All articles tagged with #trade desk
Trade Desk stock jumped roughly 18–20% after reports that OpenAI has discussed selling ads on ChatGPT, with OpenAI planning to test ads in ChatGPT in the U.S. on its Free and Go tiers to broaden access to features. The move comes as Trade Desk, which has faced slower revenue growth and fierce competition, sees a rare market rally; however, analysts warn the gains could be temporary if ChatGPT ultimately develops its own ad-tech capabilities.
The Trade Desk faces a pivotal test after a 67% year‑long decline, as Q3 revenue rose 18% year over year with strong client retention and Kokai, its AI ad engine, boosting efficiency. Management guides Q4 revenue around $840 million with roughly $375 million in adjusted EBITDA, implying ~17–18% growth, which the market must see sustained to justify the rally. Investors are weighing whether the drop is a rational repricing or an early sign of a slower growth trajectory as fears about AI disruption fade and leadership remains confident in the road ahead.
Trade Desk reported 2025 revenue of $2.9B (+18% YoY), GAAP net income of $443M, and adjusted EBITDA of $1.2B (41% margin) on $13.4B gross spend with customer retention above 95%. It expanded buyback capacity to $500M after about $1.4B of repurchases in 2025 and gave Q1 2026 guidance of at least $678M in revenue and ~$195M in adjusted EBITDA. The company highlighted ongoing identity, retail data, and connected-TV initiatives in ad tech; analysts rate TTD as a Hold with a $23 target.
The Trade Desk beat Q4 earnings (59c vs 58c) and revenue ($846.79M vs $840.46M) but issued softer Q1 guidance (revenue >$678M vs consensus $689.48M), sending the stock down about 14.7% in extended trading; full-year 2025 gross spend is projected at $13.4B with customer retention above 95%.
Trade Desk's stock (TTD) dropped 12% in a single day, likely due to market factors or company-specific news, reflecting a significant decline in investor confidence or market valuation.
Trade Desk's stock plummeted 38% after reporting in-line earnings and guidance, amid concerns over slowing revenue growth, leadership changes, and macroeconomic factors impacting the ad-tech industry, despite solid quarterly revenue and earnings.
Trade Desk's stock surged 15% after being announced as an addition to the S&P 500 index, replacing Ansys, which is being acquired by Synopsys. The inclusion is seen as a sign of the company's strong fundamentals and its importance in the internet sector, leading to premarket gains and investor optimism.
Trade Desk's stock surged 15% after it was announced to be added to the S&P 500 index, replacing Ansys, which is being acquired by Synopsys. The addition is expected to boost investor interest and buying activity from index funds, reflecting Trade Desk's market value of over $40 billion.
The Trade Desk's shares surged over 14% in after-hours trading after being added to the S&P 500, replacing ANSYS, while Robinhood and AppLovin shares declined following their exclusion from the index.
Trade Desk will join the S&P 500 index, replacing Ansys, while Robinhood was again excluded from the index rebalancing. Trade Desk's stock surged over 10%, whereas Robinhood's stock slightly declined despite reaching a record high earlier in the year. Other stocks like AppLovin, Carvana, Interactive Brokers, and Vertiv experienced mixed movements amid the rebalancing news.
Trade Desk's fourth-quarter earnings met estimates while revenue surpassed expectations, driven by growth in internet TV. The company's guidance for TTD stock exceeded expectations, leading to a surge in its stock price. Trade Desk reported a 23% increase in revenue to $605.8 million, with a strong outlook for the current quarter, expecting revenue of $478 million and EBITDA of $130 million. The company's performance was attributed to opportunities in connected TV, retail media, identity, and international markets, mitigating concerns related to Google cookie deprecation and Amazon video-on-demand.
Trade Desk Inc., a digital advertising platform, experienced a 31% plunge in its stock price after providing a weak revenue forecast for the current quarter, raising concerns about the health of the ad market. The company's forecast of at least $580 million in revenue for the quarter ending in December fell short of analysts' average projection of $610 million. Trade Desk's decline also impacted social media companies such as Meta Platforms, Snap Inc., and Pinterest Inc. The forecast suggests that economic pressures may be impacting the advertising market, and the projected revenue growth for 2024 may be premature. CEO Jeff Green attributed the reduction in spending to various factors, including strikes in the US auto industry. However, he noted that spending has stabilized in recent weeks.
Trade Desk reported Q3 earnings and revenue that slightly beat estimates, driven by growth in internet TV. However, the company's guidance for TTD stock fell short of expectations, causing the stock to plummet by 29% in extended trading. Trade Desk expects lower EBITDA and revenue for the current quarter ending in December compared to analyst estimates. Despite the miss, analysts believe there is no fundamental issue with the company.
MongoDB's stock surged 27% after issuing a strong Q2 forecast, while SentinelOne's shares fell more than 35% after missing revenue expectations and cutting full-year guidance. Lululemon's shares jumped more than 14% after reporting a top and bottom line beat in its fiscal Q1 and raising its full-year outlook. Dupont's shares gained 3% after reaching a settlement with U.S. Water Systems related to PFAS in drinking water. Trade Desk's shares rose more than 3% after being upgraded by Morgan Stanley.