The Trade Desk Aktie News

Meta has been a clear example of our core investment principle in practice: owning a select number of exceptional businesses and allowing compounding — rather than activity — to drive long-term results. Since our initial investment, Shopify has compounded at approximately 28% annually (as of December 31, 2025) and was our best performer in 2025, with the stock rising +51%.

The Trade Desk's CFO left after just five months on the job. As a demand-side platform for advertisers, the company is facing competitive pressure from Amazon.

After reaching an all-time high of $141.53 in December 2024, Trade Desk is now trading around $27.00 per share, a ~80% decline in just over a year. The rise of artificial intelligence is starting to have a meaningful impact on open internet traffic, as more and more people remain within AI apps like ChatGPT when doing research. The risks posed by AI are also compounded by a changing competitive...

The Trade Desk's red-hot valuation primed the stock for its steep decline. Slowing revenue growth and competition from Amazon were likely the catalysts.

A Wall Street analyst slashed his price target on The Trade Desk. This comes on the heels of executive departures, slowing growth, and rising competition.

The Trade Desk is still growing at a rapid rate. The company's stock is cheaply priced.

Nvidia and Broadcom are slated to capitalize on a multiyear growth trend. The Trade Desk trades at a huge discount.

As the adtech business grows, competition is heating up too. The Trade Desk is losing some market share to Amazon.