Added to YB: 2026-04-15
Pitch date: 2026-04-03
RDDT [bullish]
Reddit, Inc.
+11.61%
current return
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
$28.5B
Pitch Price
$138.46
Price Target
237.50 (+54%)
Dividend
N/A
EV/EBITDA
55.57
P/E
56.98
EV/Sales
11.84
Sector
Interactive Media and Services
Category
growth
Reddit: The Human Ground Truth in an AI-Generated World
RDDT: DAU +19% YoY to 121.4M, global ARPU $5.98 vs Meta's $40+ (huge upside). FY25 rev $2.2B (+69% YoY), 91% gross margin, $530M net income (vs -$484M prior year), $684M FCF (31% margin). AI translation driving intl DAU +28% YoY. Ad platform maturing: active advertisers +75% YoY, conversion volume 2x. Data licensing ($130M/yr) undervalued; Google/OpenAI renewals 2027 on dynamic pricing. 3yr PT $182 (+50%), 5yr PT $238 (+96%). Risks: AI search cannibalization, bot content dilution, community backlash.
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