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Trade Desk (TTD) continues to face an "uneven" macro environment, but management has expressed optim

TTD's cautious Q3 outlook reflects macro pressure, while CTV, retail media and AI offer long-term growth opportunities.

AppLovin Corp (NASDAQ:APP) faces a mostly negative investor mood heading into the back half of the year, with few able to make a clear bullish case, according to a new Jefferies note summarizing recent investor conversations and a debate the firm hosted on the stock. Jefferies said questions...

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

The advertising platform provider reported a notable insider sale after shares fell to a 52-week low.

Why Trade Desk Stock Is Back Under the Microscope The latest earnings report from Trade Desk (TTD), together with softer guidance and analyst downgrades tied to AI driven shifts in digital advertising, has pushed the stock back into focus for investors. See our latest analysis for Trade Desk. Over the past year, Trade Desk has seen its share price reset sharply, with the stock down 64% year to date and the 1 year total shareholder return declining 76%, as weaker guidance, earnings pressure...

Trade Desk stock has had a steep reset over the past five years, yet there is a split in what the valuation tools are saying today. The intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to upside relative to the market price, while earnings based market multiples suggest the shares are pricing in a richer scenario. Trade Desk shares are down about 83.1% over five years, which puts recent valuation debates in the context of a long and painful drawdown for existing...

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking

Wall Street is increasingly bearish on the adtech specialist.

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

As earnings season winds down, it's time to reflect on lessons from this quarter.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

Buying the dip can be rewarding, but only when you understand why The Trade Desk's stock has fallen.

A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg

The Trade Desk, Inc. (NASDAQ:TTD) shares plunged 21.9% on Friday, making the company the S&P 500’s worst performer, after a weak second-quarter report turned a long-running agency dispute into a harder question about the durability of its business model. Revenue increased just 3% to $715 million, below Wall Street’s approximately $753 million estimate and the […]

JBP clients surged 38% year over year despite macro headwinds slowing overall growth.

Datadog has posted eight straight quarters of sequential revenue growth, while The Trade Desk's results swing with seasonal patterns — a divergence that could reshape investor preferences.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a...

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

APP expects third-quarter revenue growth to reaccelerate sequentially while maintaining an 83% margin despite continued investment in AI computing capacity.

Trade Desk shares slid 23.5% in a week as slowing revenue growth, weaker margins and execution gaps deepen concerns over advertiser demand.

APP pairs rapid revenue growth and high margins with a forward earnings discount, while e-commerce execution and limited visibility remain key risks.

Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.

Digital advertising platform The Trade Desk (NASDAQ:TTD) missed Wall Street’s revenue expectations in Q2 CY2026 as sales rose 3% year on year to $715.1 million. Next quarter’s revenue guidance of $650 million underwhelmed, coming in 19.2% below analysts’ estimates. Its non-GAAP profit of $0.34 per share was 15.1% below analysts’ consensus estimates.

The company's recent earnings report was underwhelming and led to yet another sell-off.

The outlook cuts profit much more than revenue, and a cost base the company now owns is a big part of why.

The Trade Desk has gone from one of the market's most predictable growth stories to one of its most closely watched turnaround stories.