2,581 Shares in Spotify Technology $SPOT Acquired by Fox Run Management L.L.C.

Fox Run Management L.L.C. bought a new position in shares of Spotify Technology (NYSE:SPOT) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,581 shares of the company’s stock, valued at approximately $1,802,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Helios Capital Management PTE. Ltd. lifted its holdings in Spotify Technology by 56.3% in the third quarter. Helios Capital Management PTE. Ltd. now owns 7,500 shares of the company’s stock valued at $5,235,000 after buying an additional 2,700 shares during the period. Bessemer Group Inc. raised its position in shares of Spotify Technology by 35.1% during the 3rd quarter. Bessemer Group Inc. now owns 682,639 shares of the company’s stock valued at $476,483,000 after acquiring an additional 177,310 shares during the last quarter. Truxt Investmentos Ltda. acquired a new position in shares of Spotify Technology in the 3rd quarter valued at $2,093,000. Ownership Capital B.V. bought a new position in shares of Spotify Technology in the 3rd quarter worth $2,769,000. Finally, Generali Asset Management SPA SGR grew its stake in shares of Spotify Technology by 30.9% during the third quarter. Generali Asset Management SPA SGR now owns 68,023 shares of the company’s stock worth $46,692,000 after purchasing an additional 16,054 shares during the period. Institutional investors and hedge funds own 84.09% of the company’s stock.

Spotify Technology Stock Performance

Shares of NYSE:SPOT opened at $465.85 on Wednesday. The business’s 50 day simple moving average is $517.39 and its two-hundred day simple moving average is $611.25. The firm has a market cap of $95.88 billion, a P/E ratio of 48.32, a PEG ratio of 1.02 and a beta of 1.66. Spotify Technology has a 52-week low of $405.00 and a 52-week high of $785.00.

Spotify Technology (NYSE:SPOT) last released its quarterly earnings data on Tuesday, February 10th. The company reported $5.16 EPS for the quarter, topping the consensus estimate of $3.16 by $2.00. Spotify Technology had a net margin of 13.16% and a return on equity of 31.35%. The company had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.14 billion. During the same period last year, the firm earned $1.88 EPS. Spotify Technology’s revenue for the quarter was up 6.8% on a year-over-year basis. On average, equities analysts forecast that Spotify Technology will post 10.3 earnings per share for the current fiscal year.

Spotify Technology News Roundup

Here are the key news stories impacting Spotify Technology this week:

• Positive Sentiment: Q4 2025 results and guidance that emphasize profitability continue to support the investment thesis; analysts and commentary are re‑examining valuation in light of the earnings beat. A Look At Spotify Technology Valuation After Earnings Beat And Strong 2026 Profitability Guidance
• Positive Sentiment: Product/AI expansion: Spotify is rolling out AI‑powered “Prompted Playlists” to the U.K., Ireland, Australia and Sweden — a rollout that can increase Premium engagement and differentiation. Spotify rolls out AI-powered Prompted Playlists to the U.K. and other markets
• Positive Sentiment: User experience tweaks in testing — Spotify may let users “tune” taste profiles with notes, which could improve personalization and retention if broadly adopted. Spotify may let you tune your taste profile with notes
• Positive Sentiment: Broader AI enthusiasm: AI-sector momentum (e.g., Anthropic demos) is lifting software/AI-related stocks and supports investor appetite for companies using AI to drive features and efficiency. Anthropic Unveils New Claude Tools. Software Stocks Rise.
• Positive Sentiment: Analyst/brokerage sentiment remains generally favorable — SPOT carries an average “Moderate Buy” across brokerages, which underpins demand despite near‑term headwinds. Spotify Technology (NYSE:SPOT) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Market narrative/IPO chatter: broader market focus on high‑profile IPOs and AI names may divert attention but doesn’t directly change Spotify’s fundamentals. 3 of the Most Highly Anticipated IPOs of 2026 (SPOT)
• Neutral Sentiment: Analyst modeling updates (e.g., Erste Group commentary) are being circulated — watch for any material changes to FY2027 forecasts but current notes are more informational than directional. Erste Group Bank Weighs in on SPOT FY2027 Earnings
• Negative Sentiment: Guggenheim trimmed its price target from $720 to $600 (still a “buy”), which signals reduced near‑term upside expectations and may pressure sentiment. Guggenheim Lowers SPOT Price Target to $600
• Negative Sentiment: Advertising weakness: investor notes (Artisan/InsiderMonkey coverage) flag continued near‑term ad softness, a key revenue headwind that could limit growth and multiple expansion. Spotify (SPOT) was Hurt by Continued Near-Term Advertising Weakness

Analyst Upgrades and Downgrades

SPOT has been the subject of a number of research reports. KeyCorp decreased their price objective on Spotify Technology from $830.00 to $720.00 and set an “overweight” rating for the company in a report on Monday, February 9th. Phillip Securities upgraded shares of Spotify Technology from a “hold” rating to a “moderate buy” rating in a research note on Monday, November 10th. Wall Street Zen upgraded shares of Spotify Technology from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Benchmark cut their price objective on shares of Spotify Technology from $860.00 to $760.00 and set a “buy” rating for the company in a report on Friday, January 16th. Finally, The Goldman Sachs Group upgraded Spotify Technology from a “neutral” rating to a “buy” rating and decreased their target price for the company from $735.00 to $700.00 in a research report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $702.55.

About Spotify Technology

Spotify Technology is a digital audio streaming company best known for its on-demand music service and a growing portfolio of spoken-word content. Founded in Sweden in 2006 by Daniel Ek and Martin Lorentzon and launched commercially in 2008, the company offers a cross-platform app that enables users to discover, stream and organize music, podcasts and other audio. Its primary consumer products include a free, ad-supported tier and a paid Spotify Premium subscription that provides ad-free listening, offline playback and higher-quality audio streams.