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SNSNAP

Snap Inc.

$SNAP·$7.9B·Internet Content & Information·Communication Services
$4.75+1.6%YTD-42.2%1Y-49.8%
Mentions · last 7 days
2026-07-09: 232 posts2026-07-10: 211 posts2026-07-11: 114 posts2026-07-12: 685 posts2026-07-13: 266 posts2026-07-14: 229 posts2026-07-15: 366 posts2,112+17%
Price updated 2h ago·X counts updated 2h ago
SNSNAP
$SNAPSnap Inc.
$4.76+1.60%2.1k posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SNAP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Down 93% from the highs with a real product stack finally forming — the setup is coiling, the Q2 print is the tell.

Snap is the social + augmented-reality platform that has been left for dead by the tape — down 43% YTD, 51% over twelve months, and 93% from the 2021 peak. The Saturn App acquisition and a maturing product stack are the setup for a Q2 turnaround print.

  • The reported mechanics are showing early signs of stabilization: revenue grew 12% YoY last quarter to $1.53B with 56% gross margin and TTM FCF yield of 6.3% — a growing user platform that is finally generating cash, if not GAAP profit.
  • The product stack is fatter than the market credits: Saturn App added 5M users for ~$140M ($28/user), plus AR/Specs generating $100M+ gross profit, Sponsored Snaps, MyAI, Sponsored Places on Snap Map, Direct Response Advertising, and the emerging Topics monetization product — the R&D shots on goal have been many, not few.
  • The tape is at the coiled-spring zone: shares sit at 13% of the 52-week range and 27% below the 200-day moving average, with modest volume — this is where turnaround stocks either put in the base or get delisted from institutional models.
  • The insider tape is neutral-small: one director award and one $38K officer sale — no accumulation and no distribution cluster to read either way.

The path if it works is the Aug 3 Q2 print landing above -$0.12 EPS with DAU growth above 400M and Direct Response advertising accelerating — that confirms the 'turnaround starts in Q3/Q4' thesis and lifts the multiple off 1.6x sales. A DAU miss, a soft DR-advertising number, or ARR guidance below expectations is what keeps this at $4-5 and pushes Kevin O'Leary's Meta-envelope comment into consensus.

Agrees with X sentimentAgrees with the coiled-turnaround framing — the Saturn acquisition, growing product stack, and 'data problem solved' commentary all check out. Where the crowd is thin: -93% from the highs is a real weight that will not lift until Q2 shows DR-advertising actually accelerating, not just multiple product experiments.

What to watch: Aug 3 Q2 earnings: EPS above -$0.12 with DAU above 400M and DR advertising accelerating confirms the turnaround. A DAU miss, soft DR ad growth, or ARR guide-down keeps this at $4-5 and confirms the 'Meta will keep leapfrogging' bear read.

On the calendar: 2026-08-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-15

Snap chatter is bullish contrarian. Bulls call the real Snap turnaround starting in Q3/Q4. Some rotation-buyers acquired SNAP citing product moat (specs, Spectacles as visionary hardware for the AR-world). On June 25 SNAP acquired Saturn APP with 5M users for ~$140M ($28/user). Community members are rolling large SNAP positions with 2x price yielding $1M total return. Traders long SNAP into earnings 'because everyone downloaded it to watch Haaland's Snap stories.' Bears highlight that a $10k SNAP investment 5 years ago is now worth less than $700 - a real skepticism thread but community leaning long into the turnaround.

Read the AI verdict + X sentiment for $SNAP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Snapchat, a camera-first social app popular with Gen Z, monetizing through advertising and augmented reality tools.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $SNAP.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $SNAP

Partial — Operates Snapchat, a camera-first social app popular with Gen Z, monetizing through advertising and augmented reality tools; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+2.4%YTD
+4.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-23.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$-0.05$-0.07+25.2%
Q4 2025Feb 4, 2026$0.03$-0.03+197.0%
Q3 2025Nov 5, 2025$0.06$-0.12+149.2%
Q2 2025Aug 5, 2025$-0.13$-0.16+18.8%
Next earningsMon, Aug 3·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+12.1%56.5%-4.9%$-0.05$286.0M
Q4 FY25$1.7B+10.2%59.0%2.9%$0.03$205.6M
Q3 FY25$1.5B+9.8%55.3%-8.5%$-0.06$93.4M
Q2 FY25$1.3B+8.7%51.4%-19.3%$-0.16$23.8M

Forward consensus

5-year forecast · up to 30 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.6B – $6.8B-$0.07-$0.10 – -$0.0530
FY27$7.4B$7.0B – $7.8B$0.12$0.09 – $0.1830
FY28$8.0B$7.9B – $8.0B$0.24-$0.11 – $0.5024
FY29$8.5B$8.2B – $8.8B$0.45$0.43 – $0.4723
FY30$9.0B$8.7B – $9.3B$0.53$0.51 – $0.5615

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.13%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-26.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16Ajit MohanChief Business Officer6.9K sh$39KSellJun 4Zachary M BriersGeneral Counsel12.0K sh$72KSellMay 29Robert C. MurphyCTO343.9K sh$2.0MSellMay 19Rebecca MorrowChief Accounting Officer3.6K sh$20KSellMay 19Zachary M BriersGeneral Counsel71.7K sh$407KSellMay 19Douglas HottCFO114.7K sh$650KSellMay 18Rebecca MorrowChief Accounting Officer16.7K sh$94KSellMay 18Zachary M BriersGeneral Counsel129.5K sh$725KSellMay 18Ajit MohanChief Business Officer44.8K sh$251KSellMay 18Douglas HottCFO124.2K sh$696K
1–10 of 25
+ 8 other (5 awards · 3 gifts) in window

See when $SNAP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 283
AI summary

Luke Wood was appointed as a Director of Snap Inc. (SNAP) effective May 20, 2026 and filed Form 3 initial beneficial ownership statement on May 28, 2026. No securities are beneficially owned — no shares held directly or indirectly. Routine administrative filing for a newly appointed board member with no material ownership interest reported.

8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change
AI summary

Snap Inc. (SNAP) filed an 8-K on May 20, 2026 disclosing a personnel change (Item 5.02). Snap is a Santa Monica, California-based social media and augmented reality company listed on the NYSE. The excerpt does not identify the executive involved; officer changes at a major social media company can be material if they involve C-suite leadership or product management roles.

3New insider — initial holdingsMay 123
AI summary

Douglas Hott, newly appointed Chief Financial Officer of Snap Inc. (SNAP), filed an initial Form 3 on May 12, 2026, reporting beneficial ownership of 244,699 shares of Class A Common Stock held directly, effective his May 9, 2026 appointment date. This is a routine insider initial ownership disclosure accompanying the CFO appointment with no material financial significance.

8-K/AOfficer or director change (amended)May 78-K/A — Item 5.02: Officer or director change
AI summary

Snap Inc. (SNAP) filed an 8-K/A on May 7, 2026 amending the initial CFO appointment filing to disclose full compensation terms for new CFO Douglas Hott: an annual base salary of $1,000,000 and Promotion RSUs with an aggregate value of at least $14,900,000 in Class A common stock vesting in quarterly installments over 33 months starting May 9, 2026. Additionally, Hott will receive annual equity awards with an initial target value of $6,000,000, commencing after the Promotion RSUs fully vest. The total initial equity package (~$20.9M+) plus $1M base salary reflects market rates for a senior technology CFO.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change
AI summary

Snap Inc. (SNAP) disclosed on April 20, 2026 its plan to appoint Doug Hott, age 53 and currently VP of Finance, Strategy, and Corporate Development (at Snap since August 2019), as Chief Financial Officer following the departure of Derek Andersen. Compensation terms were not yet determined as of this filing, with a subsequent 8-K/A promised. This is a CFO succession announcement; Hott is an internal promotion with extensive tenure at the company.

8-KRestructuring / exit costsApr 158-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

Snap Inc. (SNAP) reported Q1 2026 financial results on April 15, 2026 and simultaneously announced a restructuring plan to reduce global headcount by approximately 16% of full-time employees. The company estimates pre-tax charges of $95M-$130M (primarily severance, contract termination costs, and impairment), with $75M-$100M expected as future cash expenditures mostly in Q2 2026. The layoffs aim to streamline operations and redirect resources toward highest-priority initiatives on the path to net-income profitability — a significant strategic reset.

+ 8 other (1 routine 8-K · 1 SD · 1 S-8 · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Snapchat: The Profit Era May Soon Beginseekingalpha.com·2d agoSnap (SNAP) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·6d agoSnap Inc. Announces Date of Second Quarter 2026 Results Conference Callbusinesswire.com·6d agoSandisk Stock Was Red Hot but Get Set for a Cold Snapbarrons.com·9d agoMeta Platforms vs. Snap: Comparing Revenue Scale and Recent Trajectoriesfool.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 8 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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