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![BigBullCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::28489821.png) Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.4K followers
Created: 2025-07-23 12:34:28 UTC

$RDDT Needham

We raise our estimates and PT to $XXX for RDDT owing to:
- 1Q25 results were well above consensus and our channel checks indicate that this strength has continued into 2Q25;
- RDDT's DAU trends are strong,
- Ad monetization is growing, driven by direct-response ads;
- RDDT's ad mix is pivoting toward full funnel advertisers;
- New products such as Reddit Search and Reddit Answers should drive better discovery and longer engagement times (our view);
- Strong FCF growth and margin expansion;
- AI-driven language translations should accelerate RDDT's Int'l DAU growth;
- The bear case (that Google Search will no longer send traffic to RDDT) is not playing out;
- AI-driven ad tools, such as Reddit Insights & Conversation Summaries, suggest RDDT is already monetizing GenAI; and,
- Strong labor productivity metrics


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947998749592105149/c:line.svg)

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[Post Link](https://x.com/BigBullCap/status/1947998749592105149)