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Spotify Stock Surges on Subscriber Growth, AI Optimism
Schaeffers Investment Research· 2026-10-22 22:58
核心观点 - Spotify发布乐观的四季度利润指引,受AI举措和强劲用户增长推动,股价当日上涨9%至572.63美元 [1] - 三季度每股收益2.48欧元(约2.78美元),低于华尔街预期的2.80欧元(约3.14美元),营收近50亿欧元(约56亿美元)基本符合预期 [1] - 月活跃用户同比增长11%至7.88亿,付费订阅增长9%,毛利率达到创纪录的33% [1] 股价表现 - 当日涨势使SPOT创下1月以来最高水平,有望录得5月以来最大单日百分比涨幅 [2] - 过去一个月股价累计上涨超过13%,但年初至今仍下跌2% [2] 分析师观点 - 覆盖该股的35家券商中,24家给予“买入”或更好评级,11家给予“持有”评级 [3] - 12个月共识目标价为606.94美元,略高于当前股价,存在目标价上调空间 [3] - Pivotal Research当日早间将目标价从420美元上调至460美元 [3] 期权市场 - 期权订单流显示净delta成交量为正6166股,看涨压力占活动量的54.6%,看跌压力占45.4% [4]
Why is Spotify stock soaring 8% today?
Invezz· 2026-10-22 22:17
Why is Spotify stock soaring 8% today? Why is Spotify stock soaring 8% today? Author Ananthu C U Ananthu C. Key Risk: Regulators or rights holders block/limit licensing for AI covers and remixes, shrinking the addressable market. Spotify Technology shares SPOT rose on Thursday after the music streaming company forecast fourth-quarter operating income above Wall Street expectations, supported by subscriber growth and investments in artificial intelligence-powered features. The stock gained 8.6% in trading, o ...