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X @Bloomberg
Bloomberg· 2026-02-05 21:12
Shares of Reddit rise after the company projected current-quarter sales that surpassed Wall Street’s expectations https://t.co/AW3KJYzU1a ...
Reddit(RDDT) - 2025 Q4 - Annual Results
2026-02-05 21:10
Exhibit 99.1 Reddit Reports Fourth Quarter and Full Year 2025 Results; Announces $1 Billion Share Repurchase Program Daily Active Uniques ("DAUq") increased 19% year-over-year to 121.4 million Q4 Revenue grew 70% year-over-year to $726 million. 2025 Revenue grew 69% to $2.2 billion Q4 Net Income $252 million, 35% of revenue. 2025 Net Income $530 million, 24% of revenue Q4 Adj. EBITDA $327 million, 45% of revenue. 2025 Adj. EBITDA $845 million, 38% of revenue 1 1 Reddit's Board of Directors authorized repurc ...
Reddit forecasts revenue above estimates as AI fuels ad sales
Reuters· 2026-02-05 21:10
Core Insights - Reddit forecasts first-quarter revenue exceeding Wall Street estimates, driven by enhancements to its ad platform powered by artificial intelligence [1] Group 1: Financial Performance - The company anticipates first-quarter revenue to surpass analyst expectations, indicating strong demand for its advertising services [1] - The integration of AI technology into the ad platform is expected to attract more marketers, contributing to revenue growth [1] Group 2: Market Position - The enhancements to the ad platform position Reddit favorably in the competitive social media landscape, potentially increasing its market share among advertisers [1]
Reddit just released its fourth-quarter earnings that beat on top and bottom lines
CNBC· 2026-02-05 21:06
Core Insights - Reddit shares increased by 6% in after-hours trading following the release of fourth-quarter earnings that exceeded expectations on both revenue and earnings, along with strong guidance for early 2026 [1] Financial Performance - Fourth-quarter revenue rose 70% year-over-year to $726 million, surpassing analyst expectations of $665 million [8][2] - Net income for the fourth quarter was $252 million, reflecting a nearly 255% increase compared to the previous year [2] - Earnings per share were reported at $1.24, exceeding the expected 94 cents [8] Future Guidance - The company anticipates first-quarter sales to be between $595 million and $605 million, above Wall Street's expectation of $577 million [1] - Adjusted earnings for the first quarter are projected to be between $210 million and $220 million, ahead of estimates of $203 million [1] User Metrics - Global daily active uniques (DAUq) grew 19% year-over-year to 121.4 million, exceeding the expected 120 million [2] - U.S. DAUq increased by 9% year-over-year to 52.5 million, slightly above the projected 52.3 million [3] - Logged-in U.S. DAUq rose 5% year-over-year to 23 million, although this growth rate has slowed compared to the previous quarter [4] Strategic Initiatives - Reddit announced a $1 billion share repurchase program [2] - The CEO indicated plans to phase out the reporting of logged-in and logged-out user metrics later this year, as the distinction between these user types has become less relevant [6][7]
Reddit Oversold Into Earnings & Options Activity for RDDT
Youtube· 2026-02-05 21:00
Company Overview - Reddit is set to report earnings with estimates of 96 cents for EPS on revenue of approximately $667.48 million [1] - The stock has experienced a significant decline, down over 30% in 2026 [1][3] Market Performance - Reddit has underperformed compared to the broader market, with the communication sector and S&P both up around 12-13% over the past year [3] - The company's revenue primarily comes from advertising, and recent earnings from Meta indicate a favorable environment for ad spending [3] Technical Analysis - Key price levels to watch include 150 and 178, which are identified as support and resistance points respectively [6][8] - The stock has crossed below its 251-day exponential moving average, currently near 183, indicating a bearish trend [9] - The RSI is at a low of 21.6%, suggesting the stock is oversold [9] Options Activity - There has been a slight increase in options activity, with a 1.73% sizzle relative to the 5-day options volume [11] - The expected move for February 20th is approximately ±19.5%, indicating a significant potential price movement [11] - A notable trade involved selling 500 puts at a 150 strike for a $12 credit, suggesting a possible opening position [12]
Reddit Stock Extends Pullback Ahead of Earnings
Schaeffers Investment Research· 2026-02-04 20:19
Social media stock Reddit Inc (NYSE:RDDT) is plummeting today, down 6.8% at $154.07 at last glance and trading at its lowest levels since July, after reports that CEO Steve Huffman sold $3.3 million in shares. The equity was already mired in an extended pullback before today, now pacing for its eighth-straight loss ahead of the company's fourth-quarter earnings report, due out after the close tomorrow, Feb. 5. Per Zacks Investment Research, Wall Street analysts anticipate profits of 96 cents per share on re ...
X @Santiment
Santiment· 2026-02-03 22:46
🧐 Keep tabs on how X, Reddit, Telegram, 4Chan, Farcaster, & Bitcointalk are making price predictions on this handy @santimentfeed chart, any time: https://t.co/jhnLML6CNe ...
Should You Buy, Sell, or Hold Reddit Stock Before Q4 Earnings Release?
ZACKS· 2026-02-03 16:21
Core Insights - Reddit (RDDT) is expected to report fourth-quarter 2025 results on February 5, 2026, with projected revenues between $655 million and $665 million, indicating a year-over-year growth of 53% to 55% [1][9] - The Zacks Consensus Estimate for revenues stands at $667.58 million, reflecting a year-over-year growth of 56.06% [2] - Earnings per share are estimated at 96 cents, showing a year-over-year growth of 166.67% despite a slight decline in the consensus over the past month [2] Revenue Growth Factors - Increased advertising sales and growing AI initiatives are expected to positively influence Reddit's fourth-quarter performance [3] - Innovations in ad products, automation, and tools like Reddit Insights are anticipated to enhance advertiser performance and attract more advertisers [3][9] - The integration of Reddit Answers into core search functionality is expected to boost ad revenues, with over 75 million weekly searches on Reddit in Q3 2025 [4] International Expansion - Reddit's international growth strategy includes machine translation in 30 languages and localized content frameworks, aimed at enhancing user engagement in markets like India, Brazil, Germany, and France [5] Competitive Landscape - Reddit faces stiff competition from companies like Snap, Meta Platforms, and Pinterest, all of which are expanding their advertising capabilities in the digital ad market [14] - Snap reported a 5% year-over-year increase in advertising revenues, while Meta's advertising revenues grew by 24.3% year-over-year [15][16] - Pinterest is expanding its advertising portfolio through acquisitions, such as the recent agreement to acquire tvScientific [18] Stock Performance and Valuation - RDDT shares have declined by 12.2% over the past six months, underperforming the Zacks Computer & Technology sector, which returned 14.6% [7] - The current valuation of RDDT is considered stretched, with a forward Price/Sales ratio of 10.81X compared to the industry average of 4.32X [11] Conclusion - Reddit's prospects are bolstered by an expanding advertising business and improved user experience, but challenges include a difficult macroeconomic environment, elevated tariffs, and intense competition [19]
This Week’s 5 Must-See Earnings Charts
Earning season is still rolling on and this is a busy week with a lot of hot names. Now, we are getting a couple of MAG Sevens, but I'm not going to cover those because I've covered them many times in Zack's uh Market Edge podcast and other places recently. So, go check them out there.But it's not the only thing happening this week. So, I brought five top names. They're in all different kinds of industries.These are ones that are going to be on everybody's radar. Let's see what they are. So, the first one i ...
Jim Cramer on Reddit: “I Bet It’s Up This Time”
Yahoo Finance· 2026-02-03 12:24
Company Overview - Reddit, Inc. (NYSE:RDDT) operates an online platform that facilitates community engagement through shared interests, ideas, and content such as posts, images, and videos [2]. Market Sentiment - Jim Cramer highlighted Reddit in his recent game plan, noting its volatile price movements, which often change in 20-point increments based on market commentary [1]. - Cramer expressed concern over the stock's erratic behavior, suggesting it may be due to insufficient float, but he remains optimistic about Reddit's potential as a future winner [2]. Investment Perspective - While Reddit is recognized for its investment potential, there are opinions that certain AI stocks may offer greater upside potential with less downside risk [3].