Recent discussions on X about Snap Inc. (SNAP) have centered around the company’s stock performance and strategic moves amidst a challenging social media landscape. Many users have pointed out the stock’s significant decline from its historical highs, with some expressing optimism about potential recovery driven by new ad formats and AI innovations. There’s also chatter about upcoming executive share sales, which has sparked concerns about potential volatility in the near term.
Additionally, the lack of forward guidance in recent earnings reports has left some investors uneasy, with posts on X highlighting uncertainty around ad revenue stability in the face of macroeconomic headwinds. Others, however, remain bullish, emphasizing Snap’s strong user base growth and potential for profitability as key reasons for confidence. The conversation reflects a mix of cautious hope and apprehension as the company navigates competitive pressures and market dynamics.
Note: This discussion summary was generated from an AI condensation of post data.
Snap Inc. Insider Trading Activity
Snap Inc. insiders have traded $SNAP stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.
Here’s a breakdown of recent trading of $SNAP stock by insiders over the last 6 months:
- ROBERT C. MURPHY (Chief Technology Officer) has made 0 purchases and 2 sales selling 2,000,000 shares for an estimated $17,062,600.
- DEREK ANDERSEN (Chief Financial Officer) has made 0 purchases and 6 sales selling 421,151 shares for an estimated $3,836,919.
- MICHAEL J. O'SULLIVAN (General Counsel) has made 0 purchases and 10 sales selling 298,444 shares for an estimated $2,814,947.
- ERIC YOUNG (SVP of Engineering) has made 0 purchases and 3 sales selling 277,244 shares for an estimated $2,738,852.
- EVAN SPIEGEL (Chief Executive Officer) sold 150,000 shares for an estimated $1,571,715
- AJIT MOHAN (Chief Business Officer) sold 27,608 shares for an estimated $221,957
- REBECCA MORROW (Chief Accounting Officer) has made 0 purchases and 4 sales selling 23,177 shares for an estimated $218,207.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Snap Inc. Hedge Fund Activity
We have seen 262 institutional investors add shares of Snap Inc. stock to their portfolio, and 309 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 29,667,002 shares (+482.6%) to their portfolio in Q1 2025, for an estimated $258,399,587
- AMUNDI added 23,990,694 shares (+747.3%) to their portfolio in Q1 2025, for an estimated $208,958,944
- BANK OF AMERICA CORP /DE/ added 18,325,170 shares (+68.8%) to their portfolio in Q1 2025, for an estimated $159,612,230
- VANGUARD GROUP INC added 6,921,841 shares (+6.7%) to their portfolio in Q1 2025, for an estimated $60,289,235
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 6,631,299 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $57,758,614
- AQR CAPITAL MANAGEMENT LLC added 5,930,766 shares (+110.4%) to their portfolio in Q1 2025, for an estimated $51,656,971
- CITADEL ADVISORS LLC added 5,518,311 shares (+229.0%) to their portfolio in Q1 2025, for an estimated $48,064,488
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Snap Inc. Government Contracts
We have seen $24,624,011 of award payments to $SNAP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE SERVICENOW LICENSES FOR THE DEPARTMENT OF HOMELAND SECURIT...: $7,328,089
- DATABRICKS SOFTWARE RENEWAL: $6,746,597
- OKTA IDENTITY MANAGEMENT AND ACCESS CLOUD SOFTWARE SUBSCRIPTION LICENSES AND MAINTENANCE RENEWAL: $1,783,755
- DMLSS & LOGICOLE SUPPORT SERVICES: $831,326
- FY24 DATABASE ADMINISTATOR/SAS PLATFORM: $729,589
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Snap Inc. Analyst Ratings
Wall Street analysts have issued reports on $SNAP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Outperform" rating on 04/25/2025
- Wells Fargo issued a "Overweight" rating on 01/13/2025
To track analyst ratings and price targets for Snap Inc., check out Quiver Quantitative's $SNAP forecast page.
Snap Inc. Price Targets
Multiple analysts have issued price targets for $SNAP recently. We have seen 6 analysts offer price targets for $SNAP in the last 6 months, with a median target of $10.5.
Here are some recent targets:
- Brad Erickson from RBC Capital set a target price of $12.0 on 05/02/2025
- Maria Ripps from Loop Capital Markets set a target price of $9.0 on 05/02/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $7.0 on 04/30/2025
- Andrew Boone from JMP Securities set a target price of $12.0 on 04/25/2025
- Mark Kelley from Stifel Nicolaus set a target price of $8.0 on 04/23/2025
- Ken Gawrelski from Wells Fargo set a target price of $15.0 on 01/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
