We are updating our model following Q1 FY26 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q2 FY26: Average Daily Uniques (DAUq) of 128m; $684m in…

We are updating our estimates following Q1 FY26 report. We are raising our price target to $150 to reflect our uprated estimates. Q2 FY26 We expect Advertising revenue of $645m with a gross margin of…

A strong report with additional details thanks to the new disclosure. A few things stand out in the Shareholder Letter; we will be looking for the management’s commentary and details on the call. First, ad…

We are updating our model following Q3 FY26 report. We maintain our Neutral rating. Q4 FY26: We expect subscription revenue of $157m, marketplace & other revenue of $49m and total company revenue of $205m. We are…