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What Could Industry Rivals Mean For Trade Desk (TTD) Now?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. 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 pur

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12 Aug 2026 17:10

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Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?

The Trade Desk, Inc. TTD now trades at valuation levels far below its historical norms after a severe share-price decline. The apparent discount is striking, but it comes as revenue growth has slowed, earnings expectations have weakened and execution concerns have moved to the foreground. The investment question is whether the lower multiple compensates for those risks. Long-term opportunities in connected TV ("CTV"), retail media and international markets remain meaningful, yet the company still needs to show that spending can restore stronger growth. The Trade Desk Price, Consensus and EPS S

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12 Aug 2026 16:43

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AppLovin Q3 Guidance Signals Reacceleration After a Mixed Q2 Print

AppLovin Corporation APP paired a modest second-quarter revenue miss with third-quarter guidance that points to faster sequential expansion. Revenues still increased sharply year over year, but the sequential pace slowed from the first quarter. The next test is whether that guidance translates into renewed momentum while AppLovin continues spending on computing capacity for existing and new artificial-intelligence models. The outlook suggests growth can accelerate without a major reset in profitability. APP's Q3 Revenue Guide Implies Reacceleration AppLovin expects third-quarter revenues of $2

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12 Aug 2026 16:11

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TTD Falls 23.5% in a Week Amid Macro Pressure and Execution Woes

The Trade Desk, Inc. TTD has fallen 23.5% in the past week, extending a steep 2026 selloff. The move follows a quarter in which revenue growth slowed sharply and profitability weakened as large advertisers faced macro pressure and the company acknowledged execution gaps.Zacks Investment Research Image Source: Zacks Investment Research Shares are down 64.9% year to date, so the weekly move sits within a much larger drawdown. The near-term case depends on steadier advertiser demand, better execution and evidence that elevated platform spending can translate into stronger growth. TTD's Q2 Miss Ra

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12 Aug 2026 16:02

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Is AppLovin Stock Worth Holding as Growth Clashes With Valuation Risk?

AppLovin Corporation APP is pairing rapid earnings expansion with unusually high profitability, but the investment case is not one-sided. The stock's growth profile remains powerful while diversification, disclosure and execution risks leave less room for disappointment. For investors deciding whether to hold, add or wait, the key issue is whether operating momentum can keep pace with expectations already embedded in the business and valuation. AppLovin's Growth Case Remains Powerful AppLovin generated $5.481 billion of revenues in 2025, up 70% year over year, driven by Axon Ads Manager. The Z

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12 Aug 2026 15:57

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Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks

Akamai Technologies, Inc. AKAM presents a trade-off between accelerating AI infrastructure and Security opportunities and the financial costs of pursuing those markets. Cloud Infrastructure Services and Security are growing at double-digit rates, while Delivery remains under pressure and higher infrastructure spending is weighing on profitability. Investors therefore need to assess whether Akamai can sustain its newer growth engines while offsetting weakness in its legacy business. Akamai's AI Pipeline Strengthens the Growth Case Cloud Infrastructure Services revenue increased 39% year over ye

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12 Aug 2026 15:20

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TTD Q2 Deep Dive: Macro Headwinds and Execution Shortfalls Shape Outlook

TTD Q2 Deep Dive: Macro Headwinds and Execution Shortfalls Shape 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. Is now the time to buy TTD? Find out in our full research report (it's free). The Trade Desk (TTD) Q2 CY2026 Highlights: Revenue: $715.1 million vs analyst estimates of $752.1

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11 Aug 2026 18:53

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What's Going On With The Trade Desk Stock?

For years, The Trade Desk (NASDAQ: TTD) looked almost unstoppable. The company regularly beat its own guidance, grew revenue at an impressive pace, and maintained customer retention above 95%. Investors rewarded that consistency with a premium valuation, believing The Trade Desk would remain one of the biggest winners as advertising dollars continued shifting online. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a comp

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11 Aug 2026 14:35

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Why The Trade Desk (TTD) Shares Are Plunging Today

Why The Trade Desk (TTD) Shares Are Plunging Today What Happened? Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 21.1% in the afternoon session after the company reported a weak second-quarter earnings report and a third-quarter outlook. The company reported Q2 2026 revenue of $715.1 million, missing analyst estimates of $752.1 million, and an adjusted EPS of $0.34, which fell short of the expected $0.40. Adjusted EBITDA also missed expectations, coming in at $241.3 million. The company's operating margin declined to 14.2%, down from 16.8% in the same quarter last year

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10 Aug 2026 22:45

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Update: US Equity Indexes Mixed as Crude Oil, Treasury Yields Jump Amid Worsening Iran Geopolitics

(Updates with index/price moves and company news from the first paragraph.) US equity indexes wer PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

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10 Aug 2026 17:46

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APP Stock Falls 17% Since Q2 Earnings: Is it a Buy After the Pullback?

AppLovin APP reported second-quarter 2026 results on Aug. 5, and a few trading sessions have provided a clearer view of how investors are digesting the report. The stock has declined roughly 17% since the earnings release, suggesting that the market has focused less on the modest earnings beat and more on the revenue shortfall, uneven model-improvement cadence and questions surrounding the pace of consumer-advertiser scaling.Zacks Investment Research Image Source: Zacks Investment Research That reaction is notable because the underlying growth profile remained strong. Moreover, third-quarter g

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10 Aug 2026 17:34

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The Trade Desk crash exposed a much bigger problem

The Trade Desk (TTD) has reported the kind of profits that could shift how Wall Street values a growth stock permanently. The digital-advertising company's shares plunged roughly 22% on Aug. 7, according to Barron's, falling to their lowest level since January 2019 and becoming the S&P 500's worst performer for the session. The reason went well beyond a routine earnings miss. Second-quarter revenue rose just 3% from a year earlier to $715 million, dramatically slower than the 19% growth The Trade Desk produced during the same quarter last year, Barron's noted. Wall Street had expected approxim

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10 Aug 2026 16:25

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Stocks Pressured as Higher Crude Price Boosts T-Note Yields

The S&P 500 Index ($SPX) (SPY) today is down -0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.15%. September E-mini S&P futures (ESU26) are down -0.04%, and September E-mini Nasdaq futures (NQU26) are down -0.10%. Stock indices are under pressure today from higher crude oil prices, which are boosting inflation expectations and T-note yields. WTI crude oil is up more than +2% today, pushing the 10-year T-note yield up by +3 bp to 4.68%.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read

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10 Aug 2026 16:02

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Why The Trade Desk Was Sliding Again Today

Shares of The Trade Desk (NASDAQ: TTD) were falling again on Monday as Wall Street reactions to last week's dismal earnings report rolled in. As of 9:55 a.m. ET, the stock was down 4.7% on the news. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Getty Images. The Trade Desk sinks again In its second-quarter earnings report, The Trade Desk reported revenue gro

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10 Aug 2026 15:13

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Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), alongside weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing economists' expectations for a

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08 Aug 2026 17:12

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Earnings scorecard: 9 out of 10 Communication Services companies deliver EPS wins this week

Communication Services (XLC [https://seekingalpha.com/symbol/XLC]) stocks grabbed the spotlight this week as Wall Street digested earnings reports from companies including The Walt Disney (DIS [https://seekingalpha.com/symbol/DIS]), The Trade Desk (TTD [https://seekingalpha.com/symbol/TTD]), and Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]), among others. In this week's earnings recap, 10 tickers reported results, of which nine companies exceeded EPS expectations, while The Trade Desk (TTD [https://seekingalpha.com/symbol/TTD]) missed expectations. On the revenue front, si

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08 Aug 2026 14:15

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Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) rose +1.17%. Stock indices settled higher on Friday amid strength in corporate earnings results and reduced Fed rate hike fears. Stock indices found support on Friday as bond yields fell after US July nonfarm payrolls unexpectedly declined and average hourly earnings rose less than expected, bolstering speculation that the

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07 Aug 2026 22:18

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Update: S&P 500 Hits Record High as Jobs Report Eases Rate Hike Bets

(Updates with market moves at the end of the day, and any other changes, if any.) The S&P 500 hit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

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07 Aug 2026 20:41

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US Equity Markets End Higher After Jobs Data Lifts Odd for Rate Pause

US equity indexes ended higher Friday after a surprise drop in nonfarm payrolls boosted the odds the Federal Reserve will hold interest rates steady in September.* The July employment report showed nonfarm payrolls fell by 23,000, compared with the 80,000 jobs increase expected Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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07 Aug 2026 20:20

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The Trade Desk Rebuilt Its C-Suite in Two Months. Its First Guidance Since Points to a 12% Revenue Decline.

Key Points Second-quarter revenue rose 3% to $715 million, below the company's own guidance of at least $750 million. Third-quarter guidance calls for revenue of at least $650 million, down from $739 million a year ago. The adjusted EBITDA forecast of about $160 million compares with $317 million in the same quarter last year.10 stocks we like better than The Trade Desk › The Trade Desk(NASDAQ: TTD) spent the early summer rebuilding its executive team. A new chief financial officer, Nate Olmstead, started July 9. A new chief marketing officer, Sarah Gavin, joined in mid-June. A new chief comme

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07 Aug 2026 19:54

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The Economy Lost Jobs, Wall Street Threw a Party: What Moved Markets This Week

The American economy shed 23,000 nonfarm payrolls in July. Wall Street answered with its best week since April. That is not a contradiction. It turns on the fact that has defined 2026 and that many investors still find uncomfortable: the Federal Reserve's next move was supposed to be up. A shrinking payroll count took it off the table. The reversal lifted almost everything with a pulse. The Labor Market Did The Fed's Work For It The U.S. forecast for July jobs was a gain of roughly 80,000. But government hiring whiffed. Payrolls dropped by 53,000. Private employers still added 30,000 jobs, sho

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07 Aug 2026 19:40

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Trade Desk's Downbeat Guidance Indicates Macro, Structural Issues, Wedbush Says

Trade Desk TTD.jpg -Shutterstock Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro and structural issues amid growing competition, Wedbush Securities said Friday.Late Thursday, the ad-buying software maker said it expected revenue of at least $650 million and Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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07 Aug 2026 18:58

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Trade Desk Stock Tumbles as Things Go From Bad to Worse. Here Come the Downgrades.

Trade Desk stock sank to the bottom of the on Friday after the advertising technology company reported second-quarter revenue that fell short of expectations. If the move holds, Trade Desk will close at its lowest level since January, 30, 2019, according to Dow Jones Market Data. It’s been a tough stretch for Trade Desk shares, which have declined 63% this year and are down 74% over the past 12 months. Continue Reading

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07 Aug 2026 18:26

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The Bull Case For Trade Desk (TTD) Could Change Following Q3 Guidance Cut And Execution Missteps – Learn Why

The Trade Desk, Inc. has already reported its second-quarter 2026 results, with sales rising to US$715.06 million while net income and earnings per share declined year on year, alongside a completed share repurchase program totaling 48,644,000 shares for US$2.49 billions since 2023. The earnings miss versus analyst expectations and weaker third-quarter revenue guidance, attributed by management to macro pressures and execution issues, have prompted several broker downgrades and raised fresh questions about the resilience of its growth-focused advertising platform. We'll now examine how the wea

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07 Aug 2026 18:12

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SpaceX, Doximity, Trade Desk, Rigetti, Coherent, and More Stocks That Explain Today’s Market

FEATURE Stocks rose Friday with tech names picking up steam after the U.S. jobs report for July was softer than expected, resulting in Wall Street rethinking whether the Federal Reserve will raise interest rates any time soon. Continue Reading

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07 Aug 2026 18:03

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