Group 1: Meta Platforms - Philippe Laffont sold 76,900 shares of Meta Platforms, which has outperformed the S&P 500 by 16 percentage points this year [2] - Meta Platforms reported Q2 revenue of $47.5 billion, a 22% increase from the previous year, with GAAP earnings rising 38% to $7.14 per diluted share [6] - The company is leveraging AI to enhance user engagement, resulting in a 5% increase in time spent on Facebook and a 6% increase on Instagram [5] - Analysts expect Meta's earnings to grow at 17% annually over the next three years, making its current valuation of 27 times earnings appear reasonable [8] - Despite selling shares, Laffont still holds a significant position in Meta, indicating continued confidence in the company [8] Group 2: The Trade Desk - Philippe Laffont acquired 998,900 shares of The Trade Desk, which is the largest demand-side platform for the open internet [2][9] - The Trade Desk reported Q2 revenue of $694 million, a 19% increase, but this was a slowdown from the previous quarter's 25% growth [11] - The company faces competitive pressure from Amazon, which has enhanced its DSP capabilities and secured ad inventory from Roku and Netflix [10] - Wall Street projects The Trade Desk's earnings to grow at 20% annually over the next three years, although its current valuation of 55 times earnings is considered somewhat expensive [13] - Laffont's purchase of The Trade Desk represents a small position in his portfolio, suggesting a cautious approach rather than high conviction [12]

Intensifying competition and several downbeat analyst takes pushed the stock down during the period.At times over the past five business days, there was lively trading in digital adtech specialist The Trade Desk (TTD -0.19%). Unfortunately for the company and its investors, much of that trading consisted of sales.On the back of a new partnership agreement signed by a well-capitalized rival, plus several analyst moves, the stock fell by more than 13% over the week, according to data compiled by S&P Global Ma ...

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The latest value percentile report highlights notable week-on-week improvements in value rankings for three prominent Communication Services stocks.What Does Value Ranking Mean?Value rankings, according to Benzinga Edge’s Stock Ranking, compare a stock's current market valuation with its peers based on fundamental business metrics such as assets, earnings, sales, and operating performance.A rising percentile score typically signals the market's growing confidence in a stock's underlying value proposition.3 ...

The Trade Desk is struggling with increased competition from Amazon, but most Wall Street analysts think the stock is undervalued.The Trade Desk (TTD -1.95%) is having a dismal year. Shares dropped more than 30% on Feb. 13 after fiscal fourth-quarter results missed revenue estimates. Then shares dropped nearly 40% on Aug. 8 after second-quarter results failed to impress investors. In total, the stock has tumbled 60% year to date, which makes it the worst performer in the S&P 500.However, most Wall Street an ...

The stock's premium valuation is becoming increasingly difficult to justify.The Trade Desk (TTD -1.95%) shares were slammed on Wednesday after Netflix (NFLX -3.40%) said advertisers will be able to buy Netflix ads programmatically through Amazon's (AMZN -0.11%) demand-side platform (DSP) later this year -- just on time for the holidays. For the independent ad-tech leader, whose software helps brands and agencies buy digital ads across the open internet, this is not immaterial. It puts a deep-pocketed platfo ...

Company Overview - The Trade Desk, Inc. is a global technology company headquartered in Ventura, California, providing a cloud-based platform for advertisers to manage and optimize digital ad campaigns across various formats and devices [3]. Allegations and Investigation - Edelson Lechtzin LLP is investigating potential violations of federal securities laws involving The Trade Desk, based on allegations of providing misleading business information to investors [1]. - The investigation follows The Trade Desk's announcement of its second-quarter 2025 earnings on August 7, 2025, which missed market expectations, leading to multiple analyst downgrades, including a double downgrade from Bank of America [4]. Financial Performance and Market Reaction - The Trade Desk's second-quarter results raised concerns about rising competition, operational errors, and doubts regarding its ability to sustain long-term growth above 20%, which is critical for its high valuation [4]. - Following the earnings announcement, The Trade Desk's stock price fell by $34.10 per share, or 38.6%, closing at $54.23 per share on August 8, 2025 [5].

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.When I last wrote about The Trade Desk, Inc. (NASDAQ: TTD ), I reiterated my Buy rating on the stock and said that the Amazon ( AMZN ) threat is misguided.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sus ...