Ad Revenue Struggles: Recent discussions on X about Snap Inc. (SNAP) have centered on the company's ongoing challenges with ad revenue amid fierce competition in the digital advertising space. Many users are concerned about the stock's volatility, with some pointing to a slowdown in revenue growth as a key issue. This has sparked debates over the company’s ability to adapt in a crowded market.
Innovation and Buyout Buzz: There’s also notable chatter on X regarding Snap’s recent innovations, like updates to its augmented reality platform and plans for consumer-ready Spectacles in 2026. Rumors of potential buyouts by tech giants have fueled excitement, with some users speculating on a significant rally if acquisition talks gain traction. These developments have added a layer of intrigue to the stock’s narrative.
Legal and Regulatory Heat: Legal challenges are another hot topic, with posts on X highlighting lawsuits and regulatory scrutiny, including a New York City case alleging Snapchat’s impact on mental health. Discussions often tie these issues to investor concerns, as some fear they could further pressure the stock. The mix of legal woes and strategic hurdles keeps the conversation intense.
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 30 times in the past 6 months. Of those trades, 0 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $SNAP stock by insiders over the last 6 months:
- EVAN SPIEGEL (Chief Executive Officer) has made 0 purchases and 4 sales selling 4,147,905 shares for an estimated $30,255,118.
- ROBERT C. MURPHY (Chief Technology Officer) sold 1,000,000 shares for an estimated $7,800,100
- DEREK ANDERSEN (Chief Financial Officer) has made 0 purchases and 5 sales selling 398,316 shares for an estimated $3,373,442.
- MICHAEL J. O'SULLIVAN (General Counsel) has made 0 purchases and 9 sales selling 286,137 shares for an estimated $2,302,518.
- AJIT MOHAN (Chief Business Officer) has made 0 purchases and 5 sales selling 295,929 shares for an estimated $2,238,929.
- ERIC YOUNG (SVP of Engineering) sold 117,592 shares for an estimated $1,010,609
- REBECCA MORROW (Chief Accounting Officer) has made 0 purchases and 4 sales selling 24,497 shares for an estimated $191,954.
- ELIZABETH JENKINS sold 7,900 shares for an estimated $55,853
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Snap Inc. Hedge Fund Activity
We have seen 239 institutional investors add shares of Snap Inc. stock to their portfolio, and 263 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SRS INVESTMENT MANAGEMENT, LLC removed 41,191,187 shares (-55.9%) from their portfolio in Q2 2025, for an estimated $357,951,415
- FMR LLC removed 25,689,840 shares (-12.4%) from their portfolio in Q2 2025, for an estimated $223,244,709
- GOLDMAN SACHS GROUP INC removed 16,980,782 shares (-47.4%) from their portfolio in Q2 2025, for an estimated $147,562,995
- CONTOUR ASSET MANAGEMENT LLC added 10,634,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $92,409,460
- TWO SIGMA INVESTMENTS, LP added 9,160,236 shares (+171.8%) to their portfolio in Q2 2025, for an estimated $79,602,450
- AQR CAPITAL MANAGEMENT LLC removed 7,178,664 shares (-63.5%) from their portfolio in Q2 2025, for an estimated $62,382,590
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 6,718,688 shares (+inf%) to their portfolio in Q2 2025, for an estimated $58,385,398
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Snap Inc. Government Contracts
We have seen $14,189,634 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:
- DATABRICKS SOFTWARE RENEWAL: $11,531,476
- OKTA IDENTITY MANAGEMENT AND ACCESS CLOUD SOFTWARE SUBSCRIPTION LICENSES AND MAINTENANCE RENEWAL: $1,338,255
- DMLSS & LOGICOLE SUPPORT SERVICES: $851,320
- THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE SERVICENOW LICENSES FOR THE DEPARTMENT OF HOMELAND SECURIT...: $119,269
- UFR DELL IPDA MAINTENANCE CONTRACT: $85,098
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 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Sell" rating on 10/24/2025
- BMO Capital issued a "Outperform" rating on 08/06/2025
- Loop Capital issued a "Buy" rating on 05/16/2025
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 16 analysts offer price targets for $SNAP in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Mark Kelley from Stifel set a target price of $6.5 on 10/24/2025
- Brian Nowak from Morgan Stanley set a target price of $8.0 on 10/20/2025
- Ken Gawrelski from Wells Fargo set a target price of $8.0 on 10/07/2025
- Lloyd Walmsley from Mizuho set a target price of $9.0 on 09/30/2025
- Michael Morris from Guggenheim set a target price of $8.0 on 09/12/2025
- Lloyd Walmsley from UBS set a target price of $9.0 on 08/06/2025
- Brian Pitz from BMO Capital set a target price of $12.0 on 08/06/2025
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.
