The Trade Desk Stock News

The Nasdaq-100 plunged earlier this year following the Liberation Day tariffs, sinking into a bear market. Over the past few weeks, however, the index has come roaring back and now sits less than 5% below the peak it hit in February.

The tech-focused Nasdaq-100 is home to some of the most innovative and fastest-growing companies around. As of May 14, most of the stocks in the index are up year to date.

When President Trump announced the imposition of worldwide tariffs last month, the reaction from investors was swift and severe. Each of the major market indexes fell into correction territory -- marked by a decline of more than 10%.

The Trade Desk's ongoing transition with Kokai has already delivered robust FQ1'25 performance and promising FQ2'25 guidance, with it signaling its improved ad monetization. These may be significantly aided by the potential opening up of walled gardens to open Internet, with it potentially driving TTD's renewed DSP growth prospects. Even so, readers may want to closely monitor TTD's future perf...

Investors of The Trade Desk (TTD 1.42%) have endured a terrible year, with the stock down 33% in 2025, first triggered when the company missed its own quarterly revenue in February.

xAI Holdings led performance with rapid AI innovation, Grok 3 launch, and the acquisition of X, positioning it as an AI industry leader. MercadoLibre delivered strong revenue and margin growth, reinforcing confidence in its leadership in Latin American e-commerce and fintech. Nvidia, despite a stock correction, remains a high-conviction holding due to its dominant AI platform and robust datacen...

Shares of growth stock The Trade Desk (TTD 1.42%) have soared about 50% since May 1. Much of this incredible momentum has been driven by the company's impressive first-quarter results.

The Trade Desk's stock has surged 45% since March, driven by strong Q1 2025 earnings and 25% year-over-year revenue growth. My DCF model indicates TTD is priced for over 25% revenue growth, but maintaining this rate is challenging despite significant market opportunities. TTD's AI-enabled platform Kokai and UID2 solution position it well in the competitive digital ad market, but competition fro...