Track market-moving stories before they get noisy

The Trade Desk (TTD +2.98%) stock is down significantly from its all-time high.

*Stock prices used were the afternoon prices of July 23, 2026. The video was published on July 25, 2026.

Parkev Tatevosian, CFA has positions in The Trade Desk. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

The Trade Desk (TTD - Free Report) 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 digital-advertising platform operator have returned -0.7%, compared to the Zacks S&P 500 composite's +0.4% change. During this period, the Zacks Internet - Services industry, which The Trade Desk falls in, has lost 1.8%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, The Trade Desk is expected to post earnings of $0.41 per share, indicating no change. The Zacks Consensus Estimate has changed +1.3% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $1.88 points to a change of +6.2% from the prior year. Over the last 30 days, this estimate has changed +0.1%.

For the next fiscal year, the consensus earnings estimate of $2.12 indicates a change of +12.8% from what The Trade Desk is expected to report a year ago. Over the past month, the estimate has changed -0.4%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for The Trade Desk.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of The Trade Desk, the consensus sales estimate of $751.58 million for the current quarter points to a year-over-year change of +8.3%. The $3.18 billion and $3.49 billion estimates for the current and next fiscal years indicate changes of +9.8% and +9.6%, respectively.

Last Reported Results and Surprise HistoryThe Trade Desk reported revenues of $688.86 million in the last reported quarter, representing a year-over-year change of +11.8%. EPS of $0.28 for the same period compares with $0.33 a year ago.

Compared to the Zacks Consensus Estimate of $679.26 million, the reported revenues represent a surprise of +1.41%. The EPS surprise was -12.5%.

Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

The Trade Desk is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about The Trade Desk. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

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LOS ANGELES--(BUSINESS WIRE)--The Trade Desk, Inc. (NASDAQ: TTD), a leading global advertising technology company, today announced it will release financial results for the second quarter ended June 30, 2026 after the market closes on Thursday, August 6, 2026. The Trade Desk will host a webcast and conference call to discuss its second quarter financial results at 2:00 P.M. Pacific Time.

Webcast and Conference Call Details

When: August 6, 2026 at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time). Webcast: A live webcast of the call can be accessed from the Investor Relations section of The Trade Desk’s website at http://investors.thetradedesk.com/. Following the call, a replay will be available on the company’s website. Dial-in: To access the call via telephone in North America, please dial 877-545-0320. For callers outside the United States, please dial 1-973-528-0002. Participants should reference the conference call ID code “515323” after dialing in. Audio replay: An audio replay of the call will be available beginning about two hours after the call. To listen to the replay in the United States, please dial 877-481-4010 (replay code: 54293). Outside the United States, please dial 1-919-882-2331 (replay code: 54293). The audio replay will be available via telephone until August 13, 2026. About The Trade Desk

The Trade Desk™ is a technology company that empowers buyers of advertising. Through its self-service, cloud-based platform, ad buyers can create, manage, and optimize digital advertising campaigns across ad formats and devices. Integrations with major data, inventory, and publisher partners ensure maximum reach and decisioning capabilities, and enterprise APIs enable custom development on top of the platform. Headquartered in Ventura, CA, The Trade Desk has offices across North America, Europe, and Asia Pacific. To learn more, visit thetradedesk.com or follow us on Facebook, Twitter, LinkedIn and YouTube.

More News From The Trade Desk

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The Trade Desk (Trade Desk Inc (NASDAQ:TTD))'s upcoming print does not look compelling in either direction, according to analysts at Jefferies, who warned that structural challenges are likely to persist regardless of the outcome of the company's dispute with Publicis.

The brokerage said it is modeling second-quarter revenue growth of 8% year-over-year, in line with Street estimates, though it would not rule out a typical beat of around 2%.

Jefferies noted the second-quarter guide likely already reflects a full quarter of impact from the Publicis dispute, which began in mid-March, and that 8% year-over-year growth implies just 9% quarter-over-quarter growth, well below the 13%, 19% and 21% quarter-over-quarter growth Trade Desk posted in the second quarters of 2025, 2024 and 2023, respectively.

For the third quarter, Jefferies is modeling 9% year-over-year growth, also in line with the Street, and called the guide a possible swing factor given the Publicis resolution and new go-to-market leadership. The firm said Street estimates for the third quarter imply 7% quarter-over-quarter growth, consistent with typical seasonality, and that the Publicis resolution along with modest political ad spend could drive upside.

At the same time, Jefferies said it has limited visibility into the concessions made to secure the Publicis resolution and is watching whether recent leadership hires, including a new chief business development officer, chief commercial officer and vice president of client strategy, create near-term disruption to the go-to-market organization.

Looking further out, Jefferies said Street estimates for 2027 revenue growth of 9.4%, roughly stable versus 9.8% in 2026, look aggressive given ongoing structural headwinds, including potential take-rate pressure, risk of incremental share loss and a tougher comparison against this year's political spending tailwind. The firm said stable growth is harder to sustain on a larger revenue base, with two-year growth trends yet to find a floor.

Jefferies pointed to competitive pressure from Amazon as a continuing risk, citing potential take-rate compression and share loss at a time when overall brand budget growth is slowing and spending continues to shift toward performance channels.

The firm also cited reports of declining open web publisher traffic as a potential structural headwind to Trade Desk's non-CTV business, and said it views competitive and operational pressures as stickier than management's more cyclical characterization.

Jefferies lowered its 2027 revenue estimate by 2% and its 2027 EBITDA estimate by 3% to approximately $1.4 billion, in line with the Street.

The Trade Desk (TTD 0.37%), one of the world's largest independent adtech companies, was once a hot growth stock. However, it's declined 76% year to date as investors fretted over its cooling growth, competitive threats, a management shake-up, and a highly publicized dispute with Publicis (PUBGY 1.43%), one of the world's largest advertising groups. Concerns about inflation, elevated interest rates, and other macro headwinds also squeezed its valuations.

Does The Trade Desk's pullback represent a good buying opportunity for contrarian investors? Or does it face existential threats that will derail its long-term growth?

Image source: Getty Images.

What happened to The Trade Desk? The Trade Desk operates a demand-side platform (DSP) for digital ads. It sells advertising space for automated ads across desktop, mobile, and connected TV (CTV) platforms. DSPs work with the sell-side platforms (SSPs) that help publishers sell their ad inventory.

Digital advertising giants -- such as Meta Platforms and Alphabet's Google -- often bundle together DSPs, SSPs, and other adtech services in their platforms. However, companies that want to deliver ads beyond those "walled gardens" often turn to independent DSPs like The Trade Desk.

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From 2020 to 2025, The Trade Desk's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) grew at CAGRs of 28% and 33%, respectively. Most of that growth was fueled by its CTV business, which benefited from the rise of ad-supported streaming media services, instead of its slower-growing desktop and mobile platforms.

But from 2025 to 2028, analysts expect its revenue and adjusted EBITDA to grow at CAGRs of 9% and 7%, respectively. Automakers and consumer packaged goods makers, which usually account for more than a quarter of its revenue, are reining in ad spending amid macro headwinds.

Its higher-growth CTV business also faces intense competition from Amazon (AMZN 1.66%), which launched its own DSP to challenge independent DSPs like The Trade Desk. Other advertisers are looking for ways to completely bypass middleman platforms like DSPs and SSPs.

As it grapples with these challenges, it's still dealing with the fallout from its dispute with Publicis, which advised all of its clients to stop using The Trade Desk amid accusations of "stacked fees" and unauthorized charges, as well as two CFO departures in less than two months.

Is The Trade Desk a contrarian play? With an enterprise value of $7.36 billion, The Trade Desk looks historically cheap at six times this year's adjusted EBITDA. But its stock won't command a higher valuation unless it resolves its most pressing issues. So while The Trade Desk isn't down for the count yet, I wouldn't consider it a contrarian play unless it shows clearer signs of a potential turnaround.

Leo Sun has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and The Trade Desk. The Motley Fool has a disclosure policy.

VENTURA, Calif.--(BUSINESS WIRE)--The Trade Desk, a leading advertising technology company, today announced that Vinny Rinaldi has joined the company as Vice President of Client Strategy & Growth. In this role, Rinaldi will partner closely with marketers to help them unlock greater value from data-driven advertising, navigate the rapidly evolving media landscape and accelerate business growth through the premium open internet. Rinaldi will report to Chief Operating Officer, Vivek Kundra.Rina.

In the latest trading session, The Trade Desk (TTD - Free Report) closed at $18.93, marking a -4.37% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.38%. At the same time, the Dow added 0.02%, and the tech-heavy Nasdaq gained 0.9%.

Heading into today, shares of the digital-advertising platform operator had gained 2.7% over the past month, outpacing the Computer and Technology sector's loss of 1.5% and the S&P 500's gain of 1.27%.

Market participants will be closely following the financial results of The Trade Desk in its upcoming release. The company is forecasted to report an EPS of $0.41, showcasing no movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $751.58 million, up 8.29% from the year-ago period.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.88 per share and revenue of $3.18 billion, indicating changes of +6.21% and +9.82%, respectively, compared to the previous year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for The Trade Desk. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.14% upward. The Trade Desk is currently sporting a Zacks Rank of #3 (Hold).

Digging into valuation, The Trade Desk currently has a Forward P/E ratio of 10.53. Its industry sports an average Forward P/E of 17.41, so one might conclude that The Trade Desk is trading at a discount comparatively.

It's also important to note that TTD currently trades at a PEG ratio of 0.6. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As the market closed yesterday, the Internet - Services industry was having an average PEG ratio of 1.6.

The Internet - Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 94, this industry ranks in the top 39% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Key Takeaways Trade Desk sees CTV as a major long-term growth driver as advertisers shift from linear TV.TTD said Disney, NBCUniversal and Netflix are advancing CTV advertising through programmatic efforts.TTD said video, including CTV, made up a low-50% share of business in first-quarter 2026. The Trade Desk, Inc. (TTD - Free Report) is benefiting from the continued momentum in connected TV (CTV), which remains one of the company's key long-term growth drivers. On the last earnings call, management highlighted that the transition of linear television to CTV is still in its early stages, creating a significant opportunity as advertisers increasingly shift toward data-driven advertising.

The company noted that the total addressable market for advertising continues to expand, supported by trends such as retail media, AI-powered search and chatbots, while the migration from linear TV to CTV further strengthens its long-term outlook. Despite a more challenging macroeconomic environment marked by geopolitical tensions, tariffs and economic uncertainty, Trade Desk believes sophisticated advertisers are becoming more deliberate and data-driven, creating opportunities for its platform.

TTD highlighted that premium publishers are increasingly embracing programmatic advertising, better data and improved supply chains to enhance advertising effectiveness. Disney, one of the largest CTV advertising publishers, continues to benefit from biddable programmatic advertising, lower ad loads and a direct relationship with Trade Desk. NBCUniversal is also supporting initiatives that improve CTV price discovery and advertiser signals, while Netflix continues to expand its advertising capabilities through technological enhancements with Trade Desk. Management stated that these developments reinforce the value of premium inventory and support greater advertiser participation across CTV.

Trade Desk also emphasized that improvements in advertising measurement are expected to support broader adoption of premium channels, such as CTV and audio. The company believes traditional last-touch attribution methods have limited the effectiveness of branding campaigns and premium inventory. As advertisers adopt more advanced measurement approaches and AI-driven decision-making, management expects greater investment in CTV campaigns that focus on long-term brand building rather than simply optimizing for lower-funnel metrics.

The company's first-quarter 2026 performance also reflected the continued strength of CTV. Management stated that CTV growth remained strong, supported by the ongoing shift away from linear television and increasing decisioned inventory from major publishers. Video, including CTV, represented a low-50% share of the company's business during the quarter and continued to increase as a percentage of total channel mix. Going ahead, Trade Desk plans to continue investing in AI-driven decisioning, retail media, CTV and identity while strengthening its platform to support long-term growth and help advertisers achieve measurable outcomes.

Taking a Look at TTD’s CompetitorsPubMatic, Inc. (PUBM - Free Report) is gaining from accelerating AI adoption, expanding CTV and mobile app advertising, and a more diversified demand-side platform (DSP) base. Its AI-powered AgenticOS and Agentic advertising solutions are driving new revenue streams, improving campaign automation and increasing customer adoption. Growth in emerging revenues, CTV, mobile apps and Commerce Media, supported by partnerships with Amazon, Walmart Connect and PayPal, is strengthening the company's growth profile. PubMatic's owned infrastructure and AI-driven efficiencies are lowering costs and expanding margins, while its broader publisher network, global expansion and growing mid-market DSP relationships position the company for sustained double-digit revenue growth.

Amazon (AMZN - Free Report) is gaining from aggressive international expansion, a diversified business model and broad-based AI adoption across its operations. International growth is being supported by continued investments in logistics infrastructure across Asia, Europe and Latin America, driving higher sales and improving profitability. Amazon Web Services remains a key growth engine, benefiting from rising cloud and AI demand, while the advertising business continues expanding as brands increase spending on its platform. The company is also integrating AI across AWS, logistics and e-commerce operations, enhancing efficiency, strengthening customer experiences and supporting long-term revenue growth and margin expansion across its businesses.

TTD’s Price Performance, Valuation and EstimatesShares of TTD have plunged 75.3% in the past year against the Zacks Internet -Services industry’s rise of 83.9%.

Image Source: Zacks Investment Research

Valuation-wise, TTD seems attractive, as suggested by the Value Score of B. From a valuation standpoint, TTD trades at a forward price-to-sales of 2.78X, lower than the industry’s average of 7.63X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for TTD’s earnings has been revised upward over the past 30 days.

Image Source: Zacks Investment Research

TTD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

The Trade Desk has declined 62% since my last coverage, yet I maintain a Strong Buy rating. At approximately 11x forward P/E, TTD appears undervalued with strong fundamentals supporting a potential turnaround. Double-digit revenue growth, robust data advantages, and deep partner integrations position TTD well in the digital advertising market.

VENTURA, Calif.--(BUSINESS WIRE)--The Trade Desk (Nasdaq: TTD), the world's leading independent advertising technology company, today announced the appointment of Penry Price to its board of directors.Price brings more than two decades of experience across the advertising industry, including as the Vice President of Marketing Solutions at LinkedIn and as President at Dstillery. Prior to that, he was the Vice President of Agency Sales and Partners at Google, where, among other strategic initiativ.

Shares of Trade Desk (TTD 1.19%) fell 52.4% in the first half of 2026, according to data from S&P Global Market Intelligence. The digital advertising platform faced a combination of slowing growth, executive turnover, and a public dispute with one of its largest partners.

Soft guidance and a major client dispute Trade Desk kicked off 2026 with a February earnings report that beat revenue estimates but came with the kind of guidance targets no investor wanted to hear. Management projected a sharp slowdown in Q1 growth, and many shareholders headed for the exits in a hurry.

Then came the Publicis problem. In March, advertising giant Publicis Groupe (PUBGY +1.81%) pulled its recommendation of Trade Desk after an audit alleged the company had been stacking fees in ways that didn't match contractual terms. Trade Desk disputed the findings, but the fallout contributed to reduced ad spending and soft Q2 guidance in May.

Image source: Getty Images.

This clash was a big deal, because Publicis used to be one of Trade Desk's top clients. The French company's market cap is more than twice Trade Desk's nowadays. It also sports roughly $19.9 billion in trailing sales, far outweighing Trade Desk's $3.0 billion.

The two sides eventually settled privately on June 12, with Publicis resuming its recommendation. Terms were not disclosed, and it wasn't market-moving news.

At the same time, Trade Desk's revenue growth is slowing down. The company is still growing at a double-digit percentage clip, year over year, but just barely. Two years ago, the top-line growth rate remained reliably above 20%. And management guided to just 8% sales growth in the upcoming Q2 2026 report. That's a long way from the hypergrowth days Trade Desk investors once took for granted.

Executive turnover added to the uncertainty. The company went through another CFO transition in early 2026; the departure of former CFO Alex Kayyal remains unexplained. The former venture capitalist still holds a board seat, so there can't be a ton of bad blood in his CFO departure. Still, the split raised eyebrows and dragged Trade Desk's stock down again.

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A vote of confidence from the CEO Not everything was doom and gloom. In April, CEO Jeff Green made headlines by personally buying $150 million worth of company stock. That's a meaningful vote of confidence from someone with a front-row seat to the business and its prospects.

Trade Desk's stock now trades 84% below its 2024 peak. The company remains profitable and is still growing revenue. It's the pace of growth that's slowing down. For patient investors, the depressed valuation could represent an attractive entry point; for skeptics, it reflects real risks that haven't fully played out.

Key questions for the second half of 2026 include whether growth can stabilize, how Trade Desk will fend off competition from Amazon's (AMZN 0.73%) advertising platform, and whether new AI tools and streaming-TV partnerships can translate into meaningful revenue.

The Q2 earnings report in early August should offer some clarity. I can hardly wait.

Shares of The Trade Desk (TTD 1.25%) were slumping again last month after the leading independent demand-side adtech platform (DSP) got swept up in the broader sell-off in software stocks as investors continue to doubt its growth potential amid rapidly deteriorating sales growth.

Perhaps, the worst news for the company was that Chief Revenue Officer Anders Mortenson was asked to leave the company after just seven months, a sign of disarray and the challenges The Trade Desk is facing.

While there were some positive news items, the overall trend was negative, and the stock finished the month down 16%, according to S&P Global Market Intelligence.

As you can see from the chart below, the stock fell in the first half of the month and remained down afterward.

TTD data by YCharts

What's happening with The Trade Desk The Trade Desk is facing pressure from AI disruption, but it's less from start-ups like Anthropic and more from entrenched tech companies like Alphabet, Amazon, and Meta Platforms that are using AI automation tools to enhance their "walled gardens." Those three companies are the biggest digital ad platforms in the world, and are all outgrowing The Trade Desk, showing that they're taking market share from the adtech company.

Despite the pullback in the stock, there was some good news for The Trade Desk. The company reportedly settled its dispute with Publicis, one of the world's largest ad agency holding companies. Months ago, Publicis had told its clients to stop working with The Trade Desk after an audit showed unscrupulous practices such as improper billing, though that should no longer be a concern for investors.

The merger between Fox and Roku also seemed like a potential tailwind for The Trade Desk, and Benchmark reiterated a buy rating on the stock and a $30 price target, saying The Trade Desk is "critically important" to both Fox and Roku.

Image source: Getty Images.

What's next for The Trade Desk The Trade Desk is up 5% in July so far, gaining after a report in Bloomberg that said that Criteo, another adtech firm, was a buyout target for some private equity firms.

If there's a silver lining in the stock's collapse over the last year-and-a-half, it's that The Trade Desk is reasonably valued now at a price-to-earnings ratio of just 22, and it's solidly profitable. However, revenue growth is expected to fall below 10% in the current quarter and stay there.

If that doesn't change, it's hard to see the stock making a meaningful comeback.

Jeremy Bowman has positions in Amazon, Meta Platforms, Roku, and The Trade Desk. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Roku, and The Trade Desk. The Motley Fool recommends Criteo. The Motley Fool has a disclosure policy.

In the market, some investors have become hesitant to buy, and that reluctance is understandable. The Shiller cyclically adjusted price-to-earnings (CAPE) ratio is near record highs at 42, and the frothiness of some artificial intelligence (AI) stocks has investors fearing a pullback.

Nonetheless, investors need to remember that they can still find bargains related to AI, and indeed, the value propositions in some stocks appear to have been underappreciated. Hence, even if one also remains focused on building liquidity, it might be worthwhile to add positions in three specific tech stocks. Here's why.

Image source: Getty Images.

1. Meta Platforms Facebook parent Meta Platforms (META +2.59%) is in the midst of a transition. Over 99% of the company's revenue comes from digital advertising. However, the 3.56 billion people who log on to one of its platforms daily make up a large share of the world's population. With that, Meta plans to build its future on a more aggressive pivot into AI.

The company intends to leverage its massive data hoard to train AI models. This could succeed as Meta likely has personal data that its peers do not. Additionally, it has linked its long-term metaverse strategy to AI and, with a massive investment in infrastructure, has also laid the groundwork to become a neocloud company.

To achieve that, it plans to spend between $115 billion and $135 billion on capital expenditures (capex) in 2026 alone. Still, given its $81 billion in liquidity and nearly $46 billion in free cash flow over the trailing 12 months, it can afford to compete.

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Furthermore, its P/E ratio has fallen to 21, well below the S&P 500 average of 32. Given its low valuation and market position, Meta Platforms offers new investors an attractive value proposition.

2. The Trade Desk Admittedly, The Trade Desk (TTD 0.54%) stock looks like an AI stock that failed to meet investor expectations. Revenue growth has decelerated as competition from Meta, Alphabet, and Amazon led investors to question whether the demand-side digital ad company could continue to compete in its industry.

Also, the transition from Solimar to the AI-driven Kokai platform faced resistance from customers. Users saw it as a less transparent platform, making ad campaign adjustments that they did not understand.

Consequently, revenue growth, which was once routinely above 20% annually, fell to just 12% in the first quarter of 2026, and analysts forecast only a 10% increase for all of 2026.

Nonetheless, even though investors dislike slowing growth, its revenue continues to increase. Despite the competition, its customer retention remains above 95%. That streak has lasted for more than a decade and indicates that its demand-side platform still has a place in the digital ad industry.

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Furthermore, its P/E ratio has fallen to 22. That is far below last summer, when the earnings multiple briefly shot above 100, and appears to put The Trade Desk in value-stock territory. Although investors should not expect a quick recovery, the current growth alone should help the stock begin a turnaround.

3. Oracle Oracle (ORCL 1.56%) has diversified away from being a software and database management giant into more of an AI infrastructure play. Amid successes in that field, the stock surged to record highs last year when a deal with OpenAI increased its backlog by $300 billion.

However, investors began to sour on Oracle as doubts emerged that OpenAI was in a strong enough financial condition to meet the terms of the deal. Despite the $638 billion backlog growing significantly since the announcement, Oracle's stock has lost nearly half of its value since the OpenAI announcement.

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Indeed, the company's total debt has reached $130 billion, and with the company spending $56 billion on capex in fiscal 2026 alone, those cash outlays understandably make investors nervous.

Still, even if OpenAI were to disappear tomorrow (a highly unlikely scenario), Oracle would presumably still have up to a $330 billion backlog, which would still justify its investments in more infrastructure. Moreover, the cloud segment, which is now Oracle's largest revenue driver, increased by 47% in the fourth quarter of fiscal 2026 (ended May 31).

Finally, the pullback in its stock price has taken its P/E ratio to 24, its lowest earnings multiple since 2022. Ultimately, no matter what happens with the economy, that level should limit the downside in the stock, making now a good time to add shares.

Investors enthusiastically traded the stock of The Trade Desk (TTD 3.00%) on Tuesday, however for the most part they were selling it. On an analyst's downgrade, many didn't hesitate to unload their holdings, leaving the adtech specialist with a nearly 4% loss on the day.

Say hello to a new bear That downgrade came from Arete's Richard Kramer, who made the move well before market open on Tuesday. He shifted his recommendation to sell from his previous neutral, and set a price target of $11.60 per share.

Image source: Getty Images.

According to reports, Kramer wrote in his The Trade Desk update that the company faces the prospect of market share loss. If that occurs, fiscal 2027 revenue could come in notably lower than the previous year's.

Although the analyst noted that The Trade Desk has new products to roll out to its clientele, it's facing some blowback in the market. The agencies and marketers who use its services are calling for more transparency in those offerings. Finally, Kramer added that management is moving toward a more capital-intensive business model. This is likely to impact profitability.

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A time of transition I feel that the beaten-down The Trade Desk stock has been unfairly punished to a degree and the company has done very well in certain respects (such as its persistently sky-high retention rate). Yet it's in a period of adjustment now, and those early glory days of double-digit revenue growth seem to be over (at least for the moment).

I'd be a wait-and-see on this stock; it isn't easy for a business to enter the next stage of its corporate life, and I feel this one hasn't yet proven it's a good investment for the future.

Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy.

Trade Desk (TTD) fell 4.08% intraday after Arete downgraded the advertising technology company to Sell from Neutral, setting a price target of $11.60. The stock

In the latest trading session, The Trade Desk (TTD - Free Report) closed at $17.68, marking a -1.39% move from the previous day. The stock's change was less than the S&P 500's daily loss of 0.1%. On the other hand, the Dow registered a gain of 0.35%, and the technology-centric Nasdaq decreased by 0.43%.

Prior to today's trading, shares of the digital-advertising platform operator had lost 19.16% lagged the Computer and Technology sector's loss of 2.15% and the S&P 500's loss of 1.34%.

Analysts and investors alike will be keeping a close eye on the performance of The Trade Desk in its upcoming earnings disclosure. On that day, The Trade Desk is projected to report earnings of $0.4 per share, which would represent a year-over-year decline of 2.44%. Simultaneously, our latest consensus estimate expects the revenue to be $751.76 million, showing a 8.32% escalation compared to the year-ago quarter.

For the full year, the Zacks Consensus Estimates project earnings of $1.87 per share and a revenue of $3.18 billion, demonstrating changes of +5.65% and +9.81%, respectively, from the preceding year.

Investors might also notice recent changes to analyst estimates for The Trade Desk. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. As of now, The Trade Desk holds a Zacks Rank of #3 (Hold).

Looking at valuation, The Trade Desk is presently trading at a Forward P/E ratio of 9.58. This represents a discount compared to its industry average Forward P/E of 14.36.

We can additionally observe that TTD currently boasts a PEG ratio of 0.54. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Internet - Services industry had an average PEG ratio of 1.55.

The Internet - Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 170, placing it within the bottom 31% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Integrations with leading travel, hospitality, and commerce media platforms help advertisers unify campaign activation, measurement, and optimization across the open internet

NEW YORK--(BUSINESS WIRE)--The Trade Desk, a leading global advertising technology company, today announced the continued expansion of its commerce media ecosystem through a growing network of integrations with leading travel media, hospitality, mobility, and online travel agency (OTA) platforms. The integrations strengthen The Trade Desk’s ability to help advertisers activate data-driven campaigns across the open internet using high-intent commerce and travel signals that influence consumer decisions from discovery to consideration to purchase.

The growing ecosystem features integrations with travel and hospitality leaders including Booking Holdings brands Booking.com, Agoda, KAYAK, and Priceline, along with MARRIOTT MEDIA, Uber Advertising, and Kinective Media by United Airlines. With these additions, The Trade Desk is now integrated with a majority of travel media networks, aggregating travel signals across the open internet.

These partnerships build on The Trade Desk’s broader commerce media ecosystem across leading retail media platforms including Albertsons Media Collective, CVS Media Exchange, Dollar General Media Network, Instacart Ads, Kroger Precision Marketing, Roundel Media, Walgreens Advertising Group, and an expanding network of commerce media partnerships.

Together, these integrations reflect a broader evolution taking place across digital advertising as commerce media expands beyond retail into a fragmented ecosystem spanning travel, hospitality, mobility, dining, and other transaction-rich environments. As advertisers seek more interoperable ways to activate and measure campaigns across these ecosystems, The Trade Desk is becoming a connective layer for commerce signals, premium inventory, omnichannel activation, and objective measurement across the consumer journey.

The open internet is where these journeys happen.

A traveler may first discover a destination while streaming the World Cup on Peacock, plan and book their trip on Booking.com, book airfare through United Airlines, stay at a Marriott Bonvoy property, and take an Uber ride to dinner. Historically, these are separate signals across multiple different travel companies. By integrating with each of these travel media networks and their travel data, The Trade Desk can now aggregate these signals for a traveler — generating valuable commerce insights that help brands better understand intent and help deliver more relevant advertising experiences. Through its growing ecosystem of retail and travel integrations, The Trade Desk can help advertisers unify activation, measurement, and optimization across these touchpoints through a single platform. This provides advertisers with a more complete view of the travel journey, helping them reach audiences with relevant messaging before, during, and after key moments such as trip planning, booking, travel, and in-destination experiences.

“Advertisers are increasingly looking to activate deterministic signals across a growing range of consumer touchpoints, including retail, travel, hospitality, and mobility,” said Jeff Daniel, GM of Commerce Data Partnerships, The Trade Desk. “Retail media has demonstrated the value of high-intent signals in driving business outcomes, and we're now seeing that opportunity extend to other sectors where purchase decisions are made. The Trade Desk helps advertisers activate those signals through a single platform that unifies data, measurement, and AI-powered decisioning across the open internet.”

As brands seek to connect media investment with measurable business outcomes, high-intent travel and commerce signals are becoming increasingly valuable across categories including automotive, financial services, restaurants, entertainment, luxury, telecom, and consumer packaged goods.

Commerce media is evolving beyond lower-funnel conversion strategies as brands increasingly apply commerce and intent signals to upper-funnel environments like connected TV and digital audio to influence discovery, consideration, and brand affinity earlier in the consumer journey.

Through The Trade Desk, advertisers can activate omnichannel campaigns across connected TV, digital audio, display, and native using commerce and travel intent signals while maintaining unified measurement, optimization, and reporting across campaigns. The platform also uses Koa AI to analyze commerce, travel, and behavioral signals, helping advertisers improve campaign performance in real time.

These capabilities are further strengthened by The Trade Desk’s direct path to premium publishers and streaming inventory across the open internet through OpenPath, helping improve supply chain transparency, efficiency, and advertiser performance.

“Consumers expect more relevant and personalized experiences throughout the travel journey,” said Ben Harrell, Managing Director, U.S., Booking.com. “Working with The Trade Desk helps brands engage travelers more effectively across the open internet using signals that reflect real consumer interests and intent.”

"As the first and largest media network in hospitality, we've been deliberate about how we bring Marriott Media to market,” said Chris Norton, Senior Vice President and General Manager, MARRIOTT MEDIA and Marketing Capabilities, Marriott International. “Our owned channels give us a deep understanding of traveler intent, and working with The Trade Desk allows us to activate those signals beyond our own ecosystem, connecting advertisers with travelers across premium environments throughout the entire journey.”

“At Uber, we don't just seek to understand consumer behavior — we power the physical journeys that drive it,” said Jess Shuraleff, Head of Uber USC Advertising Sales. “Partnering with The Trade Desk allows brands to go beyond digital impressions, leveraging Uber's real-world intent signals to seamlessly reach consumers before, during, and after their everyday real-world experiences.”

As commerce media continues to expand across industries, The Trade Desk is strengthening its role as a centralized platform where advertisers can access audiences and signals across retail, travel, hospitality, mobility, and transactional ecosystems while applying consistent measurement and optimization strategies across channels. The company believes the future of commerce media will be built on interoperability and advertiser choice — enabling brands to work across a broad ecosystem of commerce and travel partners through a unified workflow.

About The Trade Desk

The Trade Desk™ is a technology company that empowers buyers of advertising. Through its self-service, cloud-based platform, ad buyers can create, manage, and optimize digital advertising campaigns across ad formats and devices. Integrations with major data, inventory, and publisher partners ensure maximum reach and decisioning capabilities, and enterprise APIs enable custom development on top of the platform. Headquartered in Ventura, CA, The Trade Desk has offices across North America, Europe, and Asia Pacific. To learn more, visit thetradedesk.com or follow us on Facebook, X, and LinkedIn.

Connected TV stocks were all the rage during the pandemic, but many of these same stocks have crashed from their highs. Roku is getting acquired for $160 per share after almost reaching $500 per share in 2021.

The Trade Desk (TTD 0.42%) is a similar story, but without the buyout. The stock is down by more than 50% year to date, and its $18 price tag is a far cry from the $140 per share it hit near the end of 2024.

The Roku deal has brought more attention to The Trade Desk stock, and its 20.6 P/E ratio makes it worth looking at now. Here's what you should know about the stock.

Image source: Getty Images.

The days of 20% growth rates appear to be over Part of The Trade Desk's ability to outperform the S&P 500 during its peak was its ability to consistently generate 20% or more year-over-year revenue growth. Investors didn't like it when The Trade Desk indicated that those days were over.

The Trade Desk delivered 12% year-over-year revenue growth in the first quarter, compared to a 25% year-over-year growth rate when it reported earnings for Q1 2025. This fading growth rate is a major area of contention, and Q2 guidance only implied at least $750 million in revenue, which would represent an 8% year-over-year growth rate.

Profit margins also compressed to just below 6%, compared to double-digit margins. Growth isn't what it used to be, but retention remains high. The Trade Desk closed out Q1 with a retention rate above 95%, maintaining a streak that has lasted for more than a decade.

Today's Change

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The correction is overdone at this point Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Roku and The Trade Desk. The Motley Fool has a disclosure policy.

In the latest close session, The Trade Desk (TTD - Free Report) was up +1.93% at $19.27. This change outpaced the S&P 500's 0.5% gain on the day. At the same time, the Dow added 0.7%, and the tech-heavy Nasdaq gained 0.31%.

Shares of the digital-advertising platform operator have depreciated by 7.4% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.42%, and the S&P 500's loss of 0.23%.

Analysts and investors alike will be keeping a close eye on the performance of The Trade Desk in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be $0.4, reflecting a 2.44% decrease from the same quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $751.76 million, up 8.32% from the year-ago period.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.87 per share and revenue of $3.18 billion, indicating changes of +5.65% and +9.81%, respectively, compared to the previous year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for The Trade Desk. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. At present, The Trade Desk boasts a Zacks Rank of #3 (Hold).

Looking at its valuation, The Trade Desk is holding a Forward P/E ratio of 10.1. This indicates a discount in contrast to its industry's Forward P/E of 16.52.

It is also worth noting that TTD currently has a PEG ratio of 0.57. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Services industry currently had an average PEG ratio of 1.68 as of yesterday's close.

The Internet - Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 172, placing it within the bottom 30% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

The Trade Desk (TTD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Rothschild Redburn has initiated coverage on the ad-tech giant with a “Sell” rating and an $11 price target, projecting a steep 50.65% downside from current levels.

Squeezed On Multiple FrontsThe heavily bearish outlook centers on The Trade Desk's weakening competitive position, as it currently operates within just a single link of the advertising supply chain.

Rothschild Redburn warns that these mounting threats will likely manifest in market share loss and take-rate compression that is not yet priced into consensus expectations.

Edge Rankings Signal Deepening Bear TrendThese fundamental headwinds align closely with deteriorating technical indicators. Benzinga Edge’s Stock Rankings reveal that The Trade Desk's momentum score has dropped week-on-week to a dismal 2.24.

This ranking measures a stock’s relative strength based on price movement patterns and volatility over multiple time frames compared to peers. Furthermore, the stock is flashing red across its short, medium, and long-term price trends.

While its growth score remains high at 87.82, its quality ranking—which evaluates operational efficiency and financial health—sits at a weak 11.87.

A Grueling Year For ShareholdersThe stock has plunged 70.69% over the past year and is down 41.28% year-to-date. Shares closed at $22.29 on Wednesday and it was down 3.32% in premarket on Thursday.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Every retirement portfolio in America seems to have one stock in common right now: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), the AI hardware giant that just printed $81.6 billion in quarterly revenue and 85.23% year-over-year growth.

The Most Crowded Trade on Wall Street NVIDIA is a great company. That is a separate question from whether it is a great stock to buy at $214.25. Shares have gained 58.96% over the past year and 1,222% over five years, pushing the stock to a price-to-sales ratio of 20 and a price-to-book of 26. At a $5.15 trillion market cap, there is little room for upside surprise and plenty of room for disappointment.

Three risks the consensus keeps glossing over. NVIDIA has committed $119.0 billion in forward supply obligations that only pay off if hyperscaler capex keeps compounding. Roughly half of Data Center revenue runs through a handful of mega-cap customers who are actively designing their own silicon. And no H20 compute shipped to China this quarter, eliminating what used to be a meaningful revenue stream. When the most-watched stock in the market is priced for perfection, the asymmetric setup runs the wrong direction for new buyers.

The Redirect: A Quiet Compounder Trading at Distress Prices Look instead at The Trade Desk (NASDAQ:TTD), the open-internet demand-side platform now trading at $21.15, down 72.51% over the past year. The market has thrown out a profitable, cash-generative, category-defining business as if its growth runway had ended.

Point one: the valuation is finally rational. Trade Desk trades at a trailing P/E of 24 and a forward P/E of 20, with debt-to-equity of just 0.18. CEO Jeff Green personally bought 2,314,304 shares at $25.08 on March 4, 2026, the largest insider transaction on file. Management is putting cash behind its conviction.

Point two: the cash machine is intact. Full-year 2025 revenue reached $2.896 billion, up 18.47%, with operating cash flow of $992.7 million. Q1 2026 operating cash flow grew 34.44% year over year to $391.8 million. Customer retention has held above 95% for 12 consecutive years, a level rare in any software vertical. The company repurchased $164 million of stock in Q1 with $327 million still authorized.

Point three: the re-acceleration is already on the calendar. Q2 2026 guidance calls for revenue of at least $750 million and adjusted EBITDA of roughly $260 million, a clean step up from Q1’s 11.8% growth. New wins keep stacking: LinkedIn selected Trade Desk as its first DSP partner for B2B CTV data, Paramount went live with in-game programmatic for sports, and OpenAds was adopted by The Guardian, Hearst, BuzzFeed, People Inc., and Ziff Davis. Green told analysts that “March was our biggest month on record for JBP signings”, with 45 JBPs in March alone and new deal spend up 40% year over year.

The Action For investors looking beyond the most-owned stock on Wall Street, Trade Desk is the name institutional money is quietly accumulating well below the FY2025 buyback average of $52.60, and it warrants further research this quarter.

Trade Desk stock is among today’s top performers. Why is TTD stock up today? Why Buyers Are Rotating Back Into Growth And TechToday's strength looks tied to a broader shift into growth and tech rather than a single headline. Buyers are stepping in as TTD holds above its near‑term moving averages, giving the chart a cleaner look after months of pressure.

Tech is leading the market with XLK up 2.60%, which helps explain why TTD is outperforming even though overall breadth remains weak with an advance‑decline ratio of 0.4 and more sectors declining than advancing.

The Technical SideTTD has reclaimed its 20‑day and 50‑day simple moving averages, trading 3.8% above the 20‑day SMA at $22.18 and 3.1% above the 50‑day SMA at $22.33. That positioning supports the idea that this bounce has some traction in the short term.

The longer‑term trend is still the main obstacle. The stock remains 11.3% below the 100‑day SMA at $25.96 and 36.1% below the 200‑day SMA at $36.05. The 50‑day SMA is still below the 200‑day SMA, which is a bearish configuration that typically limits how far rallies can run until the structure begins to repair.

RSI sits at 46.30, a neutral reading that signals this is more of a rebound inside a larger downtrend than an overbought breakout. RSI essentially measures whether buying pressure is stretched, and right now it is not. The most recent swing low formed in April near the 52‑week low zone, while the swing high from March remains the nearest reference point for overhead supply.

Key levels are straightforward. Resistance sits at $24.50, a nearby pivot where rebounds often stall and where sellers tend to test the strength of a move. Support is at $20, a round‑number level near the recent 52‑week low at $19.74 where buyers previously stepped in.

TTD Shares Are RisingTTD Price Action: Trade Desk shares were up 7.37% at $23.15 at the time of publication on Monday. The stock is near its 52-week low of $19.73, according to Benzinga Pro.

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On June 01, 2026, The Trade Desk Inc TTD shares experienced a notable rise of 7.7%, bringing the current price to $23.22. This price sits within a 52-week range of $19.74 to $91.45, highlighting significant volatility over the past year.

GF Value™ verdict: Current price at $23.22 is 81.2% below the GF Value™ of $123.81.GF Score™ of 87/100 indicates a strong overall performance across key financial metrics.Most notable signal: Insiders bought $148.1M worth of stock and sold only $4.7M in the last 3 months. Is TTD Overvalued or Undervalued? With a current price of $23.22 and a GF Value™ of $123.81, The Trade Desk Inc TTD is significantly undervalued by approximately 81.2%. This situation presents a substantial margin of safety for potential investors, as the current trading price is well below the intrinsic value estimated by GuruFocus. The GF Valuation label indicates that TTD is significantly undervalued, suggesting an opportunity for long-term growth. However, it is essential to consider the risks involved, particularly in a volatile market where past performance does not guarantee future results. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does TTD's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)26.4x199.0x Forward P/E12.6xN/A The current P/E ratio of 26.4x is significantly below its 5-year median P/E of 199.0x, indicating that the stock is trading at a much lower valuation compared to its historical average. This P/E analysis aligns with the GF Value™ verdict of undervaluation, further emphasizing the opportunity that may exist for prospective investors.

What Does TTD's GF Score™ Tell Us? MetricRating GF Score™87/100 Financial Strength8/10 Profitability10/10 Growth10/10 Valuation2/10 Momentum4/10 The GF Score™ of 87/100 indicates strong overall performance, particularly in Profitability and Growth, where TTD scores a perfect 10/10. However, the Valuation rank of 2/10 suggests that the stock may be undervalued relative to its historical performance. This combination of strengths in financial fundamentals and growth potential, coupled with a lower valuation score, highlights the intriguing investment case for TTD.

What Are Insiders Doing with TTD Stock? Recent insider activity shows that insiders have been bullish on TTD, purchasing $148.1 million worth of shares while only selling $4.7 million in the last three months. This pattern of significant insider buying often indicates confidence in the company’s future prospects and may suggest that insiders believe the stock is undervalued at current prices.

What This Means for Investors Based on the GF Value™ assessment, The Trade Desk Inc TTD is clearly undervalued at its current price of $23.22 compared to a fair value estimate of $123.81. While there are potential opportunities for growth, it is crucial to remain aware of the inherent risks in the market.

For the complete analysis, visit the The Trade Desk Inc TTD stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is TTD's GF Score™?

TTD has a GF Score™ of 87/100, which indicates a strong overall performance across key financial metrics and suggests potential for higher long-term returns.

Is TTD overvalued or undervalued?

TTD is undervalued according to the GF Value™ assessment, with its current price being significantly below the fair value estimate.

What is TTD's P/E ratio?

The current P/E ratio for TTD is 26.4x, which is substantially lower than its 5-year median of 199.0x, indicating a lower valuation compared to its historical average.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Did The Trade Desk, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire

NEW YORK, June 5, 2026

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.

, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Trade Desk, Inc. (NASDAQ: TTD) breached their fiduciary duties to shareholders.

If you currently own Trade Desk stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

Why Your Participation Matters:

Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
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Daniel Sadeh, Esq.
Zachary Halper, Esq.
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