Loading...
RDDT logo

Reddit, Inc.NYSE:RDDT 주식 보고서

시가총액 US$28.9b
주가
n/a
1Y-29.5%
7D-13.9%
1D2.0%
포트폴리오 가치
보기

Reddit, Inc.

NYSE:RDDT 주식 리포트

시가총액: US$28.9b

Reddit (RDDT) 주식 개요

는 미국 및 전 세계에서 디지털 커뮤니티를 운영하고 있습니다. 자세히 보기

RDDT 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장6/6
과거 실적6/6
재무 건전성6/6
배당0/6

RDDT Community Fair Values

Create Narrative

See what 499 others think this stock is worth. Follow their fair value or set your own to get alerts.

Reddit, Inc. 경쟁사

가격 이력 및 성과

Reddit 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$153.29
52주 최고가US$282.95
52주 최저가US$119.27
베타2.03
1개월 변동-10.03%
3개월 변동8.20%
1년 변동-29.46%
3년 변동n/a
5년 변동n/a
IPO 이후 변동203.91%

최근 뉴스 및 업데이트

내러티브 업데이트 Aug 19

RDDT: AI Licensing And Search Changes Will Likely Restrain Future User Engagement

Reddit's analyst-derived fair value estimate has shifted lower from about $154 to $132, as analysts factor in softer revenue growth and a lower future P/E multiple, alongside ongoing debates over AI licensing deals, user trends, and the balance between monetization and traffic from partners like Google. Analyst Commentary Recent research on Reddit reflects a split view, with some firms lifting targets and others cutting them as they reassess user trends, AI licensing risk, and appropriate P/E and revenue multiples.
Seeking Alpha Aug 14

Reddit Gets Added To The S&P 500 But I'm Selling (Rating Downgrade)

Summary Reddit is being added to the S&P 500 after delivering exceptional revenue growth and strong profit margins. RDDT trades at a significant premium to peers, notably Meta, despite consensus expecting growth to decelerate. I am downgrading RDDT to neutral due to valuation concerns and the risk of underperformance relative to consensus and META. RDDT maintains a robust net cash position and guides for 48.7% YoY revenue growth next quarter, but premium valuation introduces volatility risk. Read the full article on Seeking Alpha

Recent updates

내러티브 업데이트 Aug 19

RDDT: AI Licensing And Search Changes Will Likely Restrain Future User Engagement

Reddit's analyst-derived fair value estimate has shifted lower from about $154 to $132, as analysts factor in softer revenue growth and a lower future P/E multiple, alongside ongoing debates over AI licensing deals, user trends, and the balance between monetization and traffic from partners like Google. Analyst Commentary Recent research on Reddit reflects a split view, with some firms lifting targets and others cutting them as they reassess user trends, AI licensing risk, and appropriate P/E and revenue multiples.
Seeking Alpha Aug 14

Reddit Gets Added To The S&P 500 But I'm Selling (Rating Downgrade)

Summary Reddit is being added to the S&P 500 after delivering exceptional revenue growth and strong profit margins. RDDT trades at a significant premium to peers, notably Meta, despite consensus expecting growth to decelerate. I am downgrading RDDT to neutral due to valuation concerns and the risk of underperformance relative to consensus and META. RDDT maintains a robust net cash position and guides for 48.7% YoY revenue growth next quarter, but premium valuation introduces volatility risk. Read the full article on Seeking Alpha
분석 기사 Aug 07

Shareholders Can Be Confident That Reddit's (NYSE:RDDT) Earnings Are High Quality

Investors were underwhelmed by the solid earnings posted by Reddit, Inc. ( NYSE:RDDT ) recently. We did some digging...
내러티브 업데이트 Aug 05

RDDT: Future Upside Will Hinge On AI Data Licensing Renewals

Reddit's updated analyst price target has been trimmed as the model reflects a slightly lower fair value of about $216. Analysts point to decelerating user trends, uncertainty around Google and OpenAI data licensing renewals, and a lower assumed future P/E multiple, even as revenue growth and profit margin expectations remain solid.
새로운 내러티브 Aug 03

Sustainable Growth VS hedging gamblers

I've read several of these narratives and most of them have me asking one simple question: Why are these guys overthinking this? From multi-stage "check systems" to fortune tellers reading the minds of retail investors, it's all too obvious they are as lost as the people reading their narratives.
새로운 내러티브 Aug 02

Reddit's Discount Is Big Enough to Make Me Suspicious. Here's What I Found When I Went Looking for the Reason.

Right Now Reddit is sitting at $136.38. It closed at $226.17 the day before.
내러티브 업데이트 Jul 22

RDDT: AI Data Licensing Renewals Will Likely Constrain Long Term User Expansion

Analysts have nudged the fair value estimate for Reddit higher to about $154 from $148, citing slightly stronger projected revenue growth, a modestly higher profit margin, and a richer future P/E multiple supported by recent price target moves and AI driven product optimism across recent research. Analyst Commentary Recent Street research on Reddit centers on two main themes that matter for investors: the role of AI in the business model and the balance between advertising momentum, content licensing revenues, and user growth.
내러티브 업데이트 Jul 08

RDDT: Future Upside Will Depend On AI Licensing Renewal Economics

Analysts have nudged the Reddit fair value estimate lower to about $224.92 from $232.05, as a modestly higher discount rate and slightly softer revenue growth assumptions are partially offset by stronger profit margin expectations and recent price target increases driven by solid ad trends and potential upside from content licensing renewals. Analyst Commentary Recent Street research on Reddit highlights a mix of enthusiasm around the company’s ad business and content licensing potential, alongside fresh concerns about user growth trends and the trade offs behind data deals.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

주주 수익률

RDDTUS Interactive Media and ServicesUS 시장
7D-13.9%-2.1%-1.5%
1Y-29.5%24.5%17.9%

수익률 대 산업: RDDT은 지난 1년 동안 24.5%의 수익을 기록한 US Interactive Media and Services 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: RDDT은 지난 1년 동안 17.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is RDDT's price volatile compared to industry and market?
RDDT volatility
RDDT Average Weekly Movement12.6%
Interactive Media and Services Industry Average Movement8.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

안정적인 주가: RDDT의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: RDDT의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.

회사 소개

설립직원 수CEO웹사이트
20052,555Steve Huffmanredditinc.com

는 미국과 전 세계에서 디지털 커뮤니티를 운영하고 있습니다. 이 회사의 플랫폼을 통해 사용자는 대화에 참여하고, 열정을 탐구하고, 새로운 취미를 연구하고, 상품과 서비스를 교환하고, 새로운 커뮤니티와 경험을 만들고, 웃음을 나누고, 소속감을 찾을 수 있습니다. 또한 특정 관심사를 기반으로 커뮤니티를 구성하여 사용자가 경험을 공유하고, 링크를 제출하고, 이미지와 동영상을 업로드하고, 서로 답글을 달면서 대화에 참여할 수 있도록 합니다.

Reddit, Inc. 기초 지표 요약

Reddit의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
RDDT 기초 통계
시가총액US$28.92b
순이익 (TTM)US$871.10m
매출 (TTM)US$2.78b
33.9x
주가수익비율(P/E)
10.6x
주가매출비율(P/S)

RDDT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
RDDT 손익계산서 (TTM)
매출US$2.78b
매출원가US$237.80m
총이익US$2.54b
기타 비용US$1.67b
순이익US$871.10m

최근 보고된 실적

Jun 30, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.53
총이익률91.44%
순이익률31.35%
부채/자본 비율0%

RDDT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/21 11:55
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Reddit, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Colin SebastianBaird
Mark ShmulikBernstein
Justin PostBofA Global Research