New York, February 14, 2026, 14:58 (EST) — The market is closed.
- Spotify ended Friday at $458.34 a share. (Investing.com)
- U.S. stock markets will be closed Monday, February 16, for Presidents’ Day. (Fidelity)
Shares of Spotify Technology S.A. (SPOT.N) ended Friday up 2.8% at $458.34.
The bounce came after an 8.5% drop on Thursday. Shares are now around 10.5% higher than where they ended Monday, judging by recent closes. (StockAnalysis)
The whiplash is front and center for investors going into a shortened week. Spotify finds itself trading more like a rates-and-tech bellwether lately, rather than a reliable subscription play. There’s also the question of whether fresh AI efforts and price hikes will actually drive revenue higher—without scaring off subscribers in the process.
Friday saw a split finish on Wall Street. The consumer price index (CPI) posted a 2.4% annual increase in January—just under the 2.5% forecast that Reuters had polled for—and Treasury yields slipped. “A bit of good news” before the holiday weekend, Orion’s Tim Holland said. (Reuters)
The Nasdaq fell over 2% the previous day, with tech names under pressure as investors braced for inflation numbers and weighed the impact of AI on major revenue lines. “You still have this anti-AI trade going on,” said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder. (Reuters)
Spotify’s numbers earlier this week came in ahead of expectations, sending shares on a ride as the firm touted fresh AI features and price hikes to keep up with Apple and Amazon. Co-CEO Gustav Söderström told Reuters their AI “Interactive DJ” has already been tapped by over 98 million paying users; he also pushed back on AI music worries, saying “spammy AI music is not a new problem” for the sector. (Reuters)
Spotify’s top developers haven’t written any code since December, according to Gustav Söderström, as reported by TechCrunch on Thursday. The company has been relying on generative-AI tools internally. One such tool, “Honk,” works in tandem with Anthropic’s Claude Code, the report said. (TechCrunch)
Spotify’s fourth-quarter numbers showed monthly active users up 11% to 751 million and premium subscribers climbing 10% to 290 million. Gross margin reached 33.1%. Co-CEO Alex Norström called 2026 the “Year of Raising Ambition.” (Spotify)
Spotify plans to notify Premium subscribers in the United States, Estonia, and Latvia by email about price changes rolling out over the next month. For those signing up now, current Premium plan rates are listed on the company’s Premium page. (Spotify)
The numbers get messy. Raising prices may boost average revenue per user, yet it also risks driving some subscribers away. On top of that, Spotify’s ad business is usually the first to take a hit if marketing budgets start to falter.
U.S. markets won’t open this Monday, February 16, for Washington’s Birthday, according to the NYSE calendar. That leaves traders with a compressed week—and thinner liquidity could make Spotify’s moves look even sharper when trading picks up again Tuesday. (New York Stock Exchange)
All eyes turn to Wednesday, February 18, as the Federal Open Market Committee drops its January 27-28 meeting minutes at 2 p.m. ET—a release that has the power to jolt rate outlooks on a dime. Spotify’s next move? It could be more about bonds than beats this time. (federalreserve.gov)
