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TickerTalks›$RDDT
RDRDDT

Reddit, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 69% YoY at strong marginsCatalyst pendingConsistent chatter on X (3.8K/wk), no spike
$RDDT·$38B·Internet Content & Information·Communication Services
$185.40-6.4%YTD-20.1%1Y+28.5%
Mentions · last 7 days
2026-07-09: 204 posts2026-07-10: 586 posts2026-07-11: 946 posts2026-07-12: 401 posts2026-07-13: 512 posts2026-07-14: 511 posts2026-07-15: 579 posts3,761+2%
Price updated 7h ago·X counts updated 1d ago
RDRDDT
$RDDTReddit, Inc.
$185.40-6.38%3.8k posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RDDT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Base breakout on strong volume with 70% revenue growth behind it — July 30 is the print that either confirms or fades the AI-training moat.

Reddit runs one of the last durably human-driven content networks online — subreddits generate discussions that AI companies now pay to train on and that advertisers pay to reach a highly-engaged US audience. It's growing faster than any other large-cap social platform and just broke out of a base.

Why the tape and the numbers agree:

  • Growth is at large-cap AI-company scale: revenue grew 69% year-over-year to $663M in Q1 at a 92% gross margin — Reddit is compounding faster than Meta or Google's ad business, and the AI-training data licensing revenue is a genuine second leg on top.
  • The chart is clean: shares broke a base on strong volume, are holding above the 200-day and above the rising 9/21 EMA cloud — the technical setup lines up with Piper Sandler reiterating a $215 target that specifically calls out casual gaming as a path to 100M US DAUs.
  • The valuation still leaves room: at 47x trailing PE and 13x sales for a 70% grower with a fortress cash balance and negligible debt, RDDT trades roughly in line with mature software peers despite an accelerating top-line — that's the gap the bulls are underwriting.

The July 30 print is where the story either confirms or cracks: another 60%+ revenue quarter with clean DAU growth and stable AI-licensing revenue would push shares toward the $215 target, while any deceleration below 50% or a soft international ARPU number would let the -12% YTD read start to feel like it was a warning rather than a pause.

Agrees with X sentimentAgree with the bullish X read — the base breakout above $200 on volume, the Piper $215 target, and the rising EMA cloud are all consistent with 69% growth and 25% operating margin the bundle shows. The clean lack of a bear thesis in the sample is fair given the fundamentals.

What to watch: July 30 earnings: revenue growth vs 60%+ threshold, DAU trajectory, and any hard AI-training data revenue figure. Deceleration below 50% or a soft international ARPU is what turns the breakout into a fake-out.

On the calendar: 2026-07-30 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment25 posts analyzed · as of 2026-07-15

Reddit chatter is bullish base-breakout continuation. Piper Sandler reiterated Overweight with a $215 PT, and the community treats the sub-$200 dip as an add zone. Traders describe a clean 'A+ setup': recent base breakout, reclaim of the 200 SMA, rising 9/21 EMA cloud, and flagging back to base highs on strong volume. Casual gaming is being framed as key to Reddit's path to 100M+ US DAUs. Big allocators added ~$51k+ positions under $200. RDDT is grouped with CBRS/PLTR/MAGS as strong feedback names into digestion phase. No meaningful bear thread beyond 'gambling on calls' short-term skepticism.

Read the AI verdict + X sentiment for $RDDT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Social platform organized into interest-based communities, monetized through advertising and premium subscriptions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $RDDT.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $RDDT

Partial — Social platform organized into interest-based communities, monetized through advertising and premium subscriptions; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+0.9%YTD
+2.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
46.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
13.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
25.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
91.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$1.01$0.57+77.5%
Q4 2025Feb 5, 2026$1.24$0.94+32.3%
Q3 2025Oct 30, 2025$0.80$1.04-23.1%
Q2 2025Jul 31, 2025$0.45$0.19+136.6%
Next earningsThu, Jul 30·consensus EPS $0.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$663.4M+69.1%91.5%27.6%$1.07$311.2M
Q4 FY25$725.6M+69.7%91.9%31.9%$1.32$263.6M
Q3 FY25$584.9M+67.9%91.0%23.7%$0.87$183.1M
Q2 FY25$499.6M+77.7%90.8%13.6%$0.48$110.8M

Forward consensus

5-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.1B – $3.4B$4.95$4.30 – $5.6823
FY27$4.3B$4.0B – $4.6B$6.53$4.19 – $8.0724
FY28$5.3B$5.3B – $5.4B$8.42$6.09 – $10.7418
FY29$5.9B$5.6B – $6.4B$10.10$9.33 – $11.1311
FY30$7.2B$6.8B – $7.8B$14.18$13.09 – $15.629

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 170.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Reynolds Michelle MarieChief Accounting Officer808 sh$162KSellJun 30Huffman Steve LaddCEO18.0K sh$3.1MSellJun 16Jennifer L. WongCOO39.2K sh$6.9MSellJun 15Huffman Steve LaddCEO18.0K sh$3.2MSellMay 29Huffman Steve LaddCEO3.0K sh$508KSellMay 18Jennifer L. WongCOO1.4K sh$217KSellMay 15Huffman Steve LaddCEO18.0K sh$2.8MSellMay 5Huffman Steve LaddCEO15.2K sh$2.6MSellApr 16Jennifer L. WongCOO3.2K sh$508KSellApr 15Huffman Steve LaddCEO3.1K sh$487K
1–10 of 12
+ 37 other (19 awards · 11 exempts · 5 inkinds · 1 conversion · 1 gift) in window

See when $RDDT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

Reddit, Inc. held its 2026 Annual Meeting on June 8, 2026, voting on three proposals with Class A holders receiving one vote per share and Class B holders ten votes per share, voting as a single class. All eight director nominees (including CEO Steve Huffman) were elected for terms until the 2027 annual meeting; detailed vote tallies are in the full filing. Auditor ratification and named executive officer compensation advisory vote were also on the ballot. Routine annual governance event — the dual-class voting structure means controlling insiders effectively determine all outcomes.

SC 13D/AActivist amendmentMay 6SC 13D/A
AI summary

Steve Ladd Huffman filed an amended Schedule 13D on RDDT disclosing beneficial ownership (48,143,643.00 shares) as of 2026-05-06. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 13 other (5 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why Reddit Inc. (RDDT) Fell More Than Broader Marketzacks.com·10h agoReddit set for earnings beat as ad momentum, user growth buildproactiveinvestors.com·14h agoIs Most-Watched Stock Reddit Inc. (RDDT) Worth Betting on Now?zacks.com·18h agoHigh Tide CEO Raj Grover Answered Shareholder Questions During Reddit AMAprnewswire.com·1d agoBrokers Suggest Investing in Reddit Inc. (RDDT): Read This Before Placing a Betzacks.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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