February 6, 2026
Finance

Reddit Inc. Sees Stock Uptick Following Robust Fourth-Quarter Results and Optimistic Guidance

Strong revenue growth and a new $1 billion share repurchase program underpin investor confidence amidst mixed technical indicators

Loading...
Loading quote...

Summary

Shares of Reddit Inc. (NASDAQ: RDDT) have risen notably on Friday following the company's release of robust fourth-quarter and full-year financial results. The platform achieved significant revenue growth, escalating net income and adjusted EBITDA, alongside expanding user engagement. Coupled with a substantial $1 billion stock buyback plan and positive forward revenue guidance surpassing analyst estimates, investor sentiment has been bolstered. Despite the encouraging fundamentals, technical analysis shows the stock remains in a short-term bearish trend with an oversold condition, hinting at mixed momentum currently.

Key Points

Reddit's Q4 2025 revenue surged 70% year-over-year to $726 million, with net income of $252 million and adjusted EBITDA at $327 million, reflecting solid profitability improvements.
User engagement increased 19% year-over-year, with Daily Active Uniques rising to 121.4 million, contributing to platform expansion.
A $1 billion share repurchase program was approved, allowing flexible buybacks without a specified end date, indicating management confidence.
Forward-looking guidance for Q1 2026 expects revenue of $595-$605 million and adjusted EBITDA between $210-$220 million, surpassing analyst estimates.

Reddit Inc. (NASDAQ: RDDT) experienced a rise in its stock price on Friday in reaction to its recently published financial outcomes for the fourth quarter and the entire fiscal year of 2025. The company’s impressive earnings report highlighted a continuation of positive trends in revenue generation, profitability, and user engagement, energizing investors and influencing trading dynamics.

Specific financial figures released for Q4 2025 revealed that Reddit's revenue surged by 70% compared with the same period the previous year, reaching $726 million. Alongside this top-line growth, net income attained $252 million, supported by an increase in adjusted EBITDA to $327 million — a metric often used to examine profitability excluding certain expenses. This improvement underscores Reddit’s ability to enhance earnings quality amid expansion.

From a user perspective, daily active unique users (DAUs) scaled 19% year-over-year to 121.4 million during the quarter, signalling robust platform engagement and continued growth momentum. For the complete year of 2025, total revenue hit $2.2 billion, marking a 69% increment driven predominantly by a 74% rise in advertising revenues, which constitute a substantial portion of the company’s income streams.

Reddit also generated healthy cash flow throughout the year, benefiting from margins near 45% in the last quarter, reflecting an efficient operational cost structure and a profitable scaling of its business model. Looking ahead to Q1 2026, Reddit projects revenue between $595 million and $605 million — comfortably above analyst expectations pegged at $577.17 million — with adjusted EBITDA forecasted at $210 million to $220 million. These guidance figures suggest ongoing positive business momentum extending into the new year.

Significantly, Reddit’s board sanctioned a $1 billion share repurchase program, applicable to its Class A common stock. The program lacks a fixed expiry and allows the company the flexibility to pause or terminate repurchases at its discretion. This move signals management’s confidence in Reddit’s valuation and future prospects while potentially supporting the stock price by reducing outstanding shares.

On a broader market basis, the day preceding the stock’s positive movement saw gains in major U.S. indices, with the Nasdaq and S&P 500 markets registering increases that uplifted risk appetite among investors. The technology sector specifically advanced by 1.86%, providing a supportive backdrop for Reddit’s stock appreciation.

However, technical indicators paint a more nuanced picture. The stock is trading below key momentum moving averages: 21.5% under its 20-day simple moving average and 26.1% beneath its 50-day counterpart. Such positioning typically denotes a bearish short-term trend. Over a twelve-month span, Reddit’s shares have declined roughly 30.23%, currently positioned closer to their annual low than their yearly high.

The Relative Strength Index (RSI) stands at 21.58, a reading generally interpreted as oversold, which might indicate the stock is primed for a potential rebound from recent lows. Contrarily, the Moving Average Convergence Divergence (MACD) indicator remains below its signal line, reflecting ongoing bearish pressure in momentum terms. This conflicting technical outlook suggests that while the stock experienced recent weakness, conditions may be emerging for some recovery, though near-term risks persist.

In terms of price levels, Reddit faces key resistance around $164.50 and critical support at approximately $138.00. These thresholds will be important in assessing the stock’s ability to sustain gains or withstand further declines.

Market participants are now focused on Reddit’s forthcoming earnings announcement scheduled for April 30, 2026. Analysts have set an earnings per share (EPS) estimate of 94 cents for the quarter, a substantial increase from 13 cents in the corresponding quarter last year. Revenue expectations are also elevated, forecasted at $667.23 million versus $392.36 million year-over-year. Despite these bullish projections, the stock is valued at a price-to-earnings (P/E) ratio of 57.7, indicative of a high premium valuation.

Analyst sentiment remains generally favorable with a consensus rating of Buy and an average price target of $253.36, suggesting approximately 54% upside from current levels. Recent individual analyst recommendations include Buy ratings and raised price targets from Needham to $300.00 and Guggenheim to $245.00, whereas Roth Capital maintains a Neutral rating with a price target of $215.00.

Valuation assessments through the Benzinga Edge scorecard reflect Reddit's classification as a "High-Flyer." Here, the Value score of 10.06 denotes the stock’s expensive valuation relative to market peers. Conversely, the Momentum score of 7.52 indicates underperformance compared to broader market trends, pointing to short-term challenges despite strong growth narratives.

Furthermore, Reddit holds considerable weight in several exchange-traded funds (ETFs), including Pacer US Large Cap Cash Cows Growth Leaders ETF (3.21%), Adaptive Alpha Opportunities ETF (3.51%), and Innovator Deepwater Frontier Tech ETF (5.17%). Consequently, any material inflows or outflows in these funds could influence Reddit’s stock through automatic transactions tied to fund rebalancing.

On Friday’s premarket session, Reddit shares advanced 9.24% to $165.00, reflecting investor enthusiasm following the disclosure of earnings and guidance. This positive price action aligns with the broader constructive sentiment in equity markets but occurs amid technical signs that warrant close monitoring.

Risks
  • The stock trades below key moving averages, suggesting a short-term bearish technical trend that may limit upward momentum.
  • Relative Strength Index indicates an oversold condition, but the MACD points to ongoing bearish pressure, creating mixed signals regarding the stock’s momentum.
  • High valuation metrics with a premium P/E ratio of 57.7x imply elevated expectations that may increase volatility or correction risk.
  • Significant holdings in several ETFs mean fund inflows or outflows could influence stock volatility independently of company fundamentals.
Disclosure
Education only / not financial advice
Search Articles
Category
Finance

Financial News

Ticker Sentiment
RDDT - positive
Related Articles
Jumia Technologies Shares Decline Following Q4 Financial Results

Jumia Technologies AG experienced a notable decrease in its share price after announcing fourth-quar...

Zillow Faces Stock Decline Following Quarterly Earnings That Marginally Beat Revenue Expectations

Zillow Group Inc recent quarterly results reflect steady revenue growth surpassing sector averages b...

Robinhood Reports Q4 Revenue Peak and Expands Market Contracts to 8.5 Billion

Robinhood Markets Inc. delivered a notable fourth-quarter performance with record revenue of $1.28 b...

SoFi Shares Slip Slightly Despite Strong Q4 Earnings and Bullish Outlook

SoFi Technologies Inc’s stock saw a minor decline Tuesday afternoon following a period of heighten...

FuboTV Shares Rebound Following Q1 2026 Financial Disclosure

FuboTV Inc. experienced a notable stock increase on Tuesday as investors responded to the company’...

Intel Shares Experience Downward Pressure Amid Supply Constraints in Chinese Market

Intel Corp.'s stock slipped on Tuesday, diverging from modest gains in major market indices. The dec...