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Why I'm Still Not Buying The Trade Desk Stock After a 90% Drop

The stock trades near $14. The problem is what the business is guiding toward.

Why I'm Still Not Buying The Trade Desk Stock After a 90% Drop

Published September 21, 2026 · Category: Finance

Overview

The Trade Desk (NASDAQ:TTD) is getting smaller. Earlier this month, the advertising technology company said it will cut about 15% of its workforce, a reduction it expects to substantially complete this quarter.

The announcement came about a month after management guided for third-quarter revenue of at least $650 million -- down about 12% from the $739 million the company generated in the same quarter last year.

Details

The stock, meanwhile, trades around $14 as of this writing, about 90% below the record it set in December 2024. The slide runs deep enough that Monday's quarterly index rebalance moves the stock out of the S&P 500 and down to the S&P SmallCap 600. A decline that steep can pull in bargain hunters, and I understand the temptation. After all, the company holds about $1.5 billion in cash and short-term investments, and its customers keep renewing.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.