Goldman Sachs maintains Neutral Snap stock with $13.50 target

Published 05/02/2025, 07:54
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On Wednesday, Goldman Sachs reaffirmed its Neutral rating on Snap Inc (NYSE:SNAP) shares, maintaining a price target of $13.50. Currently trading at $11.60, InvestingPro analysis suggests the stock is slightly undervalued, with additional insights available in the comprehensive Pro Research Report covering this popular social media stock. In a recent statement, the firm summarized Snap’s Q4 2024 earnings, highlighting several key points from the company’s management. The report noted Snap’s strong revenue performance, which came in near the higher end of its previous guidance for the quarter, and provided a Q1 outlook that surpassed earlier expectations. InvestingPro data shows impressive revenue growth of 13.66% over the last twelve months, with two key ProTips highlighting the company’s moderate debt levels and strong liquid assets position (plus 4 more ProTips available with InvestingPro). This performance was attributed to ongoing improvements in direct-response initiatives, particularly in diversifying small and medium-sized business (SMB) advertisers, and growth in other revenue streams, such as Snapchat+ subscriptions.

Snap’s adjusted EBITDA for Q4 also exceeded projections, but Goldman Sachs pointed out management’s forecast for gross margins and operating expenses, indicating a potential decrease in incremental margins for 2025. While the company maintains a healthy current ratio of 4.04, showing strong short-term liquidity, the company’s ability to balance its commitment to long-term growth investments, like artificial intelligence and machine learning, product development, and partner content costs, with fiscal discipline will likely be a central topic for investors in the near future.

The management’s outlook suggests they are weighing these investments against the backdrop of what they perceive to be a re-accelerating growth opportunity. While not currently profitable, analysts tracked by InvestingPro predict the company will turn profitable this year. As Snap navigates these challenges, the company’s strategic decisions will continue to be closely monitored by stakeholders and industry observers alike. The reaffirmed Neutral rating and price target reflect Goldman Sachs’ current assessment of Snap’s stock performance and potential based on the latest financial results and management’s strategic priorities.

In other recent news, Snap Inc. continues to maintain its position in the social media landscape, with JMP Securities affirming a Market Outperform rating and a $16.00 price target. The company’s advertising strategies, particularly in the area of app installs, are showing promising improvements. Furthermore, Snap is offering incentives to attract advertisers, providing a 20% return in free ad expenditure for advertisers spending over $100,000 on their platform.

In parallel, the U.S. Supreme Court has ruled that TikTok must be sold by its Chinese parent company, ByteDance, or face a ban in the United States. This development has led to uncertainties surrounding TikTok’s future in the American market.

However, President-elect Donald Trump is reportedly considering an executive order to temporarily halt the enforcement of this law, which could potentially impact the competitive dynamics within the social media industry. This move may influence Snap’s performance given TikTok’s significant role as a competitor.

These are recent developments that investors in the social media sector should keep an eye on, as they could have implications for the performance of companies like Snap Inc.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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