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Graded daily on value C, growth A, profitability A+, momentum D, revisions D-. Sector-relative, identical for every user.
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Key events, in time order
Post-earnings crash and PT cut, but some maintain Buy, widening bull-bear divergence.
Citing Google AI search reducing external traffic, Reddit moves to logged-in only
Q3 2026 营收同比增长 53% 至 $895 million，过去 12 个月营收突破 $3 billion。
SteelPeak Wealth opens $1.88M position; Seeking Alpha reiterates Strong Buy
CEO sold 17,308 shares; COO sold 60,000 shares in insider sales
High-profile commentator endorsement may boost retail attention
Bulls cite 25x fwd earnings, 60% growth, 28% margins; bears worry about AI disruption and profitability
Horizon Media reports Reddit's share of client ad spend up 20-25% per year
Analyst sees accelerating app downloads, web traffic, user growth in 3Q26
User growth and AI ad tools offset risks; bull and bear views coexist
Independent data shows Q3 revenue growth 62-63% vs consensus 49.5%
Stock down 31% from July high of $207, halved from last year's peak, technicals suggest further downside
CEO sells via 10b5-1 plan, echoing COO's recent sale, indicating ongoing insider cash-out
International revenue surge and user growth sharpen its global ad competitiveness
Platform intensifies crackdown on marketing slop, limiting suspected spam distribution in home feed
Analyst cites Reddit's unique subreddit-driven platform and targeted ad value as underpricing, presenting a buy opportunity
Court rules Anthropic bound by Reddit's User Agreement, bolstering content licensing position
Analyst sees app engagement supporting ARPU growth despite near-term DAUq and licensing risks
Ohanian criticizes industry's AI risk communication, urges focus on substantive risks over political scoring
Multiple independent reports of decline signal weak sentiment
Multiple independent traders and institutional views cite buying interest, signaling rising attention
Multiple sources confirm post-earnings rally, no new independent facts
Per SEC filing, CalSTRS increased its Reddit stake by 19,702.8% in the latest quarter, showing institutional confidence
At Goldman conference, CEO highlights user growth and search partnership value
Multiple sources confirm AI strategy accelerating ad monetization, 61% YoY revenue growth, strong cash flow
CEO sold at $148.02/share on Aug 31, reducing stake by 5%
Baird sees renewal risk priced in; non-renewal could have broader implications
Related — this ticker is not the subject
Q3 beat was overshadowed by a PC slowdown the chipmaker says will last through H1 2027; Washington's $8.9B stake at $20.47 is still in the money
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice