Reddit, Inc.(RDDT)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #59 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RDDT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Reddit, Inc. (RDDT), a Technology sector company. 13F Pro's AI-powered ranking engine scores RDDT at 79.3/100 on a 32-signal composite quality model, placing it at rank #59 of 2,879 stocks — the top 5% of the AI-ranked universe. RDDT scores in the top quartile across earnings quality (99.2), revenue growth (96.0), balance sheet strength (93.1). Areas of concern include institutional flow (13.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Reddit, Inc. reports quarterly revenue of $663.4M, net income of $204.0M, free cash flow of $311.2M. Top institutional holders of RDDT by reported 13-F value include ALLIANCEBERNSTEIN L.P., BlackRock,, BAILLIE GIFFORD & CO, based on the most recent SEC filings. RDDT trades on the NYSE exchange and files with the SEC under CIK 1713445. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RDDT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Reddit, Inc. directly from SEC EDGAR. Reddit, Inc.'s 13F Pro composite quality score has ranged between 8 and 90 since 2025, currently 79.3 — an improving long-term trajectory across 40 quarterly and live scoring snapshots.
What's Driving RDDT's Business? Latest 10-Q Breakdown
AI-extracted from Reddit, Inc.'s 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Reddit's Q1 2026 revenue surged 69% YoY to $663.4M, driven by 32% growth in ad impressions and 32% increase in ad pricing, while DAUq grew 17% YoY to 126.8M and ARPU jumped 44% YoY to $5.23.
Biggest Revenue Drivers
Total revenue: $663.4M+69% YoY
Increase in impressions delivered (~32% growth) and increase in pricing (~32% growth) driven by higher advertiser demand and performance.
Comprised primarily of content licensing and other sources.
Largest Expense Items
Increased hosting usage to support product enhancements and user growth, partially offset by lower hosting prices.
Increase in user and brand marketing expenses and employee-related costs driven by increased headcount.
Increase driven primarily by higher hosting costs associated with internal R&D activities.
Watch Items from the Filing
- Top ten advertisers represent 21% of FY2025 revenue; concentration risk in advertising business.
- UK ICO issued GBP £14.5M penalty notice in February 2026 under UK GDPR for alleged child data protection violations; Reddit is appealing.
- Securities class action lawsuit filed in June 2025 alleging false statements about Google Search and AI Overviews impact; outcome remains uncertain.
- Designated as a Very Large Online Platform (VLOP) in February 2026, triggering additional EU DSA compliance obligations with substantial costs and content moderation requirements.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$663.4M
Net Income
Q1 2026
$204.0M
Free Cash Flow
Q1 2026
$311.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+173.9% YoYNet Income
+683.2% YoYOperating Income
+415.3% YoYEPS (Diluted)
+270.1% YoYTotal Assets
+102.9% YoYOp. Cash Flow
+1019.8% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|
| Revenue | $2.20B +173.9% | $804.0M +20.6% | $666.7M | — |
| Net Income | $529.7M +683.2% | $-90.8M +42.7% | $-158.6M | — |
| Operating Income | $442.0M +415.3% | $-140.2M +18.6% | $-172.2M | — |
| EPS (Diluted) | $2.62 +270.1% | $-1.54 +44.4% | $-2.77 | — |
| Total Assets | $3.24B +102.9% | $1.60B | — | — |
| Operating Cash Flow | $690.9M +1019.8% | $-75.1M +20.1% | $-94.0M | — |
AI Insight: RDDT Ratio Trends
Reddit swung from unprofitable in mid-2024 to 28% operating margins and 23% ROIC by Q1 2026, driven by accelerating monetization.
• Operating margin exploded from -11.0% in Q2 2024 to 31.9% in Q4 2025, settling at 27.6% in Q1 2026.
• Net profit margin surged from -3.6% in Q2 2024 to 34.7% in Q4 2025, demonstrating strong bottom-line leverage.
• ROIC climbed from -6.6% in Q2 2024 to 31.7% in Q4 2025, then 23.0% in Q1 2026—sustained above 20%.
⚠ Q1 2026 margins pulled back from Q4 2025 peaks (OpMargin: 31.9% → 27.6%; NPM: 34.7% → 30.8%)—monitor if seasonal or structural.
⚠ Q1 2025 and prior quarters show sharp volatility; confirm margin sustainability amid competitive and regulatory headwinds.
Get alerted when RDDT's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Reddit, Inc. including:
Top Institutional Holders of RDDT
ALLIANCEBERNSTEIN L.P.
$1.1B4,871,993 shBlackRock, Inc.
$1.0B7,662,524 shBAILLIE GIFFORD & CO
$984.2M7,309,109 shVANGUARD PORTFOLIO MANAGEMENT LLC
$906.6M6,733,225 shVANGUARD CAPITAL MANAGEMENT LLC
$794.1M5,897,244 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$690.0M5,124,100 shCITADEL ADVISORS LLC
$605.5M4,496,500 shCapital World Investors
$595.5M4,422,613 shGOLDMAN SACHS GROUP INC
$442.1M3,283,106 shFMR LLC
$392.7M2,916,460 sh
| Fund | Value | Shares |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $1.1B | 4,871,993 |
| BlackRock, Inc. | $1.0B | 7,662,524 |
| BAILLIE GIFFORD & CO | $984.2M | 7,309,109 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $906.6M | 6,733,225 |
| VANGUARD CAPITAL MANAGEMENT LLC | $794.1M | 5,897,244 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $690.0M | 5,124,100 |
| CITADEL ADVISORS LLC | $605.5M | 4,496,500 |
| Capital World Investors | $595.5M | 4,422,613 |
| GOLDMAN SACHS GROUP INC | $442.1M | 3,283,106 |
| FMR LLC | $392.7M | 2,916,460 |
More Technology Companies
View all Technology →Put RDDT on your watchlist
Track score changes the day Reddit, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is RDDT a good stock to buy?
13F Pro's AI-powered analysis of Reddit, Inc. (RDDT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RDDT are available on the RDDT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own RDDT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RDDT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Reddit, Inc.'s investment landscape.