Core Viewpoint - The social networking market is projected to experience significant growth, with Reddit (RDDT) and Bumble (BMBL) positioned to benefit from this trend, although BMBL shows greater upside potential due to stronger earnings growth and a cheaper valuation [2][15]. Group 1: Market Overview - The global social networking market size is expected to grow from $95.33 billion in 2025 to $209.82 billion by 2030, reflecting a CAGR of 17.09% [2]. - Both RDDT and BMBL are likely to capitalize on the rapid growth in the social networking sector [2]. Group 2: Reddit (RDDT) Analysis - RDDT's advertising revenue increased by 61% year over year, reaching $358.6 million in Q1 2025 [3]. - Weekly active users grew by 31% to 401 million, while daily active users also rose by 31% to 108 million, indicating increased engagement [3]. - The introduction of Reddit Answers, an AI-powered search tool, reached one million weekly users and expanded globally [4]. - Enhancements to Reddit Pro in May 2025 included streamlined profile setup and new tools for businesses to engage with communities [5]. - Despite these advancements, RDDT faces intense competition and a stretched valuation, which may hinder its market share in advertising [16]. Group 3: Bumble (BMBL) Analysis - BMBL is enhancing user experience through new features, AI-driven personalized matching, and growth in its Bumble BFF friendship platform [6][7]. - The Bumble BFF platform has over one million active users, particularly appealing to Gen Z and young professionals [8]. - BMBL is actively removing bots and low-quality profiles to foster a trusted community, which is crucial for sustainable growth [9]. Group 4: Financial Performance and Valuation - Year-to-date, RDDT and BMBL shares have declined by 34% and 30%, respectively, due to a challenging macroeconomic environment [10]. - RDDT shares are currently overvalued with a Value Score of F, while BMBL shares are trading at a cheaper valuation with a Value Score of A [12]. - The Zacks Consensus Estimate for RDDT's 2025 earnings is $1.21 per share, reflecting a 136.34% year-over-year increase, while BMBL's estimate is 86 cents per share, indicating a 118.66% increase [14]. Group 5: Conclusion - BMBL is positioned for long-term success with its focus on expanding its platform beyond dating, AI-driven personalization, and engagement with Gen Z [15]. - RDDT's growth is hindered by competition and valuation concerns, making BMBL a stronger investment choice [15][17].

Group 1 - Snap Inc (SNAP) and Pinterest Inc (PINS) are experiencing declines in stock prices, with SNAP down 0.7% to $8.69 and PINS down 0.9% to $32.27, following a downgrade of sector peer Reddit by Wells Fargo [1] - SNAP is facing its fourth drop in five sessions, currently down 19.2% year to date, and is near its six-year low of $7.08 [2] - PINS has shown better near-term performance, up 11% in 2025, but has struggled over the past year, contending with the 80-day moving average as a support level [2] Group 2 - Short interest has increased for both SNAP and PINS, with rises of 18.1% and 20.7% respectively, accounting for 8.2% and 5.5% of their available floats [3] - There is over two days' worth of pent-up buying power available for both stocks [3]

Group 1 - Reddit Inc's stock is under pressure, down 5% to $107.52 after Wells Fargo downgraded it to "equal weight" from "overweight" and reduced its price target from $168 to $115, citing potential permanent disruptions in search traffic due to Google's AI-integrated search [1] - Despite a 30.7% year-to-date deficit, 15 out of 23 analysts still rated Reddit as a "buy" or better, with an average 12-month price target of $160.36, indicating a 41.6% premium to the recent close and suggesting potential for downward revisions [2] - The stock has seen a significant downtrend, down 45.3% over the last three months, and is on track for a third consecutive daily loss, with the $100 level potentially serving as a short-term support [4] Group 2 - Options traders are experiencing a shift in sentiment, as Reddit's 10-day call/put volume ratio of 4.07 ranks in the 100th percentile of annual readings, indicating a rapid increase in call options [3] - The 20-day moving average has turned into resistance, complicating upward movement for the stock, with several trendlines positioned overhead [4]

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through a concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3] - Seeking FCF is associated with Michael Wiggins De Oliveira, indicating a collaborative approach in investment strategies [3]

Core Insights - Alexis Ohanian has acquired a 10% stake in Chelsea FC Women for 20 million pounds, marking a significant investment in women's sports [2][3] - The valuation of Chelsea FC Women is set at 200 million pounds, making it the most valuable women's team globally [3] - Ohanian's involvement includes a seat on the board, indicating a strategic role in the club's future [3] Company Overview - Chelsea FC Women has achieved notable success, winning six consecutive Women's Super League titles, highlighting its competitive strength in women's football [4] - Ohanian's investment reflects a growing trend in the sports industry, focusing on the potential for brand expansion within women's football [4] Industry Context - The investment by Ohanian is part of a broader movement towards increasing visibility and financial backing for women's sports, which has seen significant growth in recent years [3][4] - The valuation and investment in Chelsea FC Women underscore the increasing recognition of women's sports as a viable and lucrative market [3]

Core Viewpoint - The stock market, particularly the S&P 500, is generally efficient in pricing future economic expectations, but certain stocks may disconnect from broader market trends, presenting investment opportunities [1][2] Group 1: Cleveland-Cliffs Inc. (NYSE: CLF) - Cleveland-Cliffs stock is currently priced at $7.37, representing a 39% drop from its 52-week high, indicating that worst-case scenarios for the U.S. industrial sector may already be priced in [3][4] - Analysts project a 12-month price forecast of $15.49 for Cleveland-Cliffs, suggesting a potential upside of 110.29% from current levels, with a consensus indicating a moderate buy rating [3][5] - The stock's risk-to-reward ratio is favorable for bullish investors, with a consensus price target of $15.5 per share, indicating a significant rebound potential [5] Group 2: Wayfair Inc. (NYSE: W) - Wayfair's current stock price is $39.59, with a 12-month price forecast of $46.46, indicating a 17.36% upside potential [6][7] - The stock trades at 43% of its 52-week high, attracting capital as investors anticipate a rebound in the home furnishing market as real estate stabilizes [7][8] - Analysts from Mizuho have set a price target of $50 per share for Wayfair, suggesting a potential upside of 53% from current levels [10] Group 3: Reddit Inc. (NYSE: RDDT) - Reddit's stock is currently priced at $111.30, with a 12-month price forecast of $140.35, indicating a 26.10% upside potential [11] - The stock has fallen to 47% of its 52-week high, and recent quarterly earnings results suggest that the current price does not reflect the company's financial performance [11][12] - Institutional investors, such as the Vanguard Group, have increased their holdings in Reddit, showcasing confidence in its future, with Citigroup analysts maintaining a buy rating and a valuation of $158, indicating a 46% upside [13]

Core Viewpoint - Reddit Inc. has experienced a decline of -4.8% in share price over the past month, contrasting with the S&P 500's increase of +11.3% and the Internet - Software industry's gain of +18.2% [1] Earnings Estimates - Reddit Inc. is projected to report earnings of $0.19 per share for the current quarter, reflecting a year-over-year increase of +416.7% and a 30-day change of +27% in the Zacks Consensus Estimate [4] - For the current fiscal year, the consensus earnings estimate stands at $1.21, indicating a year-over-year change of +136.3% with a 30-day change of +3.5% [4] - The next fiscal year's consensus earnings estimate is $2.18, showing an increase of +80.3% from the previous year, although it has decreased by -2.7% over the past month [5] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $426.12 million, representing a year-over-year increase of +51.6% [10] - For the current fiscal year, the sales estimate is $1.85 billion, indicating a +42.1% change, while the next fiscal year's estimate of $2.38 billion reflects a +28.9% change [10] Last Reported Results and Surprise History - In the last reported quarter, Reddit Inc. achieved revenues of $392.36 million, a year-over-year increase of +61.5%, and an EPS of $0.13 compared to $0.29 a year ago [11] - The company surpassed the Zacks Consensus Estimate for revenues by +5.45% and for EPS by +550% [11] - Reddit Inc. has consistently beaten consensus EPS and revenue estimates in the last four quarters [12] Valuation - Reddit Inc. is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]

Reddit (NYSE: RDDT ) reported its Q1 FY25 earnings on May 1st after the market close, beating expectations across the board. The stock rallied about 18% right after the report as I was watching the ticker climb from $117 to $142.I am Sayra Quraishi, a dedicated stock analyst with over a decade of experience. My expertise in market trends and investment strategies in the financial industry. As a part-time investor, I apply my market knowledge to a diverse portfolio, focusing on sectors like technology, healt ...

After a blowout first-quarter report and surging ad revenue growth, one analyst upgraded Reddit RDDT, citing strong international momentum, rising logged-in users, and a high-intent commercial audience. What Happened: Seaport Global analyst Aaron Kessler upgraded Reddit from Neutral to Buy and a $165 price target on Monday.Also Read: Reddit’s Ad Strategy Is Clicking, Say Analysts—Strong Q1 Sets Stage For Profitable Growth in 2025Last week, Reddit reported: Quarterly revenue of $392.36 million. That’s up fro ...

Reddit, Inc. (Reddit) reported earnings for Q1 on May 1st after the market closed, and the company delivered blowout performance against both its own guidance and analyst consensus: Revenue was up a notable 61% YoY, while net income shifted into theExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of ...