Reddit (RDDT) shares have appreciated 25.7% in the past month compared with the broader Zacks Computer & Technology sector’s rise of 4%.RDDT shares have also outperformed the Zacks Internet Software industry and its peers, including Snap (SNAP) and Meta Platforms (META) , in the past month. While Snap and Meta Platforms shares have gained 8% and 9.1% in the past month, respectively, the industry returned 10%.The outperformance can be attributed to Reddit’s extensive content to enhance search and AI capabili ...

文章核心观点 - 社交媒体巨头Reddit的股票自3月IPO以来表现强劲，股价从IPO价格$34上涨至52周高点$180.74，涨幅达432%。公司用户增长和财务表现优异，但当前股价可能被高估，建议投资者观望[1][3][7][9][12] 用户增长 - Reddit的用户增长显著，第三季度每日活跃用户（DAUq）同比增长47%，达到创纪录的9720万[3] - 约一半用户位于美国，公司正通过人工智能翻译内容等方式扩大国际市场用户，第三季度美国以外用户同比增长44%[4] 财务表现 - Reddit的广告收入随用户增长而增加，第三季度营收达到34840万美元，同比增长68%，显示出加速增长趋势[7] - 公司预计第四季度营收在38500万至40000万美元之间，较2023年的24980万美元有所增长[8] - Reddit在第三季度实现了首次盈利，净利润达到2990万美元，而2023年同期为亏损740万美元[9] - 公司资产负债表强劲，第三季度末总资产为22亿美元，其中现金、现金等价物和可交易证券为17亿美元，总负债仅为19400万美元[10] 估值与投资建议 - Reddit的市销率（P/S ratio）远高于其他社交媒体公司，表明当前股价可能被高估[12] - 尽管公司未来前景看好，但短期内股价上涨过快，建议投资者将股票列入观察名单，等待价格回调后再做决定[13]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Pinterest. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Reddit (NYSE: RDDT ) entered a partnership with Google this year, which was a win-win situation for both. User numbers rose sharply, leading to growing revenues, and I believe chances are high that this will continue for several years to come. ThereMy focus is on a total return style with long and short positions (10-30% short positions). My main expertise is the current technological and geopolitical shift with the amazing investment opportunities they offer. Therefore, I always try to find stocks or whole ...

文章核心观点 - 华尔街分析师对Reddit Inc. (RDDT)的推荐评级为买入，但投资者不应仅依赖这些推荐来做出投资决策 - 经纪商推荐存在偏见，可能误导投资者，而Zacks Rank是一个更可靠的工具，用于预测股票价格走势 [2][5][7] 经纪商推荐评级 - Reddit Inc.的平均经纪商推荐评级(ABR)为2.00，评级范围为1到5（从强烈买入到强烈卖出），基于17家经纪商的实际推荐计算得出 - 在17个推荐中，9个是强烈买入，1个是买入，强烈买入和买入分别占所有推荐的52.9%和5.9% [2] 经纪商推荐趋势 - 经纪商推荐评级存在偏见，经纪商分析师倾向于给出更积极的评级，因为他们的利益与所覆盖的股票相关 - 研究表明，经纪商推荐在指导投资者选择最具潜力的股票方面几乎没有成功 [5] Zacks Rank与ABR的区别 - Zacks Rank和ABR虽然都使用1到5的评级系统，但它们是不同的衡量标准 - ABR完全基于经纪商推荐，通常以小数形式显示（如1.28），而Zacks Rank是一个量化模型，基于盈利预测修正，以整数形式显示（1到5） - Zacks Rank由盈利预测修正驱动，与短期股价变动有很强的相关性，而ABR可能不是最新的 [8][10][11] 投资建议 - Reddit Inc.的Zacks Rank为2（买入），基于当前年度的盈利预测修正增加了6.8%至-3.63美元 - 分析师对公司盈利前景的乐观态度，以及盈利预测的修正，可能是股票在短期内上涨的合法理由 - 因此，Reddit Inc.的买入评级可能对投资者有用 [12][13]

Reddit, the social media platform popular with tech and gaming enthusiasts, has overtaken X to become the UK's fifth most popular social platform, according to Ofcom. By June this year, it was the fastest growing platform of its kind in the UK and reached more than half of UK adults, according to the communication regulator's latest report into the nation's digital habits. Although Reddit operates as a forum, it is still a social media platform, filled with user generated content, chats and conversations be ...

文章核心观点 - Reddit正在加大力度吸引美国以外的用户，特别是印度和巴西等国家，以解锁新的广告机会 [2][3] 国际用户增长 - 其他平台有80%到90%的用户来自美国以外，而Reddit目前约有一半的用户是国际用户 [2] - Reddit计划通过人工智能翻译扩展其国际影响力，今年已推出自动翻译功能，预计到年底将有20到30种语言可用 [3][4] - Reddit在英国、菲律宾、印度和巴西等市场的用户增长最快 [5] - 印度市场增长迅速，拥有大量英语互联网用户，用户对板球和宝莱坞电影行业等话题非常感兴趣 [6] 广告机会 - 国际市场目前仅占Reddit收入的17%，尽管约50%的用户位于美国以外 [7] - Reddit首先尝试跨国广告，如欧洲品牌在美国广告，当在某个国家的互联网人口达到10%时，将有机会建立本地广告团队 [8] - 印度等快速增长的市场可以推动Reddit的广告收入增长 [6][7] 新搜索工具 - Reddit正在开发新的搜索工具，以改善用户在平台上的搜索体验 [9] - 公司将搜索功能视为帮助用户在平台上导航并找到类似话题或帖子的方式 [10] - 公司正在测试多种新功能，以改善用户的搜索体验 [11]

Steven Cohen's hedge fund, Point72, made a massive splash during the third quarter after buying over 2 million shares in Reddit.When it comes to investing in artificial intelligence (AI), there are no other stocks that garner more attention than the "Magnificent Seven." While each of those megacap tech giants presents a unique opportunity in the AI space, smart investors understand that there are other options.Steven Cohen of Point72 Asset Management made a pretty big statement during the third quarter, hav ...

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Pinterest. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe t ...

This social media underdog has a lot of growth potential.Reddit's (RDDT -7.18%) stock price has more than quadrupled since it went public eight months ago at $34 per share. The social media company dazzled investors with its rapid growth in users and revenue, and it turned firmly profitable in its latest quarter.But even after those massive gains, Reddit's market cap of $28 billion still makes it a tiny fish in the social media market compared to Meta Platforms (META -0.70%), which is worth $1.4 trillion. C ...