Reddit（RDDT）株式概要
Reddit, Inc.は、米国内外でデジタルコミュニティを運営している。 詳細
RDDT Community Fair Values
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Analyst Price Targets
Top Community Narratives
Reddit, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$144.64 |
| 52週高値 | US$282.95 |
| 52週安値 | US$99.14 |
| ベータ | 1.85 |
| 1ヶ月の変化 | -6.62% |
| 3ヶ月変化 | -3.36% |
| 1年変化 | 38.25% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | 186.76% |
最新ニュース
Seeking Alpha • May 26
Reddit: Meta Forum Fears Overextended, ARPU Growth Remains Underappreciated
Summary Reddit (RDDT) is rated a Strong Buy, with a $200 target price, reflecting a 42% upside driven by robust revenue growth and undervalued multiples. I see 2026 as an inflection year, with higher ad loads (Reddit Max), new ad formats (DPAs), and accelerating ARPU expansion outpacing Meta. Reddit’s moat lies in its authentic, anonymous, community-first ecosystem, which insulates it from Meta Forum threats and supports superior advertiser conversion efficiency. Risks include dependence on Google search, regulatory scrutiny, and data licensing uncertainties, but I expect logged-in user growth and data deals to drive incremental revenue. Read the full article on Seeking Alpha
新しいナラティブ • 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.Recent updates
Seeking Alpha • May 26
Reddit: Meta Forum Fears Overextended, ARPU Growth Remains Underappreciated
Summary Reddit (RDDT) is rated a Strong Buy, with a $200 target price, reflecting a 42% upside driven by robust revenue growth and undervalued multiples. I see 2026 as an inflection year, with higher ad loads (Reddit Max), new ad formats (DPAs), and accelerating ARPU expansion outpacing Meta. Reddit’s moat lies in its authentic, anonymous, community-first ecosystem, which insulates it from Meta Forum threats and supports superior advertiser conversion efficiency. Risks include dependence on Google search, regulatory scrutiny, and data licensing uncertainties, but I expect logged-in user growth and data deals to drive incremental revenue. Read the full article on Seeking Alpha新しいナラティブ • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...新しいナラティブ • 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株主還元
| RDDT | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | -6.6% | 0.6% | 2.5% |
| 1Y | 38.3% | 65.2% | 26.4% |
業界別リターン: RDDT過去 1 年間で65.2 % の収益を上げたUS Interactive Media and Services業界を下回りました。
リターン対市場: RDDT過去 1 年間で26.4 % の収益を上げたUS市場を上回りました。
価格変動
| RDDT volatility | |
|---|---|
| RDDT Average Weekly Movement | 8.7% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RDDT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RDDTの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 2,555 | Steve Huffman | redditinc.com |
Reddit, Inc.は、米国内外でデジタル・コミュニティを運営している。同社のプラットフォームは、ユーザーが会話に参加し、情熱を探求し、新しい趣味を研究し、商品やサービスを交換し、新しいコミュニティや経験を作り、笑いを共有し、所属を見つけることを可能にする。また、特定の興味に基づいたコミュニティを組織し、ユーザーが経験を共有したり、リンクを投稿したり、画像や動画をアップロードしたり、互いに返信したりすることで会話に参加できるようにしている。Reddit, Inc.は2005年に設立され、カリフォルニア州サンフランシスコに本社を置いている。
Reddit, Inc. 基礎のまとめ
| RDDT 基礎統計学 | |
|---|---|
| 時価総額 | US$27.27b |
| 収益（TTM） | US$707.54m |
| 売上高(TTM) | US$2.47b |
39.4x
PER（株価収益率11.3x
P/SレシオRDDT は割高か？
公正価値と評価分析を参照収益と収入
| RDDT 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.47b |
| 売上原価 | US$213.39m |
| 売上総利益 | US$2.26b |
| その他の費用 | US$1.55b |
| 収益 | US$707.54m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.68 |
| グロス・マージン | 91.37% |
| 純利益率 | 28.60% |
| 有利子負債／自己資本比率 | 0% |
RDDT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 15:23 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Reddit, Inc. 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38
| アナリスト | 機関 |
|---|---|
| Colin Sebastian | Baird |
| Mark Shmulik | Bernstein |
| Justin Post | BofA Global Research |