Wedbush将The Trade Desk的目标价从50美元下调至40美元，维持"中性"评级。(格隆汇) ...

Introduction The Trade Desk (TTD) is down 71.6%, the biggest drop since it became a public company almost 10 years ago. The question many have is: Is this an opportunity or a trap? Let's start with a quick look at ...

Core Viewpoint - The Trade Desk (TTD) has experienced a significant decline of 71.6%, marking the largest drop since its public listing nearly 10 years ago, raising questions about whether this presents an investment opportunity or a potential trap [1] Group 1 - The Trade Desk's stock performance is under scrutiny due to its drastic decline [1] - The decline is the most substantial since the company went public, indicating a critical moment for investors [1] - The current situation prompts a reevaluation of the company's market position and future prospects [1]

Core Viewpoint - Standard Chartered has revised its year-end Bitcoin price expectation to $100,000, down from a previous target of $200,000, indicating a significant adjustment in its outlook for the cryptocurrency market [1] Group 1 - Bitcoin's price has been climbing recently, prompting Standard Chartered to update its forecast [1] - The new target of $100,000 reflects a more conservative stance compared to the earlier projection [1]

Vision Capital Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned +15.6% net, YTD, compared to +14.8% for the S&P 500 for the same period. Since its inception on October 1, 2024, the fund has returned a cumulative of +27.8% net, compared to +17.6% for the S&P 500. Additionally, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, Vision Ca ...

Core Insights - The Trade Desk Inc. (TTD) operates in the digital advertising industry, providing a platform for advertisers to purchase digital ad space on the open internet, which allows for a content-agnostic strategy to reach diverse audiences [1] - The company faces significant competition from major platforms like Amazon, Meta, and Google, which offer more controlled, AI-optimized buying experiences [1][4] - Wedbush has set a price target of $40 for TTD, indicating a modest 1.29% increase from its trading price of $39.49, reflecting cautious optimism amid structural challenges [2][6] Financial Performance - TTD is currently trading at $39.61, with a 1.10% decrease and a price change of $0.44; the stock has fluctuated between a low of $39.39 and a high of $40.29 on the same day [5] - Over the past year, TTD's stock has seen significant volatility, with a high of $137.19 and a low of $38.23; the company's market capitalization is approximately $19.48 billion [5] Growth Drivers - Analysts expect TTD to continue experiencing topline growth, driven by the shift of linear advertisers to connected TV (CTV) and digital platforms [3][6] - TTD's strategy of enhanced integration across media channels supports this transition, allowing advertisers to achieve a broader reach [3] Competitive Landscape - TTD's reliance on the open internet presents a structural disadvantage compared to competitors like Amazon and Google, which leverage identity and purchase data for a seamless buying experience [4][6] - The open internet approach results in fragmented identity and probabilistic measurement, making it more challenging for TTD to compete effectively [4]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Key Takeaways TTD has dropped 44% in six months even as peers and sector benchmarks moved higher.CTV, retail media, Kokai and OpenPath continue to support TTD's long-term growth outlook.Rising expenses, tougher competition and macro volatility pose near-term challenges for TTD.The Trade Desk (TTD) stock has seen a sharp 44% slide over the past six months, an uncomfortable drawdown for a company viewed as one of ad tech’s leading players.TTD’s decline stands in sharp contrast to the Zacks Internet Services i ...

智通财经APP注意到，人工智能正在彻底改变各个行业的支出方式，使英伟达(NVDA.US)、 AMD(AMD.US)等公司受益。但在一部分公司成为赢家的同时，投行 Wedbush Securities 也列出了一份 可能受到人工智能负面冲击的公司名单。 "就像过去的企业软件演进周期一样，颠覆者通常首先通过与较小的公司合作或在利基应用中取得成 功，然后才会威胁到大型企业核心职能中根深蒂固的竞争对手。面临最大威胁的包括 Adobe、Docusign 和 Workday。" 与此同时，Wedbush 将 Nice Systems(NICE.US)的评级从"跑赢大盘"下调至"中性"，并将目标价从 170 美 元下调至 120 美元。 最后，Wedbush 认为代理式 AI 对零售业的影响正在颠覆许多领域，包括 Instacart(CART.US)等中介机 构。 分析师解释道："自动驾驶车队无需人工劳动力即可运送人员和货物，这标志着交通运输经济学领域自 十年前网约车推出以来最具影响力的转变。我们预计这将带来巨大的颠覆，特别是在运输网络领域。随 着自动驾驶(AV)网络规模化，价值将流向拥有 (1) 车队、(2) 数据沉淀和 ...

Group 1 - The Trade Desk (TTD) reported a revenue and earnings beat in its Q3 FY25 earnings, while also raising its full-year guidance beyond expectations, yet investors remained unimpressed [1] - The company is part of a broader trend in the investment landscape, where even positive financial results may not lead to favorable market reactions [1] Group 2 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [2] - The fund's strategy includes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [2] - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing her expertise in investment portfolios [2]