The Trade Desk Tumbles 38.61% on Tariff Fears and CFO Change as $5.8B Volume Hits 10th Market Rank

On August 8, 2025, The Trade Desk (TTD) saw a 38.61% decline in its stock price, with a trading volume of $5.8 billion, ranking it 10th in market activity. The drop followed warnings from the ad-tech firm about U.S. tariffs suppressing client spending and a leadership shift in its finance team.

CEO Jeff Green highlighted that tariffs are directly affecting large corporate clients, which rely on The Trade Desk’s advertising platforms. The company also announced Alex Kayyal as its new CFO, succeeding Laura Schenkein, who will remain through the transition. Despite a 18.7% year-over-year revenue increase to $694 million in Q2, adjusted earnings fell short of expectations, contributing to investor concerns.

Analysts intensified pressure on the stock, with Bank of America downgrading it to “Sell” and slashing its price target. Competitors like Amazon and rising costs were cited as key risks. The stock’s recent S&P 500 inclusion failed to offset losses, as shares have dropped over 50% since the start of the year. Slowing growth and valuation concerns further fueled the sell-off.

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