Citizens JMP downgrades Snap stock rating on slowing ad growth

Published 06/08/2025, 10:02
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Investing.com - Citizens JMP downgraded Snap Inc (NYSE:SNAP) from Market Outperform to Market Perform following the company’s second-quarter 2025 earnings report. The social media company, currently valued at $15.8 billion, trades at $9.39, sitting closer to its 52-week low of $7.08 than its high of $13.28. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value assessment.

The downgrade comes after Snap reported advertising revenue growth of just 4% year-over-year in Q2 2025, suggesting the platform is losing market share to other major advertising platforms.

North American daily active users (DAU) declined by 1 million quarter-over-quarter, marking the second consecutive quarter of user decline in this key market.

Citizens JMP had previously upgraded Snap based on expectations that Sponsored Snaps would accelerate advertising revenue and that Simple Snapchat would improve Spotlight usage and boost engagement.

The research firm now cites intense competition from Meta (NASDAQ:META)’s AI-improved content relevance and TikTok’s stronger position with creators and users as factors that will continue to pressure time spent on Snapchat in its most highly monetized markets.

In other recent news, Snap Inc. reported its second-quarter 2025 earnings, revealing a slight miss on earnings per share (EPS) but meeting revenue expectations. The company’s EPS was reported at -$0.16, just below the forecast of -$0.15, while revenue aligned with expectations at $1.35 billion. These developments indicate that while the company did not meet EPS projections, its revenue performance was in line with what analysts had anticipated. Despite the minor EPS miss, the revenue consistency suggests a stable financial performance for the period. Analysts and investors are likely assessing these results to gauge Snap Inc.’s financial health and future potential. The company’s recent earnings report is a crucial factor for investors to consider in their decision-making processes.

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