[{"data":1,"prerenderedAt":352},["ShallowReactive",2],{"story-119137-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":43,"questions":44,"relatedArticles":69,"body_color":350,"card_color":351},"119137",null,"Programmatic Advertising Platform Volatility Signals Rising Customer Acquisition Costs for E-Commerce Sellers in 2025","- The Trade Desk stock collapse 67% YoY despite solid fundamentals; Kokai AI platform delivers 26% better CPA; sellers face tightening digital ad budgets and rising customer acquisition costs",[],[10,11,12,13,14,15,16,17,13,18,19,20,21,22,23,24,25,24,26,13,27,28,29,30,31,32,27,33,34,35,27,36,37,10,24,38,39,40,10,41,42],"https://d5bp8bijhhba2.cloudfront.net/image/cover_image/3236718b52b5e7fd7580b29d4ebe34ffa434b261211c7ec16d0313dc647cabdf.jpeg","https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/large_Trade_desk_logo_resized_c0229eb2ab.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1409383663/image_1409383663.jpg?io=getty-c-w630","https://www.marketbeat.com/logos/trade-desk-inc-logo-1200x675.jpg","https://s.yimg.com/ny/api/res/1.2/JAm17Dvo4H6dxIdLyd_Dzg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAw/https://media.zenfs.com/en/motleyfool.com/175e48c7ba373c90ab5362b218edfcee","https://news-assets.stockstory.org/cover-images/the-trade-desk-cover-image-Xm1ITXxV.jpeg","https://cdn.benzinga.com/files/images/story/2026/02/25/Portland--Or--Usa---Jan-21--2021-The-Tra.jpeg?width=1200&height=800&fit=crop","https://tokenist.com/wp-content/uploads/2026/02/122158635_m-2-646x360.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2055426346/image_2055426346.jpg?io=getty-c-w630","https://blog.tipranks.com/wp-content/uploads/2023/06/Communication-Services-8-750x406.jpg","https://invezz.com/cdn-cgi/image/onerror=redirect,width=379,height=205,format=webp,fit=cover,position=center/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/the-trade-desk.png","https://static.asianetnews.com/images/w-1280,h-720,format-jpg,imgid-external,imgname-image-4268ca53-6fe5-4773-ab6e-b26e0c320488.jpg","https://s3.tradingview.com/news/image/invezz:0d00c9ce1094b-da7497921354b984472fc1025ca1cb07-resized.webp","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F857986%2Fthe-trade-desk-stock-ttd.jpg&w=3840&op=resize","https://images.mktw.net/im-83269804?width=1260&height=840","https://sherwoodnews.imgix.net/GettyImages-1454695556.jpg?w=1600","https://s.yimg.com/ny/api/res/1.2/U7sAaZKxZdGpw2dVoKW_0w--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNzk4/https://media.zenfs.com/en/stockstory_922/2a73c723e1aef1bb1e33c0a128ee07ca","https://blog.tipranks.com/wp-content/uploads/2023/06/Communication-Services-10-750x406.jpg","https://static-www.adweek.com/wp-content/uploads/2026/02/trade-desk-earnings-featured-image.webp?w=1200","https://digiday.com/wp-content/uploads/sites/3/2023/04/upfront-exec-money-digiday.jpg?w=1030&h=579&crop=1","https://news.stocktwits-cdn.com/large_Getty_Images_2262712431_1_jpg_6f471d2542.webp","https://www.nasdaq.com/sites/acquia.prod/files/2019-05/0902-Q19%20Total%20Markets%20photos%20and%20gif_CC8.jpg","https://s.yimg.com/ny/api/res/1.2/uH2Gj76E0tIU37lOxJUUpQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTI4NQ--/https://media.zenfs.com/en/simply_wall_st__316/385c79ad5a986227e7f40b178ef46797","https://morningstar-morningstar-prod.web.arc-cdn.net/resizer/iFUMvYmkVDuxYfKdMz3q2B8gtuY=/2000x2000/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/402b2d9a-94ce-4546-8a4b-04425b0b3b95.jpg","https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1X62wt.img?w=768&h=359&m=6","https://blog.tipranks.com/wp-content/uploads/2023/06/Communication-Services-5-750x406.jpg","https://cdn.zonebourse.com/static/resize/1200/675//images/reuters/2025-03-13T172638Z_1_LYNXMPEL2C0VY_RTROPTP_3_BUSINESS-FRANCE.JPG","https://s3.amazonaws.com/wp-uploads-trefis/articles/wp-content/uploads/2025/10/27050429/why_stock_moved_down-300x300.png","https://cdn.benzinga.com/files/images/story/2026/02/26/Portland--Or--Usa---Jan-21--2021-The-Tra_0.jpeg?width=1200&height=800&fit=crop","https://blog.tipranks.com/wp-content/uploads/2023/06/Communication-Services-7-750x406.jpg","https://247wallst.com/wp-content/uploads/2025/02/shutterstock-2426274919-huge-licensed-scaled.jpg","https://menafn.com/updates/pr/2026-02/26/AN_web-p_8e74dimage_story.webp","The Trade Desk (TTD), a major programmatic advertising platform serving e-commerce sellers globally, faces a critical inflection point in Q4 2025 despite meeting earnings expectations. The company reported Q4 revenue of $846.79 million (up 14.3% YoY from $741.01 million) with EPS of $0.59 matching consensus, marking the third earnings beat in four quarters. However, the stock has collapsed 67% over the past year and declined 34.3% since January 2025, driven by AI disruption concerns, CFO departure, and broader market uncertainty. This disconnect between operational performance and market valuation reveals critical dynamics affecting e-commerce sellers' advertising strategies.\n\n**The underlying business fundamentals remain resilient despite market panic.** Q3 2025 revenue reached $739 million (18% YoY growth), customer retention exceeded 95%, and the company's Kokai AI-powered advertising platform achieved 85% adoption among clients. Kokai delivered measurable performance improvements: 26% better cost per acquisition (CPA) and 58% better cost per unique reach compared to the legacy platform. These metrics directly impact e-commerce sellers' marketing ROI. Management guided for Q4 revenue of at least $840 million with adjusted EBITDA of approximately $375 million, representing 17-18% YoY growth. Institutional investors including Bank of New York Mellon (41% stake increase) and Principal Financial Group (325% position growth in Q3) have quietly accumulated positions, with prediction markets assigning 77% probability that TTD reports non-GAAP EPS above the 58-cent consensus.\n\n**However, broader market headwinds signal tightening advertising budgets across digital channels.** The Internet Services industry ranks in the bottom 30 of 250+ Zacks-ranked industries, with top-50 industries outperforming bottom-50 by a 2-to-1 factor. Analysts maintain unfavorable estimate revision trends, resulting in a Zacks Rank 4 (Sell) rating. Forward guidance shows consensus expectations of $0.35 EPS for Q1 2025 on $685.9 million in revenues, with full-year estimates of $2.10 EPS on $3.35 billion in revenues. For cross-border e-commerce sellers utilizing programmatic advertising, this creates a paradox: TTD's Kokai platform offers superior CPA efficiency (26% improvement), yet sector weakness may constrain overall advertising budgets. Sellers relying on digital advertising for customer acquisition face a critical decision: optimize spending through advanced AI platforms or diversify marketing channels. The stock's brutal repricing may reflect rational concerns about structural industry deceleration or panic-driven overreaction—tonight's earnings call will determine whether TTD can sustain growth momentum and validate its AI-powered platform strategy.",[45,48,51,54,57,60,63,66],{"title":46,"answer":47,"author":5,"avatar":5,"time":5},"How can I calculate the impact of rising advertising costs on my product margins?","Use this framework: (1) Calculate current CAC by channel: Total advertising spend ÷ New customers acquired = CAC; (2) Determine CAC as percentage of product margin: CAC ÷ Product gross margin = CAC percentage; (3) Model 10-15% cost increase: Current CAC × 1.10 to 1.15 = New CAC; (4) Calculate margin impact: (New CAC - Current CAC) ÷ Product gross margin = Margin compression percentage. Example: $50 product with 40% margin ($20 gross profit), current CAC $8 (40% of margin), 12% increase = new CAC $8.96, reducing margin to 35.2%. For sellers with CAC exceeding 30% of margin, rising advertising costs become unsustainable—prioritize conversion optimization and owned channels immediately.",{"title":49,"answer":50,"author":5,"avatar":5,"time":5},"How should cross-border e-commerce sellers adjust marketing strategies given programmatic platform uncertainty?","Cross-border sellers should implement a three-tier diversification strategy: (1) **Tier 1 (40% budget)**: Maintain programmatic spend on TTD or Google DV360, focusing on high-ROI campaigns with proven CPA metrics. Use Kokai AI optimization if available. (2) **Tier 2 (35% budget)**: Shift to owned channels—Amazon Sponsored Ads (for Amazon sellers), Google Shopping, and marketplace native advertising. These channels offer lower volatility and direct platform control. (3) **Tier 3 (25% budget)**: Invest in organic growth—SEO, content marketing, email marketing, and social commerce. These channels build long-term brand equity independent of programmatic platform pricing. For sellers with $50K+ monthly ad spend, this diversification reduces exposure to any single platform's pricing increases or service disruptions. Monitor TTD's Q1 2025 earnings (April 2025) and adjust allocation based on guidance and analyst sentiment.",{"title":52,"answer":53,"author":5,"avatar":5,"time":5},"What does The Trade Desk's stock collapse signal about the broader digital advertising market for sellers?","The Trade Desk's 67% YoY stock decline despite meeting earnings expectations signals potential structural challenges in the digital advertising sector. The Internet Services industry ranks in the bottom 30 of 250+ Zacks-ranked industries, with top-50 industries outperforming bottom-50 by a 2-to-1 factor. This suggests tightening advertising budgets across digital channels and increased competition for advertiser spend. For e-commerce sellers, this creates a dual challenge: programmatic platforms may raise pricing to maintain margins, while overall advertising budgets contract. Sellers should expect rising customer acquisition costs in 2025 unless they optimize campaigns through AI-powered tools like Kokai or diversify into organic channels (SEO, content marketing, social commerce).",{"title":55,"answer":56,"author":5,"avatar":5,"time":5},"How does The Trade Desk's Kokai AI platform impact e-commerce seller customer acquisition costs?","The Trade Desk's Kokai AI platform delivers 26% better cost per acquisition (CPA) and 58% better cost per unique reach compared to legacy platforms, with 85% of clients now using it as their default experience. For e-commerce sellers, this translates to measurable marketing efficiency gains: a seller spending $10,000 monthly on programmatic ads could theoretically reduce CPA by approximately $2,600 while maintaining reach. However, these benefits depend on platform stability and continued investment. The company's solid Q3 fundamentals (18% YoY revenue growth, 95%+ customer retention) suggest the technology is delivering real value, but the 67% stock decline raises questions about long-term platform viability and pricing sustainability.",{"title":58,"answer":59,"author":5,"avatar":5,"time":5},"What are the key metrics e-commerce sellers should monitor from The Trade Desk's earnings reports?","Monitor three critical metrics: (1) **Revenue Growth Rate**: TTD guided for 17-18% YoY growth in Q4 2025 ($840M+). If actual results fall below 15%, expect analyst downgrades and potential platform pricing increases. (2) **Customer Retention**: TTD reported 95%+ retention in Q3 2025. Declining retention signals customer dissatisfaction and potential service degradation. (3) **Kokai Adoption and Performance**: 85% of clients using Kokai as default, with 26% CPA improvement. If adoption stalls or performance metrics decline, the platform's competitive advantage erodes. Additionally, track analyst estimate revisions quarterly—unfavorable revisions typically precede pricing increases or service cuts that directly impact seller costs.",{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"Should e-commerce sellers increase or decrease programmatic advertising spending given TTD's market volatility?","The decision depends on your current CPA and competitive positioning. The Trade Desk's operational fundamentals remain strong: Q4 2025 revenue guidance of $840 million (17-18% YoY growth), 95%+ customer retention, and Kokai delivering 26% CPA improvements suggest the platform is operationally sound. However, the 34.3% stock decline since January 2025 and unfavorable analyst revisions (Zacks Rank 4 Sell) indicate near-term market headwinds. Recommended approach: (1) Audit current TTD campaign performance through Q4 2025; (2) If CPA is declining or stable, maintain spend but monitor pricing changes; (3) If CPA is rising, test alternative platforms (Google DV360, Amazon DSP) or shift budget to owned channels; (4) Avoid major increases until TTD demonstrates sustained growth and analyst sentiment improves.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"What forward guidance should e-commerce sellers expect from The Trade Desk in 2025?","The Trade Desk provided full-year 2025 guidance of $2.10 EPS on $3.35 billion in revenues, implying approximately 15-17% YoY growth. Q1 2025 consensus expectations are $0.35 EPS on $685.9 million in revenues. If TTD meets this guidance, it validates the Kokai platform strategy and suggests stable pricing through 2025. However, the unfavorable analyst estimate revision trend and Zacks Rank 4 (Sell) rating indicate consensus expectations may decline. For sellers, this means: (1) Budget for potential 5-10% CPA increases if TTD raises platform fees to offset margin pressure; (2) Prepare alternative channel strategies (Amazon DSP, Google Shopping) as contingency; (3) Lock in current pricing through annual contracts if available; (4) Monitor Q1 2025 earnings (expected April 2025) for early signals of guidance changes.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"How does The Trade Desk's CFO departure and AI disruption concerns affect seller platform reliability?","The CFO departure in February 2025 combined with AI disruption concerns triggered accelerated selling, but institutional investors (Bank of New York Mellon +41%, Principal Financial Group +325% in Q3) have quietly accumulated positions, suggesting confidence in long-term viability. Prediction markets assign 77% probability that TTD reports non-GAAP EPS above consensus, indicating market expectations of positive earnings. For sellers, this suggests moderate risk: the platform is unlikely to fail in the near term, but leadership transitions and competitive AI threats could impact product roadmap and pricing. Mitigation strategy: diversify programmatic spend across 2-3 platforms (TTD, Google DV360, Amazon DSP) to reduce single-platform dependency. Monitor quarterly earnings calls for management commentary on AI strategy and competitive positioning.",[70,75,80,85,89,93,97,101,105,109,113,118,122,126,130,134,137,140,144,147,151,154,158,162,166,170,174,177,181,185,189,193,197,201,204,208,212,216,220,224,228,232,237,241,245,250,253,257,261,265,268,272,276,280,284,287,290,294,298,302,306,310,314,318,321,325,328,332,336,340,343,347],{"id":71,"title":72,"source":73,"logo":5,"time":74},487629,"BofA cuts Trade Desk stock price target on lower margin outlook","https://www.investing.com/news/analyst-ratings/bofa-cuts-trade-desk-stock-price-target-on-lower-margin-outlook-93CH-4526937","23H AGO",{"id":76,"title":77,"source":78,"logo":24,"time":79},487627,"Trade Desk’s stock slides after earnings, as growth slowdown unnerves Wall Street even further","https://www.marketwatch.com/story/trade-desks-stock-slides-as-growth-slowdown-unnerves-wall-street-even-further-9d99e55e?gaa_at=eafs&gaa_n=AWEtsqd_C8TlEw3K_v90W6dA-cxQaOgMqIlAykwvuzVqOeHfrspZN5TQJOhS&gaa_ts=69a073ef&gaa_sig=Adc_DRTWNtsELoroBoXRZFSt7AO2_fFsevKwwPINDzdn2lySUHG0GTR0GMbRuLN1qHBtAeHhYGGNsGn-P6vfzg%3D%3D","1D AGO",{"id":81,"title":82,"source":83,"logo":5,"time":84},487628,"The Trade Desk Tops Q4 Estimates but Tumbles as Weak Q1 Guidance Spooks Investors","https://finance.yahoo.com/news/trade-desk-tops-q4-estimates-120533511.html","22H AGO",{"id":86,"title":87,"source":88,"logo":5,"time":79},485244,"The Trade Desk reported better-than-expected results for the fourth quarter, but projected that its revenue for the current quarter would fall below expectations.","https://news.futunn.com/en/post/69252103/the-trade-desk-reported-better-than-expected-results-for-the",{"id":90,"title":91,"source":92,"logo":38,"time":79},485243,"Trade Desk Stock Pre-Market (-16%): Weak Q1 Guidance Overshadows Earnings Beat","https://www.trefis.com/data/companies/TTD/no-login-required/dJLL2D43/Trade-Desk-Stock-Pre-Market-16-Weak-Q1-Guidance-Overshadows-Earnings-Beat",{"id":94,"title":95,"source":96,"logo":35,"time":79},485246,"The Trade Desk in charts: Q4 revenue, adjusted EBIDTA seen up double digits; cash reserves decline","https://www.msn.com/en-us/money/topstocks/the-trade-desk-in-charts-q4-revenue-adjusted-ebidta-seen-up-double-digits-cash-reserves-decline/ar-AA1X69LP",{"id":98,"title":99,"source":100,"logo":5,"time":79},485245,"The Trade Desk Stock Has Been Absolutely Pummeled This Year. Is it Finally Time to Buy?","https://www.theglobeandmail.com/investing/markets/stocks/TTD/pressreleases/431106/the-trade-desk-stock-has-been-absolutely-pummeled-this-year-is-it-finally-time-to-buy/",{"id":102,"title":103,"source":104,"logo":31,"time":79},485289,"The Trade Desk (TTD) Meets Q4 Earnings Estimates","https://www.nasdaq.com/articles/trade-desk-ttd-meets-q4-earnings-estimates",{"id":106,"title":107,"source":108,"logo":5,"time":79},485248,"The Trade Desk's Revenue Growth Slows in Q4","https://intellectia.ai/news/stock/the-trade-desks-revenue-growth-slows-in-q4",{"id":110,"title":111,"source":112,"logo":10,"time":79},485247,"Trade Desk Sets $678M Q1 Revenue Target Amid AI and CTV Growth","https://intellectia.ai/news/stock/trade-desk-sets-678m-q1-revenue-target-amid-ai-and-ctv-growth",{"id":114,"title":115,"source":116,"logo":12,"time":117},487626,"Analysts cautious on Trade Desk amid CPG and auto headwinds going into 2026 (TTD:NASDAQ)","https://seekingalpha.com/news/4557662-analysts-cautious-on-trade-desk-amid-cpg-and-auto-headwinds-going-into-2026","21H AGO",{"id":119,"title":120,"source":121,"logo":32,"time":79},485249,"Is Trade Desk (TTD) Now An Opportunity After A 65% One Year Share Price Slide?","https://finance.yahoo.com/news/trade-desk-ttd-now-opportunity-031217112.html",{"id":123,"title":124,"source":125,"logo":15,"time":79},485291,"The Trade Desk (NASDAQ:TTD) Posts Better-Than-Expected Sales In Q4 CY2025 But Stock Drops 15.6%","https://www.barchart.com/story/news/425709/the-trade-desk-nasdaqttd-posts-better-than-expected-sales-in-q4-cy2025-but-stock-drops-15-6",{"id":127,"title":128,"source":129,"logo":5,"time":79},485290,"Trade Desk slides after Q1 revenue outlook misses estimates","https://www.investing.com/news/earnings/trade-desk-slides-after-q1-revenue-outlook-misses-estimates-4525795",{"id":131,"title":132,"source":133,"logo":5,"time":79},485293,"(TTD) The Trade Desk, Inc. Expects Q1 Revenue of Over $678.0M","https://www.marketscreener.com/news/ttd-the-trade-desk-inc-expects-q1-revenue-of-over-678-0m-ce7e5cd8db8df227",{"id":135,"title":124,"source":136,"logo":26,"time":79},485292,"https://finance.yahoo.com/news/trade-desk-nasdaq-ttd-posts-211946574.html",{"id":138,"title":99,"source":139,"logo":23,"time":79},485251,"https://www.fool.com/investing/2026/02/25/the-trade-desk-stock-has-been-absolutely-pummeled/",{"id":141,"title":142,"source":143,"logo":30,"time":79},486385,"CRM, TTD, SNPS: Software Stocks Crack In Premarket After Downbeat Earnings, Extending Weeks-Long Selloff","https://stocktwits.com/news-articles/markets/equity/crm-ttd-snps-software-stocks-crack-in-premarket-after-downbeat-earnings-extending-weeks-long-selloff/cZTGEZmRIbS",{"id":145,"title":99,"source":146,"logo":14,"time":79},485250,"https://finance.yahoo.com/news/trade-desk-stock-absolutely-pummeled-031100067.html",{"id":148,"title":149,"source":150,"logo":37,"time":79},485294,"The Trade Desk: Q4 Earnings Snapshot","https://www.marketscreener.com/news/the-trade-desk-q4-earnings-snapshot-ce7e5cd8db8df224",{"id":152,"title":77,"source":153,"logo":24,"time":79},486386,"https://www.marketwatch.com/story/trade-desks-stock-slides-as-growth-slowdown-unnerves-wall-street-even-further-9d99e55e?gaa_at=eafs&gaa_n=AWEtsqfHl8HlDUKLtmUiz6QBIxYS3NsGhC-S2ymxW4zibkVTM-3XBf7PqvnE&gaa_ts=69a03bdb&gaa_sig=pNNYCpY8t7YuFiu5bjpFiVtuPu1TDa7aeBtZR9VXV8oabFwH63CkjHY3WkDAOeZsY9p9GuGhl9Ajjoee33M7Rw%3D%3D",{"id":155,"title":156,"source":157,"logo":27,"time":79},485253,"Balancing Strong Q4 Outperformance with Softer Outlook: Rationale for Maintaining a Hold on The Trade Desk","https://www.tipranks.com/news/ratings/balancing-strong-q4-outperformance-with-softer-outlook-rationale-for-maintaining-a-hold-on-the-trade-desk-ratings-news",{"id":159,"title":160,"source":161,"logo":10,"time":79},485252,"Trade Desk Reports Strong Q4 2025 Earnings Amid Challenges","https://intellectia.ai/news/stock/trade-desk-reports-strong-q4-2025-earnings-amid-challenges",{"id":163,"title":164,"source":165,"logo":41,"time":79},486461,"The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse","https://247wallst.com/investing/2026/02/25/the-trade-desk-faces-its-most-important-revenue-test-after-a-67-collapse/",{"id":167,"title":168,"source":169,"logo":13,"time":79},486400,"Trade Desk Q4 Earnings Call Highlights","https://www.marketbeat.com/instant-alerts/trade-desk-q4-earnings-call-highlights-2026-02-26/",{"id":171,"title":172,"source":173,"logo":5,"time":79},486401,"Loop Capital cuts Trade Desk stock rating on ad spending pullback","https://www.investing.com/news/analyst-ratings/loop-capital-cuts-trade-desk-stock-rating-on-ad-spending-pullback-93CH-4526602",{"id":175,"title":77,"source":176,"logo":24,"time":79},485239,"https://www.marketwatch.com/story/trade-desks-stock-slides-as-growth-slowdown-unnerves-wall-street-even-further-9d99e55e?gaa_at=eafs&gaa_n=AWEtsqffV_5DZmnHcpGZ2VJMO2OGsneVmnyA-hEmYOwnn7LoMc-tUqm206EJ&gaa_ts=69a0033d&gaa_sig=d0AHMclnaaJWuYj4-UuTZ_8_ibqaeFJ9gFlGg4EGFa886KHo2LmiAz7CgCvMEFLpbl952yaHs4O3aNcjavbqDA%3D%3D",{"id":178,"title":179,"source":180,"logo":33,"time":79},486402,"Rapid Growth Is Likely in the Rearview Mirror for The Trade Desk; Independence Will Keep It Alive","https://www.morningstar.com/company-reports/1438123-rapid-growth-is-likely-in-the-rearview-mirror-for-the-trade-desk-independence-will-keep-it-alive",{"id":182,"title":183,"source":184,"logo":21,"time":79},485238,"The Trade Desk Stock Plummeted 17% Today — What Disappointed Investors?","https://newsable.asianetnews.com/markets/the-trade-desk-stock-plummeted-17-today-what-disappointed-investors-articleshow-9or037g",{"id":186,"title":187,"source":188,"logo":5,"time":79},485240,"Trade Desk Q4 2025 slides: 73% EPS beat masks 66% stock decline By Investing.com","https://za.investing.com/news/company-news/trade-desk-q4-2025-slides-73-eps-beat-masks-66-stock-decline-93CH-4132972",{"id":190,"title":191,"source":192,"logo":10,"time":79},485242,"The Trade Desk Q4 Revenue Beats Estimates, Shares Drop 17%","https://intellectia.ai/news/stock/the-trade-desk-q4-revenue-beats-estimates-shares-drop-17",{"id":194,"title":195,"source":196,"logo":29,"time":79},485241,"Despite 2025 revenue beats, The Trade Desk's stock price falls sharply after earnings update","https://digiday.com/marketing/despite-2025-revenue-beats-the-trade-desks-stock-price-falls-sharply-after-earnings-update/",{"id":198,"title":199,"source":200,"logo":34,"time":79},485266,"A Look At Trade Desk (TTD) Valuation As Earnings Approach And Competitive Pressures Intensify","https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/a-look-at-trade-desk-ttd-valuation-as-earnings-approach-and",{"id":202,"title":183,"source":203,"logo":11,"time":79},485265,"https://stocktwits.com/news-articles/markets/equity/the-trade-desk-stock-plummeted-today-what-made-investors-disappointed/cZR6sE7RIGv",{"id":205,"title":206,"source":207,"logo":40,"time":79},485268,"Trade Desk reports Q4 EPS 59c, consensus 58c","https://www.tipranks.com/news/the-fly/trade-desk-reports-q4-eps-59c-consensus-58c-thefly-news",{"id":209,"title":210,"source":211,"logo":22,"time":79},486398,"Trade Desk falls 17% on weak outlook: Should you buy the dip?","https://www.tradingview.com/news/invezz:0d00c9ce1094b:0-trade-desk-falls-17-on-weak-outlook-should-you-buy-the-dip/",{"id":213,"title":214,"source":215,"logo":5,"time":79},485267,"Trade Desk forecasts quarterly revenue below estimates amid heavy competition, shares fall","https://www.marketscreener.com/news/trade-desk-forecasts-quarterly-revenue-below-estimates-amid-heavy-competition-shares-fall-ce7e5cd8db8ef320",{"id":217,"title":218,"source":219,"logo":5,"time":79},486399,"The Trade Desk (TTD) Stock Drops 15% After Q4 Beat But Weak Guidance – Time to Buy?","https://coincentral.com/the-trade-desk-ttd-stock-drops-15-after-q4-beat-but-weak-guidance-time-to-buy/",{"id":221,"title":222,"source":223,"logo":16,"time":79},485269,"The Trade Desk Stock Crumbles After Q4","https://www.benzinga.com/markets/earnings/26/02/50869690/the-trade-desk-stock-crumbles-after-q4",{"id":225,"title":226,"source":227,"logo":13,"time":79},485271,"Trade Desk (NASDAQ:TTD) Posts Quarterly Earnings Results, Beats Estimates By $998.41 EPS","https://www.marketbeat.com/instant-alerts/trade-desk-nasdaqttd-posts-quarterly-earnings-results-beats-estimates-by-99841-eps-2026-02-25/",{"id":229,"title":230,"source":231,"logo":25,"time":79},485270,"The Trade Desk plunges on weak Q1 sales guidance","https://sherwood.news/markets/the-trade-desk-q4-2025-earnings/",{"id":233,"title":234,"source":235,"logo":20,"time":236},487638,"The Trade Desk stock has imploded: is it a bargain before earnings?","https://invezz.com/nz/news/2026/02/24/the-trade-desk-stock-has-imploded-is-it-a-bargain-before-earnings/","2D AGO",{"id":238,"title":239,"source":240,"logo":5,"time":79},485255,"Trade Desk Q4 2025 slides: 73% EPS beat masks 66% stock decline","https://www.investing.com/news/company-news/trade-desk-q4-2025-slides-73-eps-beat-masks-66-stock-decline-93CH-4526252",{"id":242,"title":243,"source":244,"logo":27,"time":84},486389,"Underperform Initiation on The Trade Desk: Slowing Growth, Margin Pressure, and Rising Competition Undermine Premium Valuation","https://www.tipranks.com/news/ratings/underperform-initiation-on-the-trade-desk-slowing-growth-margin-pressure-and-rising-competition-undermine-premium-valuation-ratings-news",{"id":246,"title":247,"source":248,"logo":5,"time":249},487632,"The Trade Desk Sinks as Weak Q1 Outlook Undercuts Q4 Beat","https://ng.investing.com/analysis/the-trade-desk-sinks-as-weak-q1-outlook-undercuts-q4-beat-214259","20H AGO",{"id":251,"title":103,"source":252,"logo":5,"time":79},485254,"https://finance.yahoo.com/news/trade-desk-ttd-meets-q4-010502248.html",{"id":254,"title":255,"source":256,"logo":39,"time":117},487633,"Why Is Trade Desk Stock Sinking Thursday?","https://www.benzinga.com/trading-ideas/movers/26/02/50885746/why-is-trade-desk-stock-sinking-thursday",{"id":258,"title":259,"source":260,"logo":18,"time":79},485257,"The Trade Desk plunges as soft Q1 outlook overshadows earnings beat","https://seekingalpha.com/news/4557292-the-trade-desk-plunges-as-soft-q1-outlook-overshadows-earnings-beat",{"id":262,"title":263,"source":264,"logo":5,"time":84},486387,"Wells Fargo cuts Trade Desk stock price target on weak industry trends","https://www.investing.com/news/analyst-ratings/wells-fargo-cuts-trade-desk-stock-price-target-on-weak-industry-trends-93CH-4527139",{"id":266,"title":210,"source":267,"logo":5,"time":79},487630,"https://cryptorank.io/news/feed/091d1-trade-desk-falls-17-on-weak-outlook-should-you-buy-the-dip",{"id":269,"title":270,"source":271,"logo":5,"time":79},485256,"Earnings call transcript: Trade Desk beats Q4 2025 earnings estimates","https://www.investing.com/news/transcripts/earnings-call-transcript-trade-desk-beats-q4-2025-earnings-estimates-93CH-4526217",{"id":273,"title":274,"source":275,"logo":17,"time":84},486388,"Why Is The Trade Desk (TTD) Stock Down 16% Premarket? Revenue Outlook Disappoints","https://tokenist.com/why-is-the-trade-desk-ttd-stock-down-16-premarket-revenue-outlook-disappoints/",{"id":277,"title":278,"source":279,"logo":5,"time":249},487631,"Scotiabank cuts Trade Desk stock price target on weak guidance","https://in.investing.com/news/analyst-ratings/scotiabank-cuts-trade-desk-stock-price-target-on-weak-guidance-93CH-5260400",{"id":281,"title":282,"source":283,"logo":28,"time":79},485259,"The Trade Desk's Revenue Rose 14% in Q4, But Growth Is Slowing","https://www.adweek.com/agencies/the-trade-desk-earnings-report-q4-2025/",{"id":285,"title":149,"source":286,"logo":5,"time":79},487636,"https://www.barchart.com/story/news/424798/the-trade-desk-q4-earnings-snapshot",{"id":288,"title":239,"source":289,"logo":5,"time":79},485258,"https://uk.investing.com/news/company-news/trade-desk-q4-2025-slides-73-eps-beat-masks-66-stock-decline-93CH-4526504",{"id":291,"title":292,"source":293,"logo":5,"time":79},487637,"The Trade Desk Stock Plummeted 17% Today - What Disappointed Investors?","https://menafn.com/1110790920/The-Trade-Desk-Stock-Plummeted-17-Today-What-Disappointed-Investors",{"id":295,"title":296,"source":297,"logo":5,"time":117},487634,"Can The Trade Desk's Audio Momentum Boost Its Top-Line Growth?","https://www.zacks.com/stock/news/2875632/can-the-trade-desks-audio-momentum-boost-its-top-line-growth",{"id":299,"title":300,"source":301,"logo":5,"time":79},487635,"The Trade Desk shares continue to descend","https://www.pacbiztimes.com/2026/02/25/the-trade-desk-shares-continue-to-descend/",{"id":303,"title":304,"source":305,"logo":5,"time":74},486392,"BMO cuts Trade Desk stock price target to $55 on ad spend concerns","https://www.investing.com/news/analyst-ratings/bmo-cuts-trade-desk-stock-price-target-to-55-on-ad-spend-concerns-93CH-4526990",{"id":307,"title":308,"source":309,"logo":27,"time":74},486393,"Trade Desk: Solid Kokai Adoption and CTV Momentum Offset by Macro Headwinds and Competitive Pressure, Justifying Hold Rating","https://www.tipranks.com/news/ratings/trade-desk-solid-kokai-adoption-and-ctv-momentum-offset-by-macro-headwinds-and-competitive-pressure-justifying-hold-rating-ratings-news",{"id":311,"title":312,"source":313,"logo":5,"time":79},485260,"Stifel reiterates Buy on Trade Desk stock, keeps $74 target By Investing.com","https://in.investing.com/news/analyst-ratings/stifel-reiterates-buy-on-trade-desk-stock-keeps-74-target-93CH-5258550",{"id":315,"title":316,"source":317,"logo":36,"time":84},486390,"Why Trade Desk Stock Is Sliding Despite Big Buyback","https://www.tipranks.com/news/catalyst/why-trade-desk-stock-is-sliding-despite-big-buyback",{"id":319,"title":263,"source":320,"logo":5,"time":84},486391,"https://uk.investing.com/news/analyst-ratings/wells-fargo-cuts-trade-desk-stock-price-target-on-weak-industry-trends-93CH-4527334",{"id":322,"title":323,"source":324,"logo":5,"time":79},485262,"Stifel reiterates Buy on Trade Desk stock, keeps $74 target","https://www.investing.com/news/analyst-ratings/stifel-reiterates-buy-on-trade-desk-stock-keeps-74-target-93CH-4526062",{"id":326,"title":142,"source":327,"logo":42,"time":74},486396,"https://menafn.com/1110793015/CRM-TTD-SNPS-Software-Stocks-Crack-In-Premarket-After-Downbeat-Earnings-Extending-Weeks-Long-Selloff",{"id":329,"title":330,"source":331,"logo":5,"time":79},485261,"The Trade Desk’s Outlook Spooked Wall Street, And The Stock Slid","https://finimize.com/content/the-trade-desks-outlook-spooked-wall-street-and-the-stock-slid",{"id":333,"title":334,"source":335,"logo":5,"time":74},486397,"Wallstreetbets Favorites Split Before The Open As Trade Desk Slumps","https://finimize.com/content/wallstreetbets-favorites-split-before-the-open-as-trade-desk-slumps",{"id":337,"title":338,"source":339,"logo":19,"time":79},485264,"Trade Desk Posts Strong 2025 Results, Expands Share Buybacks","https://www.tipranks.com/news/company-announcements/trade-desk-posts-strong-2025-results-expands-share-buybacks",{"id":341,"title":304,"source":342,"logo":5,"time":74},486394,"https://ca.investing.com/news/analyst-ratings/bmo-cuts-trade-desk-stock-price-target-to-55-on-ad-spend-concerns-93CH-4480273",{"id":344,"title":345,"source":346,"logo":13,"time":79},485263,"Traders Purchase Large Volume of Trade Desk Call Options (NASDAQ:TTD)","https://www.marketbeat.com/instant-alerts/traders-purchase-large-volume-of-trade-desk-call-options-nasdaqttd-2026-02-25/",{"id":348,"title":72,"source":349,"logo":5,"time":74},486395,"https://in.investing.com/news/analyst-ratings/bofa-cuts-trade-desk-stock-price-target-on-lower-margin-outlook-93CH-5259367","#ffc374ff","#ffc3744d",1772206265063]