Recent discussions on X about Snap Inc. (SNAP) have largely focused on the company's latest quarterly performance and its position in a competitive digital advertising market. Many users have expressed concern over the stock's significant decline from historical highs, with some pointing to slowing ad revenue growth as a key issue. There’s a palpable tension around whether the company can regain momentum amidst fierce competition from other social media giants.
Additionally, posts on X have highlighted Snap’s efforts in AI and AR technologies as potential catalysts for future growth, with some optimism around user engagement metrics like monthly active users. However, skepticism persists regarding profitability challenges and broader market uncertainties impacting ad spending. The conversation reflects a mix of cautious hope and frustration as investors weigh the company’s innovative edge against ongoing financial hurdles.
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 3 sales selling 3,000,000 shares for an estimated $24,862,700.
- 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 $2,595,141.
- 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Snap Inc. Hedge Fund Activity
We have seen 243 institutional investors add shares of Snap Inc. stock to their portfolio, and 323 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 $7,069,400 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:
- OKTA IDENTITY MANAGEMENT AND ACCESS CLOUD SOFTWARE SUBSCRIPTION LICENSES AND MAINTENANCE RENEWAL: $1,783,755
- FY24 DATABASE ADMINISTATOR/SAS PLATFORM: $729,589
- COHESITY MAINTENACE SUPPORT: $615,611
- AWARD FOR ATLASSIAN, CONFLUENCE JIRA DATACENTER LICENSING AND SUPPORT: $465,736
- THE PURPOSE OF THIS ACTION IS TO PROCURE ANNUAL PLUM CASE SUPPORT FOR THE FEMA/OFFICE OF THE CHIEF INFORMAT...: $402,889
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:
- Brian Pitz from BMO Capital set a target price of $12.0 on 08/06/2025
- Barton Crockett from Rosenblatt set a target price of $8.7 on 08/06/2025
- Michael Morris from Guggenheim set a target price of $8.0 on 08/06/2025
- Thomas Champion from Piper Sandler set a target price of $9.0 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
- Youssef Squali from Truist Securities set a target price of $10.0 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.
