Amazon's ad revenue increased by over 20% in the most recent quarter.
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The Trade Desk Stock: A Generational Buying Opportunity? | TTD Stock Analysis
Feb 28, 2026
The creator expresses disappointment with The Trade Desk's (TTD) year-to-date performance, despite owning the stock. While the company's Q4 2025 revenue growth of 19% (excluding political ads) outpaced the overall advertising industry, it lagged behind competitors like Meta and Amazon. The creator highlights the benefits of digital advertising measurement and TTD's market share gains, while also acknowledging risks and updating their rating on the stock.
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Meta Platforms grew advertising revenue by 24% in the most recent quarter.
The Trade Desk is a generational buying opportunity despite recent underperformance, due to strong market share gains in digital advertising.
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TTDbuy opened Feb 28, 2026
-23.38%