Citi maintains Buy rating on Reddit stock ahead of Q2 earnings

Published 22/07/2025, 10:48
Citi maintains Buy rating on Reddit stock ahead of Q2 earnings

Investing.com - Citi has reiterated its Buy rating and $163.00 price target on Reddit (NYSE:RDDT), currently trading at $146.29, ahead of the company’s second-quarter earnings release scheduled for Thursday, July 31. According to InvestingPro data, analyst targets range from $75 to $220, reflecting mixed views on the stock’s valuation.

The investment bank expects Reddit’s Q2 2025 results to exceed consensus expectations across most metrics, based on advertiser checks conducted by the firm. The company has demonstrated strong fundamentals with impressive 64% revenue growth and 90.8% gross margins in the last twelve months.Get access to Reddit’s comprehensive financial analysis and 17+ additional ProTips with InvestingPro, helping you make data-driven investment decisions.

Citi identified daily active user (DAU) trends as a key focus area for investors, particularly following several Google (NASDAQ:GOOGL) algorithm changes, and noted that third-party data suggests traffic growth has stabilized in July.

The firm highlighted five key areas it’s monitoring at Reddit, along with expectations for core metrics including daily active users, revenue, and adjusted EBITDA, plus guidance ranges for the third quarter of 2025.

Citi maintains its positive outlook on Reddit, stating the company "remains in early days on its product and monetization journey" with newer products launching, while describing its data corpus as "a core strategic asset."

In other recent news, Reddit has seen a series of developments that may interest investors. Wells Fargo (NYSE:WFC) has raised its price target for Reddit to $118, citing stabilizing advertising trends and increased revenue estimates. The firm now projects Q2 2025 revenue to reach $427 million, aligning with the high end of Reddit’s guidance. Meanwhile, Citizens JMP and JMP Securities both reiterated a Market Outperform rating with a $180 price target, noting Reddit’s stabilized user growth and visibility gains in Google search. Despite a slowdown in user engagement growth, JMP highlighted an increase in global and U.S. website visits, suggesting positive momentum. Baird has also raised its price target to $151, pointing to improved site traffic and strong non-U.S. user activity. Additionally, Reddit has launched AI-powered ad tools to enhance brand engagement, introducing features like "Reddit Insights" and "Conversation Summary Add-ons" to help marketers utilize user discussions more effectively. These recent developments reflect Reddit’s ongoing efforts to leverage AI and stabilize its advertising and user engagement metrics.

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

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