$SNAP — X 투자자들은 지금 무슨 이야기를 하나

$SNAP스냅 · Internet Content & Information · 95.3억 달러

$5.72

프리마켓+1.4%

이벤트 흐름

주요 이벤트 · 시간순

20건

2026-09-23기타악재
Snap (SNAP) Dips 5.87% to $5.29 in Recent Session영어 원문
Underperforms broader market, reflecting near-term pressure
첫날 -5.9% · 5일 후 +2.1%
2026-09-21M&A·자금조달
Snap Insider Ajit Mohan Sells 6,797 Shares for ~$39.6K영어 원문
Small insider sale reflects personal portfolio moves; limited impact on fundamentals
첫날 +3.1% · 5일 후 -8.4%

이전 이벤트 18건

2026-09-17 → 09-21제품호재
Snap's Specs launch fuels ongoing retail buzz and buying영어 원문
Multiple independent retail investors express bullishness and add positions post-Specs, sustaining product momentum
첫날 -1.2% · 5일 후 -3.9%
전개 과정 3회
- 2026-09-17 Anticipatory AI across devices; partnerships with Amazon, Salesforce, Nvidia boost enterprise AR
- 2026-09-19 Multiple independent X users discuss funding challenges and competitive landscape for Snap's AR glasses
- 2026-09-21 Multiple independent retail investors express bullishness and add positions post-Specs, sustaining product momentum
2026-09-16M&A·자금조달호재
Snap Draws Retail Buying and Bullish Options Interest영어 원문
Multiple independent investors add positions and cite management execution; bullish call options appear
첫날 -1.9% · 5일 후 -7.5%
2026-09-098-K 공시
8-K: 이사·임원 변동
첫날 -2.2% · 5일 후 +7.7%
2026-09-02 → 09-09기업
CEO says Snap at turning point; first full-year GAAP profit expected 2027영어 원문
CEO prioritizes faster ad growth, bets on AI & Specs; analysts expect first full-year GAAP profit in 2027
첫날 +4.5% · 5일 후 -1.3%
전개 과정 3회
- 2026-09-02 DAU hits 493M, but EBITDA estimates and price target raise return concerns
- 2026-09-09 CEO cites 971M MAU, 493M DAU; ad business growth rate to determine profitability
- 2026-09-09 CEO prioritizes faster ad growth, bets on AI & Specs; analysts expect first full-year GAAP profit in 2027
2026-09-08 → 09-09기업
Snap names Ronan Harris CCO; Europe delivered 10 straight quarters of double-digit growth영어 원문
Harris led EMEA for nearly 4 years; under him Europe posted 10 straight quarters of double-digit YoY revenue growth, bolstering monetization leadership
첫날 -0.7% · 5일 후 +7.4%
전개 과정 2회
- 2026-09-08 Executive appointment to lead global ad sales and go-to-market, potentially impacting ad revenue growth
- 2026-09-09 Harris led EMEA for nearly 4 years; under him Europe posted 10 straight quarters of double-digit YoY revenue growth, bolstering monetization leadership
2026-08-28 → 09-02기업
Snap's Specs AR Glasses Cost Over $3.5B, External Funding Fell Through영어 원문
WSJ reports Snap spent over $3.5B on Specs, planned external funding fell through, but company says no outside capital needed.
첫날 +1.9% · 5일 후 +0.7%
전개 과정 3회
- 2026-08-28 Multiple independent sources highlight 75% code commit efficiency, AI review coverage, and Specs tipping point debate
- 2026-08-29 Quant funds' Q2 additions add institutional heft to ongoing efficiency/specs narrative
- 2026-09-02 WSJ reports Snap spent over $3.5B on Specs, planned external funding fell through, but company says no outside capital needed.
2026-08-17 → 08-28규제
Snap Management Concerns Persist,But Market Focus Shifts to Efficiency and Specs Optionality영어 원문
Social media users criticize management's response to stock pressure and question sell-side independence
첫날 -4.3% · 5일 후 +6.8%
전개 과정 3회
- 2026-08-17 Court ruling and insider sales weigh on shares Monday
- 2026-08-21 Social media users criticize management's response to stock pressure and question sell-side independence
- 2026-08-28 Snap Management Concerns Persist,But Market Focus Shifts to Efficiency and Specs Optionality
2026-08-20애널리스트
Snap CFO Sells Shares on RSU Vesting; Bernstein Keeps Hold영어 원문
CFO sale is tax-related, not discretionary; Bernstein raises PT to $6, keeps Hold
첫날 -0.6% · 5일 후 +2.3%
전개 과정 2회
- 2026-08-20 Two independent X users highlight $500M+ annualized cost cuts visible in Q3, seeing a turning point
- 2026-08-20 CFO sale is tax-related, not discretionary; Bernstein raises PT to $6, keeps Hold
2026-08-08 → 08-09기업악재
Snap CTO Sells 5.28M Shares for $28.2M영어 원문
Motley Fool details transaction; same line as recorded, no new facts
첫날 +0.4% · 5일 후 -3.2%
전개 과정 2회
- 2026-08-08 Insider trimmed equity by 10%, potentially drawing market attention
- 2026-08-09 Motley Fool details transaction; same line as recorded, no new facts
2026-08-08M&A·자금조달호재
Empowered Funds Raises Snap Stake 39.8%영어 원문
Institutional investor boosted holdings by ~40% in Q1, signaling long-term confidence
첫날 +0.4% · 5일 후 -3.2%
2026-08-06내부자 매도악재
내부자 매도 1050만 달러 (내부자 1명)
첫날 -2.1% · 5일 후 +1.5%
2026-08-04 → 08-06실적악재
Snap Q2 Revenue Beats, EPS Misses영어 원문
Analyst downgrade adds new driver to post-earnings decline, but no change to fundamentals
첫날 +14.9% · 5일 후 -4.8%
전개 과정 3회
- 2026-08-04 Revenue $1.599B beat, adjusted EBITDA beat, but EPS -$0.10 missed
- 2026-08-06 Zacks Research downgraded Snap from hold to strong sell; stock hit $5.31 intraday
- 2026-08-06 Analyst downgrade adds new driver to post-earnings decline, but no change to fundamentals
2026-08-05내부자 매도악재
내부자 매도 1110만 달러 (내부자 1명)
첫날 -7.9% · 5일 후 -2.4%
2026-08-04실적호재
Snap posts $1.599 billion in Q2 revenue, guides Q3 sales to $1.7 billion-$1.74 billion영어 원문
Multiple sources confirm Q2 revenue of $1.599B beat, Q3 guide $1.7-1.74B, ad improvement and World Cup boost, shares surged after hours.
첫날 +14.9% · 5일 후 -4.8%
2026-08-038-K 공시
8-K: 실적 공시
첫날 +7.5% · 5일 후 +6.2%
2026-08-03실적
실적 발표
첫날 +7.5% · 5일 후 +6.2%
2026-08-03실적
Snap to Report Q2 Earnings After Close Aug 3; Analysts Revise Forecasts Ahead영어 원문
Multiple sources confirm earnings date; analysts revise forecasts pre-print, with cost-cut impact only partial in Q2.
첫날 +7.5% · 5일 후 +6.2%
2026-07-098-K 공시
8-K: 기타 주요 사항
첫날 +1.5% · 5일 후 -0.2%

관련 소식 · 이 종목은 주체가 아님

2026-09-15관련기업
OpenAI buys Glass Imaging for over $300 million as Jony Ive hardware push deepens영어 원문
The WSJ-reported deal adds smartphone imaging tech to OpenAI’s consumer-device ambitions
첫날 -0.2% · 5일 후 -3.6%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

20건

2026-09-23기타악재
Snap (SNAP) Dips 5.87% to $5.29 in Recent Session영어 원문
Underperforms broader market, reflecting near-term pressure
첫날 -5.9% · 5일 후 +2.1%
2026-09-21M&A·자금조달
Snap Insider Ajit Mohan Sells 6,797 Shares for ~$39.6K영어 원문
Small insider sale reflects personal portfolio moves; limited impact on fundamentals
첫날 +3.1% · 5일 후 -8.4%
2026-09-17 → 09-21제품호재
Snap's Specs launch fuels ongoing retail buzz and buying영어 원문
Multiple independent retail investors express bullishness and add positions post-Specs, sustaining product momentum
첫날 -1.2% · 5일 후 -3.9%
전개 과정 3회
- 2026-09-17 Anticipatory AI across devices; partnerships with Amazon, Salesforce, Nvidia boost enterprise AR
- 2026-09-19 Multiple independent X users discuss funding challenges and competitive landscape for Snap's AR glasses
- 2026-09-21 Multiple independent retail investors express bullishness and add positions post-Specs, sustaining product momentum
2026-09-16M&A·자금조달호재
Snap Draws Retail Buying and Bullish Options Interest영어 원문
Multiple independent investors add positions and cite management execution; bullish call options appear
첫날 -1.9% · 5일 후 -7.5%
2026-09-098-K 공시
8-K: 이사·임원 변동
첫날 -2.2% · 5일 후 +7.7%

이전 이벤트 15건

2026-09-02 → 09-09기업
CEO says Snap at turning point; first full-year GAAP profit expected 2027영어 원문
CEO prioritizes faster ad growth, bets on AI & Specs; analysts expect first full-year GAAP profit in 2027
첫날 +4.5% · 5일 후 -1.3%
전개 과정 3회
- 2026-09-02 DAU hits 493M, but EBITDA estimates and price target raise return concerns
- 2026-09-09 CEO cites 971M MAU, 493M DAU; ad business growth rate to determine profitability
- 2026-09-09 CEO prioritizes faster ad growth, bets on AI & Specs; analysts expect first full-year GAAP profit in 2027
2026-09-08 → 09-09기업
Snap names Ronan Harris CCO; Europe delivered 10 straight quarters of double-digit growth영어 원문
Harris led EMEA for nearly 4 years; under him Europe posted 10 straight quarters of double-digit YoY revenue growth, bolstering monetization leadership
첫날 -0.7% · 5일 후 +7.4%
전개 과정 2회
- 2026-09-08 Executive appointment to lead global ad sales and go-to-market, potentially impacting ad revenue growth
- 2026-09-09 Harris led EMEA for nearly 4 years; under him Europe posted 10 straight quarters of double-digit YoY revenue growth, bolstering monetization leadership
2026-08-28 → 09-02기업
Snap's Specs AR Glasses Cost Over $3.5B, External Funding Fell Through영어 원문
WSJ reports Snap spent over $3.5B on Specs, planned external funding fell through, but company says no outside capital needed.
첫날 +1.9% · 5일 후 +0.7%
전개 과정 3회
- 2026-08-28 Multiple independent sources highlight 75% code commit efficiency, AI review coverage, and Specs tipping point debate
- 2026-08-29 Quant funds' Q2 additions add institutional heft to ongoing efficiency/specs narrative
- 2026-09-02 WSJ reports Snap spent over $3.5B on Specs, planned external funding fell through, but company says no outside capital needed.
2026-08-17 → 08-28규제
Snap Management Concerns Persist,But Market Focus Shifts to Efficiency and Specs Optionality영어 원문
Social media users criticize management's response to stock pressure and question sell-side independence
첫날 -4.3% · 5일 후 +6.8%
전개 과정 3회
- 2026-08-17 Court ruling and insider sales weigh on shares Monday
- 2026-08-21 Social media users criticize management's response to stock pressure and question sell-side independence
- 2026-08-28 Snap Management Concerns Persist,But Market Focus Shifts to Efficiency and Specs Optionality
2026-08-20애널리스트
Snap CFO Sells Shares on RSU Vesting; Bernstein Keeps Hold영어 원문
CFO sale is tax-related, not discretionary; Bernstein raises PT to $6, keeps Hold
첫날 -0.6% · 5일 후 +2.3%
전개 과정 2회
- 2026-08-20 Two independent X users highlight $500M+ annualized cost cuts visible in Q3, seeing a turning point
- 2026-08-20 CFO sale is tax-related, not discretionary; Bernstein raises PT to $6, keeps Hold
2026-08-08 → 08-09기업악재
Snap CTO Sells 5.28M Shares for $28.2M영어 원문
Motley Fool details transaction; same line as recorded, no new facts
첫날 +0.4% · 5일 후 -3.2%
전개 과정 2회
- 2026-08-08 Insider trimmed equity by 10%, potentially drawing market attention
- 2026-08-09 Motley Fool details transaction; same line as recorded, no new facts
2026-08-08M&A·자금조달호재
Empowered Funds Raises Snap Stake 39.8%영어 원문
Institutional investor boosted holdings by ~40% in Q1, signaling long-term confidence
첫날 +0.4% · 5일 후 -3.2%
2026-08-06내부자 매도악재
내부자 매도 1050만 달러 (내부자 1명)
첫날 -2.1% · 5일 후 +1.5%
2026-08-04 → 08-06실적악재
Snap Q2 Revenue Beats, EPS Misses영어 원문
Analyst downgrade adds new driver to post-earnings decline, but no change to fundamentals
첫날 +14.9% · 5일 후 -4.8%
전개 과정 3회
- 2026-08-04 Revenue $1.599B beat, adjusted EBITDA beat, but EPS -$0.10 missed
- 2026-08-06 Zacks Research downgraded Snap from hold to strong sell; stock hit $5.31 intraday
- 2026-08-06 Analyst downgrade adds new driver to post-earnings decline, but no change to fundamentals
2026-08-05내부자 매도악재
내부자 매도 1110만 달러 (내부자 1명)
첫날 -7.9% · 5일 후 -2.4%
2026-08-04실적호재
Snap posts $1.599 billion in Q2 revenue, guides Q3 sales to $1.7 billion-$1.74 billion영어 원문
Multiple sources confirm Q2 revenue of $1.599B beat, Q3 guide $1.7-1.74B, ad improvement and World Cup boost, shares surged after hours.
첫날 +14.9% · 5일 후 -4.8%
2026-08-038-K 공시
8-K: 실적 공시
첫날 +7.5% · 5일 후 +6.2%
2026-08-03실적
실적 발표
첫날 +7.5% · 5일 후 +6.2%
2026-08-03실적
Snap to Report Q2 Earnings After Close Aug 3; Analysts Revise Forecasts Ahead영어 원문
Multiple sources confirm earnings date; analysts revise forecasts pre-print, with cost-cut impact only partial in Q2.
첫날 +7.5% · 5일 후 +6.2%
2026-07-098-K 공시
8-K: 기타 주요 사항
첫날 +1.5% · 5일 후 -0.2%

관련 소식 · 이 종목은 주체가 아님

2026-09-15관련기업
OpenAI buys Glass Imaging for over $300 million as Jony Ive hardware push deepens영어 원문
The WSJ-reported deal adds smartphone imaging tech to OpenAI’s consumer-device ambitions
첫날 -0.2% · 5일 후 -3.6%

$SNAP (스냅) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 15.8)

$SNAP 종목을 가장 많이 언급한 신뢰 작성자

$SNAP 종목이 등장한 최근 헤드라인

$SNAP (스냅) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 15.8)

$SNAP 종목을 가장 많이 언급한 신뢰 작성자

$SNAP 종목이 등장한 최근 헤드라인

Snap (SNAP) Dips 5.87% to $5.29 in Recent Session영어 원문

Snap Insider Ajit Mohan Sells 6,797 Shares for ~$39.6K영어 원문

Snap's Specs launch fuels ongoing retail buzz and buying영어 원문

Snap Draws Retail Buying and Bullish Options Interest영어 원문

8-K: 이사·임원 변동

CEO says Snap at turning point; first full-year GAAP profit expected 2027영어 원문

Snap names Ronan Harris CCO; Europe delivered 10 straight quarters of double-digit growth영어 원문

Snap's Specs AR Glasses Cost Over $3.5B, External Funding Fell Through영어 원문

Snap Management Concerns Persist,But Market Focus Shifts to Efficiency and Specs Optionality영어 원문

Snap CFO Sells Shares on RSU Vesting; Bernstein Keeps Hold영어 원문

Snap CTO Sells 5.28M Shares for $28.2M영어 원문

Empowered Funds Raises Snap Stake 39.8%영어 원문

내부자 매도 1050만 달러 (내부자 1명)

Snap Q2 Revenue Beats, EPS Misses영어 원문

내부자 매도 1110만 달러 (내부자 1명)

Snap posts $1.599 billion in Q2 revenue, guides Q3 sales to $1.7 billion-$1.74 billion영어 원문

8-K: 실적 공시

실적 발표

Snap to Report Q2 Earnings After Close Aug 3; Analysts Revise Forecasts Ahead영어 원문

8-K: 기타 주요 사항

OpenAI buys Glass Imaging for over $300 million as Jony Ive hardware push deepens영어 원문