Recent discussions on X about Snap Inc. (SNAP) have centered on the company’s ongoing challenges with ad revenue growth amidst a highly competitive digital advertising landscape. Many users have expressed concern over the stock's significant drop from historical highs, with some pointing to broader market pressures and others highlighting internal struggles to keep pace with rivals. This has sparked a flurry of debate over whether the company can regain momentum with its latest strategic moves.
Additionally, there’s been notable attention on Snap’s recent restructuring efforts, including the adoption of 'startup squads' to boost innovation, as mentioned in posts found on X. Some discussions reflect cautious optimism about potential recovery, driven by positive earnings forecasts, while others remain skeptical about the impact of these changes given the persistent ad revenue stall. The conversation continues to evolve as investors weigh the risks and opportunities surrounding the social media giant.
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 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 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) has made 0 purchases and 2 sales selling 2,000,000 shares for an estimated $15,825,500.
- DEREK ANDERSEN (Chief Financial Officer) has made 0 purchases and 6 sales selling 420,783 shares for an estimated $3,609,330.
- MICHAEL J. O'SULLIVAN (General Counsel) has made 0 purchases and 10 sales selling 310,030 shares for an estimated $2,523,170.
- AJIT MOHAN (Chief Business Officer) has made 0 purchases and 3 sales selling 240,096 shares for an estimated $1,809,273.
- 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 24,556 shares for an estimated $195,645.
- 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 246 institutional investors add shares of Snap Inc. stock to their portfolio, and 324 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 $15,964,599 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: $1,783,755
- FY24 DATABASE ADMINISTATOR/SAS PLATFORM: $729,589
- THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE SERVICENOW LICENSES FOR THE DEPARTMENT OF HOMELAND SECURIT...: $381,414
- DELIVERY ORDER FOR COMPUTER SOFTWARE AGAINST DHS FIRST SOURCE II: $363,039
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:
- BMO Capital issued a "Outperform" rating on 08/06/2025
- Loop Capital issued a "Buy" rating on 05/16/2025
- JP Morgan issued a "Underweight" rating on 04/08/2025
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 23 analysts offer price targets for $SNAP in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Michael Morris from Guggenheim set a target price of $8.0 on 09/12/2025
- Brian Pitz from BMO Capital set a target price of $12.0 on 08/06/2025
- Mark Mahaney from Evercore ISI Group set a target price of $12.0 on 08/06/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $7.0 on 08/06/2025
- Barton Crockett from Rosenblatt set a target price of $8.7 on 08/06/2025
- Lloyd Walmsley from UBS set a target price of $9.0 on 08/06/2025
- Justin Post from B of A Securities set a target price of $9.5 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.
