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Reddit, Inc.NYSE:RDDT 株式レポート

時価総額 US$30.4b
株価
n/a
1Y16.7%
7D-4.6%
1D5.6%
ポートフォリオ価値
表示

Reddit, Inc.

NYSE:RDDT 株式レポート

時価総額:US$30.4b

Reddit(RDDT)株式概要

Reddit, Inc.は、米国内外でデジタルコミュニティを運営している。 詳細

RDDT ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長6/6
過去の実績6/6
財務の健全性6/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、RDDT 、リスクは検出されなかった。

RDDT Community Fair Values

Create Narrative

See what 432 others think this stock is worth. Follow their fair value or set your own to get alerts.

Reddit, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Reddit
過去の株価
現在の株価US$166.94
52週高値US$282.95
52週安値US$119.27
ベータ1.91
1ヶ月の変化8.27%
3ヶ月変化37.02%
1年変化16.73%
3年間の変化n/a
5年間の変化n/a
IPOからの変化230.97%

最新ニュース

ナラティブの更新 Jun 24

RDDT: AI Licensing Renewal Terms Will Likely Depress Long Term User Trends

Analysts nudged their Reddit price target higher to reflect slightly stronger modeled revenue growth and margins, as well as a new view that content licensing deals with Google and OpenAI could support around $550m in annual renewal revenue, even as potential headwinds to user growth keep the overall earnings multiple in check. Analyst Commentary Recent research on Reddit highlights a split view, with some firms pointing to content licensing as a meaningful revenue opportunity and others flagging growing execution and user growth questions.
Seeking Alpha Jun 19

Reddit: The Market Is Sleeping On Its True Earnings Power

Summary Reddit is rapidly becoming a highly profitable, capital-light advertising platform, supported by rising ARPU, strong user purchase intent, and a long monetization runway. The business is already producing strong earnings and cash flow, while requiring minimal capex compared with most companies tied to the AI cycle. On top of that, RDDT’s human conversation data could become a strategic AI asset if future licensing deals are repriced higher. At today’s valuation, I believe the market is still severely underestimating Reddit’s growth runway, data licensing opportunity, and true long-term earnings potential. Read the full article on Seeking Alpha
ナラティブの更新 Jun 09

RDDT: AI Data Licensing Renewals Will Pressure Long Term User Engagement

Reddit's updated fair value estimate has been trimmed by about $3 to $148 as analysts factor in slightly higher discount rates, somewhat softer growth and margin assumptions, and a lower future P/E. They still view content licensing renewals with Google and OpenAI as a key earnings driver, alongside strong recent revenue momentum cited in recent research.

Recent updates

ナラティブの更新 Jun 24

RDDT: AI Licensing Renewal Terms Will Likely Depress Long Term User Trends

Analysts nudged their Reddit price target higher to reflect slightly stronger modeled revenue growth and margins, as well as a new view that content licensing deals with Google and OpenAI could support around $550m in annual renewal revenue, even as potential headwinds to user growth keep the overall earnings multiple in check. Analyst Commentary Recent research on Reddit highlights a split view, with some firms pointing to content licensing as a meaningful revenue opportunity and others flagging growing execution and user growth questions.
Seeking Alpha Jun 19

Reddit: The Market Is Sleeping On Its True Earnings Power

Summary Reddit is rapidly becoming a highly profitable, capital-light advertising platform, supported by rising ARPU, strong user purchase intent, and a long monetization runway. The business is already producing strong earnings and cash flow, while requiring minimal capex compared with most companies tied to the AI cycle. On top of that, RDDT’s human conversation data could become a strategic AI asset if future licensing deals are repriced higher. At today’s valuation, I believe the market is still severely underestimating Reddit’s growth runway, data licensing opportunity, and true long-term earnings potential. Read the full article on Seeking Alpha
ナラティブの更新 Jun 09

RDDT: AI Data Licensing Renewals Will Pressure Long Term User Engagement

Reddit's updated fair value estimate has been trimmed by about $3 to $148 as analysts factor in slightly higher discount rates, somewhat softer growth and margin assumptions, and a lower future P/E. They still view content licensing renewals with Google and OpenAI as a key earnings driver, alongside strong recent revenue momentum cited in recent research.
ナラティブの更新 May 26

RDDT: Ads And Data Partnerships Will Support Future Monetization Potential

Reddit's updated analyst price target holds at $300, with slightly higher assumed revenue growth and profit margins offset by a modestly higher discount rate and lower forward P/E. This echoes mixed recent Street research, where several firms raised price targets by $5 to $27 while others reduced theirs by $10 to $50.
新しいナラティブ May 09

Strong DAU drives Ads and AI Data narrative

Successful ad networks are driven fundamentally by usage. The best type of usage is on returning daily users usually measured by Daily Active Users.
ナラティブの更新 May 02

RDDT: Ads And Data Partnerships Will Support Future Monetization Upside

Reddit's analyst price target is being updated to $300.00. This change reflects a mix of recent target increases and cuts as analysts factor in slightly lower projected revenue growth, a modestly softer profit margin, a slightly lower discount rate, and a marginally higher future P/E assumption.
ナラティブの更新 Apr 18

RDDT: Advertising And Data Partnerships Will Support Higher Long Term Profitability

Analysts have been trimming Reddit price targets across the Street, but this update keeps the internal fair value view at $300. It reflects survey based support for ad monetization potential, alongside more cautious assumptions on growth, margins and future P/E.
ナラティブの更新 Apr 04

RDDT: Ad And Data Partnerships Will Unlock Engagement Monetization Debate

Narrative Update on Reddit The analyst price target on Reddit has been trimmed by a few dollars to reflect a slightly higher discount rate and lower future P/E assumptions, even as analysts still point to advertiser interest, monetization potential, and mixed third-party data on U.S. engagement trends. Analyst Commentary Recent research on Reddit shows a split in sentiment, with many price target cuts sitting alongside a smaller group of price target hikes and fresh initiations.
ナラティブの更新 Mar 21

RDDT: Future Upside Will Rely On AI Data Licensing Economics

Reddit's updated fair value estimate has been trimmed from $252.39 to $232.05 as analysts factor in slightly lower revenue growth assumptions, a more moderate future P/E, and survey backed views on monetization potential that still highlight advertiser reach and low funnel targeting as key positives. Analyst Commentary Street research on Reddit has become more balanced, with many firms trimming price targets while still highlighting meaningful upside drivers in engagement, monetization, and data licensing.
ナラティブの更新 Mar 06

RDDT: Advertising And Data Licensing Will Sustain Higher Long Term Profitability

We are trimming our Reddit fair value estimate to $300 from $325 as analysts recalibrate price targets, generally reflecting slightly softer revenue growth assumptions, a marginally higher discount rate, and lower future P/E expectations, even as they highlight improving profitability. Analyst Commentary Recent Street research on Reddit has tilted more cautious on price targets overall, but there is still a clear split between bullish analysts leaning into the long term story and others marking targets down to reflect more conservative assumptions on growth, discount rates, and P/E multiples.
ナラティブの更新 Feb 20

RDDT: Fair Value View Balances AI Optionality With Execution And Regulation Risks

We nudged our Reddit fair value estimate to $153.50 from $151.40 as analysts recalibrated their price targets and models, generally reflecting slower revenue growth and lower future P/E assumptions, offset by higher profit margin expectations. Analyst Commentary Recent Street research on Reddit shows a clear split between bullish and bearish voices, with several firms trimming price targets, while a smaller group is still lifting theirs.
ナラティブの更新 Feb 06

RDDT: Future Returns Will Rely On AI Data Licensing Economics

Narrative Update Analysts have nudged our Reddit fair value estimate higher by about US$1 to US$252. They cite refreshed models that reflect Street price target increases, a slightly lower discount rate, modestly higher revenue growth assumptions, a small adjustment to profit margin, and a similar forward P/E framework.
分析記事 Feb 01

The Price Is Right For Reddit, Inc. (NYSE:RDDT) Even After Diving 25%

Reddit, Inc. ( NYSE:RDDT ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The...
ナラティブの更新 Jan 23

RDDT: Future Returns Will Rely On GenAI Monetization And Advertising

Narrative Update: Reddit Analyst Price Target Shift Analysts have nudged our Reddit fair value estimate higher from US$239.76 to about US$251. This reflects a cluster of recent price target hikes that lean on expectations for solid revenue growth, relatively high margins, and support for premium P/E multiples tied to GenAI and advertising monetization themes.
ナラティブの更新 Jan 09

RDDT: Advertising And Data Licensing Will Support Higher Long Term Margins

Narrative Update on Reddit Our analyst fair value estimate for Reddit has been raised from US$235 to US$325, as analysts factor in stronger profit margins and monetization, even while applying a slightly higher discount rate and assuming more moderate revenue growth and a modestly higher future P/E multiple supported by recent Street research. Analyst Commentary Street research on Reddit is skewing constructive, with several bullish analysts lifting price targets and pointing to execution on both advertising and data licensing, even as some firms keep more balanced ratings.
ナラティブの更新 Dec 24

RDDT: Elevated Expectations Will Expose Growing Risk From Weakening User Engagement

We are raising our Reddit price target to approximately $151 from about $129, as analysts now expect faster revenue growth, better margins, and a more reasonable future earnings multiple. This view is supported by strong Q3 results, an above-consensus Q4 outlook, and continued momentum in both advertising and data licensing.
ナラティブの更新 Dec 10

RDDT: Future Performance Will Rely On Monetization Amid Mixed Engagement And AI Visibility

We are nudging our Reddit price target slightly lower to approximately $240 from about $241, as analysts modestly trim fair value and profit margin assumptions while leaning on stronger topline growth and a healthy digital ad backdrop, which has been highlighted by multiple recent price target hikes across the Street. Analyst Commentary Street sentiment on Reddit remains broadly constructive, with a series of recent price target increases reflecting confidence in sustained top line momentum, product monetization, and a resilient digital ad environment.
ナラティブの更新 Nov 26

RDDT: Future Performance Will Depend On Sustained Engagement Amidst Competitive Pressures

Reddit's analyst price target has increased modestly, rising from $240.27 to $240.70. Analysts cite strong quarterly earnings, momentum in user engagement and product improvements, and improved profit expectations as key drivers for this upward revision.
ナラティブの更新 Nov 12

RDDT: Future Earnings Momentum Will Drive Stronger Advertiser Demand

Reddit’s analyst fair value estimate has increased from $228.50 to $240.27, a $11.77 rise. Analysts highlight strong earnings momentum and broad-based advertiser strength supporting higher price targets.
ナラティブの更新 Oct 28

Expanding User Content And Global Reach Will Drive Competitive Differentiation

Reddit's fair value estimate has increased by approximately $6 to $228.50, reflecting analysts' expectations for stronger revenue growth and improved margins. This is supported by recent price target upgrades across the Street.
ナラティブの更新 Oct 14

International Expansion And User-Generated Content Will Strengthen Future Position

Reddit’s analyst price target has increased by $3.23, reflecting analyst optimism due to improved revenue growth, margin strength, and the potential impact of new monetization initiatives despite mixed engagement data. Analyst Commentary Recent research coverage on Reddit reflects a dynamic and sometimes divided outlook among Wall Street analysts.
ナラティブの更新 Sep 26

International Expansion And User-Generated Content Will Strengthen Future Position

Analysts have raised Reddit’s price target to $219.15, citing accelerating ad momentum, product improvements, and strong Q2 results—though some remain cautious on valuation and user growth. Analyst Commentary Bullish analysts see accelerating advertising momentum, with dynamic product ads expected to boost mid- and lower-funnel growth, providing incremental revenue streams and validating Reddit’s monetization strategy.
ナラティブの更新 Sep 11

International Expansion And User-Generated Content Will Strengthen Future Position

Analysts raised Reddit’s price target to $200.00, citing strong revenue growth, resilient ad demand, and promising AI/data monetization opportunities, while flagging risks from valuation, user growth, and regulatory headwinds. Analyst Commentary Bullish analysts cite Reddit’s robust revenue growth, operational execution, and expanding monetization—including strong Q2 results and upward estimate revisions—as justification for higher price targets.
分析記事 Aug 05

Reddit, Inc.'s (NYSE:RDDT) 28% Jump Shows Its Popularity With Investors

NYSE:RDDT 1 Year Share Price vs Fair Value Explore Reddit's Fair Values from the Community and select yours Despite an...
分析記事 Aug 03

Rainbows and Unicorns: Reddit, Inc. (NYSE:RDDT) Analysts Just Became A Lot More Optimistic

Shareholders in Reddit, Inc. ( NYSE:RDDT ) may be thrilled to learn that the analysts have just delivered a major...
User avatar
新しいナラティブ May 26

International Expansion And Machine Translation Will Unlock Value

International growth and product localization are driving rapid user and advertiser expansion, especially in key non-U.S. markets.

株主還元

RDDTUS Interactive Media and ServicesUS 市場
7D-4.6%-7.4%-2.6%
1Y16.7%35.6%20.0%

業界別リターン: RDDT過去 1 年間で35.6 % の収益を上げたUS Interactive Media and Services業界を下回りました。

リターン対市場: RDDTは、過去 1 年間で20 % のリターンを上げたUS市場を下回りました。

価格変動

Is RDDT's price volatile compared to industry and market?
RDDT volatility
RDDT Average Weekly Movement10.3%
Interactive Media and Services Industry Average Movement8.8%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

安定した株価: RDDT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: RDDTの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20052,555Steve Huffmanredditinc.com

Reddit, Inc.は、米国内外でデジタル・コミュニティを運営している。同社のプラットフォームは、ユーザーが会話に参加し、情熱を探求し、新しい趣味を研究し、商品やサービスを交換し、新しいコミュニティや経験を作り、笑いを共有し、所属を見つけることを可能にする。また、特定の興味に基づいたコミュニティを組織し、ユーザーが経験を共有したり、リンクを投稿したり、画像や動画をアップロードしたり、互いに返信したりすることで会話に参加できるようにしている。Reddit, Inc.は2005年に設立され、カリフォルニア州サンフランシスコに本社を置いている。

Reddit, Inc. 基礎のまとめ

Reddit の収益と売上を時価総額と比較するとどうか。
RDDT 基礎統計学
時価総額US$30.42b
収益(TTM)US$707.54m
売上高(TTM)US$2.47b
45.4x
PER(株価収益率
13.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
RDDT 損益計算書(TTM)
収益US$2.47b
売上原価US$213.39m
売上総利益US$2.26b
その他の費用US$1.55b
収益US$707.54m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.68
グロス・マージン91.37%
純利益率28.60%
有利子負債/自己資本比率0%

RDDT の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/26 21:22
終値2026/06/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Reddit, Inc. 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Colin SebastianBaird
Mark ShmulikBernstein
Justin PostBofA Global Research