
Palantir, AT&T, and Spotify have lagged the market in 2026, but UBS rates each of the stocks as strong buys.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Palantir, AT&T, and Spotify have lagged the market in 2026, but UBS rates each of the stocks as strong buys.

Bank of America is standing firmly behind streaming giant Spotify Technology SA (NYSE:SPOT) despite a rough week for the stock. In a note Friday, the bank reiterated its Buy rating and $685 price target, pushing back against any narrative that the company's growth story is faltering. BofA...

APPS vs. SPOT: Which Stock Is the Better Value Option?
Key Stats for Spotify StockCurrent Price: $558. 26Target Price (Mid): ~$1,240Street Target: ~$612Potential Total Return: ~122%Annualized IRR: ~20% / yearWhat Happened?Spotify (SPOT) spent a decade training investors to watch one number: paid subscribers.

Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark disconnect between where the stock trades today and where the fundamentals say it should go.

Spotify (SPOT) closed the most recent trading day at $546.7, moving 2.07% from the previous trading session.

Spotify Technology S.A. recently confirmed that long-time board member Heidi O’Neill resigned effective September 3, 2026, and also outlined growth priorities at the Goldman Sachs Communacopia + Technology Conference, including AI-powered tools, video expansion, and new verticals like fitness. The company emphasized how its audiobook add-ons, new paid layers such as Audiobooks+ and reserved ticketing, and a goal of 1 billion monthly active users by 2030 are reshaping its business mix beyond...

Spotify Technology (NYSE:SPOT) Co-CEO, Chief Product Officer and Chief Technology Officer Gustav Söderström outlined the company’s strategy for using artificial intelligence, expanding into additional media formats and monetizing highly engaged users during an investor conference appearance. Söders

Spotify and Netflix just reported quarters that point in completely different directions, and the gap between their strategies raises a question worth sitting with: which business actually has more room to run from here?

Zacks.com users have recently been watching Spotify (SPOT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Busta Rhymes keeps it real on trying to make real money from streaming platforms.

Phillips 66's strong quarter, soaring estimates, buyback and debt plans fuel the bull case, while Tyson faces mounting pressure on beef margins.

In the latest trading session, Spotify (SPOT) closed at $523, marking a -1.07% move from the previous day.

After a successful agentic AI debut and a favorable, high-stakes multi-year legal settlement, Meta Platforms has finally turned the corner.

Apple's new CEO John Ternus faces his first real test before he has even settled in, as customers weigh whether to absorb two price increases inside two weeks or simply sit out the upgrade cycle entirely.

Spotify (SPOT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7%. U.S. large-cap growth equities rebounded […]

APPS vs. SPOT: Which Stock Is the Better Value Option?

Netflix stock is down more than 30% over the past year while the business keeps growing revenue at double digits, and that disconnect is exactly what has one major billionaire investor stepping back in.

Spotify Technology (NYSE:SPOT) drew fresh attention after expanding its equity buyback authorization by an additional US$1.5b on 20 August 2026, shortly after reporting 14.6% streaming growth for Q2 2026. The buyback news and 14.6% streaming growth arrived alongside a 10.01% 90 day share price return and a recent 3.84% 1 day move. However, the share price return year to date is down 4.78%, while the 3 year total shareholder return is very large, suggesting longer term momentum remains strong...

Spotify Technology stock has delivered very strong gains over the past three years, while the latest intrinsic value work using a Discounted Cash Flow (DCF) approach points to shares trading below that estimate even as market based multiples look roughly in line. For investors, Spotify now sits in an interesting spot where a DCF based view suggests upside, but the broader valuation picture is more mixed. Spotify has returned about 247.5% over the past three years, which puts extra focus on...

According to Barclays’ 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with Warner Music Group Corp. (NASDAQ:WMG) leading at 11.3% and Universal Music Group at 5.6%. The bank’s main conclusion is about relative positioning rather than absolute growth: even […]

Sophia Bendz, general partner at Cherry Ventures, stopped by Equity to break down the latest in the Swedish tech ecosystem.

Netflix shares have shed a third of their value in twelve months, but a powerful combination of record buybacks and a rapidly growing ad business is quietly building pressure beneath the surface.

Spotify just posted its strongest fundamental quarter ever while its stock sits well below last year's peak, and that disconnect points to something worth paying close attention to before 2030.

Netflix has shed a third of its value in the past year, and now a proprietary model is flashing a signal that has traders paying close attention. The math behind what happens next is harder to dismiss than most bears expect.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

Spotify shares have risen 12.5% in four weeks as record margins, subscriber growth and pricing gains offset valuation and reinvestment risks.

The Morning Bull - US Market Morning Update Wednesday, Aug, 19 2026 US stock futures are pointing lower this morning, with S&P 500 contracts down around 0.5% and Nasdaq 100 futures weaker by more than 1%. The key driver is a global rise in government bond yields, including the US 10 year moving toward the 4.7% to 4.75% range, which means borrowing money is getting more expensive again for households and companies. At the same time, commodity futures are firmer, with a broad index up about...

Spotify Technology has delivered a very large 3 year return, yet its current share price and valuation checks send a more mixed signal, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model implying a discount to where the stock trades today. Spotify Technology has returned about 2.8x over the past 3 years, which raises the question of how much future upside is already reflected in the share price. Strong subscriber growth and new AI powered features can support investor...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.