Year-to-date selloff draws buyers: Social media buzz highlights Reddit's robust fundamentals amid a 37% stock decline this year, with revenue surging 69% to $2.2 billion and achieving its first full GAAP profitable year at $530 million net income. Users emphasize the platform's 444 million weekly active users and 91% gross margins, dismissing the drop as macro noise rather than business weakness. A $1 billion buyback authorization further fuels optimism.
Earnings anticipation rises: Discussion intensifies around Q1 results due April 30, projecting 52% revenue growth and 370% EPS increase year-over-year. Traders note improving April user trends and pricing strength per analyst updates, with Piper Sandler targeting $205. Consensus price target stands at $229, implying 58% upside, as all 25 analysts maintain Buy ratings.
AI data deals spotlighted: Conversations underscore Reddit's value to AI firms through data licensing to Google and OpenAI, with potential real-time access contracts untapped. Technical charts show support holds and bullish patterns targeting highs near $392. Sentiment portrays the stock as an advertising growth machine poised for rebound.
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 343 times in the past 6 months. Of those trades, 4 have been purchases and 339 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 78 sales selling 300,262 shares for an estimated $57,281,016.
- STEVE LADD HUFFMAN (CEO & President) has made 0 purchases and 107 sales selling 216,000 shares for an estimated $39,160,022.
- CHRISTOPHER BRIAN SLOWE (Chief Technology Officer) has made 0 purchases and 100 sales selling 173,000 shares for an estimated $32,756,319.
- BENJAMIN SEONG LEE (Chief Legal Officer) has made 0 purchases and 28 sales selling 117,007 shares for an estimated $26,833,003.
- SARAH E FARRELL has made 4 purchases buying 61,000 shares for an estimated $8,870,869 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.
- ANDREW VOLLERO (Chief Financial Officer) has made 0 purchases and 12 sales selling 12,887 shares for an estimated $3,294,078.
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 338 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 3 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
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 $230.0.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $180.0 on 04/14/2026
- Youssef Squali from Truist Securities set a target price of $260.0 on 04/07/2026
- Alec Brondolo from Wells Fargo set a target price of $149.0 on 04/07/2026
- Justin Post from B of A Securities set a target price of $175.0 on 04/02/2026
- John Colantuoni from Jefferies set a target price of $250.0 on 03/10/2026
- 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.
