Cannonball Research maintains Reddit stock Buy rating, $244 target

Published 30/05/2025, 15:38
Cannonball Research maintains Reddit stock Buy rating, $244 target

On Friday, Cannonball Research reaffirmed their positive stance on Reddit (NYSE: RDDT), maintaining a Buy rating and a $244.00 price target for the social media company’s shares, well above the current price of $110.60. The research firm’s analysts highlighted that the concerns regarding the possible effects of Google (NASDAQ:GOOGL)’s algorithm updates are overshadowing significant positive developments for Reddit. According to InvestingPro data, analyst targets for the $20.12 billion company range from $75 to $220, with a consensus recommendation leaning towards Buy.

The analysts at Cannonball Research believe that Reddit is in the early stages of its monetization cycle and expects the company to continue its strong execution. Supporting this view, InvestingPro data shows impressive revenue growth forecasts of 43% and industry-leading gross profit margins of 90.82%. They anticipate that Reddit’s revenue and Adjusted Ebitda growth, which they expect to be driven by effective monetization and execution, will be more significant in the long term than fluctuations in user growth. InvestingPro subscribers have access to 18 additional key insights and comprehensive valuation metrics for Reddit.

The report also shed light on Reddit’s newly introduced ecommerce feature, Dynamic Product Ads (DPA), which is expected to be a focal point for investors. Cannonball Research predicts that as DPA becomes more widely adopted throughout the fiscal year 2025, it will likely lead to positive data points. This adoption could result in upward revisions to earnings estimates and an expansion of the valuation multiples for Reddit’s stock.

According to Cannonball Research, the potential for Reddit’s stock is promising, and they expect that any positive changes in the company’s financial projections could lead to an increase in the stock’s value. The firm stands by its Buy rating, signaling confidence in Reddit’s growth trajectory and its ability to capitalize on its new ecommerce solution.

In other recent news, Reddit, Inc. is set to join the Russell indexes in June 2025, marking a significant milestone for the company. This inclusion is expected to enhance Reddit’s visibility among institutional investors. Meanwhile, BofA Securities maintained a Neutral rating on Reddit with a $130 price target, highlighting the launch of Dynamic Product Ads (DPA) as a potential driver for incremental revenue growth. The DPA feature aims to improve eCommerce advertising performance by using real-time data to target users effectively.

Additionally, Baird revised Reddit’s price target to $120 from $140, citing concerns over U.S. user growth, while noting more favorable international trends. The firm also mentioned potential challenges from Google’s new AI developments but acknowledged that Reddit’s data licensing agreement with Google could offer some protection. On another note, Redburn-Atlantic reiterated a Sell rating with a $75 price target, expressing concerns about the impact of Google’s AI advancements on Reddit’s user engagement and revenue growth.

In a different development, UBS maintained a Sell rating on PB Fintech (NSE:PBFI) Limited with a price target of INR1,640, following discussions with the company’s management. The management expressed confidence in achieving their profitability goals, driven by growth in new and renewal business segments. Despite these positive projections, the company anticipates lower margins in its Point of Sales Persons business.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.