Shares of The Trade Desk (NASDAQ: TTD) have climbed nearly 10% in the past week to $53.90, extending a sharp rebound for the digital advertising platform. Notably, TTD share price has gained 8.5% over the past five days and 19% in the last six months, though it remains down more than 50% year-to-date after a turbulent 2025.TTD one-week stock price chart. Source: FinboldAgainst this volatile backdrop, some U.S. lawmakers appear to be reducing exposure.According to congressional financial disclosures, Represe ...

Key Takeaways The Trade Desk grows with CTV, retail media, Kokai upgrade and expanding media partnerships.Magnite boosts CTV growth via Roku, Netflix and FanDuel deals, plus streamr.ai acquisition.MGNI shares climbed 13.2% in 3 months, while TTD shares fell 32.9% over the same period.The Trade Desk, Inc. (TTD) and Magnite, Inc. (MGNI) are leading players in the digital advertising technology market. TTD operates a leading demand-side platform, which aids advertisers in focusing on data-driven advertising. M ...

Two quality companies are on sale -- but only one looks like a dip worth buying right now.When great businesses sell off, investors should lean in -- but only after checking whether the fundamentals are still doing the heavy lifting. Intuitive Surgical (ISRG 0.76%), the robotic-surgery leader behind the minimally invasive da Vinci system, and The Trade Desk (TTD 1.27%), a programmatic advertising platform for the open internet, have both been under pressure this year.Both companies reported fresh quarterly ...

Core Insights - The article discusses investment opportunities in undervalued companies with growth potential, specifically highlighting DexCom Inc. and The Trade Desk Inc. as attractive options for investors [1][2]. DexCom Inc. (NASDAQ: DXCM) - DexCom is a leader in diabetes monitoring systems, with a market capitalization of approximately $30 billion and a significant share in the global continuous glucose monitoring market [3][4]. - The company has experienced a slight decline in share price over the past year, attributed to a slowdown in annual revenue growth; however, it reported a 15% year-over-year organic revenue growth in Q2 and raised its full-year guidance [4][5]. - DexCom's P/E ratio stands at 52.78, which is lower than the healthcare sector average of 75.38, indicating a potential buying opportunity as it is near its lowest P/E ratio in five years [6]. - Analysts project a 31% upside potential for DexCom's stock, estimating a price target of just under $100 per share [6]. The Trade Desk Inc. (NASDAQ: TTD) - The Trade Desk has faced challenges, including a significant drop in share price (61% YTD) following a mixed earnings report, where sales exceeded expectations but earnings fell short [7][10]. - The company has seen decelerating revenue growth due to competition from Meta Platforms, which has leveraged its AI technology to gain an advantage in the advertising space [8]. - Despite current challenges, The Trade Desk's Kokai platform is showing growth, capturing 75% of client spend last quarter, suggesting potential for future revenue increases [9]. - Analysts see a 36% upside potential for The Trade Desk, although opinions are mixed on whether now is the right time to invest, with a P/E ratio of 54.51 being the lowest in years [11].

Core Insights - The Trade Desk's Connected TV (CTV) business is experiencing significant growth, with total revenues for Q2 2025 increasing by 19% year-over-year to $694 million, surpassing the overall digital ad market growth [1][9] - CTV is identified as the fastest-growing advertising channel, bolstered by partnerships with major media companies like Disney, NBCU, Netflix, Roku, and Walmart [1][5] - The company is focusing on the transition from linear to programmatic CTV, which is delivering the highest return on ad spend [2] Revenue and Performance - Video advertising, including CTV, accounted for a high-40s percentage of total business in Q2 2025 [1] - Over 70% of clients are utilizing the AI-powered Kokai platform, with full adoption expected by the end of the year [3] - Campaigns using Kokai are achieving over 20-point improvements in key performance indicators compared to legacy tools, leading to increased advertiser spending [4][9] Competitive Landscape - The competition remains intense, particularly from major players like Google and Amazon, as well as independent ad-tech companies such as Magnite and PubMatic [6][10] - Magnite reported a 14% year-over-year increase in CTV contributions, while PubMatic's CTV revenues surged over 50% year-over-year in Q2 2025 [7][8] Strategic Focus - The Trade Desk is targeting the live sports streaming market, allowing advertisers to bid on key moments in live events, enhancing engagement opportunities [5] - The integration of Koa AI tools into the Kokai platform is seen as a transformative development, improving campaign precision and efficiency [3] Market Position and Valuation - Despite a 54.8% decline in share price year-to-date, TTD's forward price/earnings ratio stands at 26.45X, higher than the industry average of 20.64X [11][13] - The Zacks Consensus Estimate for TTD's earnings for 2025 has remained unchanged over the past 30 days, indicating stability in earnings expectations [14]

Core Insights - The Trade Desk, Inc. (TTD) reported second-quarter 2025 revenues of $694 million, an 18.6% year-over-year increase, exceeding guidance and consensus estimates [1] - Connected TV (CTV) is the fastest-growing channel, bolstered by partnerships with major media players [1] - The Kokai platform is gaining traction, with over 70% of clients expected to fully adopt it by 2025 [2] Financial Performance - TTD's Q2 2025 revenues of $694 million surpassed the guidance of at least $682 million and consensus estimates by 1.4% [1] - For Q3 2025, TTD projects revenues of at least $717 million, indicating a 14% year-over-year growth, but a slowdown from previous quarters [4][9] - Operating costs increased by 17.8% year-over-year, impacting margins [7][9] Business Developments - The Kokai platform, powered by advanced AI, is enhancing campaign performance, with significant improvements reported by clients [2] - TTD is streamlining the digital ad supply chain with OpenPath and has launched Deal Desk to manage ad deal performance [3] - The company is expanding partnerships in generative AI with firms like Rembrand and Nova [2] Market Position and Competition - TTD faces intense competition in the digital advertising space from giants like Google and Amazon, as well as smaller players [6] - CTV remains a strong revenue driver, but increasing competition in this segment raises concerns about reliance on it for growth [6] Outlook and Challenges - Macroeconomic uncertainty may impact advertising budgets, with potential pressure on revenue growth if programmatic demand decreases [5] - The company is experiencing a maturing growth trajectory, as indicated by the deceleration in revenue growth rates [4][9]

Core Viewpoint - The Trade Desk, Inc. (TTD) is set to report its Q2 2025 results on August 7, with expectations of a 17% year-over-year revenue increase to approximately $684.46 million, alongside an earnings estimate of 42 cents per share, up from 39 cents in the prior year quarter [1][2]. Financial Performance - The Zacks Consensus Estimate for TTD's Q2 earnings is 42 cents, unchanged over the past 60 days, with total revenues expected to reach $684.46 million, reflecting a 17.1% increase year-over-year [1][12]. - TTD's revenues are projected to be at least $682 million, indicating a 17% year-over-year growth, which includes the impact of political ad spending from the previous year [2]. Earnings Surprise History - TTD has consistently beaten the Zacks Consensus Estimate for earnings in the last four quarters, with an average earnings surprise of 11.14% [3]. Market Position and Strategy - TTD is focusing on increasing digital spending in areas like Connected TV (CTV), which represented a significant portion of its business, and is seen as a key driver for revenue growth [6][8]. - The company is capitalizing on the shift from linear to programmatic CTV, positioning it as a central element of its growth strategy [6][8]. - TTD's Kokai platform is gaining traction, with two-thirds of clients already using it, leading to improved performance metrics such as a 24% lower cost per conversion [8][9]. Competitive Landscape - The digital advertising industry remains highly competitive, with major players like Alphabet and Amazon posing challenges to TTD's market positioning [11][16]. - TTD's stock has underperformed compared to its peers, with a 25.2% decline over the past six months, contrasting with the performance of the broader Internet Services industry and the S&P 500 [12][16]. Valuation Metrics - TTD's stock is trading at a premium, with a forward 12-month Price/Sales ratio of 13.52X, significantly higher than the industry average of 5.3X [19].

Core Insights - The Trade Desk, Inc (TTD) and Alphabet Inc (GOOGL) are key players in the programmatic advertising ecosystem, with TTD focusing on demand-side platform services and Alphabet dominating the digital ad space through its extensive ecosystem [1][2] The Case for TTD - TTD is optimistic about its market performance, driven by initiatives in connected TV (CTV), retail media, international expansion, and the Kokai platform, which has seen two-thirds client adoption ahead of schedule [3][4] - The Kokai platform has demonstrated significant efficiency improvements, including a 24% reduction in cost per conversion and a 20% reduction in cost per acquisition [3] - TTD's first-quarter revenues increased by 25% year-over-year, with adjusted EBITDA at $208 million, representing a 34% margin [5] - The company anticipates revenues of at least $682 million for Q2 2025, indicating a 17% year-over-year growth [5] - TTD's reliance on CTV for growth poses risks due to market fragmentation and competition, with 88% of revenues coming from North America [6][7] The Case for GOOGL - Alphabet's ad revenue grew by 8.5% year-over-year in Q1 2025, supported by increases in Google Search and YouTube ads [8][11] - In 2024, Google advertising revenues reached $264.59 billion, with a significant contribution from Search and YouTube [11] - Alphabet's integration of AI into its advertising platforms is enhancing growth, with features like AI Mode in Search and the Offerwall tool in Ad Manager [10][12] - The company generated $36.15 billion in cash from operations in Q1 2025, with cash equivalents and marketable securities totaling $95.328 billion [13] Share Performance and Valuation - Over the past month, TTD and GOOGL shares increased by 13.7% and 14.8%, respectively [16] - TTD is considered overvalued with a forward price/earnings ratio of 41.06X, while GOOGL's ratio stands at 19.35X [17][18] - Both companies currently hold a Zacks Rank 3 (Hold) [22] Conclusion - While both companies benefit from the growth in CTV and retail media, Alphabet's broader ad ecosystem, stronger financials, and diversified revenue streams position it as a more resilient long-term investment [23]

Group 1: S&P 500 Performance - The S&P 500 index increased by 20.5% during the two-month period ending June 9, 2025, marking only the sixth occurrence of such a return since 1950 [1] - If the index follows historical trends, it could rise by 31% to 7,868 by next June, indicating a 26% upside from its current level of 6,230 [2] Group 2: The Trade Desk - The Trade Desk operates as a leading independent demand-side platform (DSP) in the adtech industry, utilizing AI to optimize advertising campaigns across digital channels [5] - The company reported a 25% increase in revenue to $616 million and a 27% rise in non-GAAP net income to $0.33 per diluted share in the first quarter [6] - Adtech spending is projected to grow at 14% annually through 2030, with The Trade Desk recognized as a leader in adtech innovation [7] - The median target price for The Trade Desk among 41 analysts is $84 per share, suggesting a 15% upside from its current price of $73 [8] - The Trade Desk's independent business model allows it to avoid conflicts of interest, unlike competitors such as Google and Meta [9] - The company is expected to upgrade all clients to its Kokai platform by year-end, which includes new AI tools for optimizing campaigns [10] - Wall Street anticipates an 11% annual earnings increase through 2026, although the current valuation of 42 times earnings may appear high [11] Group 3: Okta - Okta is a leader in identity and access management (IAM) software, which is crucial for securing access to sensitive applications [12] - The company reported a 12% revenue increase to $688 million and a 32% rise in non-GAAP net income to $0.86 per diluted share in the first quarter [14] - IAM is increasingly important as identity-based attacks account for 30% of all cybersecurity incidents, with spending expected to grow at 12.6% annually through 2030 [15] - Wall Street estimates Okta's adjusted earnings will increase at 10% annually through fiscal 2027, with a current valuation of 32 times earnings [16]

Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]