Reddit Salute del bilancio
Criteri Salute finanziaria verificati 6/6
Reddit ha un patrimonio netto totale di $3.3B e un debito totale di $0.0, che porta il suo rapporto debito/patrimonio netto a 0%. Le sue attività totali e le sue passività totali sono rispettivamente $3.6B e $350.9M. L'EBIT di Reddit è $785.0M rendendo il suo rapporto di copertura degli interessi -8.3. Ha liquidità e investimenti a breve termine pari a $2.8B.
Informazioni chiave
0%
Rapporto debito/patrimonio netto
US$0
Debito
| Indice di copertura degli interessi | -8.3x |
| Contanti | US$2.79b |
| Patrimonio netto | US$3.29b |
| Totale passività | US$350.91m |
| Totale attività | US$3.64b |
Aggiornamenti recenti sulla salute finanziaria
Nessun aggiornamento
Recent updates
Seeking Alpha • Sep 09
Reddit Vs. Meta: The Better Bet In An AI-Saturated Market
Summary Reddit is rated a BUY, favored over Meta due to its differentiated model, strong balance sheet, and accelerating profitability and cash generation. RDDT's 61% YoY revenue growth, rising ARPU, and minimal CapEx position it for scalable, high-margin expansion as human-generated content gains value in the AI era. Meta is also rated BUY; despite huge CapEx and monetization worries, launching an agentic AI model first provides a significant strategic edge. Risks for RDDT include user growth volatility and potential competition from Meta’s Forum, but current market positioning and content licensing opportunities offer asymmetric upside. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 19
RDDT: AI Licensing And Search Changes Will Likely Restrain Future User Engagement
Reddit's analyst-derived fair value estimate has shifted lower from about $154 to $132, as analysts factor in softer revenue growth and a lower future P/E multiple, alongside ongoing debates over AI licensing deals, user trends, and the balance between monetization and traffic from partners like Google. Analyst Commentary Recent research on Reddit reflects a split view, with some firms lifting targets and others cutting them as they reassess user trends, AI licensing risk, and appropriate P/E and revenue multiples.Articolo di analisi • Aug 07
Shareholders Can Be Confident That Reddit's (NYSE:RDDT) Earnings Are High Quality
Investors were underwhelmed by the solid earnings posted by Reddit, Inc. ( NYSE:RDDT ) recently. We did some digging...
Aggiornamento narrativa • Aug 05
RDDT: Future Upside Will Hinge On AI Data Licensing Renewals
Reddit's updated analyst price target has been trimmed as the model reflects a slightly lower fair value of about $216. Analysts point to decelerating user trends, uncertainty around Google and OpenAI data licensing renewals, and a lower assumed future P/E multiple, even as revenue growth and profit margin expectations remain solid.
Nuova narrativa • Aug 03
Sustainable Growth VS hedging gamblers
I've read several of these narratives and most of them have me asking one simple question: Why are these guys overthinking this? From multi-stage "check systems" to fortune tellers reading the minds of retail investors, it's all too obvious they are as lost as the people reading their narratives.
Nuova narrativa • Aug 02
Reddit's Discount Is Big Enough to Make Me Suspicious. Here's What I Found When I Went Looking for the Reason.
Right Now Reddit is sitting at $136.38. It closed at $226.17 the day before.Aggiornamento narrativa • Jul 22
RDDT: AI Data Licensing Renewals Will Likely Constrain Long Term User Expansion
Analysts have nudged the fair value estimate for Reddit higher to about $154 from $148, citing slightly stronger projected revenue growth, a modestly higher profit margin, and a richer future P/E multiple supported by recent price target moves and AI driven product optimism across recent research. Analyst Commentary Recent Street research on Reddit centers on two main themes that matter for investors: the role of AI in the business model and the balance between advertising momentum, content licensing revenues, and user growth.Aggiornamento narrativa • Jul 08
RDDT: Future Upside Will Depend On AI Licensing Renewal Economics
Analysts have nudged the Reddit fair value estimate lower to about $224.92 from $232.05, as a modestly higher discount rate and slightly softer revenue growth assumptions are partially offset by stronger profit margin expectations and recent price target increases driven by solid ad trends and potential upside from content licensing renewals. Analyst Commentary Recent Street research on Reddit highlights a mix of enthusiasm around the company’s ad business and content licensing potential, alongside fresh concerns about user growth trends and the trade offs behind data deals.Aggiornamento narrativa • Jun 24
RDDT: AI Licensing Renewal Terms Will Likely Depress Long Term User Trends
Analysts nudged their Reddit price target higher to reflect slightly stronger modeled revenue growth and margins, as well as a new view that content licensing deals with Google and OpenAI could support around $550m in annual renewal revenue, even as potential headwinds to user growth keep the overall earnings multiple in check. Analyst Commentary Recent research on Reddit highlights a split view, with some firms pointing to content licensing as a meaningful revenue opportunity and others flagging growing execution and user growth questions.Aggiornamento narrativa • Jun 09
RDDT: AI Data Licensing Renewals Will Pressure Long Term User Engagement
Reddit's updated fair value estimate has been trimmed by about $3 to $148 as analysts factor in slightly higher discount rates, somewhat softer growth and margin assumptions, and a lower future P/E. They still view content licensing renewals with Google and OpenAI as a key earnings driver, alongside strong recent revenue momentum cited in recent research.
Aggiornamento narrativa • May 26
RDDT: Ads And Data Partnerships Will Support Future Monetization Potential
Reddit's updated analyst price target holds at $300, with slightly higher assumed revenue growth and profit margins offset by a modestly higher discount rate and lower forward P/E. This echoes mixed recent Street research, where several firms raised price targets by $5 to $27 while others reduced theirs by $10 to $50.
Nuova narrativa • May 09
Strong DAU drives Ads and AI Data narrative
Successful ad networks are driven fundamentally by usage. The best type of usage is on returning daily users usually measured by Daily Active Users.Aggiornamento narrativa • May 02
RDDT: Ads And Data Partnerships Will Support Future Monetization Upside
Reddit's analyst price target is being updated to $300.00. This change reflects a mix of recent target increases and cuts as analysts factor in slightly lower projected revenue growth, a modestly softer profit margin, a slightly lower discount rate, and a marginally higher future P/E assumption.Aggiornamento narrativa • Apr 18
RDDT: Advertising And Data Partnerships Will Support Higher Long Term Profitability
Analysts have been trimming Reddit price targets across the Street, but this update keeps the internal fair value view at $300. It reflects survey based support for ad monetization potential, alongside more cautious assumptions on growth, margins and future P/E.Aggiornamento narrativa • Apr 04
RDDT: Ad And Data Partnerships Will Unlock Engagement Monetization Debate
Narrative Update on Reddit The analyst price target on Reddit has been trimmed by a few dollars to reflect a slightly higher discount rate and lower future P/E assumptions, even as analysts still point to advertiser interest, monetization potential, and mixed third-party data on U.S. engagement trends. Analyst Commentary Recent research on Reddit shows a split in sentiment, with many price target cuts sitting alongside a smaller group of price target hikes and fresh initiations.Aggiornamento narrativa • Mar 21
RDDT: Future Upside Will Rely On AI Data Licensing Economics
Reddit's updated fair value estimate has been trimmed from $252.39 to $232.05 as analysts factor in slightly lower revenue growth assumptions, a more moderate future P/E, and survey backed views on monetization potential that still highlight advertiser reach and low funnel targeting as key positives. Analyst Commentary Street research on Reddit has become more balanced, with many firms trimming price targets while still highlighting meaningful upside drivers in engagement, monetization, and data licensing.Aggiornamento narrativa • Mar 06
RDDT: Advertising And Data Licensing Will Sustain Higher Long Term Profitability
We are trimming our Reddit fair value estimate to $300 from $325 as analysts recalibrate price targets, generally reflecting slightly softer revenue growth assumptions, a marginally higher discount rate, and lower future P/E expectations, even as they highlight improving profitability. Analyst Commentary Recent Street research on Reddit has tilted more cautious on price targets overall, but there is still a clear split between bullish analysts leaning into the long term story and others marking targets down to reflect more conservative assumptions on growth, discount rates, and P/E multiples.Aggiornamento narrativa • Feb 20
RDDT: Fair Value View Balances AI Optionality With Execution And Regulation Risks
We nudged our Reddit fair value estimate to $153.50 from $151.40 as analysts recalibrated their price targets and models, generally reflecting slower revenue growth and lower future P/E assumptions, offset by higher profit margin expectations. Analyst Commentary Recent Street research on Reddit shows a clear split between bullish and bearish voices, with several firms trimming price targets, while a smaller group is still lifting theirs.Aggiornamento narrativa • Feb 06
RDDT: Future Returns Will Rely On AI Data Licensing Economics
Narrative Update Analysts have nudged our Reddit fair value estimate higher by about US$1 to US$252. They cite refreshed models that reflect Street price target increases, a slightly lower discount rate, modestly higher revenue growth assumptions, a small adjustment to profit margin, and a similar forward P/E framework.Articolo di analisi • Feb 01
The Price Is Right For Reddit, Inc. (NYSE:RDDT) Even After Diving 25%
Reddit, Inc. ( NYSE:RDDT ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The...Aggiornamento narrativa • Jan 23
RDDT: Future Returns Will Rely On GenAI Monetization And Advertising
Narrative Update: Reddit Analyst Price Target Shift Analysts have nudged our Reddit fair value estimate higher from US$239.76 to about US$251. This reflects a cluster of recent price target hikes that lean on expectations for solid revenue growth, relatively high margins, and support for premium P/E multiples tied to GenAI and advertising monetization themes.Aggiornamento narrativa • Jan 09
RDDT: Advertising And Data Licensing Will Support Higher Long Term Margins
Narrative Update on Reddit Our analyst fair value estimate for Reddit has been raised from US$235 to US$325, as analysts factor in stronger profit margins and monetization, even while applying a slightly higher discount rate and assuming more moderate revenue growth and a modestly higher future P/E multiple supported by recent Street research. Analyst Commentary Street research on Reddit is skewing constructive, with several bullish analysts lifting price targets and pointing to execution on both advertising and data licensing, even as some firms keep more balanced ratings.Aggiornamento narrativa • Dec 24
RDDT: Elevated Expectations Will Expose Growing Risk From Weakening User Engagement
We are raising our Reddit price target to approximately $151 from about $129, as analysts now expect faster revenue growth, better margins, and a more reasonable future earnings multiple. This view is supported by strong Q3 results, an above-consensus Q4 outlook, and continued momentum in both advertising and data licensing.Aggiornamento narrativa • Dec 10
RDDT: Future Performance Will Rely On Monetization Amid Mixed Engagement And AI Visibility
We are nudging our Reddit price target slightly lower to approximately $240 from about $241, as analysts modestly trim fair value and profit margin assumptions while leaning on stronger topline growth and a healthy digital ad backdrop, which has been highlighted by multiple recent price target hikes across the Street. Analyst Commentary Street sentiment on Reddit remains broadly constructive, with a series of recent price target increases reflecting confidence in sustained top line momentum, product monetization, and a resilient digital ad environment.Aggiornamento narrativa • Nov 26
RDDT: Future Performance Will Depend On Sustained Engagement Amidst Competitive Pressures
Reddit's analyst price target has increased modestly, rising from $240.27 to $240.70. Analysts cite strong quarterly earnings, momentum in user engagement and product improvements, and improved profit expectations as key drivers for this upward revision.Aggiornamento narrativa • Nov 12
RDDT: Future Earnings Momentum Will Drive Stronger Advertiser Demand
Reddit’s analyst fair value estimate has increased from $228.50 to $240.27, a $11.77 rise. Analysts highlight strong earnings momentum and broad-based advertiser strength supporting higher price targets.Aggiornamento narrativa • Oct 28
Expanding User Content And Global Reach Will Drive Competitive Differentiation
Reddit's fair value estimate has increased by approximately $6 to $228.50, reflecting analysts' expectations for stronger revenue growth and improved margins. This is supported by recent price target upgrades across the Street.Aggiornamento narrativa • Oct 14
International Expansion And User-Generated Content Will Strengthen Future Position
Reddit’s analyst price target has increased by $3.23, reflecting analyst optimism due to improved revenue growth, margin strength, and the potential impact of new monetization initiatives despite mixed engagement data. Analyst Commentary Recent research coverage on Reddit reflects a dynamic and sometimes divided outlook among Wall Street analysts.Aggiornamento narrativa • Sep 26
International Expansion And User-Generated Content Will Strengthen Future Position
Analysts have raised Reddit’s price target to $219.15, citing accelerating ad momentum, product improvements, and strong Q2 results—though some remain cautious on valuation and user growth. Analyst Commentary Bullish analysts see accelerating advertising momentum, with dynamic product ads expected to boost mid- and lower-funnel growth, providing incremental revenue streams and validating Reddit’s monetization strategy.Aggiornamento narrativa • Sep 11
International Expansion And User-Generated Content Will Strengthen Future Position
Analysts raised Reddit’s price target to $200.00, citing strong revenue growth, resilient ad demand, and promising AI/data monetization opportunities, while flagging risks from valuation, user growth, and regulatory headwinds. Analyst Commentary Bullish analysts cite Reddit’s robust revenue growth, operational execution, and expanding monetization—including strong Q2 results and upward estimate revisions—as justification for higher price targets.Analisi della posizione finanziaria
Passività a breve termine: Le attività a breve termine ( $3.5B ) di RDDT superano le sue passività a breve termine ( $337.7M ).
Passività a lungo termine: Le attività a breve termine di RDDT ( $3.5B ) superano le sue passività a lungo termine ( $13.2M ).
Storia e analisi del rapporto debito/patrimonio netto
Livello di debito: RDDT è esente da debiti.
Riduzione del debito: RDDT non aveva debiti 5 anni fa.
Copertura del debito: RDDT non ha debiti, pertanto non deve essere coperto dal flusso di cassa operativo.
Copertura degli interessi: RDDT non ha debiti, pertanto la copertura dei pagamenti degli interessi non è un problema.
Bilancio
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Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 01:12 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Reddit, Inc. è coperta da 39 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Colin Sebastian | Baird |
| Mark Shmulik | Bernstein |
| Justin Post | BofA Global Research |