Snap (1SI) AI Stock Analysis
Snap
(XETRA:1SI)
No summary available
Snap (1SI) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 8.61B
- Dividend Yield
- ―
- Average Volume (3M)
- 7,191
- Price to Earnings (P/E)
- -54.4
- Beta (1Y)
- 0.86
- Revenue Growth
- 8.08%
- EPS Growth
- 70.38%
- Country
- Germany
- Employees
- 5,261
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Internet Content & Information
Snap Business Overview & Revenue Model
Company Description
Snap Inc. is a global technology company focused on cameras, serving users across North America, Europe, and other international regions. Its primary product is Snapchat, a powerful camera application that facilitates visual communication through sho...
Snap Earnings Call Summary
The call was predominantly positive, with strong revenue growth, positive net income, substantial margin expansion, improving cash generation, robust direct response advertising performance, growth in Spotlight and paid subscriptions, and encouraging progress in AI and SPECS. These strengths were partly offset by advertising growth remaining below ambitions, continued weakness in upper-funnel brand advertising, a 3.8% year-over-year increase in shares outstanding, and regulatory uncertainty.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For Q4, Snap guided to revenue of $1.950 billion to $1.985 billion, adjusted EBITDA of $490 million to $525 million, infrastructure costs growing modestly year-over-year, and full year infrastructure costs of $1.65 billion to $1.66 billion compared with prior guidance of $1.65 billion to $1.70 billion; it continues to expect all other cost of revenue, excluding infrastructure costs, to represent 16% to 17% of revenue for the full year. The outlook includes planned investments in SPECS, paced against product, ecosystem and economic milestones, and following completion of the current repurchase program in Q4, Snap intends to pursue a multiyear approach to dilution management, with the goal of offsetting future dilution and supporting a stable fully diluted share count in 2027. Management is cautiously optimistic about Q4, seeing a bit of acceleration on the ad side, expects direct response growth to continue to be positive over the coming quarters, and expects the brand business to regain ground over the course of 2027; beginning with Q1 2027 results, global Monthly Active Users and global MAU-based Average Revenue Per User will become the primary audience and monetization metrics.
Snap Risk Analysis
Snap disclosed 65 risk factors in its most recent earnings report. Snap reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksSnap Peers Comparison
Overall Rating
RDDT77.5Outperform
BILI72Outperform
META68.4Neutral
WB66Neutral
PINS61Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| RDDT | 78Outperform | $19.67B | 18.14 | 30.57% | ― | 62.18% | 175.50% |
| BILI | 72Outperform | $5.73B | 25.27 | 9.84% | ― | 10.34% | 620.66% |
| META | 68Neutral | $1.61T | 20.38 | 30.27% | 0.35% | 27.53% | 28.01% |
| WB | 66Neutral | $1.55B | 4.85 | 8.15% | 9.44% | 1.59% | -14.96% |
| PINS | 61Neutral | $12.17B | 79.16 | 5.25% | ― | 15.38% | -91.36% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:1SI | Snap Inc | 4.53 | -2.38 | -34.48% | |
| META | Meta Platforms, Inc. | 605.08 | -14.53 | -2.34% | |
| WB | Weibo Corp | 6.46 | -3.32 | -33.91% | |
| BILI | Bilibili | 14.25 | -13.58 | -48.80% | |
| PINS | 19.79 | -7.30 | -26.95% | ||
| RDDT | Reddit, Inc. Class A | 93.81 | -100.77 | -51.79% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.