Core Viewpoint - Trade Desk's stock price dropped 34% due to CEO Jeff Green's warning about ongoing tariff uncertainties impacting major global advertisers, potentially leading to a market value loss exceeding $12 billion [1] Group 1: Company Performance - Trade Desk focuses on helping advertisers purchase and optimize digital advertising campaigns, primarily targeting large global clients [1] - The company expects quarterly revenue to reach at least $717 million, aligning with analyst expectations [1] Group 2: Market Impact - Concerns about slowing advertising spending have arisen as businesses delay new advertising initiatives, particularly in industries directly affected by tariffs [1] - Trade Desk's growth rate has slowed, falling below Meta's 22% growth, raising concerns that closed platforms may grow faster than open internet platforms [1][2] Group 3: Analyst Reactions - Following the announcement, at least seven analysts lowered their target prices for Trade Desk's stock, with the average target price now at $84 [2]

Group 1 - The core viewpoint is that Trade Desk's stock price has dropped by 34% due to warnings from CEO Jeff Green about ongoing tariff uncertainties affecting major advertising clients, potentially leading to a market cap loss of over $12 billion if the decline continues [1] - Trade Desk's focus on large global advertising clients makes it more susceptible to broader economic pressures compared to competitors that rely more on small and medium-sized enterprises [1] - Analysts have expressed concerns about Trade Desk's growth rate slowing down, which is now below Meta's 22% growth rate, indicating that closed platforms may be growing faster than open internet platforms [1] Group 2 - The company expects revenue for the current quarter to reach at least $717 million, aligning with analyst expectations according to LSEG data [1] - Following the announcement of the stock's decline, at least seven analysts have lowered their target prices, bringing the average target price down to $84 [2]

Core Viewpoint - Trade Desk's stock price dropped 34% due to CEO Jeff Green's warning about ongoing tariff uncertainties impacting major global advertising clients, potentially leading to a market value loss exceeding $12 billion [1] Group 1: Company Performance - Trade Desk focuses on helping advertisers purchase and optimize digital advertising campaigns, primarily targeting large global clients [1] - The company expects quarterly revenue to reach at least $717 million, aligning with analyst expectations [1] Group 2: Market Conditions - Ongoing changes in trade policies have raised concerns about a slowdown in advertising spending, as businesses are delaying new advertising initiatives, particularly in industries directly affected by tariffs [1] - Trade Desk's growth rate has slowed, falling below Meta's 22% growth rate, raising concerns that closed platforms may be growing faster than open internet platforms [1] Group 3: Analyst Reactions - Following the announcement of the stock's decline, at least seven analysts lowered their target prices, with the average target price now at $84 [2]