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's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, emphasizing portfolio strategy and valuation [2]

I previously covered The Trade Desk, Inc. ( TTD ) in August 2025, discussing how its independent DSP story had not played out as expected, with Kokai/OpenPath yet to be accretive to its FQ2'25 performance andI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or ...

Core Insights - The Trade Desk, Inc. (TTD) was initially covered in April, with a focus on technical analysis, leading to a temporary stock gain before a pullback occurred [1] Group 1 - The analyst has a strong focus on the tech sector and holds a Bachelor of Commerce Degree with Distinction, majoring in Finance [1] - The analyst is a lifetime member of the Beta Gamma Sigma International Business Honor Society, emphasizing values such as Excellence, Integrity, Transparency, and Respect [1] - The analyst encourages constructive criticism and feedback from readers to improve the quality of future work [1]

The Trade Desk, Inc. ( TTD ) is one of the worst-performing stocks in the market in 2025, which is usually what happens when a company that's trading at extremely high valuations is facing unexpected, intense competition and market share losses.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and ...

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here. The fund returned 2.62% gross (2.52% net) in the third quarter of 2025, compared to a 7.74% return for the MSCI All Country World Index and 7.36% gain for the MSCI World Index. YTD, the strategy rose 10.61% (net) compared to 18.86% and 17.83% for the indexes. The firm highlighted in the letter that the last six months represented one of the str ...

Core Insights - The article provides a comprehensive market analysis of The Trade Desk, focusing on its performance and strategic positioning within the advertising technology sector [1] Group 1: Company Performance - The Trade Desk reported a revenue increase of 25% year-over-year, reaching $1.2 billion in the last fiscal year [1] - The company's net income for the same period was $200 million, reflecting a significant growth compared to the previous year [1] - The Trade Desk's market share in the programmatic advertising space has expanded, now accounting for approximately 15% of the total market [1] Group 2: Industry Trends - The programmatic advertising market is projected to grow at a compound annual growth rate (CAGR) of 20% over the next five years, driven by increased digital ad spending [1] - There is a notable shift towards data-driven advertising solutions, with companies increasingly investing in technology to enhance targeting and measurement capabilities [1] - The competitive landscape is intensifying, with new entrants emerging and established players enhancing their offerings to capture market share [1]

The Trade Desk logo featured in front of city skyline. Key Points The Trade Desk has fallen 70% from last year’s highs and is back at 2020 levels. However, the company's underlying fundamentals remain solid despite market pessimism.  TTD's stock valuation and long-term support levels indicate significant potential.  Interested in The Trade Desk? Here are five stocks we like better. Shares of The Trade Desk Inc. (NASDAQ: TTD) have been under pressure for almost all of 2025. After peaking around this ...

We're poised to exit 2025 at record highs for the stock market, forcing many value-oriented investors like me to think about deep rotations in our portfolios for next year. In my view, 2025 has been a market characterized by big winners and losers, andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Key Takeaways TTD posted $739M in Q3 revenue, up 18% year over year on strong digital advertising demand.New platform upgrades, Audience Unlimited and Trading Modes aim to boost data use and performance.Audience Unlimited and Koa Adaptive Trading Modes roll out in late 2025 ahead of wider 2026 availability.As the advertising landscape undergoes rapid transformation, driven by AI, privacy-safe identity and the rise of the open Internet, The Trade Desk, Inc. (TTD) , with its strategic roadmap, appears well-po ...

Core Insights - Brown Advisory's Large-Cap Growth Strategy reported a net return of -0.88% in Q3 2025, underperforming the Russell 1000 Growth Index due to underweighting speculative momentum-driven stocks despite significant exposure to AI [1] - The Trade Desk, Inc. (NASDAQ:TTD) experienced a one-month return of -16.25% and a 52-week decline of 71.36%, closing at $39.95 with a market capitalization of $19.533 billion on December 2, 2025 [2] - The Trade Desk's quarterly results slightly exceeded consensus, but its Q3 guidance disappointed investors compared to strong performances from peers like Meta, Google, and Amazon [3] Company Performance - The Trade Desk transitioned 75% of its customers to its new AI-powered platform, Kokai, with full adoption expected by year-end, leading to improved ROI for customers [3] - The Trade Desk reported revenue of $739 million in Q3 2025, reflecting an 18% year-over-year growth [4] - The number of hedge funds holding The Trade Desk decreased from 60 to 42 in Q3 2025, indicating a decline in popularity among institutional investors [4] Market Position - The Trade Desk is recognized as one of the largest independent demand-side advertising platforms globally, positioning itself for long-term growth in digital advertising [3] - Despite its potential, certain AI stocks are viewed as having greater upside potential and less downside risk compared to The Trade Desk [4]