Wall Street expects Reddit to post Q4 2025 revenue of $667.58 million and earnings per share of $0.96, while the current stock price of $165.77 reflects significant upside potential relative to the $245.36 average analyst price target.
Investors are primarily focused on the growth and monetization of Daily Active Uniques (DAUq), particularly within international markets which are expanding faster than the domestic base. Recent performance has been bolstered by a 56% year-over-year surge in advertising revenue and the successful integration of AI-driven ad tools. However, the market is closely monitoring the durability of AI data licensing revenue following reports of shifting reliance from major partners like OpenAI.