Cramer's Recommendations: Jim Cramer advised holding onto Howmet Aerospace and FTAI Aviation, while recommending to sell Iron Mountain if it rallies. He also suggested buying Spotify and Jacobs Solutions at a specific price.
Stock Performance: On Monday, Howmet Aerospace shares rose by 1.4%, Marvell Technology jumped 8.2%, and Spotify gained 0.2%. In contrast, Iron Mountain shares fell by 0.3%, and Neptune Insurance shares decreased by 0.9%.
Cramer's Views on Other Stocks: Cramer expressed skepticism about Marvell Technology and Astera Labs at current prices, while he showed interest in Rocket Lab as a good investment at its current valuation.
Insurance Recommendations: Cramer stated that Chubb is the only insurance company he would recommend, indicating a lack of confidence in other options like Neptune Insurance.
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 777.67 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.
26 Analyst Rating
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 777.67 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.
18 Buy
8 Hold
0 Sell
Moderate Buy
Current: 528.920
Low
525.00
Averages
777.67
High
900.00
Current: 528.920
Low
525.00
Averages
777.67
High
900.00
UBS
Buy
downgrade
$850 -> $800
Al Analysis
2026-01-09
Reason
UBS
Price Target
$850 -> $800
Al Analysis
2026-01-09
downgrade
Buy
Reason
UBS lowered the firm's price target on Spotify to $800 from $850 and keeps a Buy rating on the shares.
Guggenheim
Buy
maintain
$800 -> $750
2026-01-08
Reason
Guggenheim
Price Target
$800 -> $750
2026-01-08
maintain
Buy
Reason
Guggenheim lowered the firm's price target on Spotify to $750 from $800 and keeps a Buy rating on the shares, citing "modestly lower" estimates for the firm's lowered target. While the firm remains bullish on Spotify, it trimmed its 2026 revenue and EBITDA growth estimates by 1% and 2%, respectively, reflecting later than previously forecasted timing of a U.S. price increase.
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Cantor Fitzgerald
Neutral
downgrade
$675 -> $615
2026-01-08
Reason
Cantor Fitzgerald
Price Target
$675 -> $615
2026-01-08
downgrade
Neutral
Reason
Cantor Fitzgerald lowered the firm's price target on Spotify to $615 from $675 and keeps a Neutral rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.
Morgan Stanley
Benjamin Swinburne
Overweight
downgrade
$800 -> $775
2025-12-18
Reason
Morgan Stanley
Benjamin Swinburne
Price Target
$800 -> $775
2025-12-18
downgrade
Overweight
Reason
Morgan Stanley analyst Benjamin Swinburne lowered the firm's price target on Spotify to $775 from $800 and keeps an Overweight rating on the shares. The Media and Entertainment industry heads into 2026 with "solid fundamental momentum," says the analyst, who recommends stocks in the group that it believes are insulated from AI disruption, will benefit from demand for premium experiences, or have a differentiated earnings outlook.
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.
