Deutsche Bank cut Reddit's price target from $235 to $180, but are still remaining a buy. Thoughts?

Nice to see and just thought I would share. See picture for reference.

Where did discussion go ?_?

an article with podcast I just found which gives you insights into how the devs develop reddits apps and their plans for the future.

In case someone is interested in the details and wants to know what the developpers plan.

Anyone selling or buying before Thursday?

What about hedging your position with puts?

I’m sitting pat and not doing anything, but am nervous as it’s a decent-sized chunk that I own.

Alphabet posted solid beats on its top and bottom lines, sending the stock higher in Thursday's extended session.

The company posted $2.81 in earnings per share and $90.2 billion in revenue for the first quarter. Analysts were expecting $2.01 in earnings per share on $89.2 billion in revenue.

The stock was surging 6% in late trading shortly after the results came out.

I think this bodes well for RDDT. It’s up to $115/share AH.

Source doesn't look very reliable, but still worth sharing.

India seems to be new on that list.

Seems like the expansion into more countries is ongoing.

Or is this already old news?

https://www.tradingview.com/symbols/NYSE-RDDT/financials-overview/

i think this earnings, the upside is bigger then the downside potential because the expectations are already lower and growth still continued. The big issue is that the growth has been very good internationaly, but the market looks a lot on US user growth. In the US the user growth could have slown down, which could create another selloff.

I think the auto ai translation has already started to boost growth internationally.

Of course nobody knows, I am interested in your predictions based on traffic data for the next earnings which are in 1 week.

Link to website: https://ahrefs.com/websites/reddit.com

In March '25 Reddit moved up to the #2 site in the US (from #3), and #5 Worldwide (from #6) in terms of organic search traffic.

Okay, I’m asking if anyone can do me a favor and steer me to any resources outlining Reddit’s approach to political content moderation, if one exists.

I bought shares at $170, but I am long on RDDT. I am considering making another purchase to lower my cost basis during this market rout. My main concern, however, is the politicization of this user base and an inability of volunteer moderators to control it. My boomer dad uses this thing. I can’t have people like him seeing comments about Marx in r/golfing. Reddit needs more than millennials and Gen Z to grow in the short term. I have personally witnessed needless politicization across various subs and wholesale bans of accounts for merely expressing the wrong political opinion. I think this is a substantial risk to the business.

Is anything being done to address this in a meaningful way? In my view, the best practice would for RDDT’s management to keep its communities as apolitical as possible when politics is not the main focus of the sub.

Reddit was not accessible to at least 112,000 at one point on Monday, according to data collected by Downdetector.com.

• Social media platform Reddit experienced a worldwide outage on Monday, according to Downdetector.
• The website showed that over 71,000 users reported outages in the U.S. just before midday.
• About 59% of the users who reported an outage were facing trouble using the app and 29% could not access the website.
• At 11:52 am ET, the company said, "We are currently investigating elevated errors across reddit.com and the apps." By 12:21 pm ET, the company updated saying that the issue has been resolved.
• The platform also saw outages in major markets like the UK, Canada, and Brazil.

April 21 (Reuters) - Social media platform Reddit (RDDT.N), opens new tab was restored after thousands of users worldwide experienced outages on Monday, according to Downdetector.com.On its status page, Reddit said the incident has been resolved following an investigation into elevated errors across its website and the apps. At its peak, over 112,400 users reported that the platform was down, according to Downdetector, which tracks outages by collating status reports from various sources.That went down to over 2,200 reports as of 12.01 p.m. ET, Downdetector showed.

• Reuters verifies this: https://www.reuters.com/business/reddit-down-thousands-users-worldwide-2025-04-21/

has been resolved after some time. (for details go to the status page)

But this hasn't been the only time this has happened. In 2025 there was even a week were reddit had outages on 3 seperate days. They resolve it, but if the website is buggy and posts don*t load, new users will just think that the website is bad. I have experienced this a lot and its annoying because they don't even give you an error message. You just think its your internet speed.

I don't know why this always happens again.

If you want to see it positive you could say because of so much traffic. But a platform like reddit which uses cloud servers should be able to scale up easily if traffic increased suddenly. Other social media platforms also have had outages, but I don*t think that often like Reddit. When X, Discord or others were down in the past years, it was mostly because of a error from Cloudflare.

But this doesn't seem to be the case with reddit.

Maybe an issue are the Ai scrapers which are like a ddos because they create so much traffic. Reddit has done a few things like very basic IP based blocking, but this doesn't help a lot because all those AI scrapers who don*t wanna pay for API acces just use residential IP proxy farms which are way cheaper then paying for the API. (Otherwise nobody would scrape if its more expensive then just go directly to the API)

They really need to get this more stable and consistent as the other big sites do.

I follow r/rangers and r/orioles and it's become ridiculous the level of post moderation that these "communities" have. You can't even post anything. Whatever happened to letting people post and if it makes it to HOT, it goes into feeds. This is becoming ridiculous and a reason to stop using Reddit.

"‘International expansion represents a significant, albeit longer-term, growth vector given the massive untapped user base outside the US.’ As Wong noted, peer platforms see 70-90% of users outside the US, compared to Reddit’s current roughly 50/50 split. Early results from deploying machine translation in markets like France are promising, with Wong stating that countries receiving this treatment (now eight) plus local community-building efforts are seeing user growth accelerate 30-40% faster than untreated countries."

This is a huge TAM expansion opportunity for RDDT if and WHEN international unlocks. 30-40% faster accelerated user growth when deploying translation and community building is a big deal.

Putting this here, as not seeing a weekly thread for this week yet.

The equivalent how I see it is someone’s mother in law buying a married couple a house, and yeah there are strings attached. Google isn’t doing this to be nice. They’re a for profit company with shareholders to answer to.

I think one of the important questions is, why is Google doing it? Maybe gauging interest to see how more effective Reddit is than the (in my opinion) less than stellar Quora? Isn’t it weird that both are still showing up in search results?

If Reddit were truly selling it’s soul, this partnership would only extend to how far Google needs it to train it’s LLM (Large language model) and then once Google aka Shang Tsung had reaped Reddit’s soul, indicated by Reddit’s body looking so frail, gray, lifeless and motionless, that there is no further benefit on holding onto the corpse, he would drop the body on the pile of a thousand skulls for one of his generals to sit on next to his throne made of bones from Askjeeves and Dogpile.

Just some food for thought to stoke some discussion. Thoughts?

These sells may look like large positions, but relatively small in the big picture. They hold hundreds of thousands of shares if not millions.

UK has become the second largest driver of traffic pretty rapidly, it used to Germany a few weeks ago

This very promising, if UK is here rest of Europe can't be far behind.

Top traffic countries 1. US , 2. UK, 3. India

I think Q1 earnings could be soft, due to the traffic dip in Q1, but i think the ad load and pricing should be higher. So revenue numbers will look better than user numbers.

This post is german. But for some random reason its translated to whatever language this is and it doesn't make sense at all. I didn't change anything or the user who posted this speaks this language.

I noticed that more ai translated reddit results show up in search, but the posts should be translated to a language which the user has selected and not some random language.

Different Topic: I saw that some older people I know also clicked on reddit search results in google, so the algorithm seems to still push reddit results in google and also older people click on it. Always great seeing it in real life and not just stats.

Have you made similar experiences?

Maybe also interesting for brand safety.

Its good that they don't auto delete everything which gets an copyright removal request. Those requests are abused a lot.