The Motley Fool
02 Aug 2026, 07:45 UTC · 2h ago
Roblox and Reddit Stocks Just Both Crashed More Than 20%, but Only One Is a Buy
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
02 Aug 2026, 07:45 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Roblox forecasts bookings to decline by 14% to 18% in the next quarter. — A significant projected decline in primary revenue metrics typically leads to sustained downward pressure on stock price.
-0.80Roblox's daily active users (DAUs) grew 10% to 123 million, missing analyst expectations of 128.7 million. — Missing user growth targets suggests a slowing growth trajectory for a platform-based business.
-0.60Reddit's daily active unique users (DAUq) rose 18% to 130.3 million, exceeding analyst estimates. — Beating user growth estimates provides a fundamental bullish counter-argument to the stock's price drop.
+0.40Reddit is reconsidering its $60 million-a-year data training deal with Alphabet as the current agreement expires. — The potential to renegotiate for better terms or higher traffic direction represents a positive future catalyst.
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Reddit has experienced a decline in search referrals due to Google's implementation of AI Overviews. — Dependency on third-party search traffic creates a systemic risk to user acquisition and engagement.
-0.30Which stocks this story touches
The stock crashed after earnings, user growth missed expectations, and the author describes it as a 'broken company' with a weak forecast.
Despite a stock price drop, the author views it as a 'better bet to rebound' with user growth exceeding analyst estimates.
The company is cited as a cause for Reddit's tumbling search referrals due to the push of AI Overviews.
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