TTD bets big on connected TV as advertisers shift to biddable programmatic buying, while streaming inventory expands and video drives roughly half of Q4 2025 business.
The open internet isn't fading, it's evolving, so says The Trade Desk's CEO. Neutrality is a strategic bet, not a guarantee, for the company's success.
Intech Investment Management LLC reduced its stake in shares of The Trade Desk (NASDAQ: TTD) by 74.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Com
The Trade Desk is evolving from a high-growth challenger to a scaled platform company. Kokai has moved from experiment to foundation.

3 Things The Trade Desk Must Prove in 2026

04:15pm, Sunday, 08'th Mar 2026
Kokai must prove it's a true moat, not just a feature. Access to premium CTV supply is the structural battleground.
Barclays PLC lifted its position in shares of The Trade Desk (NASDAQ: TTD) by 326.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission

Why The Trade Desk Stock Plunged 67% in 1 Year

05:15pm, Saturday, 07'th Mar 2026
The Trade Desk continued growing in 2025, but the end of its long revenue-beat streak shifted investor psychology. Competition now defines the risk profile.
The S&P 500 (SPY) fell nearly 2% on the week, while the Nasdaq 100 dropped about 1.2% and the Russell 2000 small-cap index tumbled over 4%.
Adtech pure-play stocks are facing increased competition from tech giants Amazon and Meta Platforms. The Trade Desk is showing declining revenue growth and weakening margins, but it trades for a super

What Moved Markets This Week

06:43am, Saturday, 07'th Mar 2026
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The Trade Desk, Inc. faces decelerating revenue growth, with Q1 guidance implying just 10% YoY growth and consensus expectations reset to conservative levels. My DCF analysis suggests TTD is undervalu
Amid the sharp correction in software stocks, opportunities emerge. Salesforce, ServiceNow, AppLovin, HubSpot and The Trade Desk all stand out for there strong growth forecasts and reasonable valuatio
The Trade Desk (NASDAQ:TTD) was downgraded to ‘Underperform' by Wedbush on Thursday, with analysts citing concerns that the potential value of a rumored partnership with OpenAI (Unlisted:OPAI) has
The Trade Desk, a programmatic advertising technology platform, underwent an intense, high-volume rally, correcting a significant downtrend. This surge was fueled by reports late Wednesday regarding p
The Trade Desk, Inc. (TTD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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