Insider Trading February 3, 2026

Reddit CEO Sells $3.3M in RDDT Shares as Stock Retreats Ahead of Earnings

Transactions tied to option exercises; company financials remain strong while analysts weigh in ahead of Q4 results

By Leila Farooq RDDT
Reddit CEO Sells $3.3M in RDDT Shares as Stock Retreats Ahead of Earnings
RDDT

Reddit CEO Steve Huffman sold 17,997 Class A shares on January 30, 2026, in transactions tied to option exercises that generated roughly $3.3 million. The stock has since fallen to $165.41, a 14.36% decline over the past week. The trades were executed through The XYZ Revocable Trust under a Rule 10b5-1 plan adopted in May 2025. Huffman still holds 448,576 Class A shares. Analysts and market data note Reddit is trading near fair value with a market cap of $31.34 billion, while the company reports more cash than debt and a 91.21% gross profit margin. Investors will be watching Reddit’s February 5, 2026 earnings release.

Key Points

  • CEO Steve Huffman sold 17,997 Class A shares on January 30, 2026, for about $3.3 million; the trades were carried out through The XYZ Revocable Trust and tied to option exercises.
  • Reddit’s stock has fallen to $165.41, a 14.36% drop over the past week, while InvestingPro indicates the company is trading near its Fair Value with a $31.34 billion market capitalization.
  • Company fundamentals cited include more cash than debt and a 91.21% gross profit margin; analysts from Evercore ISI, Guggenheim and Cantor Fitzgerald provided recent ratings and price targets ahead of the February 5, 2026 earnings report.

Reddit, Inc. (NASDAQ: RDDT) disclosed that Chief Executive Officer Steve Huffman sold 17,997 shares of Class A Common Stock on January 30, 2026. The shares were disposed of at prices spanning $180.44 to $190.06, producing proceeds of approximately $3.3 million.

Following those transactions, Reddit’s share price has moved lower. The stock traded at $165.41 at the most recent quote, a decline of 14.36% over the prior week.


According to InvestingPro analysis cited with the company data, Reddit is trading close to its Fair Value and carries a market capitalization of $31.34 billion. The sale was carried out by The XYZ Revocable Trust and represented shares that had been acquired through the exercise of stock options. On the same day Huffman sold shares, he also exercised options to acquire 18,000 Class A Common Stock shares at an exercise price of $0.00 per share.

After the January 30 transactions, Huffman remains a significant holder, retaining 448,576 shares of Reddit Class A Common Stock through The XYZ Revocable Trust. The disposition was executed pursuant to a pre-arranged Rule 10b5-1 trading plan that the trust adopted on May 19, 2025.


Financial metrics cited alongside the transaction show Reddit with more cash than debt on its balance sheet and robust gross profit margins recorded at 91.21%. Market participants will also be focused on Reddit’s forthcoming earnings announcement, scheduled for February 5, 2026.

InvestingPro has also identified 18 additional investment tips for Reddit, encompassing revenue growth forecasts and valuation metrics; those items are available through its subscription service.


The stock’s recent activity arrives as analysts weigh in ahead of the fourth-quarter report. Evercore ISI has maintained an Outperform rating on Reddit with a $320 price target, projecting a "Modest Beat & Raise Q4" and expecting Reddit to meet Wall Street’s revenue estimate of $667 million, a figure that would represent 56% year-over-year growth. Separately, Evercore ISI is noted as having initiated coverage with an Outperform rating and cited Reddit’s strong growth profile with expectations for substantial revenue and EBITDA expansion over the next three years.

Guggenheim reiterated a Buy rating and set a $245 price target, highlighting company efforts to improve user experience and projecting 140 million daily active users by 2026. Cantor Fitzgerald began coverage with a Neutral rating and a $240 price target, observing Reddit’s solid position in digital media. The platform’s attraction to marketers, particularly for incremental reach and attention metrics, was emphasized in a webinar featuring RECHO CEO Jonny Waite.

Collectively, these analyst actions and the insider transactions frame a period of close scrutiny for Reddit as it approaches its quarterly results and as investors digest near-term price movement and valuation signals.

Risks

  • Near-term price volatility: the stock has dropped 14.36% over the past week, reflecting potential share-price instability that could affect investors in the technology and media sectors.
  • Earnings uncertainty: Reddit is scheduled to report fourth-quarter results on February 5, 2026, creating short-term earnings risk for market participants assessing digital advertising exposure.
  • Analyst divergence and expectations: differing ratings and price targets from firms such as Evercore ISI, Guggenheim and Cantor Fitzgerald underscore uncertainty in near-term forecasts and valuation assumptions in digital media and advertising markets.

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