Congrats to all the $RDDT shareholders… monster quarter and monster guidance. 3 months ago $RDDT guided Q2 revs to $420M and Q2 EBITDA to $120M. They ended up reporting $500M and $167M respectively. Q3 guide was equally impressive. Every analyst will need to raise their 2025/2026 estimates and 12-month price targets. $RDDT now my third largest position behind $TMDX and $APP. $RDDT fair value is $232 according to my next 12 month estimates and that’s conservative for a company growing 78% YoY with 33% EBITDA margins that will continue to beat and raise. Very bullish earnings call, still early innings for $RDDT in terms of product improvements and user monetization through advertising and data licensing… also international expansion is untapped white space for growth.
35,88K