SPOT
Spotify Technology S.A. · Communication Services · Internet Content & Information
$528.52
+0.87% today · +0.40% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its group (XLC +1.4%)
- SPOT +0.87% on the last session vs SPY +0.10%: +0.8 pts of stock-specific move.
- Earnings Oct 22 before the open: EPS $2.85 expected (19 analysts); it moved ±8.9% on average after its last 8 reports.
- The communications ETF (XLC) +1.4% (+1.3 pts vs SPY): the stock moved with its group.
- 3 analyst actions in the past 10 days (0 positive, 2 negative); latest: Cantor Fitzgerald maintained Neutral, lowered target $530 → $490.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: options price a ±9.5% move through the report.
Assembled from Wallsti's own signals.
Next report
Oct 22
Before the open · in 7 days
EPS estimate
$2.85
$2.51 to $3.33 · 19 analysts
Revenue estimate
$5.0B
$4.9B to $5.0B
Track record
3/8 beats
last 8 reports · moved ±8.9% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2026 BMO | 2Q2026 | $2.80 | $2.61 | −$0.19 (−6.7%) miss | — | -1.7% -3.5 vs SPY | -4.0% | +5.2% |
| Apr 28, 2026 BMO | 1Q2026 | $2.92 | $3.45 | +$0.53 (+18.0%) beat | $4.5B | -12.4% -11.9 vs SPY | -10.2% | -11.6% |
| Feb 10, 2026 BMO | 4Q2025 | $2.84 | $4.43 | +$1.59 (+55.8%) beat | $4.5B | +14.8% +15.0 vs SPY | +11.6% | +11.6% |
| Nov 4, 2025 BMO | 3Q2025 | $2.13 | $3.28 | +$1.15 (+53.6%) beat | $4.3B | -2.2% -1.1 vs SPY | -2.9% | -3.3% |
| Jul 29, 2025 BMO | $1.98 | −$0.42 | −$2.40 (<−100%) miss | — | -11.6% -11.3 vs SPY | -6.2% | -6.0% | |
| Apr 29, 2025 BMO | $2.21 | $1.07 | −$1.14 (−51.6%) miss | — | -3.5% -4.1 vs SPY | -6.7% | +6.7% | |
| Feb 4, 2025 BMO | $2.00 | $1.76 | −$0.24 (−12.0%) miss | — | +13.2% +12.6 vs SPY | +8.5% | +16.1% | |
| Nov 12, 2024 AMC | $1.67 | $1.45 | −$0.22 (−13.2%) miss | — | +11.4% +11.4 vs SPY | +9.8% | +10.6% | |
| Jul 23, 2024 BMO | $1.01 | $1.33 | +$0.32 (+31.7%) beat | — | +12.0% +12.1 vs SPY | +14.9% | +9.6% | |
| Apr 23, 2024 BMO | $0.63 | $0.97 | +$0.34 (+54.0%) beat | — | +11.4% +10.2 vs SPY | +10.6% | +5.1% | |
| Feb 6, 2024 BMO | −$0.26 | −$0.36 | −$0.10 (−38.5%) miss | — | +3.9% +3.6 vs SPY | +8.0% | +5.1% | |
| Oct 24, 2023 BMO | −$0.20 | $0.33 | +$0.53 (>+100%) beat | — | +10.4% +9.6 vs SPY | +6.1% | +5.2% | |
| Jul 25, 2023 BMO | −$0.57 | −$1.55 | −$0.98 (<−100%) miss | — | -14.3% -14.5 vs SPY | -8.3% | -8.7% | |
| Apr 25, 2023 BMO | −$0.82 | −$1.16 | −$0.34 (−41.5%) miss | — | +5.1% +6.7 vs SPY | +6.9% | +5.3% | |
| Jan 31, 2023 BMO | −$1.28 | −$1.40 | −$0.12 (−9.4%) miss | — | +12.7% +11.2 vs SPY | +9.4% | +22.9% | |
| Oct 25, 2022 AMC | −$0.84 | −$0.86 | −$0.02 (−2.4%) miss | — | -13.0% -12.3 vs SPY | -5.7% | -17.4% | |
| Jul 27, 2022 BMO | −$0.64 | −$0.65 | −$0.01 (−1.6%) miss | — | +12.2% +9.6 vs SPY | +13.5% | +11.6% | |
| Apr 27, 2022 BMO | −$0.23 | $0.21 | +$0.44 (>+100%) beat | — | -12.4% -12.7 vs SPY | -11.9% | -0.8% | |
| Feb 2, 2022 AMC | −$0.36 | −$0.20 | +$0.16 (+44.4%) beat | — | -16.8% -14.4 vs SPY | -14.6% | -8.6% | |
| Oct 27, 2021 BMO | −$0.17 | $0.01 | +$0.18 (>+100%) beat | — | +8.3% +8.7 vs SPY | +7.0% | +18.2% | |
| Jul 28, 2021 BMO | −$0.44 | −$0.10 | +$0.34 (+77.3%) beat | — | — | — | — | |
| Apr 28, 2021 BMO | −$0.41 | −$0.25 | +$0.16 (+39.0%) beat | — | — | — | — | |
| Feb 3, 2021 BMO | −$0.51 | −$0.66 | −$0.15 (−29.4%) miss | — | — | — | — | |
| Oct 29, 2020 BMO | −$0.43 | −$0.53 | −$0.10 (−23.3%) miss | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $2.85 (19) | $2.51 – $3.33 | -13% | -4.3% | ▲0 ▼3 | $5.0B | +17% |
| Next quarter · Dec 31, 2026 | $3.33 (18) | $3.00 – $3.66 | -25% | -6.2% | ▲0 ▼4 | $5.2B | +16% |
| Current year · Dec 31, 2026 | $12.23 (26) | $11.43 – $13.77 | +16% | -4.1% | ▲0 ▼8 | $19.5B | +14% |
| Next year · Dec 31, 2027 | $15.31 (25) | $13.81 – $17.77 | +25% | -3.3% | ▲2 ▼4 | $22.3B | +14% |
Consensus as of Oct 15, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.