Earnings Surge: Recent discussions on X about Reddit (RDDT) have been dominated by the company’s latest earnings report, showing a remarkable 68% year-over-year revenue growth. Many users are excited about the stock’s after-hours jump of around 20%, emphasizing Reddit’s first-time GAAP profitability. The platform’s growing role in advertising and AI data training is frequently mentioned as a key driver.
AI Data Concerns: Despite the earnings hype, some chatter on X reflects worry over Reddit’s reliance on AI data usage, with reports of reduced sourcing by tools like ChatGPT causing a stock drop. Users have noted this as a potential hit to Reddit’s high-margin revenue stream. This has sparked debate over the sustainability of its AI-driven growth narrative.
User Growth Buzz: Posts on X also highlight Reddit’s exploding daily active user count, surpassing 116 million, alongside strong ad revenue projections into 2026. Some discussions point to analyst optimism, with price targets as high as $290 being floated. The momentum suggests Reddit is carving out a significant spot in the social media landscape.
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 351 times in the past 6 months. Of those trades, 0 have been purchases and 351 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 96 sales selling 353,547 shares for an estimated $70,584,603.
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 107 sales selling 306,409 shares for an estimated $53,171,998.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 92 sales selling 164,000 shares for an estimated $32,816,739.
- ANDREW VOLLERO (Chief Financial Officer) has made 0 purchases and 15 sales selling 60,000 shares for an estimated $10,071,737.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 20 sales selling 12,853 shares for an estimated $2,653,846.
- MICHELLE MARIE REYNOLDS (Chief Accounting Officer) has made 0 purchases and 21 sales selling 14,338 shares for an estimated $2,649,013.
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 523 institutional investors add shares of Reddit stock to their portfolio, and 361 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 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/03/2025
- B. Riley Securities issued a "Buy" rating on 10/31/2025
- Needham 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 19 analysts offer price targets for $RDDT in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- 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
- Naved Khan from B. Riley Securities set a target price of $245.0 on 10/31/2025
- Doug Anmuth from JP Morgan set a target price of $227.0 on 10/31/2025
- Laura Martin from Needham set a target price of $300.0 on 10/31/2025
- Justin Post from B of A Securities set a target price of $210.0 on 10/31/2025
- Josh Beck from Raymond James set a target price of $250.0 on 10/20/2025
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.
