Recent chatter on X about Snap Inc. (SNAP) has been ignited by the company’s ongoing struggles with ad revenue and heightened competition in the digital advertising space. Many users are dissecting the stock’s significant price fluctuations, with discussions often circling back to whether the company can regain its footing against larger rivals. The conversation remains heated as some express skepticism about internal strategies, while others point to potential catalysts like new product updates.
Adding fuel to the dialogue are whispers of legal challenges and analyst downgrades impacting investor confidence, as noted in recent posts on X. There’s also a mix of optimism around innovative moves like AR glasses and strategic overhauls, with some believing these could signal a turnaround. The debates are intense, reflecting a broader uncertainty about Snap’s ability to navigate a tough market landscape.
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 5 sales selling 398,316 shares for an estimated $3,373,442.
- MICHAEL J. O'SULLIVAN (General Counsel) has made 0 purchases and 10 sales selling 310,137 shares for an estimated $2,488,393.
- AJIT MOHAN (Chief Business Officer) has made 0 purchases and 4 sales selling 267,691 shares for an estimated $2,017,811.
- 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 241 institutional investors add shares of Snap Inc. stock to their portfolio, and 252 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 0 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
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 22 analysts offer price targets for $SNAP in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- 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
- Brian Pitz from BMO Capital set a target price of $12.0 on 08/06/2025
- Thomas Champion from Piper Sandler set a target price of $9.0 on 08/06/2025
- Barton Crockett from Rosenblatt set a target price of $8.7 on 08/06/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $7.0 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.
