Financial giants have made a conspicuous bullish move on Snap. Our analysis of options history for Snap (NYSE:SNAP) revealed 18 unusual trades.Delving into the details, we found 55% of traders were bullish, while 38% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $111,219, and 16 were calls, valued at $630,354.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $ ...

Wall Street analysts forecast that Snap (SNAP) will report quarterly earnings of $0.15 per share in its upcoming release, pointing to a year-over-year decline of 6.3%. It is anticipated that revenues will amount to $1.7 billion, exhibiting an increase of 9.1% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a co ...

Group 1: Amazon - Amazon announced another round of layoffs as part of a cultural reset, eliminating tens of thousands of roles over the past two years, primarily in white-collar developer positions [2] - The company is restructuring around cloud infrastructure, AI services, and operational efficiency [2] - Amazon will close its Amazon Go and Fresh stores, citing a failure to create a distinctive customer experience with the right economic model [2] Group 2: Snap Inc. - Snap is spinning out its Specs AR glasses business into a standalone entity, separating hardware development from its core social media operations [3] - The launch of Spectacles at $99/month for developers will soon be available to the public, but the effort is considered doomed to fail [3] - Snap has struggled against competitors like Google's Android XR, Meta's AI smartglasses, and Apple's upcoming wearable AI devices [3] Group 3: Apple - Apple is developing an AI wearable, a small pin-sized device comparable to an AirTag, designed to work with a future LLM-powered version of Siri [4] - The device is still considered experimental, with a possible launch window in 2027, and aims to be an ambient companion integrated into Apple's ecosystem [4] - Apple's approach reflects a strategy of entering categories only after they have proven successful, focusing on vertically integrated hardware, silicon, and software [4] Group 4: OpenAI - OpenAI is preparing to debut its own consumer AI hardware later this year, following the acquisition of former Apple design leader Jony Ive's company for $6 billion [5] - The effort aims to establish a new category of AI-native devices centered around conversation and perception [5] - The convergence of Apple, OpenAI, and Google around AI hardware suggests a new device cycle centered on continuous AI presence may begin in 2026 [5] Group 5: VR Industry - Mighty Coconut, developer of Walkabout Mini Golf, cut roughly a quarter of its staff despite having a successful title on Quest, raising prices on new content due to rising costs [7] - Atlas V raised $6 million to diversify from narrative VR toward free-to-play gaming and location-based experiences, acknowledging that premium narrative VR has failed to reach sufficient audience scale [8] - The studio plans to focus on experiences with clearer revenue models, including ticketed VR attractions and live installations [8]

Core Viewpoint - Snap Inc. is experiencing significant stock decline amid broader market weakness and underperformance compared to its peers in the Communication Services sector [1] Market Context and Sector Performance - The Nasdaq index fell by 1.80%, while the Communication Services sector gained 1.52%, indicating Snap's substantial underperformance despite positive sector trends [1] Specs Subsidiary Formation - Snap has established Specs Inc. as a wholly-owned subsidiary to focus on the upcoming launch of AI-powered smartglasses [2][3] - The new subsidiary aims to enhance operational focus, facilitate new partnerships, and allow for minority investments, with nearly 100 global positions being recruited [3] Recent Legal Settlement - Snap settled a significant social media addiction lawsuit just before a major trial, removing the risk of a potentially precedent-setting verdict [4] Technical Analysis - Snap's stock is currently trading 9.3% below its 20-day simple moving average and 8.9% below its 100-day simple moving average, indicating a bearish trend [5] - Over the past year, Snap's stock has decreased by 38.14%, nearing its 52-week lows [5] - The Relative Strength Index (RSI) is at 45.47, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure [6] - Snap shares were down 5.54% at $7.25 at the time of publication [6]

Group 1 - Microsoft reported a 17% year-over-year revenue growth to $81.3 billion, with a slowdown in cloud business growth; capital expenditures increased by 66% to a record $37.5 billion [1] - Meta's Q4 revenue reached $59.89 billion, with earnings per share of $8.88, driven by strong advertising business; Q1 revenue and full-year capital expenditure guidance exceeded expectations [1] - Tesla's Q4 revenue declined by 3% to $24.9 billion, but operating profit of $1.41 billion and gross margin of 20.1% surpassed expectations; Elon Musk announced the halt of Model S/X production to shift focus to humanoid robot Optimus [1] - IBM's Q4 revenue grew by 12% to $19.69 billion, with cumulative AI business orders exceeding $12.5 billion [1] - Caterpillar's Q4 revenue increased by 18% to $19.13 billion, with adjusted earnings per share of $5.16, both exceeding expectations [1] - Blackstone reported Q4 inflows of $71.48 billion, the highest level in over three years; total assets reached $1.275 trillion [1] Group 2 - Deutsche Bank reported a net profit of €1.3 billion for Q4 and plans to repurchase €1 billion in stock [3] - STMicroelectronics saw a slight recovery in Q4 sales to $3.33 billion, although demand for automotive chips remains weak [3] - Google integrated Gemini AI features into the Chrome browser, introducing tools like Nano Banana and Personal Intelligence [3] - Alphabet's autonomous taxi service Waymo aims to launch a driverless ride-hailing service in London by Q4 [3] - TSMC raised its CoWoS capacity targets for 2026-2027 and is reassessing its advanced packaging expansion plans [3] - Alibaba's Pingtouge launched a high-end AI chip "Zhenwu 810E," which has been deployed in multiple large-scale clusters on Alibaba Cloud [3] - Toyota anticipates a 4.6% year-over-year increase in global sales in 2025, reaching 11.3 million units, setting a new record [3] - Used car retailer Carvana faced a short-sell report from Gotham Research, accused of overstating net profits by over $1 billion [3] - Snap established a wholly-owned subsidiary, Specs, to develop augmented reality (AR) glasses [3]

Core Viewpoint - Snap Inc. is establishing Specs Inc. as a wholly-owned subsidiary to focus on its augmented reality smartglasses business ahead of a public product launch later this year [1] Group 1: Business Structure and Strategy - The restructuring into a subsidiary allows for operational focus and potential minority investment opportunities [2] - The subsidiary structure facilitates clearer business valuation and supports the development of a distinct brand identity for Specs [4] Group 2: Product Development and Features - Specs smartglasses have been in development for over a decade, featuring see-through lenses that overlay digital objects onto the real world, utilizing hand and voice controls [2] - The smartglasses aim to enhance user presence in their surroundings, with applications being developed for learning, gaming, and workplace collaboration [3] Group 3: Technological and Environmental Impact - Specs is positioned as a new computing paradigm, coinciding with the rise of artificial intelligence in technology interaction [4] - The company highlights environmental benefits, suggesting that digital goods created through Specs could reduce waste by replacing physical items like whiteboards and televisions [4] Group 4: Market Preparation - The company is currently hiring in preparation for the commercial launch of Specs [4]

Core Insights - Snap (SNAP) is set to report its fourth-quarter 2025 results on February 4, with expected revenues of $1.7 billion, reflecting a 9.12% increase year-over-year, while earnings per share are estimated at 15 cents, indicating a 6.25% decline from the previous year [1][7]. Group 1: Financial Expectations - The Zacks Consensus Estimate for Snap's fourth-quarter revenues is currently pegged at $1.7 billion, indicating a 9.12% increase from the year-ago quarter's reported figure [1]. - The consensus mark for earnings is pegged at 15 cents per share, which has remained unchanged over the past 30 days, implying a 6.25% decline from the year-ago quarter's earnings of 16 cents [1]. Group 2: Recent Performance and Trends - Snap has surpassed the Zacks Consensus Estimate for earnings in three of the trailing four quarters, while missing it once, with an average negative surprise of 46.43% [2]. - The company is expected to have entered the fourth quarter of 2025 with improving advertising momentum, particularly in the Small and Medium-sized Business (SMB) segment, which is anticipated to show robust growth rates [3]. - The advertising platform's machine learning investments are expected to have driven improved attribution accuracy, particularly for purchase-related advertising, which is projected to grow substantially faster than overall ad revenue [3]. Group 3: Content Engagement and Innovations - Content engagement trends are expected to have strengthened due to improvements in the company's recommendation model, with significant year-over-year increases in Spotlight views [4]. - The creator ecosystem is anticipated to have expanded rapidly, with Snap Star activity growing nearly 180% year-over-year in North America [4]. - New product launches, such as Animate It and Quick Cut, along with expansion to Amazon Fire Tablets, are expected to enhance user engagement and accessibility [4]. Group 4: Challenges and Headwinds - Fourth-quarter results are expected to reflect significant headwinds from regulatory pressures, including Australia's social media minimum age law, which is likely to have caused immediate user attrition [5]. - The rollout of platform-level age verification is expected to pressure daily active user metrics across multiple geographies [5]. - The introduction of Memory Storage Plans, which end unlimited free storage for users exceeding 5GB, is likely to have generated resistance among engaged users [5].

Snap gets serious about Specs, spins AR glasses into standalone company https://t.co/PBRf4szdps ...

Snap has created a subsidiary to let its coming Specs smart glasses be independent of the company's Snapchat app and other products https://t.co/7UGIK437bI ...

Core Insights - Snap is establishing an independent subsidiary focused on augmented reality smart glasses to attract external investment and compete with larger rival Meta in the growing wearables market [1] Company Strategy - The creation of a subsidiary indicates Snap's commitment to expanding its presence in the augmented reality sector [1] - The move aims to enhance Snap's competitive edge against Meta, which is a significant player in the wearables market [1] Market Context - The wearables market is experiencing rapid growth, prompting companies like Snap to innovate and seek investment opportunities [1] - By focusing on augmented reality, Snap is positioning itself to capitalize on emerging trends within the technology landscape [1]