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SNSNAP

Snap Inc.

$SNAP·$11B·Internet Content & Information·Communication Services
$6.12-5.0%YTD-35.0%1Y-21.2%
Price updated 7h ago·X counts updated 5d ago
SNSNAP
$SNAPSnap Inc.
$6.12-5.01%802 posts1.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SNAP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

802X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.9×
QuietNormal · 1×Loud

How loud $SNAP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 96% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-10-02

The $SNAP crowd is bullish on a hated-stock turnaround — ten-plus years of AR work and 7,000+ patents, MyAI and AI Sponsored Snaps already live, and a modeled FCF/share path to $5 by 2031 implying a 10x stock at a 10x multiple. One holder sides with the Meta-glasses pressure by suggesting Snap sell Specs to Apple. Consensus is "estimates grinding up while the multiple compresses — something's going to blow."

Read what X is saying about $SNAP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SNAP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Snapchat is the hated stock — Specs AR hardware is the one real reason to care, if it ships at scale.

Snap runs Snapchat, Spotlight, and the Specs AR hardware line — a camera-first social platform that keeps growing users slowly, failing to translate it into profits, and watching its stock trade like a startup. The stock is down 95% from 2021 highs, 35% YTD, and sits mid-range on the 52-week.

  • The P&L is barely stable: revenue grew 12% YoY to $1.53B at -5% operating margin, so the business is still unprofitable even at scale — that's the structural problem Spiegel has not solved in a decade.
  • At 1.6x sales for a 12% revenue grower with real DAU engagement, this is cheap on absolute multiples; bulls modeling $5 FCF/share by 2031 need Specs to work and ad load to normalize, both of which are speculative.
  • CBO Ajit Mohan's Dec 31 departure (announced Sep 3) is a real executive loss — Mohan was running the sales organization, and his exit is the second meaningful commercial-leadership change in two years.

Stalled holds until a specific Specs AR traction data point (unit sales, developer SDK adoption), or until a new CBO announcement with a credible platform-advertising background. A sub-$5 handle with the ad-revenue growth flat into Nov 4 earnings is what cracks the stalled tape downward; a Specs launch surprise is what could restart the move.

Agrees with X sentimentX longs anchoring on Specs AR, $5 FCF/share by 2031, and the 1.4x sales multiple have the right structural case — the Evan Spiegel frustration is real and valid, but the Specs catalyst is a specific, dated thesis the bears don't have an answer for.

What to watch: Nov 4 earnings — DAU growth (needs to clear 480M), ARPU, Specs AR hardware traction color, and a new CBO announcement after Mohan's December exit. A soft ARPU print or no Specs commentary is what confirms the stalled tape.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 continues to concentrate digital ad share in Google and Meta.

What this means for $SNAP

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

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+2.5%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
Q2 2026Aug 3, 2026$-0.10$-0.12+17.9%
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+50.8%
Next earningsWed, Nov 4·consensus EPS $0.00

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 29 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.8B$6.7B – $6.9B-$0.05-$0.06 – -$0.0429
FY27$7.5B$7.4B – $7.7B$0.14$0.11 – $0.1829
FY28$8.2B$7.7B – $8.6B$0.26$0.01 – $0.7928
FY29$8.6B$8.4B – $8.8B$0.41$0.40 – $0.4322
FY30$9.1B$8.8B – $9.3B$0.48$0.46 – $0.4926

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.0.9×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.44%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.+9.7%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.+10.5%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 today2.9% 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.β1.085-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

SellSep 16Ajit MohanChief Business Officer6.8K sh$40KSellSep 9Rebecca MorrowChief Accounting Officer20.0K sh$107KSellSep 3Zachary M BriersGeneral Counsel11.3K sh$68KSellAug 19Zachary M BriersGeneral Counsel67.5K sh$343KSellAug 17Ajit MohanChief Business Officer54.6K sh$284KSellAug 17Rebecca MorrowChief Accounting Officer17.3K sh$90KSellAug 17Douglas HottCFO131.9K sh$685KSellAug 17Zachary M BriersGeneral Counsel136.5K sh$709KSellAug 6Robert C. MurphyCTO2.0M sh$10.5MSellAug 5Robert C. MurphyCTO2.0M sh$11.1M
1–10 of 23
+ 19 other (16 awards · 2 gifts · 1 other) 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
Free, forever. No credit card.

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 holdingsSep 223
AI summary

Marzena Gellert, Snap Inc.'s Chief Commercial Officer, filed an initial Form 3 disclosing direct ownership of 6,966,975 shares of Class A Common Stock as of September 22, 2026. No derivative securities were reported. This is a routine initial ownership disclosure for a newly appointed or newly reporting executive officer at Snap.

8-KOfficer or director changeSep 88-K — Item 5.02: Officer or director change
AI summary

Snap Inc. filed an 8-K on September 3, 2026, under Item 5.02, reporting that Ajit Mohan, Chief Business Officer, will depart the company effective December 31, 2026. The departure is not related to any disagreement with Snap regarding its operations, policies, or practices. The filing satisfies the standard executive officer departure disclosure requirement under Exchange Act reporting rules.

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 other (2 10-Qs · 2 earnings 8-Ks · 1 13G · 1 routine 8-K) in window

Recent news

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

Snap (SNAP) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·9h agoHere's Why Snap (SNAP) Fell More Than Broader Marketzacks.com·2d agoSocial Media Stocks Rally as Truist Sets $1,000 Street-High Meta Target on Muse Adoption: Meta and Snap Climb 4%, Reddit Ticks Up247wallst.com·4d agoWall Street Wobbly Ahead of Earnings Report Ramp-Upschaeffersresearch.com·5d agoSnap Inc. Announces Date of Third Quarter 2026 Results Conference Callbusinesswire.com·9d ago

In themes

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Voices on X · top 11 · 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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