Reddit Grew Revenue 69% and Lost Half Its Market Cap: Where I'm Buying
Reddit posted 69% FY2025 revenue growth and $684M FCF while the stock dropped 50% from its high, creating a dislocation buy setup Gross margin of 91.2% ranks above nearly every ad-supported platform including (META) and (GOOGL), with operating leverage still ramping New commerce tools including Sho…
Published: 2026-03-26 by GNG Research
Tickers: RDDT, META, GOOGL
Reddit (RDDT) dropped 50% from its 52-week high while the business posted 69% full-year revenue growth, turned $530 million in net income, and generated $684 million in free cash flow. The stock is broken. The company is not. That gap is where the opportunity lives, and I think staged buying between $125 and $160 offers one of the better asymmetric setups in internet advertising right now. The Setup Nobody Wants to Talk About
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