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u/run_midnight 5.0 1 idea

Reddit r/wallstreetbets
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Theme: Stance:
Ticker Mentions Stance Conv Entry P&L YTD Theme Thesis (click to expand) Mentioned Src
RDDT ×3 LONG HIGH $152.96 Consumer Reddit's primary revenue (90%+) is from ads, growing 75% YoY in Q4 2025, with a forecasted 40%+ growth rate. Analysts project high profitability (40%+ EBITDA margins) and have price targets up to $320. The market is undervaluing RDDT's scalable ad business and the impact of its $1B share repurchase plan. Applying a 40% growth rate to net income and the buyback suggests significant upside. Strong ad growth, analyst confidence, and capital return via buybacks support a long position with the potential for the stock to double. Ad growth slows below 40%; AI data licensing revenue (a minor but highlighted segment) declines as predicted; high PE multiple (62) contracts if growth disappoints. Apr 23 REDDIT
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CONSUMER
1
Reddit's primary revenue (90%+) is from ads, growing 75% YoY in Q4 2025, with a forecasted 40%+ growth rate. Analysts project high profitability (40%+ EBITDA margins) and have price targets up to $320. The market is undervaluing RDDT's scalable ad business and the impact of its $1B share repurchase plan. Applying a 40% growth rate to net income and the buyback suggests significant upside. Strong ad growth, analyst confidence, and capital return via buybacks support a long position with the potential for the stock to double. Ad growth slows below 40%; AI data licensing revenue (a minor but highlighted segment) declines as predicted; high PE multiple (62) contracts if growth disappoints.
RDDT HIGH Apr 23, 02:00
Key Points
['75% YoY ad revenue growth', '$1B share buyback plan', '40%+ EBITDA margin target', 'PTs up to $320', 'High PE multiple (62)']
Reddit — r/wallstreetbets ⏲ medium-term / long-term Source ↗
April 23, 2026 at 02:00
Reddit r/wallstreetbets
Positions
TickerDirEntryP&LDate
RDDT LONG $152.96 Apr 23
u/run_midnight (Reddit r/wallstreetbets) | 1 trade ideas tracked | RDDT | Reddit | Buzzberg