{ "ticker": "RDDT", "reference_close": "2026-09-25", "analysis_path": "data/analyses-data/RDDT.json", "analysis_sha256": "018502746a56874b09425c864db7e649835de432583789fce7ac5b286827fa82", "claims": [ { "path": "meta.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "27 septembre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Reddit : +61 % de revenus et 91 % de marge brute, mais un titre cassé depuis juillet et une dépendance au trafic de recherche que l’IA menace. Dossier au close du 25 septembre 2026, statut surveiller, aucune entrée au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Reddit : revenus +61 %, marge 91 %, flux libre positif, sans dette ; mais titre sous ses moyennes, valorisation au-dessus des géants publicitaires, risque IA. Surveiller, pas d’entrée.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-27T21:57:44.660097277Z", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-27T21:57:44.660097277Z", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-27T21:57:44.660097277Z", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 27 septembre au close du 25 : ancienne fiche « info » du 14 février remplacée ; titre sous ses moyennes à vingt, cinquante et deux cents séances après le repli de −21 % du 31 juillet, plan de repli tactique dans le couloir défini, aucune entrée au cours actuel", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 149.84, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 149.84, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -1.8858040859088487, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "28,8 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "2,9 M", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "9,4×", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 52, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Reddit est la plateforme de communautés en ligne la plus rentable du web social. Au deuxième trimestre, ses revenus ont bondi de 61 %, à 805 M$, portés par la publicité (+64 %), avec une marge brute de 91 % et un résultat net de 253 M$ ; la société dégage un flux de trésorerie libre positif, n’a aucune dette et rachète ses actions. Rien à redire au dossier d’entreprise. Le problème est double. D’abord le prix : à 9,4 fois ses revenus des douze derniers mois, Reddit se paie plus cher que Meta (8,5×) et qu’Alphabet (9,0×) — les géants mêmes de la publicité — et plusieurs fois le multiple des autres réseaux sociaux. Ensuite le trafic : une part importante des visiteurs arrive par la recherche Google, et la montée des réponses générées par IA menace ce robinet. Le trimestre de juillet l’a rappelé : malgré la hausse de 61 % des revenus, la croissance des utilisateurs quotidiens est retombée à 18 %, et le titre a perdu 21 % en une séance. Depuis, il évolue dans un couloir, sous ses moyennes. À 149,84 $, il n’y a pas d’entrée : on surveille un repli vers le bas du couloir.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Croissance de 61 % au deuxième trimestre, huitième trimestre consécutif au-dessus de 60 %, avec une marge brute de 91 % : très peu de sociétés cumulent cette croissance et cette rentabilité.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Résultat net de 253 M$, flux de trésorerie libre positif de 261 M$ sur le trimestre : Reddit est rentable en normes comptables, pas seulement en mesures ajustées.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Bilan sans dette, 2,8 Md$ de trésorerie et de placements, et un programme de rachat d’actions de 1,0 Md$ autorisé en février : le capital revient aux actionnaires.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyAvoid.0", "value": "À 9,4 fois les revenus, Reddit est plus cher que Meta (8,5×) et Alphabet (9,0×), et loin devant Pinterest (2,3×) ou Roblox (5,6×) : la moindre déception se paie cher.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "La croissance des utilisateurs quotidiens est retombée à 18 %, contre plus de 40 % un an plus tôt : c’est cette décélération, pas les revenus, qui a fait chuter le titre en juillet.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "10-Q du 30 juin : 146 103 200 actions Class A et 46 293 310 Class B, aucune dette ; la Class B porte dix voix par titre selon le 10-K.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.1.action", "value": "Raisonner sur 192 millions d’actions ; contrôle concentré chez les fondateurs.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.action" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Clôture à 149,84 $, sous les moyennes à vingt (154,74 $), cinquante (159,11 $) et deux cents séances (174,94 $).", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Reddit est un réseau de communautés — les « subreddits » — où des centaines de millions de personnes discutent par centres d’intérêt. La quasi-totalité de ses revenus vient de la publicité affichée dans ces conversations ; une petite partie, en forte croissance, vient de la vente de licences sur ses données et de produits vendus directement aux utilisateurs.

Au deuxième trimestre 2026, les revenus ont atteint 805 M$, en hausse de 61 %, dont 762 M$ de publicité (+64 %) et 43 M$ d’autres revenus (+24 %). La marge brute est de 91 %, un niveau de logiciel. Le résultat net est positif, à 253 M$, et le flux de trésorerie libre à 261 M$. Les utilisateurs actifs quotidiens atteignent 130,3 millions, en hausse de 18 % — une croissance encore forte, mais nettement ralentie par rapport aux plus de 40 % d’un an plus tôt.

Le modèle a deux dépendances. La publicité repose sur une base d’annonceurs plus jeune que celle de Meta ou d’Alphabet, en cours de construction. Et l’audience dépend en partie de la recherche : beaucoup d’utilisateurs découvrent une discussion Reddit via Google. La valeur de la donnée Reddit pour entraîner les modèles d’IA est un atout ; la réponse directe de ces mêmes modèles, qui évite le clic vers le site, en est le revers.

", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "762 M$ au T2", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "+64 % sur un an", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.1.revenue", "value": "43 M$ au T2", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "+24 % sur un an", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Reddit 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000022/rddt-20251231.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-02-06", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Reddit 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du deuxième trimestre et 10-Q ; prochaine date entre le 28 octobre et le 2 novembre selon le calendrier, non confirmée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Actions par classe, absence de dette et programme de rachat lus dans le 10-Q et le communiqué de février ; trois classes de vote dans le 10-K.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 30 juin 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.5.decision", "value": "Snapshot de positions vendeuses relevé ; couverture officielle des formulaires 4 incomplète, aucun solde net affirmé.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/business.coverageMatrix.5.decision" }, { "path": "news.0.date", "value": "2026-02-05", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Exercice 2025 : revenus +69 %, programme de rachat de 1 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Reddit clôture 2025 sur 2,2 Md$ de revenus (+69 %) et 530 M$ de résultat net, et annonce un programme de rachat d’actions de 1,0 Md$. Le marché salue un premier exercice complet largement bénéficiaire.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000020/earningspressreleaseq425.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.detail", "value": "Revenus de 805 M$ (+61 %), résultat net de 253 M$, EBITDA ajusté de 343 M$ et prévision du troisième trimestre relevée à 860-870 M$. Sur les chiffres financiers, le trimestre est solide.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Chute de 21 % : la croissance des utilisateurs déçoit", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Ouverture à 147,70 $ contre 178,04 $ la veille, clôture à 140,67 $ (−21,0 %) sur un volume dix fois supérieur à la normale. Malgré la hausse des revenus, la croissance des utilisateurs quotidiens retombée à 18 % et la crainte d’un trafic de recherche menacé par l’IA emportent la séance.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.3.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.detail", "value": "Clôture à 149,84 $ (−1,9 %), au bas du couloir de septembre. Après −10 % en trois mois, le titre reste sous ses moyennes à vingt, cinquante et deux cents séances : consolidation, pas retournement.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "fundamentals.rows.0.value", "value": "805 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+61 % sur un an, huitième trimestre au-dessus de 60 %", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "762 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+64 % sur un an : le moteur de la croissance", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "130,3 M", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "+18 % sur un an, contre plus de 40 % un an plus tôt : décélération", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "91,3 %", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.4.value", "value": "253 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "31 % des revenus, plus du double sur un an", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "261 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.6.value", "value": "860 à 870 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "EBITDA ajusté attendu entre 385 et 395 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "2,78 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 30 juin 2026 (XBRL SEC)", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "785 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Marge de 28 %, douze mois glissants au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "871 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.value", "value": "1019 M$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.11.metric", "value": "Trésorerie et placements au 30 juin", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "2,79 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.12.value", "value": "9,4×", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-25, 192 millions d’actions, sur revenus GAAP douze mois au 2026-06-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus Meta à 8,5×, Alphabet à 9,0×, Pinterest à 2,3× et Roblox à 5,6× (statistiques courantes du 25 septembre, non point-in-time) : Reddit est plus cher que les géants de la publicité eux-mêmes.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "33×", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Capitalisation au 2026-09-25 sur résultat net GAAP douze mois ; flatté par un produit d’impôt", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.14.value", "value": "101,14 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Scénario : multiple ramené à six fois les revenus GAAP douze mois, trésorerie du 30 juin inchangée, soit −33 % sous le close du 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus AppLovin à 15,3× et Roblox à 5,6× : six fois reste un multiple de plateforme en croissance ; ce que coûterait un retour vers les grandes plateformes publicitaires si la croissance décélérait, pas un objectif.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Reddit 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Reddit 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000100/rddt-20260630.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 (clos le 30 juin) : revenus de 805 M$ (+61 %), résultat net de 253 M$, soit 1,25 $ par action diluée, EBITDA ajusté (non-GAAP) de 343 M$ et flux de trésorerie libre de 261 M$. La guidance du troisième trimestre vise 860 à 870 M$ de revenus et 385 à 395 M$ d’EBITDA ajusté. Sur les chiffres financiers, le trimestre bat les attentes ; c’est la décélération des utilisateurs quotidiens (DAUq +18 %) qui a provoqué la chute du titre. Prochaine publication attendue entre le 28 octobre et le 2 novembre selon le calendrier, non confirmée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Attendue entre le 28 octobre et le 2 novembre 2026 selon le calendrier collecté ; non confirmée par l’émetteur, hors des quatorze jours de la fenêtre de surveillance.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Reddit 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "146 103 200 actions Class A et 46 293 310 actions Class B au 29 juillet 2026 (page de garde du 10-Q), soit 192 396 510 au total ; aucune action Class C émise", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : 192 396 510 actions, somme des Class A et Class B en circulation au 29 juillet. Les deux classes ont le même poids économique ; la Class B (46,3 millions de titres, détenue par les fondateurs et premiers investisseurs) porte dix voix par action selon le 10-K, d’où un contrôle concentré. Le nombre entièrement dilué approche 207 millions d’actions au 30 juin, écart correspondant aux plans de rémunération en actions. La seule source de dilution est cette rémunération en actions : il n’existe ni obligation convertible, ni bon de souscription, ni programme d’émission sur le marché, ni prospectus de tirage dans la période examinée. À l’inverse, le programme de rachat de 1,0 Md$ autorisé le 4 février 2026 (1 523 502 actions rachetées sur le premier semestre, dont 235 M$ au deuxième trimestre) rend une partie de cette dilution : le nombre d’actions évolue de façon prévisible, sans émission de marché.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.atm.authorized", "value": "Aucun programme d’émission sur le marché ; à l’inverse, programme de rachat de 1,0 Md$ de Class A autorisé le 4 février 2026", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.atm.authorized" }, { "path": "capitalStructure.atm.used", "value": "1 523 502 actions rachetées au premier semestre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.atm.used" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Reddit 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000100/rddt-20260630.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Reddit 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000020/earningspressreleaseq425.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-02-05", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "filingsReview.summary", "value": "Quatre dépôts décisionnels ouverts et hachés, sur un inventaire de dix-huit formulaires hors déclarations d’initiés. Ils montrent une croissance réelle et rentable, un bilan sans dette, un programme de rachat actif et, fait rare, aucune émission d’actions de marché. Le point de vigilance n’est pas dans les comptes : c’est la dépendance au trafic de recherche, décrite dans les facteurs de risque du 10-K.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001713445-26-000098", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre 2026 (clos le 30 juin) : revenus de 805 M$ (+61 %), huitième trimestre consécutif au-dessus de 60 % ; revenus publicitaires de 762 M$ (+64 %), autres revenus de 43 M$ (+24 %) ; marge brute de 91,3 % ; résultat net de 253 M$ (31 % des revenus), bénéfice dilué par action de 1,25 $ ; EBITDA ajusté (non-GAAP) de 343 M$ ; flux de trésorerie libre de 261 M$ ; utilisateurs actifs quotidiens (DAUq) de 130,3 millions (+18 %), hebdomadaires (WAUq) de 514,6 millions (+24 %) ; rachat de 1,5 million d’actions Class A pour 235 M$ dans le trimestre. Prévision du troisième trimestre : revenus de 860 à 870 M$, EBITDA ajusté de 385 à 395 M$.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001713445-26-000100", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 30 juin 2026 : 146 103 200 actions Class A et 46 293 310 actions Class B au 29 juillet ; aucune dette financière ; 1 486,8 M$ de liquidités et 1 299,5 M$ de titres de placement courants ; capitaux propres de 3 285,7 M$. Programme de rachat d’actions autorisé le 4 février 2026 pour un montant maximal de 1,0 Md$ de Class A, sans échéance ; 1 523 502 actions rachetées sur le semestre.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000100/rddt-20260630.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-06", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001713445-26-000022", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice clos le 31 décembre 2025 : structure à trois classes, la Class B portant dix voix par action (contrôle des fondateurs), la Class C sans droit de vote et aucune émise ; les autres revenus proviennent de la licence de contenu et de produits vendus aux utilisateurs ; Google, les grands moteurs et les modèles de langage cités comme sources de trafic et concurrents pour l’attention.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000022/rddt-20251231.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-02-05", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001713445-26-000020", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Communiqué du quatrième trimestre et de l’exercice 2025 annonçant un programme de rachat d’actions de 1,0 Md$ : revenus 2025 de 2,2 Md$ (+69 %), résultat net de 530 M$ (24 % des revenus) ; quatrième trimestre à 726 M$ (+70 %) et DAUq de 121,4 millions (+19 %).", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1713445/000171344526000020/earningspressreleaseq425.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "technicals.rsi14", "value": 44.73, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -1.75, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -1.8, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 154.74, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 159.11, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 174.94, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 7.7, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "Couloir de consolidation post-résultats 140-166 $", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 145.166, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 140.05, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 135.222, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 160.35, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 166.18, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 149,84 $, sous ses moyennes à vingt (154,74 $), cinquante (159,11 $) et deux cents séances (174,94 $), RSI à 45. Depuis le gap de résultats du 31 juillet, il évolue dans un couloir borné par le support triple-testé vers 145.17 $ et le haut vers 166,18 $. Repli tactique à surveiller : un retour vers le support à 145.17 $, avec stop sous le plancher de la base à 140.05 $, viserait le mi-haut (160,35 $) puis le haut (166,18 $) du couloir. Ce n’est pas un signal de retournement : la tendance reste baissière tant que les moyennes ne sont pas reprises.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "13,69 % du flottant", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "3,16 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.trend", "value": "Positions vendeuses non négligeables pour une valeur de cette taille (14 % du flottant) ; reflètent le débat sur la valorisation et le trafic, pas une thèse de rachat forcé.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/shortInterest.trend" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Snapshot de positions vendeuses relevé à la collecte ; la couverture officielle des formulaires 4 est incomplète et aucun solde net d’initiés n’est affirmé. Les fondateurs conservent le contrôle par la Class B à droit de vote multiple.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : positions vendeuses et couverture partielle des formulaires 4", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "149,84 $, séance complète", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "−0,67 %", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "−3,55 %", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Reddit n’est pas son bilan, sans dette et riche de 2,8 Md$, ni une dilution de marché, absente. C’est le prix — au-dessus des géants de la publicité — et une double dépendance : à une base d’annonceurs encore jeune, et à un trafic de recherche que la recherche assistée par IA peut détourner. Le bêta supérieur à deux amplifie chaque déception.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.1.points.0", "value": "EV/revenus de 9,4×, au-dessus de Meta et d’Alphabet.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.2.points.0", "value": "DAUq +18 %, contre plus de 40 % un an plus tôt.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.pedagogy", "value": "Reddit illustre le décalage entre un excellent dossier d’entreprise et un point d’entrée. Les comptes sont solides : croissance de 61 %, marge de logiciel, flux de trésorerie libre, aucune dette. Mais le marché paie déjà cette qualité au prix fort — plus cher que Meta ou Alphabet — et il sanctionne toute décélération, comme en juillet. La vraie inconnue n’est pas la rentabilité, c’est le trafic : Reddit dépend en partie de la recherche, et l’IA change la façon dont on cherche. Côté marché, le titre échange environ 678 M$ par séance : la liquidité est bonne, mais le bêta supérieur à deux et les gaps post-résultats imposent une taille modeste. Ici, la patience — attendre un repli dans le couloir — vaut mieux que la poursuite.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Aucune entrée au cours actuel (149,84 $) : le titre est au-dessus du support visé et sous toutes ses moyennes. Plan de repli tactique dans le couloir, non un signal de tendance : entrée sur repli vers 145,17 $, le support triple-testé, à ne pas payer au-dessus de 148,17 $ pour garder un rapport risque-rendement d’au moins 1,5 vers le premier objectif. Stop sous 140,05 $, le plancher de la base ; une clôture en dessous abandonne le scénario.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 145.166, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 140.05, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 160.35, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 166.18, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-3.5%", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+10.5%", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+14.5%", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.97 TP1 / 1:4.11 TP2", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Aucune entrée au cours actuel. Entrée seulement sur un repli vers le support triple-testé du couloir (145,17 $, touché les 20 août, 1er, 2 et 9 septembre), à ne pas payer au-dessus de 148,17 $ : au-delà, le R/R vers le premier objectif tomberait sous 1,5 avec le même stop. Stop sous le plancher de la base à 140,05 $. Objectifs au mi-haut (160,35 $) et au haut (166,18 $) du couloir de septembre. Trade de couloir, à solder au haut de la fourchette, pas à conserver pour un retournement. Liquidité : environ 678 M$ échangés par séance ; ATR de 7,70 $. Exemple de taille, non personnalisé : 100 $ de perte maximale divisés par le risque par action au plafond, soit 12 actions.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Reddit est un excellent dossier d’entreprise à un prix exigeant, dans une tendance de fond baissière. On n’achète pas la poursuite : le titre est sous toutes ses moyennes depuis le repli de juillet. Le seul plan raisonnable au cours actuel est un trade de couloir, tactique : acheter un repli vers le support triple-testé à 145.17 $, avec un stop serré sous le plancher de la base à 140.05 $, pour viser le haut du couloir. Ce n’est pas un pari sur le retournement ; c’est jouer une fourchette bornée en attendant un signal plus net — soit une reprise franche au-dessus des moyennes, soit une capitulation qui offrirait un meilleur point d’entrée de fond. Tant que le trafic de recherche reste une inconnue, la prudence prime sur la conviction.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Un repli vers le support triple-testé du couloir (145,17 $) sans casser le plancher de la base (140,05 $).", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Les résultats du troisième trimestre, attendus fin octobre, face à la prévision de 860 à 870 M$ et surtout à la trajectoire des utilisateurs quotidiens.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Une clôture sous le plancher de la base (140,05 $) abandonne le plan de couloir.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Croissance de 61 %, marge brute de 91 %, résultat net et flux libre positifs.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Bilan sans dette, 2,8 Md$ de trésorerie, rachat d’actions de 1 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "blastRadius.asOf", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-27T21:57:44.660097277Z", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-01-08 au 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", 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"analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 166,18 $ avec un volume soutenu et une croissance des utilisateurs stabilisée.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre poursuit sa consolidation dans le couloir 140-166 $, sous ses moyennes.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Des clôtures bornées entre 145,17 $ et 166,18 $ pendant plusieurs semaines.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre casse le plancher de la base sous 140,05 $, puis vise le plus bas du gap de juillet (135,22 $).", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 140,05 $ avec un trafic ou des utilisateurs en baisse confirmés au trimestre suivant.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.missingData.2", "value": "Couverture officielle des formulaires 4 incomplète : aucun solde net d’initiés affirmé.", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.missingData.2" }, { "path": "blastRadius.missingData.3", "value": "Fondamentaux, statistiques et corrélations relevés en instantané le 25 septembre, non reconstitués à la clôture de référence.", "as_of": "2026-09-25", "source_artifact": 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"https://www.sec.gov/Archives/edgar/data/1713445/000171344526000098/earningspressreleaseq226.htm", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-07-30", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "performance.windowReturns.startDate", "value": "2026-08-26", "as_of": "2026-09-25", "source_artifact": "analyses/RDDT/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "479b448d005cdd192752b3f1da95b6adcf11f9849bdf6a678902bc4a35c4227b", "source_pointer": 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