New Street Research - Reddit Inc (RDDT) Reddit (RDDT, Neutral, target remains $54) Quick Thoughts Ahead of Tuesday’s Print

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New Street Research

Dan Salmon

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Reddit (RDDT, Neutral, target remains $54) Quick Thoughts Ahead of Tuesday’s Print

Ahead of Tuesday PM’s earnings report, we review the setup for the stock, what to look and listen for in the shareholder letter and conference call, our top questions for management, potential positive & negative catalysts, and the top controversies and investment drivers, including

05/08/2024 1 EN

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Dan Salmon

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Reddit (RDDT, Neutral, $59 target) Takeaways from Reddit’s Future of Search Webinar

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Reddit (RDDT, Neutral, raising target to $59 from $54) 2Q24 Model Update

We raise our target to $59 from $54 based on higher estimates.

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Blair Levin

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Supreme Court Upholds USF Framework but Reform Still Ahead

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CMCSA quick hit: Comcast continues to make the right pricing moves

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Reddit (RDDT, Neutral, target remains $54) Quick Thoughts Ahead of Tuesday’s Print

TikTok/Google Litigation Expert Call Recap: Timelines, Remedies, and why to Buy SNAP

Reddit (RDDT, Neutral, $59 target) Takeaways from Reddit’s Future of Search Webinar

Reddit (RDDT, Neutral, raising target to $59 from $54) 2Q24 Model Update

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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