Added to YB: 2026-07-14
Pitch date: 2026-07-10
RDDT [bullish]
Reddit, Inc.
+0.97%
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
$37.6B
Pitch Price
$199.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
53.73
P/E
55.88
EV/Sales
14.09
Sector
Interactive Media and Services
Category
growth
Reddit: The Last Honest Dataset On The Internet Is Finally Monetizing
RDDT: TTM rev $2.47B; Q1'26 rev $663M (+69% YoY), 91.5% GM, 40% EBITDA, 47% FCF margin, $2.77B cash, no debt. Thesis: mid-funnel intent users + under-monetized intl/logged-out ARPU + scarce 'anti-slop' data licensing. 3yr rev $6-6.5B, ~25x = $57-62B EV, 28-32% IRR. Founder-led (Huffman). Risks: Google traffic dependence, SMB/DR adoption, licensing durability.
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