Rosenblatt cuts Spotify stock price target to $657

Published 30/04/2025, 11:16
© Reuters.

On Wednesday, Rosenblatt Securities adjusted its price target on Spotify Technology SA (NYSE:SPOT), the Stockholm-based music streaming giant, to $657 from the previous $658. Despite the minor adjustment, the firm maintained a Neutral stance on the company’s shares. Currently trading at $576.94 with a market capitalization of $118.1 billion, Spotify has delivered an impressive 29% return year-to-date. According to InvestingPro analysis, the stock appears to be trading near its Fair Value. Barton Crockett, an analyst at Rosenblatt, remarked on the company’s performance in the first quarter of 2025, noting Spotify’s resilience during challenging economic conditions.

Crockett highlighted that Spotify’s business model, which offers affordable subscription-based entertainment, tends to be a discretionary spend that consumers are willing to maintain even in tough macroeconomic times. He pointed out that Spotify, being a service based in Stockholm, is not directly affected by trade wars, which can be advantageous.

The analyst’s commentary followed the earnings report, which showed a consistent performance and an outlook that aligns with the reasons behind Rosenblatt’s previous decision to downgrade Spotify’s stock rating to Neutral from Buy on February 5, 2025. Crockett had adjusted the rating after evaluating the company’s earnings from the last quarter, suggesting a potential slowdown against challenging comparisons from the previous year.

Crockett believes that while Spotify remains an excellent company, the anticipated deceleration in business growth could lead to volatility in the stock’s value, particularly given its current market valuation. He suggests that the shares might face headwinds due to this expected choppiness in performance.

Spotify’s first-quarter results of 2025 have been seen as a testament to the company’s ability to provide a service that consumers consider valuable even when economic conditions are less than ideal. The slight decrease in the price target reflects Rosenblatt’s assessment of the near-term challenges the company may face, while the maintained Neutral rating indicates a balanced view on the stock’s prospects.

In other recent news, Spotify Technology SA has been the focus of multiple analyst evaluations following its earnings reports and financial projections. Wells Fargo (NYSE:WFC) reiterated its Overweight rating on Spotify, maintaining a $740 price target, citing confidence in the company’s potential for revenue and subscriber growth, particularly through new initiatives like the Super Fan feature. Cantor Fitzgerald adjusted its price target for Spotify shares to $610, noting that the company’s revenue and gross profit aligned with expectations, but operating income was slightly below due to additional social costs. JPMorgan also raised its price target to $670, highlighting anticipated expansions in gross and operating margins by 2025, despite some expected fluctuations due to growth investments.

Raymond (NSE:RYMD) James made a slight downward adjustment to its price target, reducing it to $635 while maintaining an Outperform rating, pointing out a quarter-over-quarter decline in ad-supported Monthly Active Users but emphasizing the company’s robust gross margins. Benchmark also adjusted its price target for Spotify, lowering it to $700 while maintaining a Buy rating, and highlighted potential revenue drivers such as new subscription pricing and increased podcast profitability. Despite these varied assessments, analysts remain generally optimistic about Spotify’s financial trajectory, focusing on its strategic initiatives and market positioning. These recent developments reflect the ongoing interest and analysis from the investment community regarding Spotify’s performance and future prospects.

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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