u/Salt-Maize787

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.2/day
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90d 1
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No live winners yet
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RDDT long -3.7%
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RDDT ×1
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RDDT long 6 days ago
Win Rate 0% Long 1 Short 0
Win Rate
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Average Return -3.7% Long Return -3.7% Short Return -
Average Return
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RDDT Reddit, Inc. Reddit, Inc.
Long
Jun 15
$181.60
-3.7%
Reddit’s FY2026 net income projected at $1.02B; author strips out $100M AI deal and applies 30% tax to get $995M net income with 32.5% margins. Additional $450M in AI deals from Google, Anthropic, OpenAI (after 30% tax = $315M net) would boost total net income to $1.81B, supporting a 45x P/E → $83.2B market cap → $428 share price. The author believes Reddit’s scalable ad model and AI data-licensing revenue create a near-term triple-up opportunity. Growth slowing below 45%, AI deals not renewed at stated values, multiple compression if interest rates rise or earnings disappoint, margin erosion from higher content moderation/costs.
Reddit’s FY2026 net income projected at $1.02B; author strips out $100M AI deal and applies 30% tax to get $995M net income with 32.5% margins. Additional $450M in AI deals from Google, Anthropic, OpenAI (after 30% tax = $315M net) would boost total net income to $1.81B, supporting a 45x P/E → $83.2B market cap → $428 share price. The author believes Reddit’s scalable ad model and AI data-licensing revenue create a near-term triple-up opportunity. Growth slowing below 45%, AI deals not renewed at stated values, multiple compression if interest rates rise or earnings disappoint, margin erosion from higher content moderation/costs.
Consumer
REDDIT
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u/Salt-Maize787 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: RDDT.