Reddit, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 69% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.6K/wk), no spike$147.74-3.4%YTD-31.1%1Y-32.9%
Mentions · last 7 days
1,559+2%
Price updated 3h ago·X counts updated 9d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $RDDT, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.
What this means for $RDDT
Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Reddit, Inc.
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+6.8%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
Q2 2026Jul 30, 2026$1.25$0.95+31.7%
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%
Next earningsThu, Oct 29·consensus EPS $1.33
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
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.1B – $3.4B$4.96$4.30 – $5.6925
FY27$4.3B$4.0B – $4.6B$6.57$4.19 – $8.0725
FY28$5.4B$4.6B – $5.9B$8.47$6.06 – $10.6820
FY29$5.9B$5.5B – $6.5B$10.10$9.10 – $11.2511
FY30$7.2B$6.6B – $7.8B$14.18$12.77 – $15.7911
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.0.4×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.21%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.-10.7%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.-12.9%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 today1.6% 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.β2.035-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.
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-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary
8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary
SC 13D/AActivist amendmentMay 6SC 13D/A
AI summary
+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Jim Cramer Just Called a Stock Down Nearly 30% This Year ‘Ridiculously Cheap'A Reddit Director Sells Over 5,000 Shares Worth $820,070 Amid a Stock Price DeclineGOOGL Rides on Strong Advertising Revenues: Can It Beat RDDT and META?Reddit Gains From Strong User Growth: Can It Outpace PINS & SNAP?What Reddit's ChatGPT citations collapse means for marketers
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