Snap, Inc. Class A (SNAP)

Several events have impacted Snap Inc.'s stock price in the past six months. Snap Inc. announced increased revenue and user growth in Q3 2025, along with a $400 million partnership with Perplexity, leading to a stock price increase. The company faced class action lawsuits due to ad-tech failures, resulting in a $263 million net loss and a stock price plunge. Analysts have adjusted their ratings and price targets for SNAP. Over the last 12 months, Snap Inc.'s stock price has decreased, but it has seen an increase in the past month.

Demand for Snap Inc.'s products and services exhibits some seasonality. The "Q5" period, extending from late December through January, is a significant opportunity for brands on Snapchat due to a seasonal surge in app installs and high consumer intent, especially among Gen Z and Millennials interested in self-improvement categories.

Snap Inc. is a social media and camera company focused on communication applications and products. It operates in the technology sector, specifically social media, augmented reality, and consumer electronics. Its main product is the Snapchat mobile application, which facilitates visual communication using augmented reality, video, and creative tools. Other products include Spectacles, Bitmoji, Snap Map, Stories, Spotlight, Memories, and advertising services like Snap Ads, AR Ads, and sponsored creative tools. Snap Inc. also offers Snapchat+, a subscription product with exclusive features.

Snap Inc. is headquartered in Santa Monica, California, and has a global operational presence with offices across Europe, North America, Australia, and Asia. In the U.S., it has offices in cities such as Austin, Bellevue, Boulder, Chicago, Dallas, New York, San Francisco, Seattle, and Washington D.C. Globally, Snap Inc. has offices in locations including Amsterdam, Berlin, Copenhagen, London, Mumbai, Oslo, Paris, Singapore, Sydney, Toronto, and Vancouver.

Snap Inc.'s brand reputation has been affected by legal and safety concerns, alongside efforts to strengthen its advertising platform. A lawsuit alleged that the company failed to protect children from sextortion and sexual exploitation. Ad-tech failures and alleged executive misrepresentation have eroded advertiser trust. Snapchat has worked to enhance its advertising offerings and foster brand partnerships, including publishing reports, inviting brands to sponsor events, and introducing new ad formats.

Snap Inc. has a diverse ownership structure, with significant institutional and individual holdings. Major institutional owners include Fmr Llc, Vanguard Group Inc, Capital World Investors, BlackRock, Inc., Capital International Investors, Two Sigma Investments, Lp, Alyeska Investment Group, L.P., and State Street Corp. Key individual insider shareholders are co-founders Evan Spiegel (CEO) and Robert Murphy (CTO), along with Eric Young.