u/ConceptGlittering233 · 27d agono track record yet
Reddit (RDDT): Done the DCF but want to understand ARPU runway
Reddit's ARPU is expected to roughly double by 2030 while international DAU nearly doubles and operating margins reach 45%, resulting in a fair value of $150–160/share. The core thesis is an ARPU bet contingent on genuine monetization runway beyond low-hanging fruit, with Reddit's recent execution suggesting operating assumptions are achievable.
At post $158.46Now $149.38-5.7% since postedas of Sep 8, 4:30 PM ET
1d+12.4%
3d+12.4%
1w-5.1%
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