Internal Issues and Competition Impacted Trade Desk’s (TTD) Performance in Q3

5 days ago 8

Soumya Eswaran

Tue, November 25, 2025 astatine 6:16 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the equity markets continued their rally, fueled by enthusiasm for AI, constricted grounds of inflationary effects from tariffs, and expectations for further involvement complaint cuts from the U.S. Federal Reserve. Mid-cap stocks besides maintained their affirmative gains during the quarter. The Russell Midcap Growth Index (up 2.78%) underperformed the Russell Midcap® Value Index (up 6.16%) successful the quarter. The missive further shared the firm's elaborate views connected Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Mid Cap Growth Fund highlighted stocks specified arsenic The Trade Desk, Inc. (NASDAQ:TTD). Headquartered successful Ventura, California, The Trade Desk, Inc. (NASDAQ:TTD) is simply a exertion institution that offers a self-service cloud-based ad-buying platform. The one-month instrumentality of The Trade Desk, Inc. (NASDAQ:TTD) was -24.40%, and its shares mislaid 69.72% of their worth implicit the past 52 weeks. On November 10, 2025, The Trade Desk, Inc. (NASDAQ:TTD) banal closed astatine $39.06 per share, with a marketplace capitalization of $19.098 billion.

Carillon Eagle Mid Cap Growth Fund stated the pursuing regarding The Trade Desk, Inc. (NASDAQ:TTD) successful its 3rd 4th 2025 capitalist letter:

"The Trade Desk, Inc. (NASDAQ:TTD) is 1 of the largest autarkic advertizing platforms successful the satellite and helps customers spot ads connected the web, connected TV, mobile devices, and podcasts. The institution reported net beneath expectations owed to interior execution issues and expanding competition. Management has since outlined wide strategies to code execution issues, but shareholders stay concerned. We proceed to enactment the banal owed to Trade Desk’s beardown presumption successful advertisement spending arsenic the lone autarkic subordinate of standard that we judge tin vie with ample net companies, on with its beardown margins and currency flow, positive its charismatic valuation."

The Trade Desk, Inc. (TTD)'s Got "A Really Good Product," Says Jim Cramer

The Trade Desk, Inc. (NASDAQ:TTD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge money portfolios held The Trade Desk, Inc. (NASDAQ:TTD) astatine the extremity of the 2nd quarter, which was 61 successful the erstwhile quarter. In the 3rd 4th of 2025, The Trade Desk, Inc. (NASDAQ:TTD) reported revenue of $739 million, representing an 18% year-over-year growth. While we admit the imaginable of The Trade Desk, Inc. (NASDAQ:TTD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.