My case for SNAP as a winner in 2026

u/PArzyPlAys · Reddit — r/stocks · January 04, 2026 at 18:00 · ⬆ 22 pts · 💬 75 comments  | View on Reddit ↗
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Original Reddit post

Author argues Snap is undervalued due to new data-storage fees that could add ~$537M quarterly revenue at 10% adoption with zero incremental cost.

SNAP — LONG The author believes Snap is highly undervalued because it is adding a $1.99 monthly charge to save data, and even if only 10% of its 900 million users pay, that would generate about $537 million per quarter, a roughly 50% revenue increase over the current $1.3 billion. He argues this revenue comes with zero additional investment and that market fears about user deterrence are overblown. The catalyst is rollout/adoption of the data feature in 2026.

If even 10% of people buy it that is a 50% increase in revenue per quarter.

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u/PArzyPlAys Reddit r/stocks
Snap's new data fee could add 50% quarterly revenue
The author believes Snap is highly undervalued because it is adding a $1.99 monthly charge to save data, and even if only 10% of its 900 million users pay, that would generate about $537 million per quarter, a roughly 50% revenue increase over the current $1.3 billion. He argues this revenue comes with zero additional investment and that market fears about user deterrence are overblown. The catalyst is rollout/adoption of the data feature in 2026.
SNAP HIGH
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This Reddit post, published January 04, 2026, features u/PArzyPlAys discussing SNAP. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/PArzyPlAys  · Tickers: SNAP