TTD vs. MGNI: Which Ad-Tech Stock Is the Smarter Pick Now?
MGNI is gaining CTV share, expanding EBITDA margins and investing in AI - while The Trade Desk faces slower Q2 growth.
TTD - The Trade Desk, Inc.
MGNI is gaining CTV share, expanding EBITDA margins and investing in AI - while The Trade Desk faces slower Q2 growth.
The Trade Desk faces multitudinous headwinds, with Q2 guidance showing only 8% YoY revenue growth and underperformance versus digital ad peers. Concerns center on budget reallocations, agency disintermediation, and the company's vulnerability to data-rich walled gardens amid AI-driven shifts. Despite decelerating growth and risk from agency negotiations, TTD remains highly profitable with a 30% Q1 EBITDA margin and a forward multiple below 11x.
The Trade Desk's revenue growth has slowed for four quarters in a row. The company lost two CFOs in less than six months.
TTD is betting big on retail media, touting a massive retail data marketplace and Audience Unlimited tests that cut CPMs and boosted conversions.
Following the publication of my initiating coverage in early February 2026, TTD's stock price is down by another ~20%. Relative to its all-time high of $141.53 reached in December 2024, Trade Desk is now in the midst of a ~85% drawdown, by far the largest since its IPO. Trade Desk is currently trading at 9.7x the street's EPS consensus for 2027. Just 18 months ago, the same company was trading in excess of 75x forward earnings.
On May 18, 2026, The Trade Desk Inc (TTD) shares rose 5.3% to a current price of $22.27. Over the past year, the stock has seen a significant decline, with a 52
The valuation is cheaper than ever.
The CEO is confident in the company's long-term prospects.
On May 15, 2026, The Trade Desk Inc (TTD) shares rose 3.6% today, closing at $21.07. This movement comes amid a challenging performance backdrop, as the stock h
The Trade Desk (TTD 3.12%) helps advertisers optimize the return on ad spending.
The Trade Desk Inc (NASDAQ:TTD) shares are dropping Wednesday, extending a slide that has been in place for months. The stock continues to lag even as broader risk appetite improves, with the Nasdaq and S&P 500 both advancing.
TTD's surging JBP deals and rising ad spend commitments highlight strong demand for data-driven ads, even as competition and macro pressures linger.
Quarterly results reveal diverging patterns in revenue growth and profitability between these digital advertising leaders.
Zacks.com users have recently been watching The Trade Desk (TTD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The management team is working to address headwinds that are slowing growth.
TTD misses earnings estimates despite revenue growth, as slowing momentum, macro pressures and rising competition challenge its near-term outlook.
On May 11, 2026, The Trade Desk Inc (TTD) shares fell 6.8% to a current price of $21.52. This decline is part of a broader trend where the stock has experienced
The Trade Desk (TTD 6.35%) reported quarterly results that disappointed investors.
HSBC downgraded Trade Desk (NASDAQ:TTD | TTD Price Prediction) to Reduce from Hold on Monday, attaching a $20 price target that sits below where shares have recently traded.
Pre-Market Stock Futures: Futures are trading mixed as we get set to start the new trading week, as reports indicate that President Trump declined Iran's counteroffer for peace. This comes after a remarkable Friday, when stocks roared to record highs, driven primarily by a stronger-than-expected April jobs report that eased economic concerns and by a... Here Are Monday's Top Wall Street Analyst Research Calls: Dell Technologies, BioMarin Pharmaceutical, Disney, HubSpot, Klarna, Oklo, Pitney Bowes, Trade Desk, Wendy's, and More