Evercore ISI raises Snap stock price target to $12 on valuation framework

Published 06/08/2025, 11:38
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Investing.com - Evercore ISI raised its price target on Snap Inc (NYSE:SNAP) to $12.00 from $11.00 while maintaining an "In Line" rating following the company’s second-quarter earnings results. According to InvestingPro data, Snap currently trades at a Price/Book multiple of 6.8x, with analysts’ targets ranging from $7 to $15.

The price target increase comes despite what Evercore described as "surprisingly soft" quarterly results, with the firm citing a rollforward of its valuation framework as the reason for the modest target bump.

Snap reported revenue of $1.35 billion, up 9% year-over-year, which aligned with expectations, but its EBITDA of $41 million (3% margin) missed forecasts. The company’s third-quarter revenue and EBITDA guidance bracketed Street expectations.

The social media platform’s advertising revenue, which accounts for 87% of total revenue, grew only 4% year-over-year, with similar performance expected in the third quarter. Subscription revenue, representing 13% of total revenue, showed stronger growth at 63% year-over-year with nearly 16 million subscribers.

Snap’s daily active users reached 469 million, increasing 9% year-over-year, though Evercore noted that North American user numbers have plateaued for several years and European growth remains slow.

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 -$0.16, just below the forecast of -$0.15, while revenue matched expectations at $1.35 billion. Despite the revenue meeting expectations, Snap faced challenges with advertising revenue growth, which increased by only 4% year-over-year, leading Citizens JMP to downgrade its stock rating from Market Outperform to Market Perform. Raymond (NSE:RYMD) James, however, maintained its Outperform rating and $10.00 price target, attributing Snap’s revenue miss to unexpected ad platform execution issues. Goldman Sachs also adjusted its outlook, raising the price target for Snap to $9.00 from $8.50 while maintaining a Neutral rating, noting volatile month-to-month revenues in Q2. Management at Snap provided a "modestly more constructive picture" for Q3, though they remain cautious about trends in the second half of the year. These developments highlight the mixed sentiment among analysts regarding Snap’s performance and future prospects.

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