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The Trade Desk (TTD) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2025-07-18 22:46
In the latest trading session, The Trade Desk (TTD) closed at $80.21, marking a -1.51% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 0.01% for the day. At the same time, the Dow lost 0.32%, and the tech-heavy Nasdaq gained 0.05%. Heading into today, shares of the digital-advertising platform operator had gained 18.61% over the past month, outpacing the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37%.The upcoming earnings release of ...
Is Most-Watched Stock Alphabet Inc. (GOOGL) Worth Betting on Now?
ZACKS· 2025-07-18 14:01
Alphabet (GOOGL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this internet search leader have returned +5.9%, compared to the Zacks S&P 500 composite's +5.4% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 4.9%. The key question now is: What could be the stock's future direction?While media relea ...
Akamai Technologies (AKAM) Laps the Stock Market: Here's Why
ZACKS· 2025-07-17 23:16
Akamai Technologies (AKAM) closed the most recent trading day at $77.93, moving +1.16% from the previous trading session. This change outpaced the S&P 500's 0.54% gain on the day. Meanwhile, the Dow experienced a rise of 0.52%, and the technology-dominated Nasdaq saw an increase of 0.74%. The cloud services provider's shares have seen a decrease of 2.11% over the last month, not keeping up with the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2%.The investment community will be ...
Lyft (LYFT) Stock Slides as Market Rises: Facts to Know Before You Trade
ZACKS· 2025-07-17 23:16
In the latest trading session, Lyft (LYFT) closed at $14.76, marking a -1.14% move from the previous day. This change lagged the S&P 500's daily gain of 0.54%. On the other hand, the Dow registered a gain of 0.52%, and the technology-centric Nasdaq increased by 0.74%. Heading into today, shares of the ride-hailing company had gained 1.63% over the past month, lagging the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2%.The investment community will be closely monitoring the perf ...
Can Retail Media be the Next Major Growth Driver for TTD After CTV?
ZACKS· 2025-07-17 14:42
Key Takeaways TTD is expanding in retail media, following CTV's success to drive growth. Partnerships with the likes of Walmart DSP and Target boost TTD's reach in retail media space. TTD's Kokai platform improves ROI with 24% lower cost per conversion and 20% lower cost per acquisition.The Trade Desk, Inc. (TTD) , one of the well-known names in the programmatic ad space, is betting big on the retail media space to boost its performance. For TTD, Connected TV (“CTV”) has emerged central to its growth stra ...
The Trade Desk (TTD) Soars 6.6%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-16 17:46
The Trade Desk (TTD) shares rallied 6.6% in the last trading session to close at $80.4. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.4% gain over the past four weeks.The Trade Desk is benefiting from higher adoption of Connected TV (CTV) amid the convergence of the Internet and television programming. This particular growth driver is fast becoming the focus of the company’s growth strategy.This digital-a ...
Here's Why Shopify (SHOP) Fell More Than Broader Market
ZACKS· 2025-07-15 22:46
Shopify (SHOP) closed at $115.01 in the latest trading session, marking a -1.48% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.4%. At the same time, the Dow lost 0.98%, and the tech-heavy Nasdaq gained 0.18%. Prior to today's trading, shares of the cloud-based commerce company had gained 7.72% outpaced the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97%.Investors will be eagerly watching for the performance of Shopify in its upcomin ...
Baidu Inc. (BIDU) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-07-11 22:46
Company Overview - Baidu Inc. closed at $86.95, down 1.68% from the previous trading session, underperforming the S&P 500, which lost 0.33% [1] - The stock has increased by 0.72% over the past month, lagging behind the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings per share (EPS) for Baidu Inc. is projected at $2.05, indicating a 29.07% decline compared to the same quarter last year [2] - Revenue is expected to be $4.61 billion, reflecting a 1.37% decrease from the year-ago quarter [2] Full-Year Estimates - Zacks Consensus Estimates forecast earnings of $9.28 per share and revenue of $18.73 billion for the full year, representing year-over-year changes of -11.87% and +1.28%, respectively [3] - Recent changes to analyst estimates suggest evolving short-term business trends, with positive revisions indicating analysts' confidence in business performance [3] Valuation Metrics - Baidu Inc. is currently trading with a Forward P/E ratio of 9.53, which is a discount compared to the industry average Forward P/E of 20.25 [6] - The Internet - Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 149, placing it in the bottom 40% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a history of outperforming, with 1 stocks returning an average annual gain of +25% since 1988 [5] - Baidu Inc. currently holds a Zacks Rank of 4 (Sell), with no changes in the Zacks Consensus EPS estimate over the past month [5]
Uber Technologies (UBER) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-07-11 22:46
In the latest close session, Uber Technologies (UBER) was down 1.05% at $95.39. This change lagged the S&P 500's 0.33% loss on the day. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.22%. Shares of the ride-hailing company witnessed a gain of 12.59% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.24%, and the S&P 500's gain of 4.07%.Market participants will be closely following the financial results of Uber Technologies in its ...
Can Trade Desk Sustain Double-Digit Revenue Growth Amid Headwinds?
ZACKS· 2025-07-10 16:00
Company Overview - The Trade Desk, Inc. (TTD) anticipates revenues of at least $682 million for Q2 2025, reflecting approximately 17% year-over-year growth, a slowdown from the 25% growth recorded in Q1 2025, indicating a potential maturation in its growth cycle [1] - Rising operating expenses surged 21.4% year-over-year to $561.6 million, primarily due to investments in enhancing platform capabilities [3] - TTD's adjusted EBITDA is expected to be $259 million, with a margin of nearly 38%, which is 400 basis points higher than in Q1 2025, attributed to targeted investments in infrastructure and talent [6] Market Conditions - The company faces rising macroeconomic uncertainty and escalating trade tensions, which could impact advertising budgets and programmatic demand, particularly affecting large global brands [2] - The growth in Connected TV (CTV) adoption is a significant driver for TTD's growth strategy, with global ad spend projected to rise in CTV and retail media [4] Innovation and Product Development - TTD's flagship products, including Kokai, Unified ID 2.0, and OpenPath, are gaining traction, with two-thirds of clients using the AI platform Kokai, which has reduced costs per conversion by 24% and per acquisition by 20% [5] Competitive Landscape - Taboola.com Ltd. (TBLA) reported Q1 revenues of $427 million, a 3% increase, with expectations for Q2 2025 revenues between $438 million and $458 million, indicating a solid growth trajectory [7] - PubMatic, Inc. (PUBM) expects Q2 revenues between $66 million and $70 million, focusing on high-growth segments like CTV and maintaining financial discipline with projected adjusted EBITDA of $9 million to $12 million [8] Valuation Metrics - TTD's shares have decreased by 23.3% over the past year, contrasting with the Zacks Internet -Services industry's decline of 1.4% [11] - The company trades at a forward price-to-sales ratio of 11.86X, significantly higher than the industry's average of 5.31X [12]