{"id":2114,"date":"2025-07-21T07:37:35","date_gmt":"2025-07-21T07:37:35","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2114"},"modified":"2025-07-21T07:37:35","modified_gmt":"2025-07-21T07:37:35","slug":"reddit-aneb-kdyz-se-z-nastroje-investoru-stane-jejich-cil","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/07\/21\/reddit-aneb-kdyz-se-z-nastroje-investoru-stane-jejich-cil\/","title":{"rendered":"Reddit aneb kdy\u017e se z n\u00e1stroje investor\u016f stane jejich c\u00edl"},"content":{"rendered":"\n<p><strong>Reddit m\u00e1 od sv\u00e9ho IPO d\u016fv\u011bru komunitn\u00edch investor\u016f a r\u016fstem sv\u00e9 role v digit\u00e1ln\u00edm ekosyst\u00e9mu k&nbsp;sob\u011b p\u0159iv\u00e1d\u00ed i velk\u00e9 institucion\u00e1ln\u00ed z\u00e1jemce o sv\u00e9 akcie. Od \u010dervence je spole\u010dnost Reddit Inc. (NYSE: RDDT) sou\u010d\u00e1st\u00ed index\u016f Russell 3000\u00ae a 1000\u00ae.<\/strong><\/p>\n\n\n\n<p>Za\u0159azen\u00ed do index\u016f Russell 3000\u00ae a 1000\u00ae, kter\u00e9 je sou\u010d\u00e1st\u00ed ka\u017edoro\u010dn\u00ed rekonstituce FTSE Russell, oce\u0148uje tr\u017en\u00ed kapitalizaci a finan\u010dn\u00ed v\u00fdkonnost spole\u010dnosti Reddit. S v\u00edce ne\u017e 10,6 biliony dolar\u016f hodnoty pokryt\u00e9 t\u011bmito indexy se o\u010dek\u00e1v\u00e1, \u017ee viditelnost spole\u010dnosti Reddit mezi institucion\u00e1ln\u00edmi investory vzroste, co\u017e m\u016f\u017ee zv\u00fd\u0161it popt\u00e1vku ze strany fond\u016f sleduj\u00edc\u00edch indexy. V polovin\u011b \u010dervence 2025 se akcie obchoduj\u00ed kolem 145 USD, co\u017e odr\u00e1\u017e\u00ed silnou dynamiku od IPO v b\u0159eznu 2024.<\/p>\n\n\n\n<p><strong>Finan\u010dn\u00ed v\u00fdsledky: monetizace p\u0159edb\u00edh\u00e1 produktov\u00fd r\u016fst<\/strong><\/p>\n\n\n\n<p>V\u00fdsledky spole\u010dnosti Reddit za prvn\u00ed \u010dtvrtlet\u00ed 2025 podtrhuj\u00ed jej\u00ed r\u016fstovou trajektorii:<\/p>\n\n\n\n<ul><li>Tr\u017eby: 392.4 milionu dolar\u016f (meziro\u010dn\u011b +61 %).<\/li><li>\u010cist\u00fd zisk: 26,2 milionu dolar\u016f (oproti meziro\u010dn\u00ed ztr\u00e1t\u011b 575,1 milionu dolar\u016f).<\/li><li>Upraven\u00fd zisk p\u0159ed \u00faroky, odpisy a amortizac\u00ed (EBITDA): 115,3 milionu dolar\u016f (mar\u017ee 29,4 %).<\/li><li>Denn\u00ed po\u010det aktivn\u00edch u\u017eivatel\u016f: 108,1 milionu (meziro\u010dn\u011b +31%).<\/li><\/ul>\n\n\n\n<p><strong>Pro\u010d Reddit rezonuje u drobn\u00fdch investor\u016f<\/strong><\/p>\n\n\n\n<p>Hodnota Redditu podle anal\u00fdzy FX Junction &nbsp;pramen\u00ed z jeho jedine\u010dn\u00e9ho modelu zalo\u017een\u00e9ho na komunit\u011b:<\/p>\n\n\n\n<p>&#8211; Autenti\u010dnost a d\u016fv\u011bra: Subreddity jako r\/investing a r\/WallStreetBets podporuj\u00ed otev\u0159en\u00e9, nefiltrovan\u00e9 diskuse o akci\u00edch a strategi\u00edch.<\/p>\n\n\n\n<p>&#8211; Demokratizovan\u00e9 informace: Drobn\u00ed obchodn\u00edci vyu\u017e\u00edvaj\u00ed Reddit k hromadn\u00e9mu z\u00edsk\u00e1v\u00e1n\u00ed informac\u00ed (crowdsource), \u010d\u00edm\u017e obch\u00e1zej\u00ed tradi\u010dn\u00ed informa\u010dn\u00ed bari\u00e9ry.<\/p>\n\n\n\n<p>&#8211; Meme Stock Culture: Ud\u00e1losti, jako byl short squeeze spole\u010dnosti GameStop, uk\u00e1zaly s\u00edlu Redditu mobilizovat retailov\u00fd sentiment.<\/p>\n\n\n\n<p>&#8211; Sentiment v re\u00e1ln\u00e9m \u010dase: Vl\u00e1kna na Redditu \u010dasto odr\u00e1\u017eej\u00ed n\u00e1ladu na trhu rychleji ne\u017e mainstreamov\u00e1 m\u00e9dia, tak\u017ee drobn\u00ed investo\u0159i maj\u00ed p\u0159ehled o nov\u00fdch trendech. Dokonce i institucion\u00e1ln\u00ed investo\u0159i nyn\u00ed sleduj\u00ed Reddit, aby zjistili chov\u00e1n\u00ed drobn\u00fdch trader\u016f, a 58 % z nich jej pou\u017e\u00edv\u00e1 pro investi\u010dn\u00ed rozhodnut\u00ed. <\/p>\n\n\n\n<p><strong>V\u00fdhled a valuace<\/strong><\/p>\n\n\n\n<p>Reddit p\u0159edpokl\u00e1d\u00e1 tr\u017eby za 2. \u010dtvrtlet\u00ed v rozmez\u00ed 410-430 milion\u016f dolar\u016f a upraven\u00fd zisk EBITDA ve v\u00fd\u0161i 110-130 milion\u016f dolar\u016f. Analytici o\u010dek\u00e1vaj\u00ed celoro\u010dn\u00ed zisk na akcii ve v\u00fd\u0161i 1,21 USD a tr\u017eby ve v\u00fd\u0161i 1,85 miliardy USD.<a href=\"#_ftn3\">[3]<\/a><\/p>\n\n\n\n<p>Nicm\u00e9n\u011b forwardov\u00e9 P\/E spole\u010dnosti Reddit ve v\u00fd\u0161i 132,08 a pom\u011br PEG ve v\u00fd\u0161i 4,09 nazna\u010duj\u00ed pr\u00e9miov\u00e9 ocen\u011bn\u00ed. Rating spole\u010dnosti Zacks z\u016fst\u00e1v\u00e1 na \u00farovni Hold (#3), co\u017e odr\u00e1\u017e\u00ed opatrn\u00fd optimismus. <\/p>\n\n\n\n<p>Za\u0159azen\u00ed spole\u010dnosti Reddit do hlavn\u00edch index\u016f a roz\u0161i\u0159uj\u00edc\u00ed se u\u017eivatelsk\u00e1 z\u00e1kladna posiluj\u00ed jej\u00ed dlouhodob\u00fd potenci\u00e1l. P\u0159esto jeho vysok\u00e9 ocen\u011bn\u00ed a z\u00e1vislost na extern\u00edch zdroj\u00edch n\u00e1v\u0161t\u011bvnosti, zejm\u00e9na prost\u0159ednictv\u00edm vyhled\u00e1v\u00e1n\u00ed p\u0159es Google, vn\u00e1\u0161ej\u00ed do o\u010dek\u00e1v\u00e1n\u00ed vy\u0161\u0161\u00ed nejistotu a volatilitu. Do trendu mohou promluvit, anebo je potvrdit &nbsp;v\u00fdsledky za 2. \u010dtvrtlet\u00ed, kter\u00e9 m\u00e1 spole\u010dnost zve\u0159ejnit 31. \u010dervence.<\/p>\n\n\n\n<p><em>Oleh Shalenyk<br>Finan\u010dn\u00ed analytik<br>FX Junction<\/em><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reddit m\u00e1 od sv\u00e9ho IPO d\u016fv\u011bru komunitn\u00edch investor\u016f a r\u016fstem sv\u00e9 role v digit\u00e1ln\u00edm ekosyst\u00e9mu k&nbsp;sob\u011b p\u0159iv\u00e1d\u00ed i velk\u00e9 institucion\u00e1ln\u00ed<\/p>\n","protected":false},"author":1,"featured_media":2115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[348,190,272,347],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2114"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2114"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2114\/revisions"}],"predecessor-version":[{"id":2116,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2114\/revisions\/2116"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2115"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}