AI Licensing Buzz: Recent chatter on social media has centered around Reddit's potential in AI data licensing, with many highlighting its unique position as a source of authentic human conversation for training models. Some users are excited about reported talks with major tech players, seeing this as a high-margin revenue stream. There’s also optimism about future deals that could further boost the company’s financials.
Analyst Optimism: Posts on social media also reflect positive analyst sentiment, with some noting Reddit being named a top pick for 2026 by investment firms. Discussions point to strong revenue growth forecasts and the stock’s appeal as both an ad platform and AI infrastructure play. However, a few voices express concern over recent dips in stock price, linking it to fluctuating AI-related traffic data.
Market Volatility: There’s a mix of reactions to Reddit’s stock performance on social media, with some pointing out significant gains over the past year while others highlight short-term declines. The dramatic swings in price, coupled with insider sales, have sparked debates about long-term stability. Overall, the conversation remains lively as investors weigh the company’s innovative edge against market risks.
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 365 times in the past 6 months. Of those trades, 0 have been purchases and 365 have been sales.
Here’s a breakdown of recent trading of $RDDT stock by insiders over the last 6 months:
- JENNIFER L. WONG (Chief Operating Officer) has made 0 purchases and 99 sales selling 359,381 shares for an estimated $75,615,867.
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 109 sales selling 200,000 shares for an estimated $41,653,865.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 95 sales selling 162,000 shares for an estimated $33,909,009.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 29 sales selling 86,608 shares for an estimated $19,321,435.
- ANDREW VOLLERO (Chief Financial Officer) has made 0 purchases and 8 sales selling 30,000 shares for an estimated $6,542,556.
- MICHELLE MARIE REYNOLDS (Chief Accounting Officer) has made 0 purchases and 25 sales selling 21,178 shares for an estimated $4,628,597.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Reddit Revenue
Reddit had revenues of $584.9M in Q3 2025. This is an increase of 67.91% from the same period in the prior year.
You can track RDDT financials on Quiver Quantitative's RDDT stock page.
Reddit Hedge Fund Activity
We have seen 524 institutional investors add shares of Reddit stock to their portfolio, and 362 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,807,862 shares (+136.9%) to their portfolio in Q3 2025, for an estimated $645,780,181
- CRESSET ASSET MANAGEMENT, LLC added 2,450,793 shares (+196.4%) to their portfolio in Q3 2025, for an estimated $563,657,882
- FMR LLC added 2,308,733 shares (+20.6%) to their portfolio in Q3 2025, for an estimated $530,985,502
- QUANTINNO CAPITAL MANAGEMENT LP added 2,011,418 shares (+110214.7%) to their portfolio in Q3 2025, for an estimated $462,606,025
- SCGE MANAGEMENT, L.P. removed 1,612,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $242,718,840
- NORGES BANK added 1,513,635 shares (+343.5%) to their portfolio in Q2 2025, for an estimated $227,908,021
- TIGER GLOBAL MANAGEMENT LLC removed 1,476,469 shares (-24.0%) from their portfolio in Q3 2025, for an estimated $339,573,105
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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 12/23/2025
- Citigroup issued a "Buy" rating on 11/03/2025
- B. Riley Securities issued a "Buy" rating on 10/31/2025
- 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
- Jefferies issued a "Buy" rating on 09/10/2025
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 18 analysts offer price targets for $RDDT in the last 6 months, with a median target of $242.5.
Here are some recent targets:
- Laura Martin from Needham set a target price of $300.0 on 12/23/2025
- John Colantuoni from Jefferies set a target price of $325.0 on 12/11/2025
- Ronald Josey from Citigroup set a target price of $265.0 on 11/03/2025
- Mark Shmulik from Bernstein set a target price of $210.0 on 10/31/2025
- Doug Anmuth from JP Morgan set a target price of $227.0 on 10/31/2025
- Justin Post from B of A Securities set a target price of $210.0 on 10/31/2025
- Naved Khan from B. Riley Securities set a target price of $245.0 on 10/31/2025
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.
