Core Viewpoint - The Trade Desk, Inc. (NASDAQ:TTD) is identified as an oversold fundamentally strong stock with a revised price target of $50 from Guggenheim, maintaining a "Buy" rating despite fierce competition in the digital advertising market [1][2]. Group 1: Price Target and Valuation - Guggenheim analyst Michael Morris reduced the price target on The Trade Desk's stock to $50 from $55 while keeping a "Buy" rating, indicating a favorable risk-reward profile based on current valuation [1]. - The company is trading at a discount to peers on both sales and operating income before depreciation and amortization (OIBDA) multiples, suggesting potential for healthy returns in 2026 if certain challenges are addressed [2]. Group 2: Growth Expectations and Challenges - Guggenheim expects The Trade Desk to outperform consensus revenue growth expectations of 16% in 2026, emphasizing the need for clearer investor messaging around metrics [3]. - The company must develop a scaled growth driver, such as international expansion or the OpenPath initiative, to enhance its market position [3].

Core Viewpoint - Dividend stocks tend to outperform non-dividend-paying stocks over the long term, making them a valuable addition to any long-term investment portfolio [1] Group 1: Visa - Visa is recognized as a strong investment, favored by notable investors like Warren Buffett, due to its straightforward business model of processing transactions and charging fees [3] - The company benefits from a strong competitive advantage, including a well-known brand and significant network effects, making it difficult for merchants to ignore Visa as a payment option [4] - Visa has promising growth prospects, with trillions of dollars still transacted in cash and checks annually, alongside the growth of e-commerce driving demand for digital payments [6] - The company has increased its dividend by 379% over the past decade, despite a forward yield of 0.8%, indicating its reliability as a long-term hold [7] Group 2: Novartis - Novartis has a strong track record of increasing dividends for 28 consecutive years, reflecting its stable and reliable business model [8] - The pharmaceutical company boasts a diverse portfolio with over 10 products generating annual sales exceeding $1 billion, allowing it to mitigate revenue losses from patent expirations [9] - Novartis is well-positioned to benefit from increasing healthcare spending, particularly due to an aging population, and offers a forward dividend yield of 2.8% [12] Group 3: Meta Platforms - Meta Platforms is recognized for its growth potential, supported by a vast ecosystem of over 3.5 billion daily active users across its platforms [13] - The company leverages extensive user data to enhance targeted advertising, solidifying its position in the digital ads market [14] - Meta is investing in artificial intelligence to improve user engagement and streamline ad processes, which could enhance its revenue generation capabilities [15] - Although it has just initiated a dividend with a yield of 0.3%, Meta's increasing earnings and cash flow suggest potential for future dividend growth [18]

Core Viewpoint - The Trade Desk (TTD) is currently trading at one of its lowest valuations since its IPO a decade ago, indicating a shift from being a growth darling to a more cautious investment outlook [1]. Group 1: Company Overview - The Trade Desk was once considered a high-growth company but is now facing valuation challenges [1]. - Investors had previously anticipated aggressive growth from TTD, but current market conditions have led to a reevaluation of its potential [1]. Group 2: Investment Strategy - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing strong balance sheets and effective management teams [1]. - The strategy combines growth-oriented principles with strict valuation criteria to enhance the margin of safety for investors [1].

Viant ( DSP ) is a company I have been following since last year. In March 2024, I published my analysis on the stock with a 1-year target price of $13.2, suggesting a bull case with almost 29% upside fromAnalyst’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 DSP over the next 72 hours. I wrote this article myself, a ...

Core Viewpoint - Alphabet and Meta Platforms are leading companies in the tech landscape, both experiencing significant financial success and investing heavily in artificial intelligence capabilities [1] Company Performance - Alphabet's shares have shown strong performance with a current price of $325.44 and a market cap of $3.9 trillion, trading at a forward P/E ratio of 28 [2][3] - Meta Platforms has a current price of $646.50 and a market cap of $1.6 trillion, with a lower forward P/E ratio of 22, indicating a cheaper valuation compared to Alphabet [4][3] Digital Advertising Revenue - In Q3 2025, Alphabet generated $74 billion in digital ad revenue, while Meta generated $50 billion, making them leaders in the global digital advertising market [4][5] - The growth of AI tools is expected to enhance advertising effectiveness, contributing to continued revenue growth for both companies [5] Investment Outlook - Both companies are considered strong long-term investments, with the potential for rising revenues and profits, benefiting shareholders over the next five years [3][5]

Key Points The Trade Desk is facing competition from Amazon and AI. After the stock's collapse, shares still trade at a premium earnings ratio. The stock looks risky given the current advertising landscape. 10 stocks we like better than The Trade Desk › 2025 was a rough year for investors in The Trade Desk (NASDAQ: TTD). The technology platform for advertisers looking to escape the walled gardens fell 67.7%, according to data from S&P Global Market Intelligence. Slowing revenue growth amid a chan ...

Quantum X Labs acquired Prof. Wolf’s IP in Quantum Computing Error Correction Tel Aviv, Israel, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Viewbix Inc. (Nasdaq: VBIX) (“Viewbix” or the “Company”), an advanced technologies company, and Quantum X Labs Ltd. would like to warmly congratulate Prof. Lior Wolf on the acquisition by Mobileye of Mentee Robotics, a milestone that recognizes his exceptional scientific leadership and long-standing impact on advanced technologies. Quantum X Labs is proud to have acquired intelle ...

The Trade Desk, Inc. (NASDAQ:TTD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted that the stock had a “brutal year,” as he stated: “Now, who’s on the losing side of the ledger? Actually, some very famous companies that we used to talk about all the time. The worst-performing stock in the S&P 500 last year was The Trade Desk, jeez, that was the formerly beloved digital advertising play struggling to adapt to the AI era, with its stock down almost 68% in 2025. The Tr ...

The biggest myth in investing is that you need a fortune to start. We’ve all seen the headlines about millionaires and financial gurus, but the truth is, the most powerful secret to building wealth isn’t about how much you start with – it’s about the strategy you use.What if you could build a strong, diversified portfolio with just S$1,000? It’s not only possible, it’s one of the smartest things you can do. The real secret isn’t a magic stock tip; it’s a simple blueprint for starting small and letting time ...

Core Viewpoint - illumin Holdings Inc. announces the immediate departure of Chief Financial Officer Elliot Muchnik to pursue other opportunities, with plans to search for a permanent replacement in the coming months [1][2]. Management Changes - Simon Cairns, the Chief Executive Officer, expressed gratitude for Muchnik's contributions and emphasized the finance team's focus on execution and continuity during this transition [2]. - Michael Amaro has been appointed as the Interim Chief Financial Officer. He is a CPA with over 25 years of experience in tech and media, including over three years at illumin as Vice President of Finance [3]. Company Overview - illumin is transforming the digital advertising landscape by enabling marketers to achieve significant results through a customer-centric approach. The company offers a unified platform that integrates various marketing channels, including programmatic, email, and social media [4]. - Headquartered in Toronto, Canada, illumin serves clients across North America, Latin America, and Europe [4].