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Spotify (SPOT) Stock Drops Despite Market Gains: Important Facts to Note

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In the latest trading session, Spotify (SPOT - Free Report) closed at $571.43, marking a -3.7% move from the previous day. This change lagged the S&P 500's daily gain of 0.62%. On the other hand, the Dow registered a gain of 0.99%, and the technology-centric Nasdaq increased by 0.65%.

Heading into today, shares of the music-streaming service operator had gained 3.68% over the past month, outpacing the Computer and Technology sector's loss of 1.47% and the S&P 500's gain of 0.59%.

Investors will be eagerly watching for the performance of Spotify in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on February 10, 2026. The company is expected to report EPS of $3.2, up 70.21% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $5.1 billion, indicating a 12.75% upward movement from the same quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $7.91 per share and a revenue of $19.52 billion, signifying shifts of +32.94% and 0%, respectively, from the last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Spotify. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.06% upward. As of now, Spotify holds a Zacks Rank of #3 (Hold).

Looking at valuation, Spotify is presently trading at a Forward P/E ratio of 41.72. For comparison, its industry has an average Forward P/E of 24.53, which means Spotify is trading at a premium to the group.

We can also see that SPOT currently has a PEG ratio of 1.06. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.52.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 58, this industry ranks in the top 24% of all industries, numbering over 250.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.


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