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Reddit stock price target lowered to $205 by BofA on sector multiple compression
| USA | economy

Reddit stock price target lowered to $205 by BofA on sector multiple compression

#Reddit #BofA Securities #Stock Market #Price Target #Advertising Revenue #Multiple Compression #RDDT

📌 Key Takeaways

  • BofA Securities lowered Reddit's price target to $205 from $210 while maintaining a Neutral rating.
  • The price target reduction is attributed to sector-wide multiple compression rather than poor company performance.
  • Reddit exceeded Q4 expectations with $726 million in revenue and a 75% increase in advertising sales.
  • Future revenue and EBITDA estimates for 2026 and 2027 were actually revised upward by BofA analysts.

📖 Full Retelling

BofA Securities analysts reduced their price target for Reddit (NYSE:RDDT) from $210 to $205 on February 6, 2026, due to broader multiple compression currently impacting the online media sector. Despite maintaining a Neutral rating, the financial institution adjusted its valuation to reflect a lower revenue multiple of 9.5x, down from 10x, even as the company continues to display robust fundamental growth. This revision follows a period of market volatility for the social media platform, which is currently trading significantly below its 52-week high of $282.95. The adjustment comes immediately after Reddit reported a stellar fourth-quarter performance that surpassed Wall Street expectations across several key metrics. The company posted revenue of $726 million and EBITDA of $327 million, beating analyst estimates of $668 million and $288 million, respectively. A significant driver of this growth was a 75% year-over-year surge in advertising revenue. Furthermore, Reddit demonstrated high operational efficiency with gross profit margins reaching 91.21%, while daily active users climbed to 121.4 million, exceeding the projected 119.9 million. Looking ahead, Bank of America remains optimistic about Reddit's internal scale, raising its 2026 revenue estimate by 4% to $3.1 billion and its EBITDA forecast to $1.3 billion. Analysts noted that while the price target was lowered, Reddit still commands a valuation premium compared to its peers because of its superior revenue growth and margins. Other major firms including Morgan Stanley and Goldman Sachs have also recently updated their outlooks, with Morgan Stanley maintaining an Overweight rating despite lowering their target to $240, citing the company's strong top-end guidance for the first quarter of 2026.

🐦 Character Reactions (Tweets)

Market Maven

Nothing like hitting a record quarter just to have your stock price target lower than a limbo stick. Thanks, BofA! #Reddit #StockMarket

Dystopian Investor

When your stock is doing better than your expectations but the analysts still do the price target tango. Welcome to the stock market! #Reddit #BofA

Capital Punishment

BofA just dropped Reddit’s price target like it’s hot. Meanwhile, Redditors are still figuring out how to explain EBITDA to their grandmas. #FinanceSimplified

Satirical Analyst

So after smashing expectations, Reddit’s price target gets a trim—guess analysts thought the company needed a ‘less is more’ strategy. #Reddit #StockAdjustment

💬 Character Dialogue

moon: Oh my! The stars have realigned, and even Reddit's dreams of conquest are dampened by the cold winds of financial fate.
subzero: A mere price adjustment, yet it signifies a deeper chill in the online media realm. Honor lies not in numbers, but in the icy grip of stability.
moon: But how can they lower the target when their magic – I mean, performance – is shining brighter than the moonlight?
subzero: Performance is fleeting, like a breath in the frost. What matters is the strength to endure the storm of market volatility.
moon: Let’s hope they find the magic wand to raise those numbers again in the future, for every friend deserves a bright tomorrow!

🏷️ Themes

Earning Reports, Stock Valuation, Financial Analysis

📚 Related People & Topics

Bank of America

Bank of America

American multinational banking and financial services corporation

The Bank of America Corporation (Bank of America; often abbreviated BAC or BofA) is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters ...

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Reddit

Reddit

American social news and discussion site

Reddit ( RED-it, formerly stylized reddit) is an American proprietary social news aggregation and forum social media platform. Registered users (commonly referred to as "redditors") submit content to the site such as links, text posts, images, and videos, which are then voted up or down ("upvoted" ...

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Stock market

Stock market

Place where stocks are traded

# Stock Market A **stock market**, also referred to as an **equity market** or **share market**, is the complex aggregation of buyers and sellers of stocks (shares). These financial instruments represent ownership claims on businesses and serve as a primary vehicle for capital allocation and corpor...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Amazon stock slides 9% premarket as 2026 capex guidance blows past expectations Gold, silver prices log shaky gains after bruising week 3 reasons why Bitcoin is falling Amazon’s capex plans, Stellantis, Bitcoin’s fall - what’s moving markets (South Africa Philippines Nigeria) Reddit stock price target lowered to $205 by BofA on sector multiple compression Analyst Ratings Published 02/06/2026, 04:56 AM Reddit stock price target lowered to $205 by BofA on sector multiple compression 0 RDDT -1.07% Investing.com - BofA Securities lowered its price target on Reddit (NYSE:RDDT) to $205 from $210 while maintaining a Neutral rating, citing multiple compression in the online media sector. Reddit currently trades at $151.05, down significantly from its 52-week high of $282.95, with InvestingPro analysis suggesting the stock is slightly undervalued based on its Fair Value calculation. The adjustment comes despite Reddit’s strong fourth-quarter performance, with revenue of $726 million and EBITDA of $327 million, both exceeding Street expectations of $668 million and $288 million respectively. Fourth-quarter advertising revenues grew 75% year-over-year, accelerating 1 percentage point on a 6-point tougher comparison. InvestingPro data shows Reddit maintains impressive gross profit margins of 91.21%, highlighting the company’s efficiency in generating revenue. Reddit’s daily active users reached 121.4 million in the fourth quarter, beating Street estimates of 119.9 million, though logged-in users at 50.7 million fell short of the 52.1 million expected. The company’s first-quarter revenue guidance of $595-605 million, representing 52-54% year-over-year growth, surpassed Street expectations of $575 million. BofA raised its 2026 revenue estimate by 4% to $3.1 billion and EBITDA by 4% to $1.3 billion. For 2027, the firm increased revenue projections by 5% to $4.1 billion and EBITDA by 4% to $1.9 billion. The price target redu...

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