The company behind Snapchat said its outlook excludes potential sales from the integration with Perplexity because Snap hasn't yet agreed on a path to a broader rollout of its deal with the AI company.
Sales in Snap's fourth quarter rose 10% year over year, while net income was $45.2 million, which was up nearly 400% from the $9.1 million it reported a year ago. The social media company said first-quarter revenue will be in the range of $1.50 billion to $1.53 billion, which is below analyst estimates of $1.55 billion.
Snap is finally transitioning from a structurally unprofitable social media platform into a diversified, monetizable ecosystem with multiple high-margin revenue streams and clear operating leverage. The Perplexity partnership unlocks monetization of Snap's most engaged surface for the first time, while the Specs spin-off removes a major valuation overhang and clarifies the profitability of the core. With revenue diversification accelerating, margins inflecting, and valuation still deeply discounted versus peers, I believe SNAP is positioned for a powerful multi-year snapback.
In less than a month, Snap Inc. (SNAP) has seen its share price tumble 24.2%, falling from $8.79 on January 6, 2026, to its current level of $6.66. While "buying the dip" is a staple strategy for high-quality stocks with proven rebound histories, the data for SNAP suggests a more cautious approach.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Snap (SNAP), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
SNAP heads into its Q4 earnings report with ad momentum, growing subscriptions and regulatory headwinds shaping expectations for the stock.
The latest trading day saw Snap (SNAP) settling at $7.46, representing a -1.32% change from its previous close.
Late January brought snow, ice, and single-digit to sub-zero temperatures throughout much of the United States. In advance of that, several energy stocks rallied hard, particularly those tied to natural gas.
Snapchat on Wednesday confirmed it made a deal to avoid a US civil trial accusing it, along with Meta, TikTok, and YouTube, of addicting young people to social media.
SNA strengthens its franchise and innovation edge, driving efficiency and growth across vehicle repair, aviation and industrial markets.
In the most recent trading session, Snap (SNAP) closed at $7.35, indicating a -2.39% shift from the previous trading day.
Snap remains uninvestable with persistent losses, ongoing dilution, and no tangible progress toward profitability after 15 years. SNAP's user growth is concentrated in low-ARPU regions, while North American DAUs and revenue growth are stagnating or declining. Operational leverage is absent; expenses as a percentage of sales continue to rise, and SBC-adjusted free cash flow remains deeply negative.