JPMorgan raises Spotify stock price target to $730 from $670

Published 04/06/2025, 11:30
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On Wednesday, JPMorgan analysts raised the price target for Spotify stock (NYSE: NYSE:SPOT) to $730 from the previous $670, maintaining an Overweight rating. With the stock currently trading at $671, this target suggests significant upside potential. According to InvestingPro data, Spotify has delivered an impressive 105% return over the past year and is trading near its 52-week high of $678.57. This decision reflects confidence in Spotify’s growth prospects and its position in the audio streaming market.

The analysts highlighted Spotify as the largest pure-play audio streaming service, benefiting from the shift from transaction-based to access-based streaming models. They noted that Spotify is expanding its monthly active users by approximately 10% and is generating positive free cash flow. InvestingPro analysis shows the company maintains strong financial health with a "GREAT" overall score, supported by robust revenue growth of 17.24% and significant market capitalization of $137.6 billion.

The report suggests that Spotify could reach 742 million users, including 287 million Premium subscribers, by 2025. Additionally, the company’s freemium model is seen as a key driver for subscriber conversions.

JPMorgan analysts expect Spotify’s podcast profits and Marketplace contributions to provide incremental leverage, while the company continues to show increased cost discipline.

In other recent news, Spotify has been found in violation of the EU’s General Data Protection Regulation (GDPR) by the Stockholm Court of Appeal. The court ruled that Spotify mishandled personal data, failing to provide clear information for users to exercise their rights and not offering sufficient details about data storage and safeguards. In another development, Bernstein SocGen Group reaffirmed its Outperform rating for Spotify, maintaining a price target of $825, reflecting confidence in the company’s market position and growth potential. Meanwhile, Guggenheim has raised its price target for Spotify to $725, citing updated estimates related to currency impact and price increases. This comes as they anticipate growth in average revenue per user and expanded audiobook monetization.

Conversely, CFRA has downgraded Spotify’s stock from Buy to Hold and lowered its price target to $610, expressing concerns over valuation multiples and a less certain outlook for the first half of 2025. CFRA’s analysis includes revised revenue forecasts, projecting $18.1 billion for 2025 and $20.5 billion for 2026. Despite these mixed analyst perspectives, Spotify’s strategic initiatives and market dynamics continue to be closely watched by investors.

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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