We analyzed the transcripts of 38 finance YouTube channels we track daily. Only seven carry a qualified call on Reddit — a thin file for a company this size — and the all-time latest stances split 5 buy, 0 hold, 0 sell, 2 avoid. The count is not the story. The timing is: four separate channels logged buy calls between July 24 and August 9, while the stock fell from $203.27 on July 14 to $140.67 on July 31 — including a 21% drop in a single session after Q2 earnings — before recovering to $158.72. On our board Reddit now scores 70 out of 100 and sits at #11 of 1,920 tracked stocks, up from #179 four weeks ago. Here is who bought, at which prices, and why every one of their arguments rests on something that has not happened yet.
TL;DR
- Seven channels cover Reddit: latest stances 5 buy · 0 hold · 0 sell · 2 avoid — consensus score 70/100, ranked #11 of 1,920, up 5 places this week.
- Four channels, seven buy calls, in 17 days (Jul 24 – Aug 9), logged at closes from $168.73 down to $140.67, with no sell or avoid on record since March 2025.
- The bull case is almost entirely AI data licensing: a renegotiated Google deal above the current $60 million a year, and a settlement from Anthropic before its IPO. Both are negotiations, not earnings lines.
- Fair-value estimates in the data: $199 and $202 (both from the same analyst, before and after the crash) and a $200 two-month target. Last close $158.72, 41% below the September 2025 high of $270.71.
- The two dissenters are stale and both have been wrong so far — an IPO avoid from March 2024 at ~$50, and a $87 fair value from March 2025 when the stock was $115.
- Caveat worth reading: three of the four buyers rank #15, #30 and #31 on our leaderboard, and one has only 28 scored calls. Live consensus, updated twice a day: Reddit on BullVox.
What the data says
Reddit is the sharpest rank climb on our board this month. Our score weights each call by recency and conviction instead of counting votes, so a stock with an aging call file sinks fast and a cluster of fresh calls lifts it just as fast. Reddit’s weekly ticks show exactly that whipsaw: #179 on July 12, then a collapse to #1,214 on July 19 as the spring calls aged out, then #28, #16 and now #11. Nothing in the business changed between July 19 and July 26. What changed is that creators started talking again — and all of them in the same direction.
That puts Reddit in the same cohort as Robinhood (#8) and Uber (#9): names that climbed our ranking on weakness. The stocks above them — SoFi at #1, Meta at #2, Nvidia at #3 — are there because creators expect winners to keep winning. Reddit is there because a 41% drawdown from the September 2025 high pulled buyers off the sidelines.
One caveat on the count. Of the five latest buy stances, the board counts only four as actionable buyers: the fifth is a price-trigger call from February 2025, a conditional entry rather than an unconditional recommendation, so it is logged as a watcher. That is part of why Reddit scores 70 rather than the 90s the top of the board carries. The other part is coverage: seven channels is a thin sample, and our score does not pretend otherwise.
Is Reddit stock a buy? What the buyers argue
The striking thing about this cluster is how narrow the thesis is. Reddit is growing revenue around 61% year over year by the buyers’ own numbers, and not one of them leads with that. All four lead with who is going to pay Reddit for its data, and how much.
- Parkev Tatevosian, CFA (Jul 26, buy) called the first leg of the sell-off an overreaction. The headline was a possible loss of Reddit’s $60 million Google data deal; the stock fell 8–9% on it. His argument: that deal is “less than 5% of Reddit’s projected free cash flow” and the news reads as a negotiating tactic. He put fair value at $202 with the stock at $169. Accuracy 67% over 245 scored calls. Video: Reddit Stock Analysis
- The Compound (Jul 31, buy) frames it as a category, not a company: Reddit is “a backdoor AI play” whose repository of human-to-human dialogue is what model training actually needs, and that scarcity should command a premium in licensing renewals with OpenAI and Google. It is the least quantified case of the four, and the channel has only 28 scored calls in our data — the smallest sample we rank. Video: 44:50 mark
- Parkev Tatevosian, CFA again (Aug 2, buy) — this time after earnings and after the 21% drop: “I reiterated my buy rating today after evaluating the company’s latest quarterly earnings results.” Revenue growth 61%, forward P/E 15.4, a DCF fair value of $199 against a $140 price, plus management buying back stock at higher levels than the market was paying that week. Video: RDDT after Q2
- Let’s Talk Money! with Joseph Hogue, CFA (Aug 3, buy) is the most aggressive call in the set: shares “could jump back up past $200 a share within the next two months,” built on two catalysts — a renegotiated, higher-paying Google licensing deal, and a multi-billion-dollar settlement from Anthropic for unauthorized scraping, which he argues Anthropic will want cleared before its own IPO. Accuracy 62% over 3,423 scored calls, one of the largest samples we rank, though his copy-portfolio return (+41.9%) trails the S&P’s +48.3% over the same 12 months. Video: 00:19 mark
- The same channel again (Aug 9, buy) — the freshest call on the board — reiterates rather than escalates: “I still think you can buy in here on those two catalysts.” Video: Trump’s 12 stocks
The fourth buyer sits inside our current top three, and their identity is behind the Terminal. Their case is worth the summary even without a name: they have been adding to the position on the way down since June, they treat the Google headline as noise against the underlying value of the data, and they argue the market is pricing Reddit on user growth when the real question is revenue per user. Of everyone in this file, they have the strongest measured record.
The tell: they bought at $169, at $141, and on the way back up
The dates matter more than the count. Reddit closed at $185.84 on July 21, fell to $170.38 on the Google headline, drifted to $168.73 on July 24, recovered to $178.04 by July 30 — then dropped to $140.67 on July 31 after Q2 earnings. That single session took out 21%.
Two of the buy calls are dated before that print, at $168.73 on July 24 and July 26. One is dated July 31 itself, the session of the drop. The rest landed after, at $140.67 on August 2, $154.71 on August 3 and $161.70 on August 9. Nobody in the file waited for a bottom, and nobody reversed after the crash: the same analyst who bought at $169 reiterated at $140, and one buyer added at both levels. Against the $158.72 last close, the post-crash calls are +13% and +3%, the pre-crash calls -6% — three weeks in, which proves nothing except that they were not trading the same news.
What the earnings drop actually contained is not in our data, and that is worth stating plainly. Our system extracts what creators say, not what the company reported. Every call above was made by someone who had seen the print; none of them changed direction because of it.
The dissenting view: two avoids, both stale, both wrong so far
Reddit has never had a sell logged in our data. The entire bear case is two avoid calls, and both are old enough that our recency weighting discounts them heavily:
- Asymmetric Investing by Travis Hoium (Mar 27, 2024, avoid) passed on the IPO itself: insider selling, no clear founder control, and continued unprofitability — “given the current red flags, not an IPO that I’m going to invest in right now.” Reddit closed near $50 that week. It is $158.72 now. Accuracy 58% over 1,927 scored calls.
- Adriconomics (Mar 24, 2025, avoid) ran the valuation: fair price $87 against a $115 market price, flagging share-based compensation dilution and dependence on Google for traffic. He said he would buy at $60–70. The stock never returned there — the 52-week low is $121.84, set on March 27, 2026. Accuracy 59% over 149 scored calls.
Being early and being wrong look identical for a while, and Adriconomics’ specific worry — dependence on Google — is precisely the risk the July sell-off was about. But neither call has been updated since, and the honest read on this file is that there is no live bear case in our data at all. For a stock 41% off its high, that absence is itself a warning: seven channels is a small enough sample that the loudest voices are the only voices.
The uncomfortable part: the thesis needs Google to pay more
Here is the tension the buyers do not address directly. The bull case requires Alphabet to renegotiate upward for training data — and Alphabet sits at #6 of 1,920 on the same board, score 87, with 16 buyers among the 30 channels that cover it. The creators making the Reddit case are, collectively, also long the counterparty whose costs that case depends on rising. That is not a contradiction, but it is a reminder of what is actually being underwritten: a negotiation outcome, an unfiled settlement, and a licensing market whose prices are set behind closed doors.
The measurable part of Reddit — 61% revenue growth, positive free cash flow, a forward multiple in the mid-teens by one analyst’s math — is not what moved the stock 21% in a day, and it is not what any of the four buyers led with. See the full call history, every quote and the live score on the Reddit stock page.
FAQ
Do more finance YouTubers say buy or sell Reddit stock? Buy, but on thin coverage. Seven of the 38 channels we track carry a qualified call; the latest stances are 5 buy, 0 hold, 0 sell and 2 avoid, giving a consensus score of 70/100 and rank #11 of 1,920. Four buy calls were logged between July 24 and August 9, 2026.
What is the bull case for Reddit stock right now? Almost entirely AI data licensing. Creators argue the current $60 million Google agreement will be renegotiated substantially higher, that Anthropic will settle a scraping claim before its IPO, and that roughly 61% revenue growth with a forward P/E near 15 makes the price undemanding. Fair-value estimates in our data are $199 and $202, with one two-month target of $200 against a $158.72 last close.
Why did Reddit stock fall 21% in one day? The drop came on July 31, 2026, the session after Q2 earnings, taking the stock from $178.04 to $140.67. Our data records what creators said about it, not the report itself — and notably, the two channels that had bought before the print reiterated their buy stance after it.
Is anyone bearish on Reddit in your data? Not currently. The only two negative calls are avoids from March 2024 (an IPO pass at roughly $50) and March 2025 (a fair value of $87 when the stock traded at $115). Neither has been updated, and no sell has ever been logged on this name.
Methodology: we transcribe every new video from 38 tracked finance channels and use AI to extract only qualified calls — a named stock, a clear stance, and real reasoning. See how it works.
Not financial advice. This article aggregates third-party opinions for informational purposes.
See the live, twice-daily-updated consensus on the Reddit stock page and the Alphabet stock page, compare creator track records on Let’s Talk Money! with Joseph Hogue, CFA and Parkev Tatevosian, CFA, and browse the newest calls in the Latest Stock Calls feed.