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]

Some tickers were already undervalued headed into this week's plunge. Now they're long-term prospects that are just too good to pass up at their present prices.It's been a rough past four weeks for investors. All told, the Nasdaq Composite is now down 12% from its mid-February high. Plenty of stocks are doing even worse, too, in some cases adding to weakness they were already suffering prior to the market's current rout.The fact is, however, for true long-term investors, the Nasdaq's steep sell-off is far m ...

Core Viewpoint - A lawsuit has been filed against The Trade Desk, Inc. and its senior executives for potential violations of federal securities laws, alleging securities fraud related to the company's performance and statements about its new platform, Kokai [1][2][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased Trade Desk common stock [2]. - Investors have until April 21, 2025, to request to be appointed to lead the case [2]. Group 2: Company Performance and Allegations - Trade Desk is accused of misleading investors by claiming "massive benefits" from the launch of its Kokai platform while facing execution challenges that delayed its rollout and negatively impacted business operations and revenue growth [3]. - The company reported disappointing fourth-quarter 2024 revenue of $741 million, which was below its guidance of "at least" $756 million, leading to a stock price decline of over 30% on February 13, 2025 [4].

Core Viewpoint - A lawsuit has been filed against The Trade Desk, Inc. and its senior executives for potential violations of federal securities laws, specifically related to misleading statements about the company's new platform, Kokai [1][2][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased Trade Desk common stock [2]. - Investors have until April 21, 2025, to request to be appointed to lead the case [2]. Group 2: Company Performance and Allegations - Trade Desk is accused of making false statements regarding the success of its Kokai platform, claiming "massive benefits" and immediate positive results, while in reality, the company faced execution challenges that delayed the rollout and negatively affected business operations and revenue growth [3]. - On February 12, 2025, Trade Desk reported disappointing fourth-quarter 2024 revenue of $741 million, which was below its guidance of "at least" $756 million, leading to a stock price decline of over 30% on February 13, 2025 [4].

Group 1: Tesla - Tesla has experienced a disappointing fourth quarter, with a 2% revenue increase to $27.5 billion and a decline in annual deliveries for the first time [2] - Unit sales dropped significantly across major markets: 45% in Europe, 15% in China, and 13% in the U.S. [3] - Analysts suggest that CEO Elon Musk's political involvement may have negatively impacted demand, but some believe it could expedite regulatory approvals for autonomous driving technology, which is seen as a $1 trillion opportunity [4][6] - Tesla plans to launch an autonomous ride-sharing service in Austin in June 2025 and aims to produce 10,000 humanoid robots for internal use by 2025 [5] - Wall Street anticipates a 16% increase in Tesla's adjusted earnings in 2025, but the current valuation of 115 times earnings is considered expensive [6] - The investment outlook for Tesla is binary, with potential for significant value increase if it successfully disrupts mobility and labor markets with AI products [7] - Analysts project a target price of $650 per share for Tesla, indicating a 136% upside from the current price of $275 [11] Group 2: The Trade Desk - The Trade Desk operates a leading independent ad tech platform, enhancing its services with AI tools [9] - The company has a strong presence in connected TV and retail advertising, with projected annual spending increases of 13% and 17% through 2028 [10] - The Trade Desk reported a 22% revenue increase to $741 million in the fourth quarter, missing its guidance for the first time in 33 quarters, but non-GAAP earnings rose 44% to $0.59 per diluted share [12] - CEO Jeff Green emphasized the company's focus on AI investments to improve client outcomes and product offerings [13] - Wall Street expects an 8% growth in adjusted earnings for The Trade Desk in 2025, with a current valuation of 40 times adjusted earnings considered expensive [13] - Analysts have set a target price of $148 per share for The Trade Desk, suggesting a 124% upside from its current price of $66 [11]

NEW YORK, March 06, 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 ...

SAN DIEGO, March 5, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers of The Trade Desk, Inc. (NASDAQ: TTD) Class A common stock between May 9, 2024 and February 12, 2025, all dates inclusive (the "Class Period"), have until April 21, 2025 to seek appointment as lead plaintiff of the Trade Desk class action lawsuit.  Captioned United Union of Roofers, Waterproofers & Allied Workers Local Union No. 8 WBPA Fund v. The Trade Desk, Inc., No. 25-cv-01396 (C.D. Cal.), the Trade Desk ...

Core Viewpoint - A class action lawsuit has been filed against The Trade Desk, Inc. for allegedly misleading investors about its business prospects during a specific period, particularly regarding the rollout of its new platform, Kokai [1][2]. Group 1: Allegations and Challenges - The lawsuit claims that The Trade Desk failed to disclose significant execution challenges related to the Kokai rollout, which included difficulties in transitioning clients from the older platform, Solimar [2]. - These execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business operations and revenue growth [2]. - The positive statements made by the company regarding its business and prospects were deemed materially false and misleading due to these undisclosed challenges [2]. Group 2: Financial Performance - On February 12, 2025, The Trade Desk reported fourth quarter revenue of $741 million, which was below its guidance of $756 million and analysts' estimates of $759.8 million [3]. - The company's revenue guidance for the first quarter of 2025 was at least $575 million, missing analysts' expectations of $581.5 million [3]. - Following the announcement of these results and the acknowledgment of the slower Kokai rollout, the stock price dropped by $40.31, or over 32%, from $122.23 to $81.92 per share [3].

Core Viewpoint - A lawsuit has been filed against The Trade Desk, Inc. and its senior executives for potential violations of federal securities laws, alleging misleading statements regarding the performance of its new platform, Kokai [1][2][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased Trade Desk common stock [2]. - Investors have until April 21, 2025, to request to be appointed to lead the case [2]. Group 2: Company Performance and Allegations - Trade Desk is accused of stating it was experiencing "massive benefits" from the launch of its Kokai platform, while in reality, it faced execution challenges that delayed the rollout and negatively impacted business operations and revenue growth [3]. - On February 12, 2025, Trade Desk reported disappointing fourth-quarter 2024 revenue of $741 million, which was below its guidance of "at least" $756 million, leading to a stock price decline of over 30% on February 13, 2025 [4].

When a proven, top-performing company sees its stock fall by a large amount, it could be an opportunity. After all, Warren Buffett once said, "The best thing that happens to us is when a great company gets into temporary trouble. [...] We want to buy them when they're on the operating table."In that light, The Trade Desk (TTD -4.48%) may offer such as opportunity today. The company missed expectations for the first time in its eight years as a public company on its Q4 2024 earnings report. Having grown accu ...