Earnings Buzz: Recent posts on X about Reddit (RDDT) have been dominated by discussions of the company’s latest earnings report, which showed a significant revenue increase of 68% year-over-year. Many are excited about the stock’s after-hours surge of around 20%, with some highlighting Reddit’s growing value in advertising and AI data training. There’s a sense of optimism as users point to the platform’s first-time GAAP profitability as a major milestone.
AI Data Concerns: On the flip side, X conversations also reveal worries about Reddit’s stock performance tied to reduced reliance on its data by AI tools like ChatGPT. Several posts noted a sharp drop in usage percentage, sparking debates over the impact on Reddit’s high-margin AI data licensing potential. This has led to a reported premarket decline of over 11%, tempering some of the earlier enthusiasm.
Mixed Outlook: Current chatter on X shows a split in opinions, with some focusing on positive analyst upgrades and ad revenue potential, while others remain cautious due to volatility and user engagement risks. Discussions ahead of the next earnings update are heating up, with a keen eye on user growth and data licensing deals. The debate continues to keep Reddit a trending topic among 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 321 times in the past 6 months. Of those trades, 0 have been purchases and 321 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 104 sales selling 404,817 shares for an estimated $59,755,423.
- JENNIFER L. WONG (Chief Operating Officer) has made 0 purchases and 82 sales selling 282,486 shares for an estimated $54,244,448.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 80 sales selling 152,000 shares for an estimated $27,888,605.
- 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 446 institutional investors add shares of Reddit stock to their portfolio, and 300 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 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 10/21/2025
- JMP Securities issued a "Market Outperform" rating on 09/18/2025
- Piper Sandler issued a "Overweight" 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
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 $230.0.
Here are some recent targets:
- Ronald Josey from Citigroup set a target price of $250.0 on 10/21/2025
- Josh Beck from Raymond James set a target price of $250.0 on 10/20/2025
- Youssef Squali from Truist Securities set a target price of $260.0 on 10/15/2025
- 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
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.
