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Reddit, Inc.NYSE:RDDT 주식 보고서

시가총액 US$32.3b
주가
US$176.00
US$232.05
24.2% 저평가 내재 할인율
1Y56.7%
7D24.2%
1D
포트폴리오 가치
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Reddit, Inc.

NYSE:RDDT 주식 리포트

시가총액: US$32.3b

Reddit (RDDT) 주식 개요

는 미국 및 전 세계에서 디지털 커뮤니티를 운영하고 있습니다. 자세히 보기

RDDT 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장6/6
과거 실적6/6
재무 건전성6/6
배당0/6

RDDT Community Fair Values

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See what 421 others think this stock is worth. Follow their fair value or set your own to get alerts.

Reddit, Inc. 경쟁사

가격 이력 및 성과

Reddit 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$176.00
52주 최고가US$282.95
52주 최저가US$106.34
베타1.85
1개월 변동19.12%
3개월 변동20.71%
1년 변동56.65%
3년 변동n/a
5년 변동n/a
IPO 이후 변동248.93%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
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

Recent updates

내러티브 업데이트 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.
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
새로운 내러티브 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.
내러티브 업데이트 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.
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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

주주 수익률

RDDTUS Interactive Media and ServicesUS 시장
7D24.2%0.5%1.5%
1Y56.7%65.2%28.6%

수익률 대 산업: RDDT은 지난 1년 동안 65.2%의 수익을 기록한 US Interactive Media and Services 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: RDDT은 지난 1년 동안 28.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is RDDT's price volatile compared to industry and market?
RDDT volatility
RDDT Average Weekly Movement9.1%
Interactive Media and Services Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

안정적인 주가: RDDT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: RDDT의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20052,555Steve Huffmanredditinc.com

는 미국과 전 세계에서 디지털 커뮤니티를 운영하고 있습니다. 이 회사의 플랫폼을 통해 사용자는 대화에 참여하고, 열정을 탐구하고, 새로운 취미를 연구하고, 상품과 서비스를 교환하고, 새로운 커뮤니티와 경험을 만들고, 웃음을 나누고, 소속감을 찾을 수 있습니다. 또한 특정 관심사를 기반으로 커뮤니티를 구성하여 사용자가 경험을 공유하고, 링크를 제출하고, 이미지와 동영상을 업로드하고, 서로 답글을 달면서 대화에 참여할 수 있도록 합니다.

Reddit, Inc. 기초 지표 요약

Reddit의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
RDDT 기초 통계
시가총액US$32.28b
순이익 (TTM)US$707.54m
매출 (TTM)US$2.47b
47.9x
주가수익비율(P/E)
13.7x
주가매출비율(P/S)

RDDT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
RDDT 손익계산서 (TTM)
매출US$2.47b
매출원가US$213.39m
총이익US$2.26b
기타 비용US$1.55b
순이익US$707.54m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)3.68
총이익률91.37%
순이익률28.60%
부채/자본 비율0%

RDDT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 17:18
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Reddit, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Colin SebastianBaird
Mark ShmulikBernstein
Justin PostBofA Global Research