Group 1 - The Trade Desk, Inc. (TTD) has experienced a significant stock price collapse over the last 12 months, losing two-thirds of its market capitalization, which presents a contrarian investment opportunity [1] - The investment strategy focuses on GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] - The author identifies stocks with limited downside potential and unlimited upside potential as part of their investment philosophy [1] Group 2 - The author is a professional portfolio manager with a background in business studies across multiple countries, including France, the U.S., and Russia [1] - The author's investment opinions and decisions are publicly available on the eToro platform, showcasing a transparent investment approach [1]

The Trade Desk ( TTD ) is a remarkable company whose shares have been under severe pressure. Its profile within digital advertising and the Open Internet space is under perceptive assault. Its last earnings report included some disappointments, and its leadership has undergoneI am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decisi ...

Key Takeaways TTD reports Q4 2025 results Feb. 25, with revenues seen rising 13.6% year over year.Connected TV and Kokai adoption drive growth, with 85% clients using Kokai as default.TTD faces macro ad-spend caution and stiff competition from Amazon and Alphabet.The Trade Desk, Inc. (TTD) will report its fourth-quarter 2025 results on Feb. 25, after market close.The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at 59 cents, the same as in the prior-year quarter. The e ...

With a $12.2 billion market cap, The Trade Desk, Inc. (TTD) is a leading independent demand-side platform (DSP) that enables advertisers and agencies to buy and manage digital advertising campaigns programmatically across channels such as connected TV (CTV), display, video, audio, mobile, and social. Founded in 2009 and headquartered in Ventura, California, the company provides data-driven ad-buying software used by major global brands and advertising agencies. Shares of TTD have considerably underperfor ...

Group 1: The Trade Desk - The Trade Desk is perceived as undervalued by Wall Street analysts, with a median target price of $50 per share, indicating a 100% upside from the current price of $25 [8][10] - The company specializes in adtech software that utilizes artificial intelligence to optimize digital advertising campaigns, providing a competitive edge due to its independent business model [3][4] - The Trade Desk's lack of ownership over media content allows for better data sharing from publishers, enhancing the effectiveness of its targeting and measurement tools across the open internet [5][6] - Despite a significant decline of 80% from its peak, the stock is expected to see adjusted earnings growth of 13% annually through 2026, making its current valuation of 15 times earnings appear attractive [6][7] Group 2: Datadog - Datadog is also considered undervalued, with a median target price of $180 per share, suggesting a 50% upside from its current price of $120 [15] - The company develops observability and security software that integrates signals from various enterprise technology components, featuring an AI engine for anomaly detection and incident management [11][12] - Datadog has been recognized as a leader in its market segments, with significant growth potential projected at approximately 16% annually for digital experience monitoring and 15% for AI in IT operations through 2030 [12][13] - The company reported a 20% growth in adjusted earnings in the fourth quarter, although its current valuation of 60 times earnings is considered high; however, ongoing investments in R&D may lead to accelerated earnings growth in the future [14]

UK e-commerce group THG has formed a partnership with advertising tech company The Trade Desk to provide advertisers with self-serve access to retail audience data from its beauty platforms. Under the arrangement, advertisers and agencies using The Trade Desk’s Kokai media-buying system can tap audience segments built from shopper data across the Cult Beauty and LOOKFANTASTIC sites. These segments cover the entire marketing funnel, including “high-value” and price-sensitive customers, intent-led browser ...

Group 1: Market Overview - Recent weakness in the stock market has created buying opportunities, with some stocks at their lowest levels in years [1] - Investors are encouraged to act now rather than wait for better prices, as the market could reassess these stocks at any time [2] Group 2: Microsoft - Microsoft has seen its premium valuation in the tech sector diminish due to recent market weakness and a poorly received earnings report [3] - The company remains dominant in its industry and delivered strong growth in its latest quarter, presenting a rare buying opportunity [4] Group 3: The Trade Desk - The Trade Desk reported an 18% year-over-year growth in Q3, which is slower than previous quarters but still impressive [5] - Wall Street expects 17% revenue growth for 2026, indicating that the company's growth potential remains intact despite current challenges [6] - The stock is currently valued at a low level of 13 times forward earnings, making it an attractive investment opportunity [6]

Company Overview - The Trade Desk, Inc. (NASDAQ:TTD) is a leading supplier of advertising technology, providing digital marketers with solutions to plan, manage, and optimize their digital ad campaigns across various platforms and channels using a self-service, transparent software and cloud-based platform [5] Analyst Ratings and Price Targets - KeyBanc has cut its price target for The Trade Desk, Inc. to $40 from $88 while maintaining an Overweight rating, reflecting a more conservative growth forecast and lowered EV/EBITDA multiples [1] - Rosenblatt has also reduced its price target for The Trade Desk, Inc. to $53 from $64 while retaining a Buy rating, following the sudden departure of the company's CFO, Alexander Kayyal, who had been in the role for only five months [4] Financial Estimates - The Trade Desk, Inc. has reaffirmed its fourth-quarter 2025 estimates, anticipating revenue growth of "at least $840 million," which represents a rise of 13% (or 19% without political advertising), and adjusted EBITDA of "approximately $375 million," indicating a 7% gain [3]

Core Viewpoint - The Trade Desk, Inc. (NASDAQ:TTD) is considered one of the most oversold stocks on NASDAQ, with recent price target adjustments reflecting a more conservative growth outlook amid competitive pressures in the advertising sector [1][2]. Group 1: Price Target Adjustments - KeyBanc reduced its price target for The Trade Desk, Inc. from $88 to $40 while maintaining an Overweight rating, indicating expectations of a volatile quarter for small and mid-cap advertising earnings [1]. - Rosenblatt also lowered its price target from $64 to $53, keeping a Buy rating, citing the unexpected termination of CFO Alexander Kayyal as a factor affecting the company's valuation premium [2]. Group 2: Company Overview - The Trade Desk, Inc. offers a self-service, cloud-based ad-buying platform that includes omnichannel advertising, audience targeting, identity solutions, API, custom, programmatic, measurement, and optimization services [2]. Group 3: Market Context - The current market environment features competition for incremental advertising budgets and a focus on agentic AI themes, which may impact The Trade Desk's growth prospects [1].

The Trade Desk (NASDAQ: TTD) has fallen 81% from its record high, but most Wall Street analysts view the stock as deeply undervalued. In fact, the median target price of $50 per share implies 85% upside from its current share price of $27. Here's what investors should know. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: G ...