| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Spotify was cited as a modern subscription business and as a service used by the host's family. [audio] | -3.1% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Dolly Parton's catalog drew 19.8 million Spotify streams in a single day, a 1,300% jump following her death. [audio] | -0.2% | -10.0% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Trouble In Tech Land |
Spotify jumped 4.6%, one of the day's better performers. [audio] | +7.0% | +2.4% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Spotify became the first audio platform with 300 million paying subscribers and 777 million monthly active users, with income up 61% to $755 million on price increases and an AI remix partnership push. [audio] | +1.5% | +12.5% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Spotify became the first audio platform to surpass 300 million paying subscribers with 777 million monthly users, revenue up 14% and income up 61%, and is betting on AI remixes next. [audio] | +1.5% | +12.5% | — |
| 2026-08-04 | BUY | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Spotify delivered record 33.4% gross margins, 61% operating income growth and 9% premium subscriber growth to 300 million, with the debate now shifting to advertising and margin expansion. [audio] | +4.8% | +17.1% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions Spotify's user base and lists it among attractive companies with large total addressable markets. [audio] | -2.6% | -3.8% | — |
| 2026-06-16 | MENTIONED | MEDIUM | Rob Black Show Strategies For June So Far |
Spotify is discussed as a content renter facing structural profitability challenges due to royalty obligations and licensing costs. [audio] | -3.0% | +1.3% | +18.4% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-15-26 |
Spotify's stock performance and comparison to YouTube and Apple. [audio] | -4.3% | +1.2% | +9.6% |
| 2026-06-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-2-26 |
Used as a comparison for subscriber scale needed for Meta's AI strategy, noting Spotify has 300 million paying subscribers. [audio] | -1.1% | -3.1% | +8.4% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Mentioned alongside Netflix as a platform for Jay Shetty's new video content deal. [audio] | -4.5% | -11.0% | +6.4% |
| 2026-05-27 | MENTIONED | MEDIUM | Rob Black Show Hopes Of Easing Iran Tensions |
Host mentions Spotify adding long-form magazine articles to its audiobooks feature. [audio] | -4.9% | -10.3% | +7.7% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Mentioned in the context of a new partnership with Live Nation for ticket reservations, though the host noted it likely won't move the needle much. [audio] | -5.3% | -16.7% | +1.5% |
| 2026-05-22 | BUY | HIGH | Rob Black Show Strategy Show For Memorial Day Weekend |
Spotify is discussed as having soared 13% and is considered a good long-term accumulate, with a recommendation to put it on your shopping list. [audio] | -4.3% | -10.0% | +2.6% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Afternoon podcast 5-21-26 |
Spotify stock up 15% with Wall Street liking the next couple of years' outlook, could run to $5.50. [audio] | +5.5% | -4.5% | +8.9% |
| 2026-05-21 | MENTIONED | HIGH | Rob Black Show Crude Prices Jumped |
Spotify soared 15% after announcing an AI music deal. [audio] | +5.5% | -4.5% | +8.9% |
| 2026-05-19 | BUY | HIGH | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Raymond James reiterates an 'outperform' rating with a $555 price target, citing AI and pricing power upside ahead of Investor Day. [audio] | +20.0% | +6.0% | +11.5% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
The host compares Airbnb's profitability situation to Spotify. [audio] | +1.2% | +16.3% | +12.8% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Oil Continues Pullback |
Spotify is up $4 in price. [audio] | +1.2% | +16.3% | +12.8% |
| 2026-04-29 | BUY | HIGH | Rob Black Show Oil Prices Continue Their Rally |
Rosenblatt upgraded Spotify to buy with a $500 target due to solid revenue trajectory and AI efficiency initiatives. [audio] | -4.1% | +12.2% | +15.3% |
| 2026-04-28 | SELL | MEDIUM | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Spotify's stock is down double digits despite solid Q1 growth, with challenges in near-term margin trajectory and ad business recovery. [audio] | -3.4% | +19.0% | +13.9% |
| 2026-04-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
Spotify's stock is whipsawing due to a Texas probe into music streaming platforms. [audio] | -15.2% | -0.6% | -5.7% |