Latest news with #Kokai
Yahoo
an hour ago
- Business
- Yahoo
Trade Desk (NasdaqGM:TTD) Integrates Bell Media's First-Party Data Into Kokai Platform
In June 2025, the integration of Bell Media's marketing tools into The Trade Desk's (NasdaqGM:TTD) Kokai platform offered advertisers advanced data and audience-building features, with support for privacy-conscious targeting using UID2. This collaboration likely contributed positively to the firm's 28% price increase over the past month. Along with the robust integration news, The Trade Desk's positive first-quarter earnings and forward guidance announcements provided additional fundamental strength. The broader market also showed resilience, as evidenced by the S&P 500 reaching 6,000, indicating a supportive environment for the stock's upward trajectory. Buy, Hold or Sell Trade Desk? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The integration of Bell Media's tools into The Trade Desk's Kokai platform not only contributed to a recent 28% share price increase, it also underscores the company's strategic push toward AI and privacy-conscious advertising solutions. This initiative aligns with its broader goals of improving operational efficiency and deepening client relationships. Over the last five years, The Trade Desk delivered an impressive total return of 104.61%, highlighting its potential for long-term growth, although it recently underperformed the US media industry by showing 104.7% earnings growth compared to the industry's negative returns. The company's focus on AI and structural reorganization suggests a promising outlook for revenue and earnings enhancement. With analysts forecasting revenue growth of 17.8% annually and a profit margin increase from 16.1% to 20.4% over the next three years, the recent platform upgrades could act as a catalyst for achieving these targets. However, the company's current share price of US$55.63 remains at a 21.4% discount to the consensus price target of US$86.32, reflecting mixed analyst confidence and potential future uncertainties. Investors should weigh these forecasts against current market conditions to assess if the recent developments can sustain the company's favorable growth trajectory. Navigate through the intricacies of Trade Desk with our comprehensive balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGM:TTD. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025
The Trade Desk is capitalizing on strong demand for its AI-powered advertising technology solutions. An ongoing international expansion and entry into new industry verticals support a strong growth outlook. The stock is down sharply from its highs, but could be poised to rebound as earnings accelerate. 10 stocks we like better than The Trade Desk › Following a dismal start to the year for The Trade Desk (NASDAQ: TTD), shareholders are hoping the second half of 2025 reprograms the narrative. The stock is down 47% from its 52-week-high amid the broader market turbulence, even as the advertising technology (adtech) pioneer continues to generate impressive growth. This recent weakness could be a buying opportunity for investors as The Trade Desk's long-term outlook remains as strong as ever. The company's effort to integrate more artificial intelligence (AI) technology is positioning it to capture a larger share of an estimated $1 trillion advertising market. Here are three reasons why The Trade Desk stock could stage a big comeback. With people increasingly connected to media content, every digital interaction holds the potential to be monetized. The Trade Desk is capitalizing on this evolving industry landscape through its leading demand-side platform (DSP) that empowers advertisers to manage data-driven advertising campaigns across various formats and devices, including mobile devices and connected TVs (CTV). By processing over 13 million impressions per second, the AI-driven Kokai ecosystem allows ad buyers to target audiences, leveraging real-time data to optimize ad spend based on consumer behavior patterns, identifying high-value marketing opportunities. The ease of use and system effectiveness have made The Trade Desk a go-to solution for major brands and agencies. While CTV remains a high-growth market, with streaming video services offering more ad-funded options, Trade Desk is also expanding into new verticals, including retail media. The ability to leverage its AI capabilities with first-party data has positioned The Trade Desk as a leader in delivering innovative, high-impact advertising solutions. In the first quarter, The Trade Desk reported revenue of $616 million, a 25% year-over-year increase, well above the Wall Street estimate of $574 million. Its $0.33 in adjusted earnings per share (EPS) was 27% higher than the prior-year quarter, also beating expectations. The Trade Desk founder and CEO Jeff Green called the new AI tools and features a "game changer" for advertising performance metrics, suggesting the company is just getting started with broad-based operating momentum and growth across all geographies and channels. The result helped brush aside concerns raised after a rare fourth-quarter earnings miss, blamed on some setbacks as the company upgraded its CTV interface technology, which led to the stock's poor performance from its highs in 2024. Despite those stumbling blocks, The Trade Desk is poised for robust growth and increasing profitability. For 2025, Wall Street analysts project a 17% revenue increase and a 6% rise in earnings per share (EPS). Expectations are for even stronger trends next year, with anticipated revenue growth of 18.3% and EPS growth of 20.5%. Company fundamentals are further supported by a solid balance sheet with $1.7 billion in cash against zero financial debt. A resilient macroeconomic environment should be supportive for advertising demand as a tailwind for The Trade Desk stock through the second half of the year. Metric 2025 Estimate 2026 Estimate Revenue (in billions) $2.86 $3.39 Revenue growth (YOY) 17% 18.3% Earnings per share (EPS) $1.76 $2.12 EPS growth (YOY) 6% 20.5% Data source: Yahoo Finance. YOY = year-over-year. The silver lining to the plunge in shares of The Trade Desk since the start of the year is that its valuation has been reset to a more reasonable level. The stock is trading at 42 times its consensus 2025 EPS as a forward price-to-earnings (P/E) ratio, well below the earnings multiple that averaged nearly 200 in 2024. The valuation looks even more compelling into 2026, with a one-year forward P/E ratio down to 35. This shift reflects the company's expanding scale, alongside a more efficient cost structure, generating more sustainable, profitable growth. Now could be an ideal time for investors to buy shares of The Trade Desk, a leader that's well-positioned to exceed a lowered bar of expectations as it expands into new international markets and broadens its adtech reach. I predict The Trade Desk stock can rebound sharply as upcoming quarterly results confirm both its operational excellence and financial strength. For investors seeking exposure to high-level themes in AI and next-generation advertising technology, this stock represents an excellent choice for diversified portfolios. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $853,108!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. 3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025 was originally published by The Motley Fool
Yahoo
6 days ago
- Business
- Yahoo
3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025
The Trade Desk is capitalizing on strong demand for its AI-powered advertising technology solutions. An ongoing international expansion and entry into new industry verticals support a strong growth outlook. The stock is down sharply from its highs, but could be poised to rebound as earnings accelerate. 10 stocks we like better than The Trade Desk › Following a dismal start to the year for The Trade Desk (NASDAQ: TTD), shareholders are hoping the second half of 2025 reprograms the narrative. The stock is down 47% from its 52-week-high amid the broader market turbulence, even as the advertising technology (adtech) pioneer continues to generate impressive growth. This recent weakness could be a buying opportunity for investors as The Trade Desk's long-term outlook remains as strong as ever. The company's effort to integrate more artificial intelligence (AI) technology is positioning it to capture a larger share of an estimated $1 trillion advertising market. Here are three reasons why The Trade Desk stock could stage a big comeback. With people increasingly connected to media content, every digital interaction holds the potential to be monetized. The Trade Desk is capitalizing on this evolving industry landscape through its leading demand-side platform (DSP) that empowers advertisers to manage data-driven advertising campaigns across various formats and devices, including mobile devices and connected TVs (CTV). By processing over 13 million impressions per second, the AI-driven Kokai ecosystem allows ad buyers to target audiences, leveraging real-time data to optimize ad spend based on consumer behavior patterns, identifying high-value marketing opportunities. The ease of use and system effectiveness have made The Trade Desk a go-to solution for major brands and agencies. While CTV remains a high-growth market, with streaming video services offering more ad-funded options, Trade Desk is also expanding into new verticals, including retail media. The ability to leverage its AI capabilities with first-party data has positioned The Trade Desk as a leader in delivering innovative, high-impact advertising solutions. In the first quarter, The Trade Desk reported revenue of $616 million, a 25% year-over-year increase, well above the Wall Street estimate of $574 million. Its $0.33 in adjusted earnings per share (EPS) was 27% higher than the prior-year quarter, also beating expectations. The Trade Desk founder and CEO Jeff Green called the new AI tools and features a "game changer" for advertising performance metrics, suggesting the company is just getting started with broad-based operating momentum and growth across all geographies and channels. The result helped brush aside concerns raised after a rare fourth-quarter earnings miss, blamed on some setbacks as the company upgraded its CTV interface technology, which led to the stock's poor performance from its highs in 2024. Despite those stumbling blocks, The Trade Desk is poised for robust growth and increasing profitability. For 2025, Wall Street analysts project a 17% revenue increase and a 6% rise in earnings per share (EPS). Expectations are for even stronger trends next year, with anticipated revenue growth of 18.3% and EPS growth of 20.5%. Company fundamentals are further supported by a solid balance sheet with $1.7 billion in cash against zero financial debt. A resilient macroeconomic environment should be supportive for advertising demand as a tailwind for The Trade Desk stock through the second half of the year. Metric 2025 Estimate 2026 Estimate Revenue (in billions) $2.86 $3.39 Revenue growth (YOY) 17% 18.3% Earnings per share (EPS) $1.76 $2.12 EPS growth (YOY) 6% 20.5% Data source: Yahoo Finance. YOY = year-over-year. The silver lining to the plunge in shares of The Trade Desk since the start of the year is that its valuation has been reset to a more reasonable level. The stock is trading at 42 times its consensus 2025 EPS as a forward price-to-earnings (P/E) ratio, well below the earnings multiple that averaged nearly 200 in 2024. The valuation looks even more compelling into 2026, with a one-year forward P/E ratio down to 35. This shift reflects the company's expanding scale, alongside a more efficient cost structure, generating more sustainable, profitable growth. Now could be an ideal time for investors to buy shares of The Trade Desk, a leader that's well-positioned to exceed a lowered bar of expectations as it expands into new international markets and broadens its adtech reach. I predict The Trade Desk stock can rebound sharply as upcoming quarterly results confirm both its operational excellence and financial strength. For investors seeking exposure to high-level themes in AI and next-generation advertising technology, this stock represents an excellent choice for diversified portfolios. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $853,108!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. 3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025 was originally published by The Motley Fool
Yahoo
27-05-2025
- Business
- Yahoo
The Trade Desk (TTD) Slid on an Earnings Miss
Baron Funds, an investment management company, released its 'Baron Small Cap Fund' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2025, the fund was down 9.07% (Institutional Shares) compared to the Russell 2000 Growth Index's (the Index) -11.12% return. Small-cap stocks continued to underperform larger market caps meaningfully, so the Fund lagged the Russell 3000 Index, which fell 4.72% in the quarter. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Small Cap Fund highlighted stocks such as The Trade Desk, Inc. (NASDAQ:TTD). Headquartered in Ventura, California, The Trade Desk, Inc. (NASDAQ:TTD) is a technology company that offers a self-service cloud-based ad-buying platform. The one-month return of The Trade Desk, Inc. (NASDAQ:TTD) was 35.83%, and its shares lost 22.02% of their value over the last 52 weeks. On May 23, 2025, The Trade Desk, Inc. (NASDAQ:TTD) stock closed at $73.89 per share with a market capitalization of $36.312 billion. Baron Small Cap Fund stated the following regarding The Trade Desk, Inc. (NASDAQ:TTD) in its Q1 2025 investor letter: "The Trade Desk, Inc. (NASDAQ:TTD) is the leading internet advertising demand-side platform, enabling agencies to efficiently purchase digital advertising across PC, mobile, and online video channels. Shares fell on an earnings miss for the first time in 33 quarters. We believe the miss was due largely to a company reorganization in December and delays in its Kokai platform rollout, both of which we believe have since improved. We believe Trade Desk still represents the best option for biddable Connected TV (CTV) inventory. We note Trade Desk gained share against the incumbent Google in the last five years, even when Google charged low/no fees, and major companies like Netflix, Disney, and Spotify have opened their ad inventory to Trade Desk. Its market remains large and underpenetrated, as the shift to CTV advertising is still in the early stages. We believe Trade Desk can grow its top line by high teens to 20% year-over-year for years to come." A large array of computer screens and tech equipment representing the technology company's self-service cloud-based platform. The Trade Desk, Inc. (NASDAQ:TTD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held The Trade Desk, Inc. (NASDAQ:TTD) at the end of the first quarter compared to 63 in the third quarter. The Trade Desk, Inc. (NASDAQ:TTD) reported revenue of $616 million in Q1 2025, representing an increase of 25% from Q1 2024. While we acknowledge the potential of The Trade Desk, Inc. (NASDAQ:TTD) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered The Trade Desk, Inc. (NASDAQ:TTD) and shared the list of stocks Jim Cramer recently commented on. In Q1 2025, Baron Fund's Technology Fund added its position in The Trade Desk, Inc. (NASDAQ:TTD), believing in its solid long-term growth potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
26-05-2025
- Business
- Yahoo
The Trade Desk vs. Criteo: Which Ad Tech Stock is the Better Buy Now?
The Trade Desk, Inc. TTD and Criteo S.A. CRTO are players in the digital advertising technology space. TTD operates a leading demand-side platform (DSP), which aids advertisers in focusing on data-driven advertising, while Criteo is a global commerce media company that operates as both a DSP and supply-side platform. The digital advertising market is poised for strong growth, fueled by rising mobile penetration, the proliferation of social media platforms, and the continued expansion of programmatic advertising. The global digital advertising market is projected to grow at a compound annual growth rate (CAGR) of 15.4% from 2025 to 2030, per a report from Grand View Research. The report also highlights that video will remain the dominant format, as brands increasingly recognize the power of visual storytelling. This positive trend in ad spending bodes well for both The Trade Desk and Criteo. But for investors looking to make a smart move in the digital advertising space, which of these two stocks offers the stronger investment case? Let's take a closer look at each company's strengths and weaknesses to determine which stands out as the better buy. The Trade Desk is gaining from improving demand trends as reflected by strong revenue growth in the first quarter of 2025. TTD reported revenues of $616 million, up 25% year over year and surpassing management's revenue guidance of at least $575 million. Adjusted EBITDA stood at $208 million (34% margin) compared with $162 million (33% margin) in the year-ago quarter. Video, which includes connected TV or CTV, represented a high 40 percent share of digital spend, while mobile had a mid-30 percent share. Customer retention stood at over 95% for the quarter reported. TTD reported net cash provided by operating activities of $291.4 million, and free cash flow was $230 million. Adjusted earnings per share came in at 33 cents, up 27% from the year-ago quarter. The company also noted that its Kokai platform was now being used by two-thirds of the clients, much ahead of schedule. The platform is now delivering on lower funnel KPIs, including 24% lower cost per conversion and 20% lower cost per acquisition, added TTD. Nonetheless, increasing macroeconomic uncertainty and escalating trade tensions do not augur well for TTD, as these could squeeze ad budgets. TTD highlighted the impact of the volatile macro backdrop, particularly on the large global brands. If macro headwinds worsen or persist into the second half of 2025, revenue growth may face further pressure due to reduced programmatic demand. The intensely competitive nature of the digital advertising industry, dominated by industry giants like Alphabet and Amazon, continues to put pressure on TTD's market positioning. Growing regulatory scrutiny around data privacy and evolving consumer data practices also threaten to disrupt the established audience-targeting methods. While CTV remains a strong revenue driver, the market is increasingly fragmented and competitive. Heavy reliance on CTV for growth is a concern, as any adverse impact on this segment could weigh heavily on the overall performance. Moreover, TTD derived 88% of its revenues from North America, while only 12% came from international markets. A weak international footprint limits TTD's total addressable market expansion potential. Increasing costs are likely to weigh on profitability. In the last reported quarter, total operating costs surged 21.4% year over year to $561.6 million. Expenses soared on account of continued investments in boosting platform capabilities, particularly platform operations. Higher costs can prove a drag on margins, especially if the revenue growth does not keep pace. Criteo's AI-driven Performance Media business and leading capabilities in the Retail Media segment bode well. Criteo's Commerce Media Platform includes demand-side (Commerce Growth and Commerce Max), supply-side (Commerce Grid and Commerce Yield), and data-driven identity solutions, making it a full-stack, vertically integrated platform. This helps the company capture value across the ad tech value chain and reduce overdependence on legacy retargeting. It has been transitioning from its legacy retargeting business toward high-growth areas, such as Retail Media and Commerce Audiences. Criteo's media spend was $4.3 billion in the last 12 months and $919 million in the first quarter. In the first quarter of 2025, Retail Media on-platform revenues grew 17% year over year, driven by strength in Retail Media onsite. It now has a partnership with 70% of the top 30 U.S. retailers, up from 65% last quarter. Three hundred new brands were onboarded in the first quarter, taking the total global brands count to over 3,800 for Retail Media. CRTO also launched onsite video solution which offers a full-funnel onsite advertising suite, into general availability. Launches with Office Depot and Costco Canada show that offsite Retail Media is scaling. Strong focus on strengthening relationships with global agencies and APIs is likely to drive more demand for its solutions. Within Performance Media, the company has rolled out 70 Commerce GO!, a new AI-powered automation and optimization toolset. This particular toolset is designed to launch high-performing campaigns in five clicks, driving faster advertiser onboarding. The highly competitive digital advertising landscape remains a key concern, with giants like Amazon and Google dominating multiple channels. However, Criteo sets itself apart by offering direct retailer access and a transparent, demand-driven platform built around first-party data. Backed by its extensive retail media network, proprietary Shopper Graph, and AI-powered performance engine, Criteo delivers measurable returns for brands and retailers, a value proposition it aims to strengthen further through ongoing platform innovation and strategic investment. Year to date, CRTO has lost 33.6% while TTD's decline stands at 37.1% amid macroeconomic uncertainties and effects of tariffs and inflation surrounding the industry. Image Source: Zacks Investment Research Valuation-wise, TTD is overvalued, as suggested by the Value Score of F, while CRTO has a Value Score of A, respectively. Image Source: Zacks Investment Research In terms of the forward 12-month price/earnings ratio, TTD shares are trading at 38.32X, higher than CRTO's 5.97X. Analysts have significantly revised their earnings estimates downward for CRTO's bottom line for the current quarter. Image Source: Zacks Investment Research While for TTD, there is a relatively lower downward revision. Image Source: Zacks Investment Research Currently, CRTO carries a Zacks Rank #2 (Buy), making the stock a stronger pick compared with TTD, which has a Zacks Rank #4 (Sell). Criteo stands out as the smarter pick due to its stronger valuation, focus on deepening partnerships, and expanding retail media footprint. If investors are seeking a tech stock with long-term growth potential, CRTO is a better pick. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Criteo S.A. (CRTO) : Free Stock Analysis Report The Trade Desk (TTD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
