Is The Trade Desk (TTD) Stock a Buy After a 70% Drop? Deep Dive 2026

The Trade Desk (NASDAQ:TTD) has lost nearly 70% of its value since its 2024 highs but does that make it a buying opportunity or a value trap? In this deep dive, 7investing founder Simon Erickson breaks down the full story: how TTD built a 3,800% return from its IPO to 2024 by revolutionizing programmatic advertising, and exactly what went wrong in 2025, from tariff-driven ad budget cuts to new competitive pressure from Amazon (NASDAQ:AMZN) undercutting Trade Desk's pricing at roughly half the take rate, to Publicis Groupe (EPA:PUB) auditing whether they've been overcharged for years. But the bull case is very much alive. Jeff Green who built the world's first demand-side ad platform and has consistently out-innovated competitors for two decades is responding with OpenPath, a direct-connect solution that could bypass the entire inefficient real-time bidding infrastructure and deliver more ad dollars directly to publishers. With the global digital advertising market now topping $1 trillion, and 28% of that on the open internet where TTD operates, the stakes couldn't be higher. Simon also shares why he still holds Trade Desk as an official 7investing recommendation, covers the competitive dynamics with platforms like Amazon DSP, and explains why the Publicis audit is the key near-term variable every TTD investor should be watching closely right now. Stocks Mentioned: The Trade Desk (NASDAQ:TTD) Amazon (NASDAQ:AMZN) Microsoft (NASDAQ:MSFT) Netflix (NASDAQ:NFLX) Walmart (NYSE:WMT) Walt Disney Company (NYSE:DIS) Publicis Groupe (EPA:PUB) Alphabet / Google (NASDAQ:GOOGL) Meta Platforms (NASDAQ:META) NVIDIA (NASDAQ:NVDA) Coupang (NYSE:CPNG)

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Is The Trade Desk (TTD) Stock a Buy After a 70% Drop? Deep Dive 2026 is an episode from The 7investing Podcast by 7investing.

This episode is 00:27:19 long.

This episode was published on Apr 21, 2026.

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