Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +The sell-off was overdone; the stock fell too fast and now presents a value opportunity.
- +Valuation is extremely cheap: forward P/E under 14x and forward price to free cash flow of 11x, about half the S&P 500's valuation despite much faster growth.
- +Advertising monetization is strong, with click volume up 50% and conversion volume tripling year-over-year, and revenue still growing over 40%.
- +Similar to Meta's past user decline, Reddit could recover by growing average revenue per user, which is still much lower than peers.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 The Market Hated These Stocks Earnings - Here's Why
The quarter was fantastic with 53% revenue growth and 96% operating cash flow growth. · US daily active users declined 2% and management warned users could shrink in Q4 due to Google AI search referrals falling. · Growth depends heavily on Google's decisions, which is outside Reddit's control and makes him uncomfortable. · At 19x free cash flow and 12x forward FCF the stock looks cheap, but he lacks confidence in its moat to own it.
📹 Reddit Just CRASHED 29%... Is It Over?!
The sell-off was overdone; the stock fell too fast and now presents a value opportunity. · Valuation is extremely cheap: forward P/E under 14x and forward price to free cash flow of 11x, about half the S&P 500's valuation despite much faster growth. · Advertising monetization is strong, with click volume up 50% and conversion volume tripling year-over-year, and revenue still growing over 40%. · Similar to Meta's past user decline, Reddit could recover by growing average revenue per user, which is still much lower than peers.
📹 Earnings Talk: Reddit & Alphabet's Catastrophic Selloff
Logged-in users drive ~80% of monetization and remain dramatically undermonetized versus peers, leaving room for ARPU growth. · US daily active user decline and Google AI overviews reducing flyby traffic are a structural headwind, not just a temporary algorithm fluctuation. · The ceiling on ARPU growth is unclear, and the strategy of going logged-in-only while still selling data to Google seems incoherent.