Cathie Wood's Growth Picks: Spotify and Pinterest
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 01 2026
0mins
Should l Buy SPOT?
Source: Fool
- Spotify's Market Leadership: Despite challenges in the second half of 2025, Spotify maintains its leading position in the global music streaming market, with a solid market share and a goal of reaching one billion monthly active users by 2030, indicating strong growth potential.
- Podcast Strategy Driving Growth: By investing more in podcasts, Spotify aims to enhance user engagement and improve margins, reducing reliance on music royalties, which is crucial for its long-term profitability in a competitive landscape.
- Pinterest User Growth: Despite facing challenges with declining ad demand, Pinterest saw a 12% year-over-year increase in monthly active users, reaching 600 million in Q3, demonstrating the platform's appeal and potential for market expansion.
- International Revenue Boost: Pinterest's average revenue per user (ARPU) is growing rapidly in international markets, and although there is a near-term slowdown, user growth and improved monetization strategies will lay the groundwork for stronger financial performance in the future, enhancing its network effect.
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Analyst Views on SPOT
Wall Street analysts forecast SPOT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPOT is 750.79 USD with a low forecast of 525.00 USD and a high forecast of 900.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 422.610
Low
525.00
Averages
750.79
High
900.00
Current: 422.610
Low
525.00
Averages
750.79
High
900.00
About SPOT
Spotify Technology SA a Luxembourg-based company, which offers digital music-streaming services. The Company enables users to discover new releases, which includes the latest singles and albums; playlists, which includes ready-made playlists put together by music fans and experts, and over millions of songs so that users can play their favorites, discover new tracks and build a personalized collection. Its users can either select Spotify Free, which includes only shuffle play or Spotify Premium, which encompasses a range of features, such as shuffle play, advertisement free, unlimited skips, listen offline, play any track and audio. The Company operates through a number of subsidiaries, including Spotify LTD and is present in over 20 countries. Its service offers a music listening experience without commercial breaks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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