Author argues Snap's new $1.99/month fee for memories over 5GB will drive meaningful subscription revenue and lift the stock through 2026-2027.
SNAP — LONG The author argues Snap's new $1.99/month charge for memories over 5GB will convert a large base of upset college-age users into paying subscribers, driving a substantial revenue increase. The mechanism is subscription monetization of an existing 19-34 user base, with the author estimating ~30% of 400M users paying $24/year (~$2.88B) as a bull case, or roughly half that as a more conservative outcome versus current $5.77B annual revenue. The catalyst is the 12-month grace period ending, with the stock expected to pop through 2026 and rise significantly in 2027. Main stated risk is that the bull case is aggressive and adoption may fall short.
They are now charging a monthly fee for memories over 5 GBS. I’m currently in college and I know all my friends are also upset about this because we are about to lose good memories or have to take the time to save every single video or pay the minimum fee of 1.99 a month. I think the stock is going to have a nice pop through 2026 and after the 12 month grace period for this we will see the stock rise a lot in 2027.
This Reddit post, published February 10, 2026, features u/ResponsibilityOk8962 discussing SNAP. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/ResponsibilityOk8962 · Tickers: SNAP