The Motley Fool
17 Jul 2026, 11:30 UTC · 2h ago
The Trade Desk Has Fallen 76% This Year: Here's What Investors Should Know
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
17 Jul 2026, 11:30 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Analysts expect The Trade Desk's revenue and adjusted EBITDA CAGR to drop significantly from 28%/33% (2020-2025) to 9%/7% (2025-2028). — A sharp deceleration in growth for a former high-growth stock typically leads to significant multiple compression and lower valuation.
-0.80Publicis has advised its clients to stop using The Trade Desk following accusations of unauthorized charges and stacked fees. — The loss of a major advertising group's endorsement directly threatens revenue streams and damages corporate reputation.
-0.70The Trade Desk is facing intense competition in its high-growth CTV segment from Amazon's own DSP. — Competition from a giant like Amazon threatens the core growth engine of the company's business model.
-0.50Continue reading
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The Trade Desk has experienced two CFO departures in less than two months. — Rapid turnover in the top financial role often signals internal instability or disagreements over financial health.
-0.40The Trade Desk's enterprise value is currently six times this year's adjusted EBITDA, which is considered historically cheap. — A low valuation multiple may attract value investors if the company can prove a turnaround is possible.
+0.30Which stocks this story touches
The company is facing cooling growth, management shake-ups, a dispute with Publicis, and intense competition from Amazon.
Identified as a competitor challenging The Trade Desk with its own DSP.
Mentioned as a dominant advertising group that actively challenged The Trade Desk's practices.
Mentioned as a digital advertising giant but not meaningfully affected by the news.
Mentioned as a digital advertising giant but not meaningfully affected by the news.
[mutual] Amazon launched its own DSP to challenge independent DSPs like The Trade Desk.
[mutual] Meta operates bundled adtech services that compete with independent DSPs like The Trade Desk.
[mutual] Alphabet's Google operates bundled adtech services that compete with independent DSPs like The Trade Desk.
[mutual] The Trade Desk has a highly publicized dispute with Publicis, which advised clients to stop using TTD's services.
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