Core Viewpoint - The Trade Desk (TTD) is expected to report a year-over-year decline in earnings despite higher revenues, with the market closely watching how actual results compare to estimates [1][2]. Company Summary - The Trade Desk is anticipated to post quarterly earnings of $0.25 per share, reflecting a year-over-year decrease of 3.9%. Revenues are projected to reach $574.27 million, which is an increase of 16.9% from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 6.87% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. - The Most Accurate Estimate for The Trade Desk is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -9.45%. The stock currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [11][10]. Earnings Surprise History - In the last reported quarter, The Trade Desk was expected to post earnings of $0.58 per share but actually delivered $0.59, resulting in a surprise of +1.72%. Over the past four quarters, the company has beaten consensus EPS estimates four times [12][13]. Industry Context - Another player in the Zacks Internet - Services industry, Uber Technologies (UBER), is expected to report earnings of $0.51 per share for the same quarter, indicating a significant year-over-year increase of 259.4%. Revenues are expected to be $11.6 billion, up 14.5% from the previous year [17]. - The consensus EPS estimate for Uber has been revised down by 1.4% over the last 30 days, and it currently has an Earnings ESP of -0.20%, combined with a Zacks Rank of 3, making it difficult to predict an earnings beat [18].

Group 1 - The Trade Desk (TTD) is set to report its quarterly financial results in early May, which may have implications for shareholders [1] - Stock prices referenced were from the afternoon of April 23, 2025, indicating a specific timeframe for market performance [1] - The video discussing these developments was published on April 25, 2025, providing context for the timing of the financial report [1]

Core Viewpoint - The Trade Desk presents a compelling investment opportunity following a significant stock price drop, making it cheaper than in recent times, despite its strong growth potential [1][6]. Group 1: Company Performance - The Trade Desk has consistently met management revenue guidance until it missed expectations in Q4, leading to a stock decline of over 30% [2][3]. - Currently, The Trade Desk's stock is down 65% from its all-time high, with the last comparable price point being in January 2023 [3]. - The company is undergoing a transition from its old Solimar platform to a new AI-based Kokai platform, which caused revenue guidance misses but is expected to enhance long-term performance [4]. Group 2: Future Growth Potential - The Trade Desk's Q1 guidance indicates a modest revenue growth expectation of 17%, but there is optimism that actual results may exceed this projection [5]. - Analysts project revenue growth of 17% in 2025 and 20% in 2026, indicating a strong growth trajectory as the market shifts from linear to connected TV [8]. - The stock is currently viewed as a strong buy, especially given its potential market value by the start of 2025 [6]. Group 3: Market Context - The stock experienced a significant sell-off due to a revenue miss and broader market declines, creating a favorable buying opportunity for long-term investors [9]. - The Trade Desk's forward PE ratio of 27 times earnings reflects its growth potential, despite being considered not cheap [8].

Core Viewpoint - The Trade Desk is viewed as a compelling long-term investment despite a significant stock decline of 65% over five months, attributed to a soft earnings report and missed revenue guidance [1][2][4]. Company Performance - The Trade Desk's stock peaked at $139.51 per share on December 4, 2024, reflecting a 156% gain over two years, but has since fallen 65.4% as of April 22, 2024 [3]. - The company faced a revenue shortfall in its earnings report, leading to a 33% drop in stock price the following day [4][5]. Management Response - The management team acknowledged the revenue miss and outlined a plan to address the issues without resorting to cost-cutting measures, focusing instead on restructuring and targeting brand-building customers [5][6][7]. - The restructuring aims to create a more efficient organization with clearer performance goals and improved operations [8]. Market Position - The Trade Desk maintains higher valuation ratios compared to its ad-tech peers, justified by its strong long-term business prospects in the evolving digital advertising space [9][10]. - The company is well-positioned to benefit from the shift in marketing budgets towards brand-building video spots, which aligns with its core competencies [9]. Investment Outlook - Despite the stock's high valuation, it is considered a good opportunity for long-term investors to start or increase their positions [10].

Group 1 - A lawsuit is pending for investors in shares of The Trade Desk, Inc. (NASDAQ: TTD) who purchased shares prior to May 2024 [1][3] - The lawsuit alleges that The Trade Desk, Inc. made materially false and misleading statements regarding its business operations and prospects between May 09, 2024, and February 12, 2025 [2] - The plaintiff claims that the company faced significant execution challenges in rolling out its new platform, Kokai, which negatively impacted revenue growth and overall business operations [2] Group 2 - Investors are encouraged to contact the Shareholders Foundation for options related to the lawsuit [1][3] - The Shareholders Foundation provides services related to shareholder issues, including legal monitoring and information on securities class actions [3]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Class A common stock of The Trade Desk, Inc. about the lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company during the Class Period from May 9, 2024, to February 12, 2025 [1][5]. Group 1: Class Action Details - Investors who purchased Trade Desk Class A common stock during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by April 21, 2025 [3]. - The lawsuit alleges that Trade Desk made false and misleading statements regarding its business operations and the rollout of its AI forecasting tool, Kokai, which faced significant execution challenges [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has been recognized as a leader in securities class action settlements [4].

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 (NASDAQ: TTD ), I downgraded the stock to a “hold,” as I believed that its valuation had become too stretched, leaving little to no margin of safety for investors.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. T ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q1, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TTD over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...

NEW YORK, April 17, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of The Trade Desk, Inc. (NASDAQ: TTD).Shareholders who purchased shares of TTD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/the-trade-desk-inc-loss-submission-form/?id=143329&from=4CLASS PERIOD: May 9, 2024 to ...

Momentum came crashing down in February, and that coincided with a sharp decline in shares of The Trade Desk (NASDAQ: TTD ). While the momentum factor has actually rebounded in the past month—losing just 2.4% since mid-March, outperforming the S&P 500—TTDFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My pa ...