Recent chatter on X about Reddit (RDDT) has centered on the platform's fluctuating stock performance, particularly following reports of reduced reliance on its data by AI tools like ChatGPT. Many users have expressed concern over a significant drop in stock price, with discussions highlighting weaker user engagement metrics as a potential risk to the company’s growth narrative. The intensity of the conversation reflects a broader unease about Reddit’s role in AI data licensing, once seen as a major revenue driver.
Despite these concerns, some voices on X remain optimistic, pointing to Reddit’s strong quarterly results, including impressive revenue growth and profitability milestones, as reasons to stay bullish. Posts have also noted recent analyst upgrades, with price targets being raised due to confidence in the company’s advertising potential. This mix of worry and hope keeps the discussion around RDDT dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
Reddit Insider Trading Activity
Reddit insiders have traded $RDDT stock on the open market 322 times in the past 6 months. Of those trades, 0 have been purchases and 322 have been sales.
Here’s a breakdown of recent trading of $RDDT stock by insiders over the last 6 months:
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 109 sales selling 511,225 shares for an estimated $68,170,182.
- JENNIFER L. WONG (Chief Operating Officer) has made 0 purchases and 77 sales selling 276,694 shares for an estimated $49,481,096.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 81 sales selling 154,068 shares for an estimated $26,790,482.
- ANDREW VOLLERO (Chief Financial Officer) has made 0 purchases and 15 sales selling 60,000 shares for an estimated $10,071,737.
- MICHELLE MARIE REYNOLDS (Chief Accounting Officer) has made 0 purchases and 24 sales selling 13,852 shares for an estimated $2,319,357.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 16 sales selling 13,280 shares for an estimated $2,090,056.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Reddit Hedge Fund Activity
We have seen 398 institutional investors add shares of Reddit stock to their portfolio, and 283 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 5,732,328 shares (+764.3%) to their portfolio in Q2 2025, for an estimated $863,116,626
- TIGER GLOBAL MANAGEMENT LLC added 2,899,384 shares (+89.2%) to their portfolio in Q2 2025, for an estimated $436,560,248
- ALLIANCEBERNSTEIN L.P. removed 2,232,345 shares (-39.4%) from their portfolio in Q2 2025, for an estimated $336,124,186
- FMR LLC removed 2,107,677 shares (-15.9%) from their portfolio in Q2 2025, for an estimated $317,352,925
- BLACKROCK, INC. added 2,103,384 shares (+48.7%) to their portfolio in Q2 2025, for an estimated $316,706,528
- D. E. SHAW & CO., INC. removed 1,699,323 shares (-57.3%) from their portfolio in Q2 2025, for an estimated $255,867,064
- SCGE MANAGEMENT, L.P. removed 1,612,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $242,718,840
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Reddit Analyst Ratings
Wall Street analysts have issued reports on $RDDT in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 09/18/2025
- JMP Securities issued a "Market Outperform" rating on 09/18/2025
- Oppenheimer issued a "Outperform" rating on 09/16/2025
- Needham issued a "Buy" rating on 09/15/2025
- Jefferies issued a "Buy" rating on 09/10/2025
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- Raymond James issued a "Strong Buy" rating on 07/28/2025
To track analyst ratings and price targets for Reddit, check out Quiver Quantitative's $RDDT forecast page.
Reddit Price Targets
Multiple analysts have issued price targets for $RDDT recently. We have seen 22 analysts offer price targets for $RDDT in the last 6 months, with a median target of $205.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $174.0 on 10/07/2025
- Thomas Champion from Piper Sandler set a target price of $290.0 on 10/03/2025
- Andrew Boone from JMP Securities set a target price of $300.0 on 10/03/2025
- Colin Sebastian from Baird set a target price of $240.0 on 09/25/2025
- Jason Helfstein from Oppenheimer set a target price of $300.0 on 09/16/2025
- Laura Martin from Needham set a target price of $300.0 on 09/15/2025
- John Colantuoni from Jefferies set a target price of $300.0 on 09/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
