a low-tech home environment and limited screen time for his.
Snap CEO Evan Spiegel credits a low-tech home environment and limited screen time for his success running a high-tech firm.
19:33
Aug 31
Aug 31
Social media regulatory risk is broadening.
Weiser says the youth social media harm problem is industry-wide and that TikTok, Snap, and Google/YouTube also need to change how they operate; cases involving some of those companies are coming soon, extending regulatory risk beyond Meta.
MED
20:30
Aug 27
Aug 27
Ulta's successful TikTok Shop is attracting brand partners, suggesting that TikTok's e-commerce platform is becoming a meaningful sales channel for beauty brands. This could disrupt traditional performance marketing spend. — It signals that TikTok is becoming a more important e-commerce discovery engine, potentially shifting advertising budgets away from traditional digital platforms like Google and Meta.
MED
14:14
Aug 27
Aug 27
Legal overhang persists for Meta, Snap.
The state AG settlement is only one bucket of legal exposure. Meta still faces litigation from 1,300 school districts, tribes, other entities, and thousands of personal injury cases. Meanwhile, other platform defendants TikTok, Snap, and YouTube are still facing thousands of lawsuits and up to billions of dollars in damages, so the legal overhang is not cleared and the settlement conversation is just beginning.
HIGH
20:06
Aug 24
Aug 24
Buy SNAP, improving financials, SBC reduction.
Buy SNAP as a long-term turnaround play, driven by improving financials, revenue growth, narrowing losses, SBC reduction, and workforce cost savings, which should offset AI disruption concerns.
MED
13:26
Aug 21
Aug 21
A teenager has dropped social media addiction claims against Meta, Google.
A teenager has dropped social media addiction claims against Meta, Google, and Snap ahead of an October trial date.
14:46
Aug 20
Aug 20
Author provides a comprehensive bullish framework of the AI trade across enablers.
Author provides a comprehensive bullish framework of the AI trade across enablers, beneficiaries, distributors, and bottlenecks, but frames all tickers as thematic research categories rather than explicit current positions, so they are indexed as watch.
04:38
Aug 20
Aug 20
AI ad optimization expanding beyond GOOG/META
Observes AI ad-optimization capability previously concentrated in GOOG/META now spans PINS, RDDT, SNAP, and SPOT; speaker flags it as future archive with no conviction or position.
MED
12:10
Aug 17
Aug 17
US pre-market movers show mixed index futures with notable single-stock moves including Alibaba.
US pre-market movers show mixed index futures with notable single-stock moves including Alibaba selling its gaming unit for AI funding, Genco rejecting DSX's acquisition offer, Nvidia nearing a data center deal with OpenAI, UNH facing an IRS investigation, and RTX winning a Navy contract.
12:09
Aug 17
Aug 17
Pre-market movers include Alibaba selling its gaming unit for at least 1.5 billion dollars.
Pre-market movers include Alibaba selling its gaming unit for at least 1.5 billion dollars to fund AI, Genco rejecting DSX's acquisition offer, Nvidia nearing a data center financing deal with OpenAI, UNH under IRS investigation, and RTX winning a 22.9 billion dollar Navy contract.
11:10
Aug 17
Aug 17
Questions mean reversion after extreme earnings move
Questions if mean reversion will apply to the stock following recent extreme earnings-driven price action.
LOW
10:50
Aug 17
Aug 17
Snap shares extend losses to hit a session low of 15 percent.
Snap shares extend losses to hit a session low of 15 percent, reflecting continued selling pressure in the stock.
10:00
Aug 17
Aug 17
SNAP is down 20% and widely considered a "terrible company." Poor fundamentals and strong negative sentiment suggest continued downward pressure. Community consensus is that the stock should be "worth zero," making it a strong short candidate. After a 20% drop, the stock might experience a dead cat bounce.
LOW
14:36
Aug 16
Aug 16
Social media faces broad state scrutiny.
Bonta says Meta is a major offender but not the only one: California has already sued TikTok, over 40 states have brought TikTok cases, and his office is very interested in Snap and YouTube. He describes an industry pattern where platforms know about harms to children, make money from them, double down and lie, implying broader regulatory and litigation risk for social media platforms beyond Meta.
MED
18:06
Aug 15
Aug 15
Sarcastic tweet mocking Galloway's stock picks, listing names going to zero versus buys.
Sarcastic tweet mocking Galloway's stock picks, listing names going to zero versus buys, but no actual positions or forward calls.
LOW
11:28
Aug 15
Aug 15
The author lists a large basket of tickers without any explicit position language.
The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.
LOW
15:36
Aug 11
Aug 11
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
19:51
Aug 06
Aug 06
SNAP classified as AI beneficiary and undervalued.
Speaker notes he considered including SNAP in a covered list and labels it both an AI beneficiary and undervalued, without stating a position or entry.
MED
15:35
Aug 06
Aug 06
Snapchat users express dissatisfaction over the company's plan to end unlimited storage of its.
Snapchat users express dissatisfaction over the company's plan to end unlimited storage of its memories feature.
19:39
Aug 04
Aug 04
Snap reported strong revenue and FCF growth but the Seeking Alpha Quant rating remains.
Snap reported strong revenue and FCF growth but the Seeking Alpha Quant rating remains a neutral hold due to elevated infrastructure costs and hardware uncertainty.
17:23
Aug 04
Aug 04
Long Snap; free cash flow, specs future.
Snap delivered a strong quarter with accelerating advertising conversions (+56% YoY), free cash flow inflecting to offset dilution and strengthen the balance sheet, and direct subscription revenue growing 85% to over $300 million. The company expects to convert 7-12% of its 970 million users to paying subscribers over time. Its Specs augmented-reality glasses represent a new computing platform with first-mover advantage and an ecosystem of hundreds of thousands of AR developers, positioning Snap for sustainable long-term growth.
HIGH
12:50
Aug 04
Aug 04
Pre-market movers show Palantir and Caterpillar rising on earnings beats.
Pre-market movers show Palantir and Caterpillar rising on earnings beats, Amazon falling on Bezos share sale plans, and Spotify, Intuit, and Nike declining on guidance misses or analyst downgrades.
22:33
Aug 03
Aug 03
Snap is undervalued and deserves rotation
Forgotten high-quality tech companies that were left behind in the AI chase—like SNAP—are showing substantial top- and bottom-line growth. A rotation into these undervalued names with cash flow and future demand is underway.
MED
22:28
Aug 03
Aug 03
Snap CEO Evan Spiegel discusses the enormous long-term opportunity for Specs as a next.
Snap CEO Evan Spiegel discusses the enormous long-term opportunity for Specs as a next computing platform despite technical execution challenges and first-mover advantages.
21:55
Aug 03
Aug 03
Snap loss narrows on higher revenue
Reports Snap narrowing its losses on higher revenue following cost cuts, no directional view stated.
LOW
21:29
Aug 03
Aug 03
Snap CFO says near-term outlook beyond 2026 reflects durable business improvements with direct.
Snap CFO says near-term outlook beyond 2026 reflects durable business improvements with direct revenue growing faster than overall business and World Cup benefit.
21:29
Aug 03
Aug 03
Snap CEO reports US audience broadening quarter over quarter with Snapchat+ and other features.
Snap CEO reports US audience broadening quarter over quarter with Snapchat+ and other features driving 85% year-over-year growth in other revenue.
About SNAP Analyst Coverage
Buzzberg tracks SNAP (Snap Inc.) across 36 sources. 46 bullish vs 7 bearish calls from 45 analysts. Sentiment: predominantly bullish (23%). 168 total trade ideas tracked. Past 7 days: 1 bearish, 6 watch. Latest voices: moninvestor, r/wallstreetbets community, unusual_whales.