Spotify is making a major shift towards video content, aiming to challenge YouTube and TikTok. The company secured licensing deals with major labels for audiovisual content and partnered with Netflix to bring video podcasts to its platform. Will this move justify renewed optimism for investors?

Spotify’s stock has seen dramatic fluctuations in 2025, hitting a high of $785 before dropping to $564.93. Despite this, it has delivered 26.98% YTD returns. The company’s Q3 earnings showed a strong performance, with MAUs reaching 713 million and a net profit of €899 million.

Analysts predict Spotify’s EPS to grow by 29.8% YOY in 2025 and 83.9% in 2026. While Erste Group downgraded Spotify to “Hold” due to revenue growth concerns, Deutsche Bank reaffirmed its “Buy” rating, highlighting growth potential from subscription price increases. Bernstein SocGen also remains bullish on Spotify’s strategic moves.

Spotify’s latest strategic move includes launching a Premium Platinum tier in Asia-Pacific markets, introducing HiFi audio and premium features. This move is seen as the start of a “superfan era” and a potential revenue booster for the company. Overall, SPOT has a consensus “Moderate Buy” rating with an average price target of $764.06.

Read more at Yahoo Finance: Should You Buy Spotify Stock Ahead of Its Big Music Video Push?