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Investor Insights

This summary was created by AI, based on 9 opinions in the last 12 months.

Spotify Technology, under the symbol SPOT-N, is making headlines as it prepares for its earnings report, which is expected to exceed estimates. Analysts highlight its successful subscription model and recurring revenue as key drivers of its impressive stock performance this year. Despite competition from other services like SONO and Pandora, Spotify's management is noted for executing effectively in the market. Recent price increases have positively impacted margins and revenues, though there's caution regarding potential subscriber churn. The company's strong cash flow and growing free cash flow add to its appeal, while a few recent analyst upgrades reflect confidence in its pricing power and product offerings beyond music streaming, including audiobooks and podcasts.

Consensus
Positive
Valuation
Overvalued
BUY

It reports Tuesday. Is a standard beat-and-raise story, tending to blow away estimates. 

BUY

One of the stocks that took off this year, because investors love companies based on a subscription model and recurring revenues.

PARTIAL SELL

Very rich, 12-month price target of $475. What jumps out for him is the management. Lots of competition, but management has executed extremely well. SONO is a bit cheaper, or even Pandora or Deezer.

PARTIAL SELL

Price increases will increase margins and revenue, keep an eye out for any subscriber churn. Recently reported that margins expanded considerably. Valuation too rich. Not a horrible idea to take some profits. Great product and competitive moat.

WATCH

It reports this week. But it's making new highs today at a high PE. The bar is set high, delivering 19% revenue growth the last two quarters so the next figure must be higher. Free cash flow is building too and that needs to rise too.

BUY

Bought it 6 years ago. Great product line, the king of music streaming.

BUY

Last week, a few analysts upgraded it. It has pricing power, because it's had no price increases, except one last year from $10 to $11 monthly vs. Netflix by 41% since 2018 and other apps. Also, Spotify earns outside of music including audiobooks and podcasting. 

BUY

Profitable. They have the product and content, so their recent price increases will succeed. Their customers are hooked, faithful. Good cash flow and good subscription revenue.

BUY

It reports Tuesday. It's a beat-and-raise machine, driven by subscription revenues. Loves this stick revenue.

BUY

It reports Tuesday. They just signed Joe Rogan to huge contract. That could signal super numbers when they report.

COMMENT
Piper Sandler Teen Survey results

Over 70% of teens use this service, more twice as much as #2.

DON'T BUY

Shares plunged 14% after their quarter yesterday, but was up 107% YTD before that report. Puzzling. Climbing subscribers number haven't translated into revenue: more monthly active users, premium subscribers and ad-supported users. 14% revenue growth cs. 27% rise in monthly users. They're struggling to monetize users. Revenue per users are declining. That's why they raised prices last week for the first time. Also, expenses were much higher than expected while free cash flow of 9 million Euros was much lower than the street's 72 million. They're spending like drunken sailors. They missed numbers while expectations were too high. However, they gave excellent guidance for the current quarter. Analysts actually raised price targets. Overall, these are fixable problems, turning users into earnings namely and he likes the stock. Until they do around, there are better stocks to buy like Netflix.

BUY
It was tagged as a lockdown play. Wrong! Today it crushed user and revenues expectations. Shares jumped 12% today.
DON'T BUY
Allan Tong’s Discover Picks One can say that Spotify has bottomed and can only climb higher. Gains on Monday morning as I write this suggest this, but what won’t change for the foreseeable future is Spotify’s unprofitability. EPS stands at $-0.71 while EPS growth lags the industry. It trades at an astonishing -273x PE and carries a -1.31% profit margin. Forget cash flow and dividends. ROI and ROE are -3.42% and -5.42%. Spotify’s track record in earnings in the past four quarters is a spotty two beats and two misses. So, what’s there to like about this stock? Read Battle of the 2 Streaming Stocks: Netflix vs. Spotify for our full analysis.
BUY
Great managers. He likes the company and the podcast industry is crowded, but this has come down a lot and it's time to buy.
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Spotify Technology(SPOT-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 10

Stockchase rating for Spotify Technology is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Spotify Technology(SPOT-N) Frequently Asked Questions

What is Spotify Technology stock symbol?

Spotify Technology is a American stock, trading under the symbol SPOT-N on the New York Stock Exchange (SPOT). It is usually referred to as NYSE:SPOT or SPOT-N

Is Spotify Technology a buy or a sell?

In the last year, 10 stock analysts published opinions about SPOT-N. 6 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Spotify Technology.

Is Spotify Technology a good investment or a top pick?

Spotify Technology was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Spotify Technology.

Why is Spotify Technology stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Spotify Technology worth watching?

10 stock analysts on Stockchase covered Spotify Technology In the last year. It is a trending stock that is worth watching.

What is Spotify Technology stock price?

On 2025-03-14, Spotify Technology (SPOT-N) stock closed at a price of $570.23.