Company Overview - The Trade Desk, Inc. is a global technology company headquartered in Ventura, California, providing a cloud-based platform for advertisers to manage and optimize digital ad campaigns across various formats and devices [3]. Allegations and Investigation - Edelson Lechtzin LLP is investigating potential violations of federal securities laws involving The Trade Desk, based on allegations of providing misleading business information to investors [1]. - The investigation follows The Trade Desk's announcement of its second-quarter 2025 earnings on August 7, 2025, which missed market expectations, leading to multiple analyst downgrades, including a double downgrade from Bank of America [4]. Financial Performance and Market Reaction - The Trade Desk's second-quarter results raised concerns about rising competition, operational errors, and doubts regarding its ability to sustain long-term growth above 20%, which is critical for its high valuation [4]. - Following the earnings announcement, The Trade Desk's stock price fell by $34.10 per share, or 38.6%, closing at $54.23 per share on August 8, 2025 [5].

Core Viewpoint - The Trade Desk, Inc. (NASDAQ: TTD) is viewed positively, with a Buy rating reiterated, and the perceived threat from Amazon (AMZN) is considered misguided [1]. Company Overview - The Trade Desk is a technology company that specializes in digital advertising, providing a platform for ad buyers to manage their campaigns across various channels [1]. Investment Strategy - The investment strategy focuses on sustainable, growth-driven companies that aim to maximize shareholder equity [2]. - The family office fund led by Amrita emphasizes meeting growth-oriented goals while democratizing financial literacy [2]. Market Context - The article suggests that the competitive landscape, particularly regarding Amazon's influence, may not be as threatening to The Trade Desk as some analysts believe [1].

Group 1 - The Trade Desk, Inc. (NASDAQ: TTD) is viewed positively, with a reiterated Buy rating, and the perceived threat from Amazon (AMZN) is considered misguided [1] Group 2 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies to maximize shareholder equity [2] - The fund aims to break down complex financial concepts into easily digestible formats, enhancing financial literacy [2]

The Trade Desk stock price has suffered a harsh reversal as it moved from the best performer in the Nasdaq 100 Index in 2024 to the worst one. TTD plunged to a low of $46.50 on Wednesday, its lowest l... ...

The U.S. stock market is poised for a pivotal day on Thursday, September 11, 2025, with investors keenly awaiting the release of the August Consumer Price Index (CPI) report. This crucial economic data point is expected to heavily influence expectations regarding the Federal Reserve's next move on interest rates, particularly after a surprisingly soft wholesale inflation report yesterday. Premarket trading activity indicates a cautious but generally positive sentiment, with major index futures showing sligh ...

摩根士丹利将Trade Desk的目标价从80美元下调至50美元，评级从"增持"下调至"持有"。(格隆汇) ...

We recently published 10 Stocks Melt Down in Hours. The Trade Desk, Inc. (NASDAQ:TTD) is one of the worst performers on Wednesday. The Trade Desk fell by 11.95 percent on Wednesday to end at $46.14 apiece as investors took path from an investment firm’s downgrade of its stock. In a market note, Morgan Stanley downgraded The Trade Desk, Inc. (NASDAQ:TTD) to “equalweight” from “overweight” previously and lowered its price target to $50 from $80. Trade Desk (TTD) Drops 11.9% on PT, Rating Downgrade Melpom ...

Group 1 - Morgan Stanley downgraded The Trade Desk's investment rating from "Overweight" to "Market Perform" due to increasing concerns about the company's connected TV (CTV) business [1] - The Trade Desk's Q3 revenue growth guidance of 14% was below expectations, reigniting doubts about its performance and indicating ongoing challenges ahead [1] - Factors contributing to uncertainty include rising resistance from advertisers, Amazon's rapid expansion of its demand-side platform (DSP) through new deals with Roku and Disney, and risks to the company's gross billings (excluding CTV) due to a weak open web advertising market [1] Group 2 - Morgan Stanley believes that fundamental uncertainties, a challenging year-over-year comparison in 2026, and resistance in the open web advertising market limit The Trade Desk's stock upside potential, making risk and reward more balanced [2] - The target price for The Trade Desk was lowered from $80 to $50, indicating nearly a 4% downside from the current price [2]

Key Points Advertisers on Netflix can now use Amazon's DSP, dealing a blow to The Trade Desk. Investors were already concerned about The Trade Desk's slowing growth before today's news. Morgan Stanley also downgraded the adtech stock. 10 stocks we like better than The Trade Desk › On a day when artificial intelligence (AI) stocks were broadly moving higher, The Trade Desk (NASDAQ: TTD) was down double digits. The leading adtech company got dinged by news that Netflix had integrated with Amazon's ...

Core Insights - The Trade Desk faces increasing competition from Amazon, which has partnered with Netflix to allow advertisers to use Amazon's DSP for ad purchases on the platform starting in Q4 [1][2] - Amazon's strategy aims to surpass The Trade Desk and Google to become the leading DSP globally, intensifying the rivalry between the two companies [2] - Morgan Stanley downgraded The Trade Desk's stock from overweight to equal-weight and reduced the price target from $80 to $50, citing execution concerns and competition in the connected-TV space [3][4] Company Performance - The Trade Desk's shares fell over 10% on the day of the news and have declined over 60% year-to-date [4] - Analysts from Lightshed Partners noted that it is evident The Trade Desk is under significant competitive pressure [9] Market Dynamics - Amazon has been securing key media partnerships that previously benefited The Trade Desk, including recent deals with Roku and Disney [3] - The Trade Desk's CEO, Jeff Green, downplayed Amazon as a competitor, but this perspective has not gained traction among analysts [8] Company Response - A spokesperson for The Trade Desk emphasized the company's belief in an open and competitive marketplace, suggesting that competition could enhance their opportunities [10]