The company is receiving significant positive analyst attention, with Jefferies maintaining a Buy rating and an $800 price target. It is planning its first U.S. subscription price increase since 2024 for early 2026 and introducing new Premium tiers globally. This strategic move, driven by industry pressures from record labels, is viewed by Wall Street as a key step to boost profit margins and achieve sustainable profitability by balancing content costs with diversified revenue streams.