Workflow
The Trade Desk(TTD)
icon
Search documents
The Trade Desk Plunges 53% YTD: Should You Buy the Dip or Wait?
ZACKS· 2025-03-19 18:05
Core Viewpoint - The Trade Desk (TTD) has significantly underperformed in the digital advertising sector, with a year-to-date decline of 52.9%, compared to the broader Computer & Technology sector's decline of 10% and the Internet Services industry's decrease of 13.8% [1][3]. Group 1: Performance Analysis - TTD's underperformance is attributed to slower adoption of its next-generation platform, Kokai, and a complex reorganization [2]. - Despite the challenges, TTD has seen a record-breaking spend of over $12 billion on its platform in Q4 2024, indicating strong advertiser demand [2]. Group 2: Growth Drivers - TTD's focus on Connected TV (CTV) remains a key growth driver, with CTV being its largest and fastest-growing channel [5]. - The company is leveraging Unified ID 2.0 (UID2) to enhance precision and addressability in programmatic advertising on CTV [5][6]. - The introduction of the Ventura Operating System aims to improve efficiency and transparency in CTV advertising, enhancing data management and targeting capabilities [8]. Group 3: Strategic Acquisitions - TTD's acquisition of Sincera in January 2025 is expected to strengthen its programmatic advertising platform by integrating actionable insights on data quality [10]. Group 4: Partnerships and Client Base - TTD has established extensive partnerships with industry leaders such as Disney, NBCU, Walmart, Roku, LG, Fox, and Netflix, which bolster its market position [11]. Group 5: Financial Outlook - TTD anticipates revenues of at least $575 million in Q1 2025, with a Zacks Consensus Estimate of $576.13 million, reflecting a year-over-year increase of 17.28% [12]. - The Zacks Consensus Estimate for Q1 2025 earnings is 26 cents per share, remaining unchanged over the past 30 days [12]. Group 6: Valuation Concerns - TTD is currently trading at a premium, with a forward 12-month Price/Sales ratio of 8.79X compared to the industry average of 4.61X, indicating a stretched valuation [13].
TTD SECURITIES NOTICE: A Class Action was filed against Trade Desk, Inc. – Investors that Lost Money are Reminded to Contact BFA Law (NASDAQ:TTD)
GlobeNewswire News Room· 2025-03-18 12:33
NEW YORK, March 18, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against The Trade Desk, Inc. (NASDAQ: TTD) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Trade Desk, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/the-trade-desk-inc. Investors have until April 21, 2025, to ask the Court to be appoin ...
The Trade Desk, Inc. Class Action: Levi & Korsinsky Reminds The Trade Desk Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of April 21, 2025 - TTD
Prnewswire· 2025-03-18 09:45
NEW YORK, March 18, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in The Trade Desk, Inc. ("The Trade Desk" or the "Company") (NASDAQ: TTD) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of The Trade Desk investors who were adversely affected by alleged securities fraud between May 9, 2024 and February 12, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/the-trade-desk-in ...
1 Best-in-Class Growth Stock That Could Double, According to Most Wall Street Analysts
The Motley Fool· 2025-03-17 15:33
In this video, I will cover updates regarding The Trade Desk (TTD 3.26%) and its recent earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of March 14, 2025. The video was published on March 16, 2025. ...
The Trade Desk's 55% Crash: Why I'm Still Betting On This Digital Ad Leader
Seeking Alpha· 2025-03-16 10:57
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive a ...
The Trade Desk: 3 Reasons To Seriously Consider Buying The Dip
Seeking Alpha· 2025-03-16 03:29
Group 1 - The article highlights a significant selloff in the market that began shortly after the S&P 500 reached all-time highs in February [1] - PropNotes focuses on identifying high-yield investment opportunities for individual investors, simplifying complex concepts and providing actionable advice [1] - The analysis produced by PropNotes aims to assist investors in making informed decisions in the market, supported by expert research [1] Group 2 - The article does not provide specific financial data or performance metrics related to any particular company or industry [2][3]
TTD Announcement: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against The Trade Desk, Inc. (TTD)
Prnewswire· 2025-03-15 16:11
Core Viewpoint - Securities class action lawsuits have been filed against The Trade Desk, Inc. for allegedly making materially false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, during the specified class period from May 9, 2024, to February 12, 2025 [1][3]. Group 1: Allegations Against The Trade Desk - Defendants are accused of failing to disclose significant execution challenges related to the Kokai rollout, which involved transitioning clients from the older platform, Solimar [3]. - The execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business and revenue growth [3]. - Positive statements made by the defendants about the company's operations and prospects were claimed to be materially misleading and lacked a reasonable basis [3]. Group 2: Legal Process and Participation - Investors in The Trade Desk have until April 21, 2025, to seek appointment as lead plaintiffs in the class action lawsuit [4]. - A lead plaintiff represents the interests of all class members and typically has the largest financial stake in the case [4]. - Investors can choose to participate actively or remain as absent class members without affecting their ability to share in any recovery [4].
Kessler Topaz Meltzer & Check, LLP Reminds TTD Investors of April 21, 2025 Deadline in Securities Fraud Class Action and Urges Investors with Losses to Contact the Firm
GlobeNewswire News Room· 2025-03-13 21:11
RADNOR, Pa., March 13, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Central District of California against The Trade Desk, Inc. (“Trade Desk”) (NASDAQ: TTD) on behalf of those who purchased or otherwise acquired Trade Desk Class A common stock or call options, or sold Trade Desk put options, between May 9, 2024, and February 12, 2025, inclusive (th ...
3 Reasons The Trade Desk Stock Is a Must-Buy for Long-Term Investors
The Motley Fool· 2025-03-13 10:35
Core Viewpoint - The Trade Desk's stock has experienced a significant decline of nearly 50% since the beginning of 2025, despite a long history of creating shareholder value since its IPO in 2016, where it has gained approximately 2,000% in value overall [1] Group 1: Company Performance - The Trade Desk has consistently outperformed its financial guidance, indicating strong demand forecasting capabilities and a focus on building trust with investors [2] - In Q4 2024, the company reported revenue of $741 million, which was below its guidance of $756 million, marking the first time in 33 quarters that it fell short of expectations, leading to investor doubt [3][4] Group 2: Market Opportunity - The Trade Desk operates in the programmatic advertising space, which allows for better targeting of consumers, providing better results at lower costs for advertisers [6] - The company is experiencing rapid growth in connected-TV (CTV) as the market shifts from linear TV to streaming, with many services incorporating ads [7] - The total addressable market for The Trade Desk is estimated to exceed $935 billion, while its current market control is around $12 billion, indicating significant growth potential despite competition from major players like Alphabet and Meta Platforms [8] Group 3: Track Record and Management - The Trade Desk has a strong track record, having outperformed its guidance in 32 out of 33 quarters, suggesting that the recent quarterly miss may be an anomaly rather than a trend [10] - Management believes that the recent shortfall was self-inflicted due to organizational challenges related to scaling, and they are optimistic about restoring investor trust [11][12] Group 4: Valuation - The valuation of The Trade Desk is becoming more attractive, with stock prices down about 50% from long-term averages based on price-to-sales and price-to-free-cash-flow metrics [13] - While the stock may not appear cheap from a traditional value-investor perspective, its high growth rate could indicate long-term value creation potential [14] Conclusion - Despite potential risks, The Trade Desk is pursuing a substantial market opportunity, has a strong historical performance, and is currently at a relatively attractive valuation, making it a compelling option for long-term investors [15]
Investors who lost money on The Trade Desk, Inc.(TTD) should contact The Gross Law Firm about pending Class Action - TTD
Prnewswire· 2025-03-13 09:45
NEW YORK, March 13, 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=135492&from=4CLASS PERIOD: May 9, 2024 to ...