Report Company Directory
- Reddit (RDDT, Neutral, $120 target) Anthropic lawsuit puts data licensing back in focus. Implications for GOOGL/OpenAI renewals, thoughts on AMZN, AAPL, META, MSFT as potential partners by New Street Research
- Reddit (RDDT, Neutral, $120 target) Google traffic headwinds remain top of mind, but long-term ad roadmap is robust by New Street Research
- US Internet 1Q25 Update Better than feared, but still choppy ahead by New Street Research
- US Internet: What we know (and don’t know) about China/de minimis advertiser exposure by New Street Research
- Tariff Impact Part III: The other shoe drops – lower company estimates and targets by New Street Research
- Meta Platforms (META, Buy, $775 target) Reddit (RDDT, Neutral, $180 target) FTC vs META begins today – why we think a new RDDT ad tool could impact the case (and RDDT ad revenue) by New Street Research
- Reddit (RDDT, Neutral, $105 target) First Take: Strong results, but not enough for high expectations by New Street Research
- Vital Signs: Actionable charts by Vermilion Research
- Reddit (RDDT, Neutral, $105 target) What’s driving the spike in ad monetization? by New Street Research
- Reddit (RDDT, Neutral, $105 target) 3Q24 Model Update (Neutral, raising target to $105 from $68) by New Street Research