$TTD

TTD

The Trade Desk, Inc. Class A Common Stock

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As of 10-02
09-26
Parkev Tatevosian, CFAPublished 2026-09-26
“Why I Sold This Underperforming Growth Stock”
$TTDBearish
Sold TTD position due to severe revenue decline and negative outlook; inclined to exit remainder as fundamentals deteriorate faster than expected.

Last week, or a little over a week ago, I sold a third of my stake in Tradedesk shares, as I mentioned previously. I mentioned that I bought that stake in Tradedesk shares for about $44 per share , and sold it for about $13 per share at a huge loss .

I said I would sell for the purpose of recovering tax losses, and I would retain two-thirds of my remaining stake in Tradedesk for now , as this has been one of my most disappointing investments in a long time.

Older record
09-09
Parkev Tatevosian, CFAPublished 2026-09-09
“Is This a 90% Discount or a Ticking Time Bomb?”
$TTDBullish
TTD is undervalued (fair value $31 vs current $15) warranting a buy rating, though conviction is lowered to medium due to competitive threats and slowing growth.

The Trade Desk announced revenue growth of only 3% in the last quarter, reaching $715 million. This was a significant slowdown compared to the company's multi-year history of achieving double-digit revenue growth.

Furthermore, management expects the situation to worsen, forecasting that revenues in the third quarter will only reach $650 million . To make matters worse, the management team stated that it is losing a clear vision of future sales in the coming quarters, as it seems to me that customers are hesitant to enter into agreements with "The Trade Desk".

Older record
09-23
BenzingaPublished 2026-09-23
“$AMD Joins $1T Club, NASDAQ ATH? | PreMarket Playbook | September 23, 2026”
$TTDBearish
Avoid buying TTD; fundamental weakness from revenue misses and lack of catalysts makes it unattractive.

Mentioning TTD. Uh this thing you this has been a vomit fest frankly. Uh pardon the term there but man oh man this thing had I remember I feel like I wasn't even that long ago stock was over $100.

Look how nasty this is. Terrible day yesterday. Another terrible day here today. Where's the bottom in TTD, folks? I don't know. I've been saying that for a while here. This thing looks like it's tried to bottom several times and really just hasn't.

We're on the verge of entering single digits with the trade desk.

09-07
Everything MoneyPublished 2026-09-07
“I Found the Most Undervalued Stocks To Buy in the Entire Market”
$TTDNo side taken
TTD has declining revenue and margins but trades at a low P/FCF (7.6) with strong cash flow; could be a buy if issues are temporary.

TradeDisc is at 62.5%,

First, the "Trade Desk" (TTD), with a steeply low 64%, is the cheapest-looking of the three. I am focusing on the word "appearance". This company helps other companies purchase digital advertising.

For years, it was a shining star, growing at a rate of 18% annually. But then things went wrong, suddenly and quickly . And the forecast for this quarter is even more terrifying.

This indicates a decrease in revenue. With a decline of approximately 12%. Its large profit margins are collapsing from around 43% to around 25%.

09-06
The Intrinsic Value PodcastPublished 2026-09-06
“Applovin (APP): The 30-Bagger Down More Than Half”
$TTDBearish
Speaker avoids investing in TTD due to lack of understanding of its business model despite price drops.

It reminds me a lot At The Trade Desk. They have Similar business models, For a long time it was The Trade Desk figures look Amazing, and the arrow continued to Ascent, and now it has become A company that entered the scope of " "The value" as he describes it Some.

While The Trade Desk focuses More broadly on an area TV commercials The connection and this concept Known as "the Internet" "Open." There is a similarity One is blatant and obvious Exactly, which is that both The two stocks were severely damaged This year because Concerns about the impact artificial intelligence.

Older record
09-04
Meet KevinPublished 2026-09-04
“Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️”
$TTDBearish
TTD performance is disappointing; stock down 4% and lacking industry support for growth.

Trade Desk down four. Trade desk has been disappointing. I'd like to see Ventura boom more, but uh it's hard. You don't have the industry, you know.

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