Morgan Stanley raises Reddit stock price target to $230 on user growth

Published 01/08/2025, 11:28
Morgan Stanley raises Reddit stock price target to $230 on user growth

Investing.com - Morgan Stanley (NYSE:MS) raised its price target on Reddit (NYSE:RDDT) to $230.00 from $170.00 on Friday, while maintaining an Overweight rating on the social media platform’s stock. According to InvestingPro data, the stock is currently trading above its Fair Value, with analyst targets ranging from $75 to $220.

The firm cited better-than-expected user metrics in the second quarter, with U.S. users remaining flat quarter-over-quarter, outperforming Morgan Stanley’s projection of a 2 million user decline and buy-side expectations of a 1-2 million decrease. This user retention has contributed to Reddit’s impressive 64% year-over-year revenue growth and 90.8% gross profit margin.

Reddit reported an increase in Daily Active Users (DAUs) both in the U.S. and internationally during July, with the June exit rate exceeding the second-quarter average of 110.4 million users. Morgan Stanley now forecasts 115.5 million users in the third quarter, representing a sequential increase of 5 million. InvestingPro subscribers can access 18 additional key insights about Reddit’s growth trajectory and financial health metrics.

The company is implementing multiple initiatives to drive user growth, including more seamless onboarding, improved search functionality with the expansion of Reddit Answers, and enhanced machine translation now available in 23 languages across Asia, Europe, and Latin America.

Reddit is supporting these product improvements with a comprehensive paid marketing strategy designed to increase user awareness and consideration, as the company focuses on building sustainable growth in international markets.

In other recent news, Reddit Inc. reported impressive financial results for the second quarter of 2025, significantly surpassing analysts’ expectations. The company achieved earnings per share of $0.45, exceeding the forecasted $0.19, and reported revenue of $500 million, driven by robust advertising growth. Citizens JMP responded by raising its price target for Reddit to $225, highlighting that both revenue and EBITDA exceeded the high end of guidance by 16% and 28%, respectively. Additionally, advertising revenue growth accelerated by 84% year-over-year during the quarter. Goldman Sachs also increased its price target to $212, noting that Reddit’s Q2 results and Q3 guidance exceeded market expectations, with a focus on growing logged-in users. BofA Securities raised its price target to $180, citing strong execution and an increase in advertiser adoption by 50%. These developments reflect a positive outlook from analysts, who maintain various ratings on the stock.

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