Earnings beat ignites debate: Social media erupted following Reddit's stellar Q4 performance, with revenue climbing 70% year-over-year to $726 million, surpassing estimates amid robust daily active user growth to 121 million. The company also unveiled a $1 billion share repurchase authorization, prompting widespread praise for its profitability inflection and high margins exceeding 90%.
Insider buying bolsters optimism: A director's $7.5 million stock purchase drew cheers as a bullish signal, especially with analysts projecting targets up to $300 and forward multiples around 22 times earnings. Conversations highlighted untapped potential in AI data licensing and ad revenue, positioning Reddit as resilient in an AI-disrupted landscape.
Regulatory fine tempers enthusiasm: A recent U.K. data privacy fine of over £14 million sparked brief concerns, yet focus swiftly returned to technical basing near $140 and long-term ARPU expansion. Despite YTD declines, many view the pullback as a buying opportunity amid consistent earnings beats.
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 376 times in the past 6 months. Of those trades, 3 have been purchases and 373 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 84 sales selling 300,305 shares for an estimated $61,751,384.
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 115 sales selling 216,000 shares for an estimated $45,372,055.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 112 sales selling 180,500 shares for an estimated $37,505,940.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 28 sales selling 117,007 shares for an estimated $26,833,003.
- ANDREW VOLLERO (Chief Financial Officer) has made 0 purchases and 20 sales selling 42,887 shares for an estimated $9,836,634.
- SARAH E FARRELL has made 3 purchases buying 50,500 shares for an estimated $7,482,139 and 0 sales.
- MICHELLE MARIE REYNOLDS (Chief Accounting Officer) has made 0 purchases and 14 sales selling 16,755 shares for an estimated $3,548,829.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Reddit Revenue
Reddit had revenues of $725.6M in Q4 2025. This is an increase of 69.65% 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 507 institutional investors add shares of Reddit stock to their portfolio, and 389 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 5,626,017 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,293,252,527
- FMR LLC removed 3,570,143 shares (-26.5%) from their portfolio in Q4 2025, for an estimated $820,668,771
- CRESSET ASSET MANAGEMENT, LLC removed 2,001,992 shares (-54.1%) from their portfolio in Q4 2025, for an estimated $460,197,901
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,220,043 shares (-73.7%) from their portfolio in Q4 2025, for an estimated $280,451,284
- VANGUARD GROUP INC added 1,083,540 shares (+8.9%) to their portfolio in Q4 2025, for an estimated $249,073,339
- TIGER GLOBAL MANAGEMENT LLC removed 828,600 shares (-17.7%) from their portfolio in Q4 2025, for an estimated $190,470,282
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 801,729 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $184,293,445
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 7 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 20 analysts offer price targets for $RDDT in the last 6 months, with a median target of $247.5.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $206.0 on 02/09/2026
- Doug Anmuth from JP Morgan set a target price of $200.0 on 02/06/2026
- Laura Martin from Needham set a target price of $300.0 on 02/06/2026
- Youssef Squali from Truist Securities set a target price of $275.0 on 02/06/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $170.0 on 02/06/2026
- Michael Morris from Guggenheim set a target price of $255.0 on 02/06/2026
- Jason Helfstein from Oppenheimer set a target price of $250.0 on 02/06/2026
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.
