Added to YB: 2026-03-02
Pitch date: 2026-02-27
RDDT [bullish]
Reddit, Inc.
Author Info
No bio for this author
Company Info
Reddit, Inc. operates a digital community in the United States and internationally. The company’s platform enables user to engage in conversations, explore passions, research new hobbies, exchange goods and services, create new communities and experiences, share laughs, and find belonging.
Market Cap
$28.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.70
P/E
57.10
EV/Sales
11.87
Sector
Interactive Media and Services
Category
growth
Actionable Stock Set-up 11: Reddit Inc (RDDT)
RDDT (new position): Social media platform w/ 90% gross margins & untapped data licensing revenue. Q4 rev $726M (+70% YoY), 36% FCF margin, $251.6M net income. DAUs 121M (+19% YoY), ARPU $5.98 (+42% YoY). Trading 22x fwd P/E vs 29% top-line CAGR, 40%+ op margin target. Bull: AI data deals w/ Google/OpenAI, Reddit Max ads (+27% conversion), translation driving intl growth. Bear: US logged-in user growth slowed to 5%, Google algo risk, SBC dilution ~50% of FCF. Recent insider buying $7.5M @ $148.
Read full article (9 min)