Snap（SNAP）株式概要
Snap Inc.は、北米、欧州、および国際的なテクノロジー企業として事業を展開している。 詳細
報酬
リスク分析
リスクチェックの結果、SNAP 、リスクは検出されなかった。
SNAP Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$9.58
FV
45.3% 割安 内在価値ディスカウント369
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Snap Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.24 |
| 52週高値 | US$9.28 |
| 52週安値 | US$3.81 |
| ベータ | 1.02 |
| 1ヶ月の変化 | 14.91% |
| 3ヶ月変化 | -7.91% |
| 1年変化 | -26.82% |
| 3年間の変化 | -43.29% |
| 5年間の変化 | -92.98% |
| IPOからの変化 | -78.59% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 06
SNAP: Ad Turnaround And Wearables Expansion Will Drive Future Repricing
Snap's updated analyst price target edges lower to $11.98 from $12.29, even as analysts point to Q2 ad revenue strength, improved profitability and a reset future P/E assumption following a series of mixed but generally higher price target revisions across the Street. Analyst Commentary Street research on Snap remains mixed, but there is a clear group of bullish analysts highlighting Q2 execution on advertising, improving profitability and the potential upside if the current turnaround continues to gain traction.Seeking Alpha • Aug 04
Snap: Too Cheap To Ignore
Summary Snap, Inc. delivered 18.5% revenue growth in Q2'26, beating expectations while refocusing on free cash flow and monetization. SNAP's subscription revenues surged 85% YoY, reaching a $1.26 billion annual run rate with over 25 million subscribers and new premium features planned. Q3 guidance calls for revenue of $1.70–$1.74 billion and nearly 100% YoY adjusted EBITDA growth, driven by cost reductions and operating leverage. At just over 1x sales and with SPECS AR glasses launching, the stock is positioned as a deep value play with multiple growth catalysts. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
SNAP: AR Expansion Will Support Future Turnaround Despite Advertising Headwinds
Snap’s analyst price target has been revised lower by $0.25, with analysts pointing to slower progress on AI driven ad tools, ongoing engagement pressures and competitive ad budget pressures as key reasons for the more cautious stance. Analyst Commentary Recent research on Snap highlights a cautious tone, with several price targets clustered around the mid single digits and ratings skewed toward Neutral, Market Perform and Hold.ナラティブ更新 • Jun 22
SNAP: AR Expansion And AI Monetization Will Support Turnaround
Analysts have trimmed Snap's fair value estimate slightly, cutting the price target by about $0.04 as they weigh low near term expectations for the high priced Specs AR launch against ongoing work on ads, developer tools, and subscription features. Analyst Commentary Analysts are split on Snap, with most agreeing that the high priced Specs launch and mixed advertising trends keep expectations in check, even as the company pushes on augmented reality, developer tools, and subscription experiments.分析記事 • Jun 21
Snap (SNAP) Stock Could Be 38.9% Undervalued After SPECS Launch Doubts
Snap (SNAP) shook up its investment story with the unveiling of SPECS, a US$2,195 augmented reality smart glasses “wearable computer.” This is a premium bet that has coincided with sharp swings in the stock. See our latest analysis for Snap. The SPECS launch has come during a tough spell for Snap’s stock, with the 30-day share price return down 18.53% and the year-to-date share price return down 42.68%. The 1-year total shareholder return is down 41.82% and the 5-year total shareholder return...ナラティブ更新 • Jun 06
SNAP: Cost Reset And AR Expansion Will Support Future Repricing
Analysts trimmed the Snap price target slightly to about $12.29 from roughly $12.74, reflecting updated expectations for revenue growth, profit margins, and a somewhat higher discount rate following recent mixed research commentary on the stock. Analyst Commentary Recent research on Snap highlights a split view, with some firms turning more cautious after the latest quarterly results and others still pointing to catalysts that could support the investment case if execution improves.ナラティブ更新 • May 23
SNAP: Cost Discipline And AI Revenue Streams Will Support Turnaround
Narrative Update on Snap Snap's updated analyst price targets have generally edged lower, with several firms trimming estimates to around $6.50 to $7.00 as analysts factor in softer advertising trends, a longer turnaround timeline, and a higher assumed future P/E multiple, despite cost cuts that bring some visibility to potential profitability. Analyst Commentary Recent Street research around Snap reflects a mixed setup, with some analysts focusing on cost discipline and potential profitability, while others are more focused on advertising headwinds and execution risks tied to new revenue streams such as the Perplexity agreement.分析記事 • May 11
Snap Inc. (NYSE:SNAP) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Last week saw the newest quarterly earnings release from Snap Inc. ( NYSE:SNAP ), an important milestone in the...ナラティブ更新 • May 05
SNAP: Core Business And Perplexity Upside Will Support Future Repricing
Snap's analyst price target has been adjusted modestly higher to reflect slightly stronger assumptions for revenue growth, improving profit margins, a lower discount rate, and a somewhat lower future P/E multiple, with recent Street research showing a mix of target raises and trims as analysts reassess the impact of product momentum and the evolving Perplexity partnership outlook. Analyst Commentary Recent Street research on Snap shows a split view, with several firms trimming price targets while others highlight upside tied to product execution and the evolving Perplexity partnership.
ナラティブ更新 • Apr 21
SNAP: Perplexity Revenue Uncertainty Will Pressure Future Earnings Multiple
Snap's revised analyst price target moves to $4.00 from $7.00 as analysts factor in a higher discount rate, more cautious assumptions for revenue growth and profit margins, and a lower future P/E multiple despite recent mixed target revisions across the Street. Analyst Commentary Recent Street research on Snap has leaned cautious, even as some firms have issued modest price target increases or upgrades.ナラティブ更新 • Apr 06
SNAP: GenAI Ad Execution And Perplexity Revenue Will Offset Legal Headwinds
The analyst price target on Snap is trimmed by $0.14 as analysts factor in a slightly higher discount rate, marginally softer revenue growth assumptions, modestly better profit margins, and a lower future P/E multiple, with recent research highlighting mixed views on ad market share, the Perplexity revenue opportunity, and the near term trading setup. Analyst Commentary Recent research on Snap reflects a divided view, with some firms seeing a constructive trading setup and others emphasizing execution risks and competitive pressures in digital advertising.ナラティブ更新 • Mar 23
SNAP: High Margin Perplexity Revenue Will Drive Future Upside Repricing
Analysts have trimmed their average price target on Snap to $6.50 from $9.50, reflecting ongoing questions about the timing of high margin Perplexity related revenue and Snap's position relative to larger digital ad platforms. Analyst Commentary Recent research on Snap reflects a mix of caution and selective optimism, with price target resets clustering around the new US$6.50 average and a few upgrades signaling some confidence in execution and risk reward at current levels.ナラティブ更新 • Mar 09
SNAP: High Margin Perplexity Partnership And Buybacks Will Drive Future Returns
The analyst price target for Snap has moved lower by about $1 to reflect updated views on slightly softer revenue growth, a higher discount rate, and a meaningfully lower future P/E assumption, partially offset by improved profit margin expectations and ongoing debate around the timing and impact of high margin Perplexity related revenue. Analyst Commentary Recent Street research around Snap has been active, with several firms revisiting their models, ratings, and price targets.ナラティブ更新 • Feb 22
SNAP: GenAI Ad Execution Will Offset Regulatory And Competitive Headwinds
Analysts have trimmed their average price target on Snap, with our fair value estimate moving from $8.38 to $8.07 as they factor in slightly higher discount rates, modestly adjusted revenue growth expectations, lower projected profit margins and a higher future P/E multiple. Analyst Commentary Recent Street research on Snap shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.ナラティブ更新 • Feb 08
SNAP: AI And Ad Platform Execution Will Support Future Upside
Analysts have trimmed their fair value estimate for Snap from about $9.78 to $8.38. This reflects a mix of slightly higher discount rate assumptions, modestly updated growth and margin inputs, and a move toward lower future P/E multiples in line with the recent wave of reduced price targets, punctuated by only a few upgrades.分析記事 • Feb 05
Some Confidence Is Lacking In Snap Inc. (NYSE:SNAP) As Shares Slide 28%
Snap Inc. ( NYSE:SNAP ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...ナラティブ更新 • Jan 24
SNAP: Higher Margin AI And New Revenue Streams Will Support Future Upside
Analysts have nudged their Snap price targets slightly lower, trimming fair value by about $0.09 as they factor in modestly softer revenue growth assumptions, a slightly higher discount rate and a lower future P/E multiple. These effects are partly offset by firmer profit margin expectations supported by newer, higher margin revenue streams like the Perplexity partnership and generally solid recent quarters.ナラティブ更新 • Jan 10
SNAP: Higher Margin Partnerships And Buyback Plan Will Support Future Profitability
Analyst price targets on Snap have moved modestly higher, with several firms lifting ranges to about US$8.60 to US$11 as they factor in Q3 results that were generally solid, stronger AEBITDA, and potential future margin benefits from newer revenue streams such as the Perplexity partnership. Analyst Commentary Street research on Snap is mixed, but the most recent commentary has tilted a bit more constructive as analysts react to Q3 results, updated Q4 guidance, and the early read on new partnerships such as Perplexity.ナラティブ更新 • Dec 26
SNAP: Higher Margin Partnerships Will Drive Stronger Profitability Outlook
Analysts have modestly raised their fair value estimate for Snap, lifting the implied price target by about $0.70 to approximately $13.66. They are factoring in improving revenue growth, margin expansion from higher margin partnerships like Perplexity, and a more normalized future earnings multiple following generally solid Q3 results and stable Q4 guidance.ナラティブ更新 • Dec 12
SNAP: Higher Margin AI Partnerships Will Drive Profitability Upside Over The Next Years
Analysts have modestly raised their price target on Snap, reflecting a slight uptick in fair value alongside improving revenue growth, profit margin expectations, and a lower discount rate. This shift is supported by broadly solid Q3 results, stronger than expected AEBITDA, and new higher margin revenue streams that have driven several recent target increases to the high single digit and low double digit dollar range.ナラティブ更新 • Nov 28
SNAP: Higher Margin Revenue Streams Will Drive Margin Expansion Over The Next Two Years
The analyst price target for Snap has been raised modestly, as analysts cite solid quarterly results and expectations for higher-margin revenue streams in the coming years. Analyst Commentary Recent updates from the Street indicate a nuanced outlook for Snap.ナラティブ更新 • Nov 07
SNAP: Future Margin Gains Will Likely Emerge From New Revenue Streams
Analysts have slightly raised their fair value estimate for Snap, increasing the price target from approximately $9.28 to $9.60. Recent Street research highlights stronger than expected profit margins and the potential for future margin accretion from new revenue streams, despite continued market competition.ナラティブ更新 • Aug 27
Augmented Reality And Mobile Adoption Will Shape Future Digital Markets
Analysts modestly lowered Snap’s price target to $9.28, reflecting revenue and EBITDA misses from Q2 amid mixed ad market dynamics and competitive pressures, partially offset by strong user growth and optimism around a more favorable macro backdrop. Analyst Commentary Mixed Q2 results reflected revenue and EBITDA misses, partly due to new ad campaign pricing mechanisms, though user growth in Spotlight remains strong at 23% y/y.新しいナラティブ • Jul 06
International User Momentum And AR Investments Will Unlock Potential
Rapid international user and advertiser growth is positioning Snap for sustained revenue expansion and improved margins as digital ad spending rises globally.Seeking Alpha • Apr 30
Snap: Buy The Dip - There Is Considerable Upside Potential
Summary Snap Inc. presents a significant asymmetrical investment opportunity with limited downside risk and substantial upside potential, potentially doubling to $18 within 12 months. Despite past poor performance, Snap's valuation is now exceptionally cheap, trading at around 17 times forward EPS with a PEG ratio of 0.38. Snap's DAUs and profitability are growing, suggesting the market is severely mispricing the stock, offering serious multi-bagger potential. Risks include execution issues, macroeconomic factors, and ad spending slowdowns, but Snap's growth and takeover potential make it a strong buy. Read the full article on Seeking Alpha株主還元
| SNAP | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | 0.8% | -1.5% | -0.3% |
| 1Y | -26.8% | 26.8% | 19.9% |
業界別リターン: SNAP過去 1 年間で26.8 % の収益を上げたUS Interactive Media and Services業界を下回りました。
リターン対市場: SNAPは、過去 1 年間で19.9 % のリターンを上げたUS市場を下回りました。
価格変動
| SNAP volatility | |
|---|---|
| SNAP Average Weekly Movement | 8.7% |
| Interactive Media and Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SNAP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SNAPの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 5,261 | Evan Spiegel | www.snap.com |
Snap Inc.は、北米、欧州、および海外でテクノロジー企業として事業を展開している。同社は、カメラ、ビジュアルメッセージング、スナップマップ、ストーリー、スポットライトなどの様々なタブを備えたビジュアルメッセージングアプリケーション、スナップチャットを提供している。また、「Snapchat+」、「Lens+」、「Snapchat Platinum」といったサブスクリプションサービスも提供しており、サブスクライバーは限定機能や実験的機能、プレリリース機能などを利用することができる。また、自動化、高度化、拡張可能な広告バイイングとキャンペーン管理を提供する広告プラットフォームであるキャンペーン管理と配信、広告効果測定ソリューションを提供している。同社は以前はスナップチャット社として知られていたが、2016年9月に社名をスナップ社に変更した。スナップ・インクは2010年に設立され、カリフォルニア州サンタモニカに本社を置いている。
Snap Inc. 基礎のまとめ
| SNAP 基礎統計学 | |
|---|---|
| 時価総額 | US$8.64b |
| 収益（TTM） | -US$311.24m |
| 売上高(TTM) | US$6.35b |
1.4x
P/Sレシオ-28.5x
PER（株価収益率SNAP は割高か？
公正価値と評価分析を参照収益と収入
| SNAP 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.35b |
| 売上原価 | US$2.71b |
| 売上総利益 | US$3.64b |
| その他の費用 | US$3.95b |
| 収益 | -US$311.24m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.18 |
| グロス・マージン | 57.33% |
| 純利益率 | -4.90% |
| 有利子負債／自己資本比率 | 183.4% |
SNAP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/19 02:56 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Snap Inc. 40 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。68
| アナリスト | 機関 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |
| James Kelleher | Argus Research Company |