- Entry
- $521.73
- Now
- $512.95 -1.7%
- Target
- —
- Score
- —
Spotify showed some trading momentum in the L1M, but is still down \~ -25% over the L1Y despite estimates moving up. I think the market has lumped it into the “media company getting disrupted by AI” bucket resulting in multiple de-rating, when it could actually be one of the bigger beneficiaries. Bear case I keep hearing about / mitigants: (i) Revenue growth slowdown: Spotify now has \~760m MAUs and \~290m subscribers, with \~50% of global streaming time. Engagement is also …
— ORIGINAL POST ·
Why are people bearish on Spotify?
· r/ValueInvesting
· Aug 31, 2026