Reddit Stock Volatility, New Aleph Ad Deal and AI Data Push: What’s Moving Reddit, Inc. (NYSE: RDDT) on November 26, 2025

SAN FRANCISCO — November 26, 2025 — Reddit, Inc. (NYSE: RDDT) is back in the market spotlight today as its share price cools after a three-day rally, insiders cash in tens of millions of dollars of stock, big institutions quietly increase their stakes, and a newly expanded ad‑sales partnership with Aleph aims to unlock more international revenue. ^[1]

At the same time, Reddit’s AI‑driven advertising and data‑licensing strategy — which has already powered a 68% jump in quarterly revenue — continues to reshape how investors value the social platform. ^[2]

Global ad expansion: Reddit taps Aleph for 45+ markets, including KSA and UAE

One of the most consequential corporate developments highlighted today is Reddit’s expanded partnership with Aleph, a global network of digital media and payments specialists.

A new press release distributed in Gulf business media confirms that Aleph is now Reddit’s exclusive advertising representative in more than 45 markets across Europe, MENAT (Middle East, North Africa and Turkey), Latin America and the Asia‑Pacific region — including Saudi Arabia and the United Arab Emirates. ^[3]

The deal gives local and regional brands in countries such as Saudi Arabia, the UAE, India, Indonesia, Mexico and South Africa a direct path to Reddit’s “engaged, high‑intent audience,” with Aleph’s local teams helping advertisers plan, launch and optimize campaigns on the platform. ^[4]

The announcement repeats key growth stats Reddit has been emphasizing all year:

More than 100,000 communities across the site
110+ million daily active uniques globally
International daily active uniques up 32% year‑over‑year in Q2 2025 ^[5]

It also notes that Reddit was the most‑cited domain across major AI platforms between June 2024 and August 2025, according to analytics firm Profound — a reminder that Reddit isn’t just a social network but also a core content source for AI models. ^[6]

For Reddit, the expanded Aleph mandate supports two strategic goals at once:

Accelerate international ad revenue. Reddit’s own filings show that global daily active uniques grew 19% in Q3 2025 to 116 million, while average revenue per user (ARPU) climbed 41% year‑on‑year. ^[7]
Monetize its role in search and AI. More of the world’s “how do I…?” questions now surface Reddit threads inside Google, Gemini, ChatGPT and other AI‑powered experiences — exactly the context in which Aleph will be pitching Reddit’s ad inventory to brands. ^[8]

Wall Street watches a wild week in Reddit stock

12% jump, then a pullback

On Tuesday, November 25, Reddit stock surged 12.04% to close at $218.48, extending a three‑day rally fueled in part by bargain‑hunting after last week’s insider share sales. ^[9]

Today, November 26, the picture is more mixed:

Intraday high: about $220.76
Intraday low: roughly $208.36
Recent trade: around $208–209, down roughly 4–5% from Tuesday’s close as some investors lock in recent gains ^[10]

Even after today’s pullback, Reddit remains a big winner over longer time frames. A Simply Wall St snapshot notes a 17.66% gain over the past week, a 31.7% year‑to‑date rise, and a one‑year total shareholder return above 60%. ^[11]

Over the last year, the stock has traded between roughly $79.75 and $282.95, underlining how volatile the post‑IPO journey has been for Reddit shareholders. ^[12]

RS Rating enters elite territory

Technical traders also have fresh numbers to chew on. Investor’s Business Daily reports that Reddit’s Relative Strength (RS) Rating — a 1–99 score that tracks a stock’s 52‑week price performance — was raised to 92 today, putting Reddit in the elite club of stocks with RS ratings above 90. ^[13]

IBD also flags that Reddit is now “extended” and out of its previous buy range after clearing a 78.08 buy point built from a “cup without handle” base — a signal to many momentum investors that fresh entries may require either a new consolidation pattern or a deeper pullback. ^[14]

Insiders cash out, while institutions load up on RDDT

One of the most talked‑about storylines around Reddit stock this week is the contrast between heavy insider selling and growing institutional ownership.

Senior executives sell tens of millions

A Finviz / InsiderMonkey summary of recent Securities and Exchange Commission (SEC) filings shows that several of Reddit’s top executives sold sizable blocks of stock last week: ^[15]

CEO Steve Huffman – roughly $7.6 million worth of shares
CFO Andrew Vollero – about $3.7 million
Chief Accounting Officer Michelle Reynolds – around $1.2 million
Chief Legal Officer Benjamin Lee – roughly $3 million
COO Jennifer Wong – close to $19 million
CTO Christopher Slowe – about $7.4 million

MarketBeat’s breakdown adds that, across the last quarter, company insiders sold around 424,000 shares of Reddit stock, worth roughly $89.8 million, even after which insiders still control about 34.25% of the float. ^[16]

For some traders, the scale and clustering of these sales is a red flag. For others, insider diversification in a still‑young public company is unsurprising after a year of sharp price appreciation.

JPMorgan and other funds increase their stakes

Offsetting the insider activity, large institutions continue to add Reddit to their portfolios:

JPMorgan Chase & Co. boosted its stake by 7.5% in Q2, to 2,051,175 shares — roughly 1.1% of Reddit’s outstanding stock — valued at about $308.85 million at the time of its latest SEC filing. ^[17]
Resolute Wealth Strategies LLC lifted its position by 13.8% to 14,193 shares, worth approximately $2.14 million, making Reddit about 1.1% of its portfolio and its 23rd‑largest holding. ^[18]

Other firms, including Jefferies Financial Group, Steward Partners Investment Advisory and several wealth‑management shops, have also been adding to or initiating Reddit positions, according to the same MarketBeat reports. ^[19]

Taken together, the pattern is nuanced: founders and executives are taking some chips off the table, while Wall Street institutions appear more comfortable accumulating the stock near current levels. That tension is one reason Reddit remains a high‑beta, headline‑driven name.

AI data deals and ad tech strategy remain the core of Reddit’s growth story

Behind the stock‑price fireworks is a business that is, by almost any measure, in a high‑growth phase.

Q3 2025: 68% revenue growth and a profitable quarter

In its third‑quarter 2025 earnings release, Reddit reported: ^[20]

Revenue: $585 million, up 68% year‑over‑year
Ad revenue: $549 million, up 74% YoY
Other revenue (including data licensing): $36 million, up 7% YoY
Net income: $163 million (versus $30 million a year earlier), a 443% increase
Adjusted EBITDA: $236 million, about 40% of revenue
Free cash flow: $183 million
Daily Active Uniques (DAUq): 116 million, up 19% YoY
Weekly active uniques: roughly 444 million

Reddit also guided fourth‑quarter revenue to between $655 million and $665 million, ahead of Wall Street’s prior consensus of around $638 million, and projected Q4 adjusted EBITDA of $275–285 million. ^[21]

Reuters notes that the outperformance and bullish holiday‑quarter forecast were driven largely by AI‑optimized advertising tools that help brands place ads inside highly relevant subreddit discussions, boosting conversion rates and drawing in a broader advertiser base. ^[22]

From social forum to AI data powerhouse

An AI‑driven analysis published by AInvest this week frames Reddit as an emerging “AI data powerhouse”, highlighting a flywheel between user‑generated content, AI search visibility and monetization: ^[23]

Strategic licensing deals with Google and OpenAI have turned Reddit’s archive of conversations into paid training data for large language models.
The same report, citing earlier earnings disclosures, notes that data‑licensing revenue grew about 24% year‑on‑year to $35 million in Q2 2025, even as AI‑optimized ad products helped drive an 84% jump in Q2 ad revenue to roughly $465 million.
Reddit’s user base rose 19% to 116 million DAUs, while ARPU climbed 41%, showing that the platform is both adding users and earning more per user.

TechCrunch’s coverage of Reddit’s Q3 call adds important nuance: CEO Steve Huffman stressed that chatbots like ChatGPT and Gemini are not yet major traffic drivers for Reddit. Instead, about half of traffic still comes from Google search and half from direct visits, even as Reddit builds AI‑powered “Answers” into its own core search bar, now handling around 20% of queries. ^[24]

At the same time, Reddit has tightened control over its data, requiring commercial licensing for AI use since 2024 and suing companies like Anthropic and AI search engine Perplexity over alleged unauthorized scraping of Reddit content. ^[25]

Regulators have taken notice. In March 2024, Reddit disclosed that the U.S. Federal Trade Commission opened a non‑public inquiry into its plans to sell and license user content to AI companies — scrutiny that still hangs over the company’s data‑monetization strategy even as those deals increasingly contribute to revenue. ^[26]

Valuation debate heats up as RDDT trades like a high‑growth AI play

With the stock up strongly since its 2024 IPO and revenue growth running north of 60%, analysts are split on how much upside remains.

MarketBeat’s compilation of Wall Street research shows Reddit currently carries a “Moderate Buy” consensus rating, with an average price target around $226 per share and individual targets stretching as high as the $270 range from bullish firms such as Truist. ^[27]

Separate data from Investing.com suggests that the average 12‑month target across 18 analysts is closer to $240, with most rating the stock a Buy and only one recommending selling — implying mid‑teens upside from current levels. ^[28]

A Zacks “Bull of the Day” note earlier in November pegged Reddit’s market value at roughly $40 billion and flagged a forward price‑to‑earnings multiple in the high 80s, underscoring the trade‑off investors face: powerful growth metrics versus a valuation that already bakes in a lot of optimism. ^[29]

Simply Wall St’s piece today — “Reddit (RDDT): Assessing Valuation Following This Week’s 17.66% Share Price Rally” — asks whether the latest burst of momentum and new growth partnerships leave the stock undervalued or fully priced after a more than 60% one‑year total return. ^[30]

And a fresh Yahoo Finance analysis titled “Does Reddit’s Stock Surge Signal Hidden Value After New Monetization Push?” reflects how tightly the valuation debate is now tied to Reddit’s success in AI‑powered advertising and data licensing. ^[31]

Key Reddit, Inc. numbers in late 2025

For readers tracking Reddit stock (RDDT) and fundamentals, here are the headline figures as of November 26, 2025:

Ticker: RDDT (NYSE) ^[32]
Recent share price: Around $208–209 intraday on November 26, 2025, after closing at $218.48 on November 25 (up 12.04% that day) ^[33]
52‑week range: Approximately $79.75–$282.95 ^[34]
Approximate market capitalization:$40–41 billion, depending on intraday price ^[35]
Q3 2025 revenue:$585 million, +68% YoY ^[36]
Q3 2025 net income:$163 million, vs. $30 million a year earlier ^[37]
Q4 2025 revenue guidance:$655–$665 million ^[38]
Daily Active Uniques (DAUq):116 million, +19% YoY ^[39]
Next expected earnings date: around February 18, 2026 (company guidance and market calendars) ^[40]

What to watch next for Reddit

Looking beyond today’s headlines, several themes are likely to shape how Reddit, Inc. features in Google News and investor watchlists over the coming months:

Execution of the Aleph ad partnership
- Advertisers in KSA, the UAE and dozens of other markets now have dedicated Aleph teams selling Reddit’s ad products. Watch for evidence in future quarters that international ad revenue growth is accelerating beyond the 32% international DAU growth cited in recent updates. ^[41]
Performance of AI‑powered search and ad tools
- Reddit says 75 million people search on the platform weekly and about 20% of that volume now goes through its AI‑driven Answers feature. The more those tools improve relevance (and ad performance), the more leverage Reddit may get on both ad pricing and data‑licensing deals. ^[42]
Regulatory and legal backdrop for AI data licensing
- The FTC’s ongoing inquiry into Reddit’s AI licensing practices, combined with lawsuits against AI players like Anthropic and Perplexity, means the company’s ability to monetize user content will remain under scrutiny. Any change in regulatory posture — in the U.S. or abroad — could affect Reddit’s long‑term AI revenue streams. ^[43]
Insider and institutional flows
- Investors will be watching whether the recent cluster of executive share sales continues and how that compares with further accumulation by major funds. High insider ownership can be a positive, but heavy selling into rallies can also cap sentiment if it persists. ^[44]
Valuation vs. growth trade‑off
- With forward earnings multiples in “expensive growth stock” territory and revenue growth running near 70%, Reddit sits squarely in the crosshairs of the AI trade. Bulls see a platform turning its unique community data into durable, diversified revenue; bears worry about how much good news is already priced in. ^[45]

For now, Reddit, Inc. remains one of the more closely watched names at the intersection of social media, AI data and digital advertising — and November 26, 2025, offers a snapshot of both the opportunities and the tensions that come with that position.