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![overnight_stock Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1941151648589434880.png) overnightstocks.com [@overnight_stock](/creator/twitter/overnight_stock) on x XXX followers
Created: 2025-07-24 08:40:31 UTC

$SPOT | Oppenheimer Upgrades to Outperform, PT $XXX | via

• Rating: Upgraded from Perform → Outperform
• Price Target: $XXX
• Pre-Market: +1.32%

Key Analyst Drivers:
• Large monthly active user (MAU) growth runway
• Potential to monetize the free tier via ads or a low-cost paid option
• App Store policy changes expected to boost conversion
• Introduction of a Superfan tier
• Continued gross margin expansion and share buybacks
• XX% revenue CAGR (2024–2030) based on
 • X% subscriber growth
 • XX% ARPU growth, led by ad monetization

🎯 PT based on 20x 2030E EPS, discounted at X% annually, including €20B in repurchases.

![](https://pbs.twimg.com/media/GwnCSl6XkAAGATq.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948302260527645113/c:line.svg)

**Related Topics**
[ads](/topic/ads)
[mau](/topic/mau)
[drivers](/topic/drivers)
[$spot](/topic/$spot)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/overnight_stock/status/1948302260527645113)