The Trade Desk’s stock crashes 66%—can it outlast Amazon and Google?
The Trade Desk (TTD) has faced a difficult year, becoming one of the worst-performing stocks in the S&P 500. Shares have plunged by 66.2% in 2025, with investors concerned over slowing growth and rising competition. Yet some analysts now see potential upside as the stock’s valuation drops to its lowest in years.
TTD’s troubles began in early 2025 when it missed revenue estimates for the first time since going public eight years ago. Revenue growth is now expected to slow sharply, with adjusted earnings per share (EPS) forecast to rise by just 7.2% this year. The company’s struggles come as rivals like Amazon, Google, Meta, and AppLovin intensify competition in the demand-side programmatic advertising market.
TTD’s stock now trades at a lower valuation than at the start of the year, which could make it more attractive to buyers. The company’s ability to compete with Amazon, Google, and other tech giants will determine its future performance. A successful defence against these rivals may lead to a recovery in share price.
