Snap Inc. Class A Common Stock (SNAP) Stock Analysis — Latest Investor Quotes & Trade Calls

Snap Rally Sparks Optimism Amid New AI Deal

"Uh I want to give you some good news though because there is good news in this market. It's coming from an unlikely source though and that is Snap Inc. the parent company of Snapchat. It is I know I haven't talked about it in a while but it's it's one, well that's but I'm pushing 50. So there you go. Well that's his problem is trying to get to get get the demographic. Maybe his new deal with Perplexity AI will help change that. They're talking about a $400 million deal to try to get AI involved in their search platform. Shares are rallying on it. The street loves it. Higher by 20% this morning. SNAP shares trading just shy of $9 a share. So, there is some good news in pockets of this market."

The segment on Snap (SNAP) outlines a bullish scenario where a new $400 million AI partnership is already fueling a 20% rally, suggesting strong market optimism and potential upside despite past challenges in reaching key demographics.

Snap Eyes AI Partnership as Key Growth Catalyst

"Yeah so we're seeing a lot of movement after a bunch of earnings reports today. So the first one I'm looking at is Snap, ticker SNAP. Shares are up 25% right now after hours. The company reported earnings but also announced a $400 million partnership with Perplexity AI. Um so I think this is really what the stock is moving on, you know, getting a little bit of the AI enthusiasm. Um basically Snapchat is going to use Perplexity's AI search engine and it gives it a new business line and puts social messaging more in the mix around AI chat bots. So this will be really interesting to keep watching how this develops with Snap."

Snap is experiencing a strong aftermarket rally fueled by an announcement of a $400 million partnership with Perplexity AI, positioning the company to integrate advanced AI search into its social messaging platform, which could serve as a significant growth catalyst.

"SNAP: 932M MAUs, 350M+ AR DAUs, FCF/share rising while trading 2x sales creates asymmetric opportunity. Snapchat+ hit $700M ARR, gaming users +40% YoY, Spotlight 48% of time spent. Q2 ad platform mishap corrected; Sponsored Snaps show 2x conversion, 5x click ratios vs other inventory. $3B AR investment positions for mainstream adoption."

"SNAP: Social giant w/ 460M DAUs (+22% YoY), 15M paid Snapchat+ subs ($600M run-rate, +75% YoY), and My AI w/ 200M users. FCF inflecting upward since Q1'24. Advertisers +60% YoY. Trades at 2.7x sales vs Spotify at 9x valuation w/ fewer users. Bearish sentiment ignores strong user growth & monetization potential."