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Spotify price target raised to $410 from $400 at KeyBanc

KeyBanc raised the firm’s price target on Spotify to $410 from $400 and keeps an Overweight rating on the shares. The firm believes consensus may be too aggressive on Q3 Premium Subscriber net additions given recent pricing changes, the analyst tells investors in a research note. Consensus appears too conservative on 2025-2026 revenue growth, gross margin, and operating margin, the firm says.

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