The Motley Fool 对 $RDDT 的判断变化

2026-08-31看涨
2 Undervalued Stocks to Buy Right Now
Reddit 被低估,因其基本面强劲(营收增长超 60%,自由现金流增加),尽管市场担忧 AI 导致的流量流失;成功取决于数据许可和核心广告改进的执行。

现在,Reddit,为什么在我看来它被低估了?Reddit目前是一家市值约290亿美元的公司,市盈率(TTM)为35.6倍,但预期市盈率为21.3倍。

Now, Reddit, why is it undervalued to me? Reddit right now is a company worth around $29 billion, has a trailing PE of 35.6 times, but a forward one of 21.3 times.

年初至今,该股下跌了36.7%,过去12个月下跌了30.4%。现在,Reddit,虽然你可能只看股价就说“这家公司肯定经营不善”,但实际上恰恰相反。该公司在过去几个季度的收入增长超过60%,所以增长肯定是存在的。市场仍然预期这家公司在可预见的未来会快速增长。

Year-to-date, the stock is down 36.7%, and over the past 12 months, the stock is down 30.4%. Now, Reddit, while you might only look at the stock and say, "Oh, the company is definitely not doing well." Well, actually, the it's the contrary. The company has grown revenue by over 60% for the last X quarters, so the growth is definitely there. The market is still expecting this company to grow quite rapidly over the foreseeable future.