Reddit, Inc.

Report azionario NYSE:RDDT

Capitalizzazione di mercato: US$30.4b

Reddit Gestione

Criteri Gestione verificati 4/4

Reddit Il CEO è Steve Huffman, nominato in Jan2005, e ha un mandato di 21.33 anni. la retribuzione annua totale è $ 3.10M, composta da 18.4% di stipendio e 81.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.86% delle azioni della società, per un valore di $ 565.96M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 5.1 anni.

Informazioni chiave

Steve Huffman

Amministratore delegato

US$3.1m

Compenso totale

Percentuale dello stipendio del CEO18.36%
Mandato del CEO21.3yrs
Proprietà del CEO1.9%
Durata media del management5.3yrs
Durata media del Consiglio di amministrazione5.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Nuova narrazione 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 della narrazione 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.
Seeking Alpha May 01

Reddit Q1 Review: It's All Coming Together, So I Picked Up More (Rating Upgrade)

Summary Reddit, Inc. delivered a triple beat, with Q1 revenue up 69% y/y to $663m, and EPS of $1.01, exceeding estimates by $0.45. Advertising revenue surged 74% y/y, driven by AI-powered tools and Reddit Max campaigns, positioning RDDT as a rising threat in digital advertising. RDDT's balance sheet is exceptionally strong, with $1.37B in cash, $1.39B in marketable securities, no meaningful debt, and operating cash flow up 144% y/y. I am upgrading RDDT to a Strong Buy, seeing intrinsic value around $220/share, supported by robust guidance and accelerating monetization. Read the full article on Seeking Alpha
Nuova narrazione Apr 28

Reddit (RDDT): The Human-Data Powerhouse Faces an AI-Era Litmus Test

Reddit, Inc. (RDDT) , the global vanguard of community-driven conversation and a critical data layer for the generative AI era, enters the final week of April 2026 in a state of high-octane growth.
Aggiornamento della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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.
Articolo di analisi Aug 05

Reddit, Inc.'s (NYSE:RDDT) 28% Jump Shows Its Popularity With Investors

NYSE:RDDT 1 Year Share Price vs Fair Value Explore Reddit's Fair Values from the Community and select yours Despite an...
Articolo di analisi Aug 03

Rainbows and Unicorns: Reddit, Inc. (NYSE:RDDT) Analysts Just Became A Lot More Optimistic

Shareholders in Reddit, Inc. ( NYSE:RDDT ) may be thrilled to learn that the analysts have just delivered a major...
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Nuova narrazione May 26

International Expansion And Machine Translation Will Unlock Value

International growth and product localization are driving rapid user and advertiser expansion, especially in key non-U.S. markets.
Seeking Alpha Apr 14

Reddit: A Good Time To Buy The Sharp Dip (Rating Upgrade)

Summary Reddit's stock, down ~50% from its peak, is now a compelling buy, due to its strong user growth and diversified revenue streams. Beyond general market volatility, Reddit stock fell because it reported a decline in U.S. users in Q4, which was driven by a Google search algorithm changed. Management notes that this has happened periodically through Reddit's history, and that it has regained momentum in Q1. Investors should consider buying Reddit ahead of its May 1 earnings, where positive U.S. user trends could trigger a stock rebound. The stock is trading at a much more attractive 9.4x revenue multiple, only ~2 turns richer than Meta, despite a ~3x faster top-line growth rate expected for FY25. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Steve Huffman rispetto agli utili di Reddit?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$708m

Dec 31 2025US$3mUS$569k

US$530m

Sep 30 2025n/an/a

US$349m

Jun 30 2025n/an/a

US$216m

Mar 31 2025n/an/a

US$117m

Dec 31 2024US$3mUS$531k

-US$484m

Sep 30 2024n/an/a

-US$537m

Jun 30 2024n/an/a

-US$574m

Mar 31 2024n/an/a

-US$605m

Dec 31 2023US$193mUS$341k

-US$91m

Sep 30 2023n/an/a

-US$132m

Jun 30 2023n/an/a

-US$170m

Mar 31 2023n/an/a

-US$184m

Dec 31 2022US$332kUS$200k

-US$159m

Compensazione vs Mercato: La retribuzione totale di Steve ($USD 3.10M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).

Compensazione vs guadagni: La retribuzione di Steve è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Steve Huffman (40 yo)

21.3yrs
Mandato
US$3,101,009
Compensazione

Mr. Steven Ladd Huffman, also known as Steve, serves as Independent Director at Vy Global Growth since October 2020. Mr. Huffman co-founded Reddit, Inc. in 2005 and serves as its Chief Executive Officer, P...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Steven Huffman
Co-Founder21.3yrsUS$3.10m1.86%
$ 566.0m
Andrew Vollero
Chief Financial Officer5.2yrsUS$1.34m0.13%
$ 40.3m
Jennifer Wong
Chief Operating Officer8.1yrsUS$1.71m0.58%
$ 177.9m
Christopher Slowe
Senior Technical Fellow9yrsUS$3.85m0.10%
$ 30.6m
Benjamin Lee
Chief Legal Officer & Corporate Secretary6.7yrsUS$3.91m0.041%
$ 12.5m
Michelle Reynolds
Chief Accounting Officer5.3yrsNessun dato0.0089%
$ 2.7m
Jesse Rose
Head of Investor Relationsno dataNessun datoNessun dato
Adam Collins
Chief Communications Officerless than a yearNessun datoNessun dato
Jim Squires
Chief Marketing Officerless than a yearNessun datoNessun dato
Nellie Peshkov
Chief People Officerno dataNessun datoNessun dato
Maria Angelidou-Smith
Chief Product Officerless than a yearNessun datoNessun dato
5.3yrs
Durata media
46yo
Età media

Gestione esperta: Il team dirigenziale di RDDT è esperto e expertise (durata media dell'incarico 5.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Steven Huffman
Co-Founder10.8yrsUS$3.10m1.86%
$ 566.0m
Patricia Fili-Krushel
Independent Director4.3yrsUS$348.56k0.014%
$ 4.4m
Robert Sauerberg
Independent Vice Chairman14.1yrsUS$398.56k0.017%
$ 5.1m
Steven Newhouse
Independent Director2.2yrsUS$343.56k0.0047%
$ 1.4m
David Habiger
Independent Chairman3.5yrsUS$453.56k0.017%
$ 5.2m
Michael Seibel
Independent Director5.8yrsUS$336.06k0.00069%
$ 210.1k
Porter Gale
Independent Director7.1yrsUS$338.56k0.014%
$ 4.2m
Sarah Farrell
Independent Director2yrsUS$351.06k0.035%
$ 10.6m
5.1yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RDDT sono considerati esperti (durata media dell'incarico 5.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/17 20:46
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale 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 38 analisti. 31 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.

AnalistaIstituzione
Colin SebastianBaird
Mark ShmulikBernstein
Justin PostBofA Global Research