$TTD

TTD

The Trade Desk, Inc. Class A Common Stock

本窗口内的全部观点与内容

截至 09-26
09-26
Parkev Tatevosian, CFA发布 2026-09-26
《Why I Sold This Underperforming Growth Stock》
$TTD看跌
因营收严重下滑且前景负面,已卖出TTD持仓;由于基本面恶化速度快于预期,倾向于清出剩余仓位。

上周,或者一周多一点之前,我卖出了我在 Tradedesk 持股的三分之一,正如我之前提到的。我提到过,我买入这部分 Tradedesk 股票的成本约为每股 44 美元,并以每股约 13 美元卖出,亏损巨大。

我说过,我卖出是为了回收税务亏损,并且暂时保留我剩余 Tradedesk 持股的三分之二,因为这长期以来是我最令人失望的投资之一。

Last week, or a little over a week ago, I sold a third of my stake in Tradedesk shares, as I mentioned previously. I mentioned that I bought that stake in Tradedesk shares for about $44 per share , and sold it for about $13 per share at a huge loss .

I said I would sell for the purpose of recovering tax losses, and I would retain two-thirds of my remaining stake in Tradedesk for now , as this has been one of my most disappointing investments in a long time.

更早的记录
09-09
Parkev Tatevosian, CFA发布 2026-09-09
《Is This a 90% Discount or a Ticking Time Bomb?》
$TTD看涨
TTD被低估(公允价值31美元,当前15美元),值得买入评级,但由于竞争威胁和增长放缓,信心降至中等。

The Trade Desk 宣布上个季度营收仅增长 3%,达到 7.15 亿美元。与该公司多年来实现两位数营收增长的历史相比,这是一个显著的放缓。

The Trade Desk announced revenue growth of only 3% in the last quarter, reaching $715 million. This was a significant slowdown compared to the company's multi-year history of achieving double-digit revenue growth.

此外,管理层预计情况会恶化,预测第三季度营收仅能达到 6.5 亿美元。更糟糕的是,管理团队表示,他们对未来几个季度的销售前景失去了清晰的展望,因为在我看来,客户似乎不愿与 The Trade Desk 签订协议。

Furthermore, management expects the situation to worsen, forecasting that revenues in the third quarter will only reach $650 million . To make matters worse, the management team stated that it is losing a clear vision of future sales in the coming quarters, as it seems to me that customers are hesitant to enter into agreements with "The Trade Desk".

他说在等
下一季度的股票回购活动
显著增加
下一次财报财报
支持对管理层应对能力的信心;若继续谨慎态度则削弱
更早的记录
09-23
Benzinga发布 2026-09-23
《$AMD Joins $1T Club, NASDAQ ATH? | PreMarket Playbook | September 23, 2026》
$TTD看跌
避免买入 TTD;营收不及预期带来的基本面疲弱以及缺乏催化剂使其缺乏吸引力。

说到 TTD。这东西坦白说就是一场呕吐盛宴。请原谅我用这个词,但天哪,这东西——我记得,感觉就在不久之前,股价还在 100 美元以上。看看这有多难看。昨天是糟糕的一天。今天又是糟糕的一天。

TTD 的底部在哪里,各位?我不知道。我已经这么说了一段时间了。这东西看起来试过好几次筑底,但真的就是没有。我们正处在 Trade Desk 进入个位数的边缘。

Mentioning TTD. Uh this thing you this has been a vomit fest frankly. Uh pardon the term there but man oh man this thing had I remember I feel like I wasn't even that long ago stock was over $100.

Look how nasty this is. Terrible day yesterday. Another terrible day here today. Where's the bottom in TTD, folks? I don't know. I've been saying that for a while here. This thing looks like it's tried to bottom several times and really just hasn't.

We're on the verge of entering single digits with the trade desk.

09-07
Everything Money发布 2026-09-07
《I Found the Most Undervalued Stocks To Buy in the Entire Market》
$TTD未站边
TTD营收和利润率下滑,但以低P/FCF(7.6)交易且现金流强劲;若问题为暂时性,则可能值得买入。

TradeDisc 的占比为 62.5%。

TradeDisc is at 62.5%,

首先,The Trade Desk(TTD),其 64% 的估值看起来是三者中最低的,但我要强调“看起来”这个词。这家公司帮助其他公司购买数字广告。多年来,它一直是一颗耀眼的明星,年增长率达到 18%。

但后来,事情突然且迅速地出了问题。而本季度的预测更加令人担忧,这表明收入将下降,降幅约为 12%。其高额利润率正从约 43% 崩溃至约 25%。

First, the "Trade Desk" (TTD), with a steeply low 64%, is the cheapest-looking of the three. I am focusing on the word "appearance". This company helps other companies purchase digital advertising.

For years, it was a shining star, growing at a rate of 18% annually. But then things went wrong, suddenly and quickly . And the forecast for this quarter is even more terrifying.

This indicates a decrease in revenue. With a decline of approximately 12%. Its large profit margins are collapsing from around 43% to around 25%.

09-06
《Applovin (APP): The 30-Bagger Down More Than Half》
$TTD看跌
尽管股价下跌,说话者仍回避投资TTD,因为对其商业模式缺乏理解。

这让我想起 The Trade Desk。他们有类似的商业模式,很长一段时间 The Trade Desk 的业绩看起来很棒,股价持续上涨,现在它已经进入了他所描述的“价值”范围。

It reminds me a lot At The Trade Desk. They have Similar business models, For a long time it was The Trade Desk figures look Amazing, and the arrow continued to Ascent, and now it has become A company that entered the scope of " "The value" as he describes it Some.

而 The Trade Desk 更广泛地专注于电视广告的连接以及被称为“开放互联网”的概念。有一个相似之处是明显且显而易见的,那就是这两只股票今年都因对人工智能影响的担忧而受到严重损害。

While The Trade Desk focuses More broadly on an area TV commercials The connection and this concept Known as "the Internet" "Open." There is a similarity One is blatant and obvious Exactly, which is that both The two stocks were severely damaged This year because Concerns about the impact artificial intelligence.

更早的记录
09-04
Meet Kevin发布 2026-09-04
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
$TTD看跌
TTD表现令人失望;股价下跌4%,且缺乏行业对增长的支持。

Trade Desk下跌了4点。Trade Desk一直令人失望。我希望看到Ventura更多增长,但这很难。你没有行业,你知道。

Trade Desk down four. Trade desk has been disappointing. I'd like to see Ventura boom more, but uh it's hard. You don't have the industry, you know.

更早的记录
09-02
Parkev Tatevosian, CFA发布 2026-09-02
《My Top 10 Stocks to Buy Right Now in September》
$TTD看跌
The Trade Desk令人失望;在8月6日财报后从投资组合和排名中移除,同时下跌超过63%。

The Trade Desk令人大失所望。在公司于8月6日公布季度财务业绩后,我将其从我的投资组合中移除。我将其从我的顶级股票排名中移除。当我将The Trade Desk从我的顶级买入股票组合中移除时,它已下跌超过63%。

The Trade Desk was a huge disappointment. I removed this one from my portfolio after the company reported quarterly financial results on August 6th. I removed it from my top stock ranking.

It was down over 63% when I removed the Trade Desk from my portfolio of top stocks to buy.

已显示 7 / 本页 7 条
看这只股票的全部记录