The Trade Desk Crashes 39% in a Day as Amazon Looms Large
Warning! GuruFocus has detected 2 Warning Sign with TTD.
At the heart of this re-rating is Amazon's strengthening DSP, which helps advertisers target users more preciselyparticularly across streaming platforms like Roku, where Amazon recently struck a notable advertising deal. Bank of America cut the stock two notches to underperform, citing growing structural pressure as rivals like Amazon and Alphabet continue to deliver strong ad revenue across their walled gardens. Wedbush and Citi also moved to the sidelines, noting that The Trade Desk's growth visibility has become increasingly difficult to defend, especially as the competitive backdrop shifts.
CEO Jeff Green attempted to brush off Amazon during the earnings call, saying platforms like Amazon and Google are best suited to buy their own inventory with their own data, and that their bias makes them less effective across the open internet. But not everyone's buying it. Lightshed Partners' Rich Greenfield said those comments should scare any investor who owns The Trade Desk stock, arguing that Green may be downplaying the competitive reality. With analyst sentiment at its weakest in over two years, investors now face a tougher call: is this a temporary stumble, or the start of a more structural reset in The Trade Desk's positioning?
This article first appeared on GuruFocus.
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