The Trade Desk Rises 2.14% with $770M Turnover (Rank 125) as Q2 Earnings and AI Platform Expansion Awaited

On August 6, 2025, The Trade Desk (TTD) rose 2.14% with a trading volume of $0.77 billion, ranking 125th among stocks by daily turnover. The company is set to report Q2 earnings on August 7, with analysts forecasting $686 million in revenue, reflecting 17% year-over-year growth, and adjusted earnings of $0.41 per share. Investors are closely watching the adoption of its Kokai AI platform, now deployed to two-thirds of clients, and its impact on ad spend efficiency through OpenPath partnerships. The stock has rebounded from a 60% decline following Q4 2024 results but remains down 26% year-to-date.

Key focus areas include margin trends, with guidance pointing to EBITDA margins near 38%, and the integration of Sincera into the platform. Analysts emphasize the importance of cost discipline and structural gains to avoid relapses into last year’s challenges. The Trade Desk’s leadership in Connected TV advertising will also be scrutinized, as sustained growth in this segment underpins its long-term value proposition. Competitive positioning in a dynamic ad-tech landscape and Kokai’s performance in driving client spend efficiency are critical to investor sentiment ahead of the earnings release.

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