Earnings Beat Ignites Debate: Social media lit up following Reddit's stellar Q4 results, with revenue surging 70% year-over-year to exceed estimates and a $1 billion share repurchase program announced. Users highlighted robust growth metrics, including high gross margins and positive guidance, viewing it as a sign of sustained momentum in user engagement and ad revenue.
Pullback Draws Dip Buyers: Despite the upbeat earnings, the stock experienced a sharp correction, prompting discussions on potential support levels around $127 to $134. Insider purchases by a director and ongoing institutional accumulation were frequently cited as bullish signals amid the dip, with traders eyeing historical patterns for a rebound.
Analyst Backing Fuels Optimism: A recent reiteration of a Market Outperform rating with a $300 price target added to the positive sentiment, despite noted declines in some user metrics. Conversations emphasized easing year-over-year comparisons and re-acceleration in web traffic as near-term catalysts for recovery.
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 410 times in the past 6 months. Of those trades, 3 have been purchases and 407 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 109 sales selling 365,214 shares for an estimated $79,721,881.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 121 sales selling 199,464 shares for an estimated $43,096,663.
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 109 sales selling 198,000 shares for an estimated $42,873,410.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 32 sales selling 117,858 shares for an estimated $27,449,333.
- 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 16 sales selling 17,678 shares for an estimated $3,919,502.
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 500 institutional investors add shares of Reddit stock to their portfolio, and 364 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
- 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
- TIGER GLOBAL MANAGEMENT LLC removed 1,476,469 shares (-24.0%) from their portfolio in Q3 2025, for an estimated $339,573,105
- 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
- INVESCO LTD. added 1,201,237 shares (+419.0%) to their portfolio in Q3 2025, for an estimated $276,272,497
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
- 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
- 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 21 analysts offer price targets for $RDDT in the last 6 months, with a median target of $245.0.
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
- Youssef Squali from Truist Securities set a target price of $275.0 on 02/06/2026
- Michael Morris from Guggenheim set a target price of $255.0 on 02/06/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $170.0 on 02/06/2026
- Laura Martin from Needham set a target price of $300.0 on 02/06/2026
- Thomas Champion from Piper Sandler set a target price of $205.0 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.
