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TickerTalks›$RDDT
RDRDDT

Reddit, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 69% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (715/wk), no spike
$RDDT·$28B·Internet Content & Information·Communication Services
$156.49+2.5%YTD-35.2%1Y-22.6%
Price updated 5h ago·X counts updated 4d ago
RDRDDT
$RDDTReddit, Inc.
$156.49+2.48%715 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RDDT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

715X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RDDT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-10-02

Sentiment is bullish on a widening valuation gap — Reddit's organic search hit a new ATH per Semrush even as the stock trades below 2025 levels after nearly doubling revenue, and the Street model has RDDT 3x'ing revenue over five years. The weekly chart is coiled into an apex at ~$150 with $155-165 the breakout trigger toward $180. One lonely bear puts no faith in the chart ("nothing gets my attention here").

Read what X is saying about $RDDT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RDDT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A doubled-revenue platform trading well below last year's price — the compounder question answers at the Oct 29 print.

Reddit is a user-generated-content platform whose 2026 story is that the business is firing on all cylinders while the stock has gone the other way. Semrush shows Reddit organic search just hit an all-time high, and the API-and-RSS restrictions aimed at AI bots are both monetization and moat protection.

  • The fundamentals look like a different company than the chart: Q2 revenue grew 69% YoY to $663M at a 28% operating margin, with EPS beats of 32% and 78% on the last two prints — the Street has repeatedly underestimated the ramp.
  • The 36% YTD drawdown has moved the setup, not the business: at 20% of its 52-week range and 12% below the 200-day with volume compressed to 0.67x average, the valuation has reset while the fundamentals accelerated.

The weekly chart apex at ~$150 with $155-165 as the technical breakout zone is the clean setup into Oct 29 earnings. A third consecutive 30%+ EPS surprise plus any explicit AI-licensing revenue disclosure is the trigger; a sub-50% revenue growth number or margin give-back is where the drawdown continues.

Agrees with X sentimentThe 'widening valuation gap' bull read matches the EPS surprise sequence and the Semrush search data. The lone 'nothing gets my attention' bear voice reads as a chart complaint, not a thesis — I'd side more firmly with the bull case on this one.

What to watch: Oct 29 Q3 earnings — revenue growth rate, operating margin direction, and any disclosed AI-data-licensing revenue line. A 50%+ revenue print with margin stable is the trigger for the $155-165 breakout; a sub-50% growth number is the first real crack.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dvaluation reset

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 continues to concentrate digital ad share in Google and Meta.

What this means for $RDDT

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

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+9.0%YTD
+4.1%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 $1.32

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.2B – $3.5B$5.38$4.95 – $5.8524
FY27$4.5B$4.3B – $4.8B$7.10$4.45 – $8.7825
FY28$5.6B$4.8B – $6.2B$8.99$6.46 – $11.2724
FY29$6.2B$5.7B – $6.7B$10.47$9.28 – $11.4422
FY30$7.3B$6.6B – $7.8B$13.79$12.22 – $15.0714

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.1.0×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.26%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.+1.3%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.-6.3%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 today2.7% 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.β2.055-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

SellSep 29Huffman Steve LaddCEO17.3K sh$2.5MSellSep 15Huffman Steve LaddCEO17.3K sh$2.8MSellSep 14Jennifer L. WongCOO60.0K sh$9.7MSellAug 31Huffman Steve LaddCEO18.0K sh$2.7MSellAug 25Robert A. SauerbergDirector5.1K sh$820KSellAug 14Huffman Steve LaddCEO11.5K sh$2.0MSellAug 14Jennifer L. WongCOO2.8K sh$489KSellAug 4Huffman Steve LaddCEO18.0K sh$2.9MSellJul 15Jennifer L. WongCOO9.6K sh$1.9MSellJul 15Huffman Steve LaddCEO18.0K sh$3.6M
1–10 of 20
+ 49 other (19 awards · 18 exempts · 10 inkinds · 2 conversions) 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

3New insider — initial holdingsSep 213
AI summary

Paul T. Cappuccio has been appointed Chief Legal Officer of Reddit, Inc., requiring an initial Form 3 statement of beneficial ownership. Cappuccio holds no securities of Reddit at the time of his appointment as CLO. As Chief Legal Officer, Cappuccio will oversee Reddit's legal function including regulatory compliance, litigation, and intellectual property matters. The Form 3 establishes his insider ownership baseline for ongoing Section 16 reporting.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary

Reddit (RDDT) filed an 8-K on August 13, 2026 (event date August 12) under Item 5.02, reporting a change in its officers or directors. The excerpt is the cover page; the specific officer identity and transition details are in the body. Reddit completed its IPO in March 2024 and has been building out its public-company leadership team. Officer changes are material disclosures required within four business days of the triggering event.

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.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Reddit Inc. (RDDT) Advances While Market Declines: Some Information for Investorszacks.com·7h agoReddit: An Overlooked Powerhouse As User Growth Continues To Soarseekingalpha.com·2d agoReddit Plunges 36% Year to Date: Should You Buy the Stock on the Dip?zacks.com·4d agoHead to Head Analysis: CarGurus (NASDAQ:CARG) versus Reddit (NYSE:RDDT)defenseworld.net·4d agoReddit Inc. (RDDT) Stock Falls Amid Market Uptick: What Investors Need to Knowzacks.com·6d ago

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Voices on X · last 7 days

No standout posts about $RDDT on X in the last 7 days.

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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