Reddit 過去の業績
過去 基準チェック /66
Redditは、平均年間46.6%の収益成長を遂げていますが、 Interactive Media and Services業界の収益は、年間 成長しています。収益は、平均年間22.8% 38.1%収益成長率で 成長しています。 Redditの自己資本利益率は26.5%であり、純利益率は31.3%です。
主要情報
46.59%
収益成長率
38.22%
EPS成長率
| Interactive Media and Services 業界の成長 | 6.15% |
| 収益成長率 | 38.12% |
| 株主資本利益率 | 26.51% |
| ネット・マージン | 31.35% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
分析記事 • 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...
ナラティブ更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.Seeking Alpha • Aug 01
Reddit: Secretly An AI Company
Summary Reddit experienced a sharp post-earnings selloff, but I view the current valuation as an attractive accumulation opportunity for patient investors. RDDT’s Q2 2026 earnings were strong, with 61% year-over-year revenue growth, robust user metrics, and free cash flow up 135%. RDDT’s unique position as a key data source for LLMs is underappreciated, with multifaceted licensing relationships and growing 'Other Revenue' from AI partnerships. Risks include AI search impact on traffic, user retention challenges, and uncertainty around Google licensing renewal, but I rate RDDT a strong buy given upside potential. Read the full article on Seeking Alpha
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.
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.ナラティブ更新 • 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.収支内訳
収支内訳
Reddit の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 2,779 | 871 | 909 | 814 |
| 31 Mar 26 | 2,474 | 708 | 827 | 780 |
| 31 Dec 25 | 2,203 | 530 | 764 | 759 |
| 30 Sep 25 | 1,905 | 349 | 679 | 745 |
| 30 Jun 25 | 1,668 | 216 | 622 | 716 |
| 31 Mar 25 | 1,450 | 117 | 575 | 664 |
| 31 Dec 24 | 1,300 | -484 | 784 | 912 |
| 30 Sep 24 | 1,122 | -537 | 740 | 841 |
| 30 Jun 24 | 981 | -574 | 697 | 787 |
| 31 Mar 24 | 883 | -605 | 656 | 756 |
| 31 Dec 23 | 804 | -91 | 394 | 438 |
| 30 Sep 23 | 755 | -132 | 384 | 433 |
| 30 Jun 23 | 719 | -170 | 394 | 420 |
| 31 Mar 23 | 684 | -184 | 386 | 396 |
| 31 Dec 22 | 667 | -159 | 369 | 365 |
| 30 Sep 22 | 643 | -130 | 352 | 327 |
| 30 Jun 22 | 593 | -92 | 303 | 287 |
| 31 Mar 22 | 552 | -107 | 287 | 290 |
| 31 Dec 21 | 485 | -128 | 283 | 257 |
| 30 Sep 21 | 401 | -121 | 237 | 221 |
| 31 Dec 20 | 229 | -59 | 119 | 118 |
質の高い収益: RDDTは 高品質の収益 を持っています。
利益率の向上: RDDTの現在の純利益率 (31.3%)は、昨年(13%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: RDDT過去 5 年間で収益を上げており、収益は年間46.6%増加しています。
成長の加速: RDDTの過去 1 年間の収益成長率 ( 302.6% ) は、5 年間の平均 ( 年間46.6%を上回っています。
収益対業界: RDDTの過去 1 年間の収益成長率 ( 302.6% ) はInteractive Media and Services業界-2.2%を上回りました。
株主資本利益率
高いROE: RDDTの 自己資本利益率 ( 26.5% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/10 15:47 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 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 |
|
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| 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 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 33 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 |