Core Insights - Reddit (RDDT) is expected to report fourth-quarter 2025 results on February 5, 2026, with projected revenues between $655 million and $665 million, indicating a year-over-year growth of 53% to 55% [1][9] - The Zacks Consensus Estimate for revenues stands at $667.58 million, reflecting a year-over-year growth of 56.06% [2] - Earnings per share are estimated at 96 cents, showing a year-over-year growth of 166.67% despite a slight decline in the consensus over the past month [2] Revenue Growth Factors - Increased advertising sales and growing AI initiatives are expected to positively influence Reddit's fourth-quarter performance [3] - Innovations in ad products, automation, and tools like Reddit Insights are anticipated to enhance advertiser performance and attract more advertisers [3][9] - The integration of Reddit Answers into core search functionality is expected to boost ad revenues, with over 75 million weekly searches on Reddit in Q3 2025 [4] International Expansion - Reddit's international growth strategy includes machine translation in 30 languages and localized content frameworks, aimed at enhancing user engagement in markets like India, Brazil, Germany, and France [5] Competitive Landscape - Reddit faces stiff competition from companies like Snap, Meta Platforms, and Pinterest, all of which are expanding their advertising capabilities in the digital ad market [14] - Snap reported a 5% year-over-year increase in advertising revenues, while Meta's advertising revenues grew by 24.3% year-over-year [15][16] - Pinterest is expanding its advertising portfolio through acquisitions, such as the recent agreement to acquire tvScientific [18] Stock Performance and Valuation - RDDT shares have declined by 12.2% over the past six months, underperforming the Zacks Computer & Technology sector, which returned 14.6% [7] - The current valuation of RDDT is considered stretched, with a forward Price/Sales ratio of 10.81X compared to the industry average of 4.32X [11] Conclusion - Reddit's prospects are bolstered by an expanding advertising business and improved user experience, but challenges include a difficult macroeconomic environment, elevated tariffs, and intense competition [19]

Earning season is still rolling on and this is a busy week with a lot of hot names. Now, we are getting a couple of MAG Sevens, but I'm not going to cover those because I've covered them many times in Zack's uh Market Edge podcast and other places recently. So, go check them out there.But it's not the only thing happening this week. So, I brought five top names. They're in all different kinds of industries.These are ones that are going to be on everybody's radar. Let's see what they are. So, the first one i ...

Company Overview - Reddit, Inc. (NYSE:RDDT) operates an online platform that facilitates community engagement through shared interests, ideas, and content such as posts, images, and videos [2]. Market Sentiment - Jim Cramer highlighted Reddit in his recent game plan, noting its volatile price movements, which often change in 20-point increments based on market commentary [1]. - Cramer expressed concern over the stock's erratic behavior, suggesting it may be due to insufficient float, but he remains optimistic about Reddit's potential as a future winner [2]. Investment Perspective - While Reddit is recognized for its investment potential, there are opinions that certain AI stocks may offer greater upside potential with less downside risk [3].

Earnings season is kicking off in a big way. The S&P 500 ($SPX) recently cleared the 7,000 mark on AI-driven optimism and rate-cut hopes, and that momentum has traders hunting for the next breakout. However, the pullback has begun as President Trump's choice for Federal Reserve chair has injected fresh market volatility, refocusing investors on interest-rate-sensitive names and macro risks. Meanwhile, smaller social media plays, like Trump Media (DJT) and Joyy (JOYY), have seen surging volume as meme-sty ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - The communication services sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - iHeartMedia Inc (NASDAQ:IHRT) has an RSI of 29.6, with shares falling 5.8% to close at $3.39, and a 52-week low of $0.95 [3][6] - Reddit Inc (NYSE:RDDT) has an RSI of 28.8, with shares declining 8.1% to close at $196.30, and a 52-week low of $79.75 [4][6] - Charter Communications Inc (NASDAQ:CHTR) has an RSI of 27.8, with shares dropping 5.6% to close at $182.99, and a 52-week low of $182.54 [5][6]

Core Viewpoint - Reddit's stock (RDDT) is experiencing a significant decline, attributed to YouTube surpassing it as the primary data source for AI models, leading to concerns about Reddit's revenue growth in 2026 [1] Group 1: Impact of YouTube on Reddit - YouTube has overtaken Reddit as the main source for AI training data, negatively impacting Reddit's perceived value among investors [1] - The shift in AI model preferences from Reddit to YouTube is seen as a seismic change, devaluing Reddit's data which was previously considered a "goldmine" for AI firms [1] Group 2: Analyst Insights - Cleveland Research analyst Ross Walthall has indicated a slowdown in revenue growth for Reddit, shifting the narrative from "unlimited growth" to "moderating growth" for 2026 [1] - Walthall noted a decrease in new advertisers on Reddit, with larger US clients reducing their spending forecasts, which adds to the bearish sentiment around RDDT shares [1] Group 3: Stock Valuation Concerns - Despite a recent decline, Reddit's stock is still trading at approximately 57 times forward earnings, making it more expensive than leading AI companies like Nvidia, which has a forward P/E of about 42 [1] - The stock is currently trading slightly above its 100-day moving average at the $184 level, and a decisive break below this price could lead to further downward momentum [1]

Group 1 - Reddit Inc. is considered one of the best US stocks to buy and hold in 2026, with Deutsche Bank raising its price target to $285 from $255 while maintaining a Buy rating [1] - Morgan Stanley increased its price target for Reddit from $250 to $265, predicting that 2026 will reflect 2025's trends, favoring companies achieving significant ROIC through GenAI and GPU-enabled technologies [2] - Wells Fargo raised its price target for Reddit to $207 from $186, anticipating strong Q4 2025 performance and solid Q1 2026 guidance, driven by steady execution and a new onboarding process to boost logged-in DAUs [3] Group 2 - The digital community operated by Reddit Inc. is positioned to benefit from the growth of AI search and the renewal of major data licensing agreements in 2026 [3] - Despite the potential of Reddit as an investment, certain AI stocks are noted to offer greater upside potential and carry less downside risk [4]

Core Insights - NewBridge Asset Management's Q4 2025 letter indicates that equity markets maintained upward momentum due to resilient economic growth and solid corporate returns, with large-cap growth outperforming in this quarter [1] - The NewBridge Large Cap Growth Strategy generated positive returns but lagged behind the Russell 1000® Growth Index, with most portfolio companies exceeding quarterly expectations [1] - The contrasting performance of Uber Technologies, Inc. and Tesla, Inc. posed challenges for the portfolio, despite a generally favorable market environment [1] Company Highlights - Reddit, Inc. (NYSE:RDDT) was highlighted as a new addition to the NewBridge Large Cap Growth Equity Strategy, with shares trading between $79.75 and $282.95 over the past 52 weeks, and a market capitalization of $40.482 billion [2] - As of January 26, 2026, Reddit, Inc. stock closed at $213.63 per share, with a one-month return of -8.45% and a three-month return of 0.31% [2] - Reddit is recognized for its loyal user base and potential for advertising monetization, leveraging data for AI-related use cases, and recent successful partnerships with leaders in the AI sector [3]

A major Miami conference becomes the first known case of a social media company enforcing trademark control over a user-created community MIAMI, FLORIDA / ACCESS Newswire / January 26, 2026 / Jaime Rogozinski, the founder of WallStreetBets, announced today that the upcoming Miami conference has been renamed [REDACTED] Live following legal threats from Reddit, Inc. While thousands of crypto groups, Telegram channels, Discord servers, and financial influencers continue to monetize the "WallStreetBets" name da ...