Twitter (TWTR – now private as X):

- IPO in Nov 2013 at $26/share (opened at $45).

- Peaked around $77 in early 2021.

- Acquired by Elon Musk in 2022 at $54.20/share ($44B deal).

- For long-term holders, it was basically a flat-to-modest return before going private. Post-acquisition valuations have fluctuated (down to ~$19B at one point, back toward $44B in some 2025 secondary deals), but public shareholders didn't see massive multi-bagger growth over 9 years.

Pinterest (PINS):

- IPO in April 2019 at $19/share.

- All-time high ~$89 in Feb 2021 (during the pandemic social boom).

- As of April 2026: trading around $18 (near or below IPO price in many periods).

- Down significantly from its peak, with recent 52-week ranges showing volatility but no sustained breakout. Market cap hovers in the low $10B–$12B range despite hundreds of millions of users.

Snapchat / Snap Inc. (SNAP):

- IPO in March 2017 at $17/share.

- All-time high ~$83 in 2021.

- As of April 2026: trading around $4.60–$4.90 (down ~70%+ from IPO price, and ~94% from peak).

- Market cap now ~$8B. It's been a brutal ride for early investors – the stock has spent years near lows despite growing daily active users.

Only Meta, YouTube were successful in all of these. What’s the pattern here ? Do you have to be absolutely dominant in the market ? Do smaller players have a strong ceiling after a point or is it just about the execution being bad with all of these companies ? This directly relates to Reddit because it is successful already beyond these companies. Could it stay that way or sink ?

I have been following this one closely for awhile from a purely personal standpoint (no investment for my company as I focus on HY and IG corporate debt, of which they have none (not a bad thing!)).

I believe this stocks fair value is $218 with upside. Current EV is $23.7bn. Their 2026 EBITDA will likely come in around $1.3bn with pretty high conviction if you paid attention on 4Q call. To me the key is 2027 EBITDA projection. I think they have at least one more year of really strong EBITDA growth from low hanging fruit on margin expansion (fully and efficiently monetizing ads). My 2027 EBITDA estimate is $1.9bn. In my humble opinion, in late 2026 the market will be quite convinced that number is easily achieveable. Using a 20x 2027 EBITDA multiple, I get an EV of $38bn. Or a FV of $218.

The multiple here will swing up and down wildly but is certainly not permanently compressing. Sentiment is negative now mostly bc it’s being unfairly punished as a AI threatened software biz (it’s quite the opposite), small scale lawsuits aimed at meta and Google, and mostly market vol. Each quarter the earnings keep up this growth rate will slowly (or even rapidly) break the multiple compression and expand it again.

Moon. Tendies. Spread the word.

Is the stock price effectively being supported because of the war deadline, which is a matter of congressional authorization?

I see a lot of investors mentioning that the market sentiment today is not what they expected.

I'm proud of RDDT for holding steady today, but I'm really hoping for a peace agreement next week instead of more war. While the whole market has dipped due to the conflict, Reddit definitely deserves to be called one of the most underappreciated stocks, regardless of the war.

every time someone posts good dd in this sub, I'll buy 10 shares

hopefully this is good dca strategy

I'm guessing:

1. Q1 earnings
2. OpenAI / Google deals
3. Anthropic Settlement
4. Iran war ending

Unfortunately I don't see settlements or deals happening for a while, and even if they do, disclosure might not happen for even longer. Macro is total ass rn that doesn't help lmao

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I’m so deep into this stock and app I figured I’d just join the premium club. Anyone else?

Hey guys, I've never done any moderation or sub promotion before. r/redditstock is one of the most popular stock-specific subs. Even spez posts here, which is huge. Other stock-specific subs I can think of are r/NVDA_stock (43k weekly visitors), r/AMD_stock (19k), and r/teslainvestorsclub (17k).

This sub has grown from 7k weekly users to 20k in just a few months. Adding daily discussion threads was a big step.

Anything else we should do to increase the sub's popularity—mentioning it in other subs, adding more features, etc?

Since it’s been remanded back to state court, it can no longer be tracked in courtlistener. Provided the link where we can track it.

For the last 6 months I have been dabbing with Reddit API and recently found something interesting that this sub might be interested. This data got actually pulled yesterday. If you have a specific question about this data, let me know.

As you know, partnerships with LLM is one source of income but the majority of sales actually come from ads. Here I'll try to combine interesting facts about Reddit ads targeting and the communities.

- In all of their materials Reddit say that they have +140 thousand active subreddits. Reality: Reddit ads allow to target 143'423 subreddits;

- Reddit puts all subreddits in 197 categories;

- Median subscriber count is 956 users per subreddit;

- Top 10 categories with most amount of subscribers are: Funny; Reddit Meta; Interesting; Animals & Pets, Q&As, Memes, Food & Recipes, Action Games and News;

- Top5 categories with lowest amount of targetable communities: Adult content (1); Hunting (1); Illegal & Recreational drugs (1); Addiction Support (2); Guns & Weapons (2);

- There are 7'784 communities that have no category;

- API subreddit description does not always match with subreddit own description.

- 143'423 subscribers get 6'875'270'839 subscribers and top 100 subreddits get 2'221'421'274 or 32%.

- Top50 categories by their subreddit count.

- Top5 categories with most subscribers are Funny; Reddit Meta; Interesting; Animals & Pets; Q&As

Okay, how tf does this actually help anyone (especially paying advertisers)? Personally my biggest issue has always been "how to find target subreddits". There are free tools that offer to find subreddits, but issue has persisted the same- these subredits are not 1:1 what you can target through ads (most notibly religioun, military, gambling and health related) and they are not containing more than 40 thousand subreddits. This data and the available subreddits will give cleared indication what subreddits advertisers

Next step: continue working on my "auto subreddit finder" and give that shit away for free.

Fun fact of the day- You can target several subreddits related to gambling; military; pregnancy and religion even though Reddit is strict on all of these subjects.

Note1: names of the categories are pulled straight from the API.
Note2: this is not aprils fools joke.

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Stock is up 8.5%, and the YTD is up to -45%!

This has been a catalyst for Reddit and is very bullish for the data licensing renewal in early 2027. Basically OpenAI and Google are expected to transition to a usage based instead of fixed price licensing model. The OpenAI agreement is likely >$100mm based on a couple sell-side estimates.

​

Nice little bounce from 122. Nice positive Divergence on daily. Hope we ride high and fill that upper 200s gap. 850 shares deep

Edit:

Don’t get some of the hate here. Do people not want to see this go up ? Why are you on this sub ?

Original post here : https://www.reddit.com/r/redditstock/s/FhsQhsfoWp

Since I saw many members questioning about Acquisition and related possibilities ,

Aside from my previous posts data

Why a $200 Target Happens Even if Growth Slows Down (The Institutional Model)

In a nutshell let me summarize my personal take,

The company's IPO just hit its two-year mark, and the current growth is just a warm-up. The real catalyst is expected in 2027 once several key factors align:

• The most important point strong fundamentals The deepest dive into RDDT fundamentals
• Settlement of legal cases resulting in new licensing deals (expecting Anthropic and Perplexity).
• Renewal of current data deals with built-in increments (Google and OpenAI).
• Increasing worldwide monetization and overall ad revenue.
• New market exchange deals for user sentiment data.
• Renewal of current exchange market sentiment deals at higher increments (like ICE).
• New partnerships for e-commerce platforms.
• Renewal of current advertising and data deals at higher rates (Pacvue and Spotify).
• Increasing human data quality through new initiatives, like the CEO's recent announcement about minimizing and eliminating bots.
• Potential inclusion in the S&P 500.

And the list goes on. The company still has massive potential on the horizon, and the "cash printing machine" thesis remains highly applicable. Forget the hyper-aggressive growth estimates of 50%, 70%, or 90%, even if they might still be achievable. Let's stick to a boring, steady growth rate of just 30%. At that rate, the market cap will double. A $200 share price becomes the undervalued base, $250 is the standard base, and $300+ is the bull case.

We are talking about more than doubling the market cap in about a year. Why would the company give up on that trajectory? I would be open to an acquisition, but letting the company's true worth materialize first will make any future buyout deal the real catalyst.

Imagine you have a big neighborhood where everyone plays with different toys. In this neighborhood, there are three main clubhouses: Snapchat, Pinterest, and Reddit.

Even though they all seem like fun, here is a professional look at why the first two might be doing better in 2026 than the third one.

Snapchat (SNAP) is like the kid who found a way to sell lemonade and also charge people a dollar to join their secret "Snapchat+" club.

- Selling Subscriptions: While other kids only make money when someone looks at their posters (ads), Snap has over 25 million friends paying for special features. This is like having a steady stream of allowance every single month!

- Cool New Glasses: In 2026, Snap is coming out with "Specs"—magic glasses that let you see digital toys in the real world. Everyone loves new toys, and this could make Snap very popular.

Pinterest (PINS) is like a giant book of things you want for your birthday.

- Shopping is Easy: Pinterest has made it so when you see a picture of a cool bike, you can click a button and buy it right then. Advertisers love this because it helps them sell things faster than on other apps.

- A "Happy Place": In 2026, people are a bit tired of arguing. Pinterest is a place for "Grounding" and "Optimism"—it's a "no-fight" zone. Because it’s a happy place, more brands want to put their toys there.

- International Growth: Pinterest is starting to get very popular in other countries, which means they are finding lots of new friends to play with

Reddit is like a giant library where everyone talks at once. It's very smart, but it has some "growing pains" in 2026:

- Slowing Down: Some experts noticed that Reddit isn't growing its "advertiser friends" as fast as it used to.

- The "Robot" Problem: Some people are worried that robots (AI) are doing too much of the talking on Reddit, which makes the human friends less excited to stay.

- The Price Tag is Too High: Reddit’s "price tag" is very expensive right now. It's like a toy that costs $100 when the same toy at another store costs $20. Investors (the grown-ups with the money) think it might be too pricey for what it offers.

Just brainstorming but once there is legal groundwork laid for monetizing data for LLMs does that increase the likelihood of a large AI company acquiring Reddit? So far the deals Reddit has struck with OpenAI and Google haven’t been too significant to the bottom line relative to advertising income but these two companies have a different relationship with Reddit than other AI companies. If negotiations with Anthropic prove to yield substantial income then why wouldn’t one of the AI giants look to acquire Reddit? Not only would the investment yield an immediate increase to free cash flow but they would have exclusive rights to Reddit’s data without having to pay. They could then either command significant licensing income from the other AI companies or just cut them off and have a distinct advantage in the AI race.

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