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ad-tech: Archive

Zacks Equity Research

Netflix Rides on Strong Advertising Revenues: More Upside Ahead?

NFLX's ad business surges with 2.5x revenue growth to $1.5B as AI-driven targeting and a massive global audience fuel its next growth phase.

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Derek Lewis

3 Top Ranked High Growth Stocks You Can't Ignore: ROKU, TER, CRDO

TER, ROKU, and CRDO could all be considerations for those seeking high-growth companies. In addition to solid forecasted growth, all three sport a favorable Zacks Rank, reflecting bullish earnings estimate revisions.

TERNegative Net Change ROKUNegative Net Change CRDONegative Net Change

Vaishali Doshi

TTD vs. GOOGL: Which Ad-Tech Stock Is the Smarter Pick Now?

As digital ads boom, CTV growth and AI fuel The Trade Desk, but Google's ad dominance and scale could make it the safer bet today.

GOOGLNegative Net Change TTDNegative Net Change

Shreya Majumder

Why is The Trade Desk Betting Big on AI to Power Its Core Advantage?

TTD doubles down on AI with Kokai, aiming to sharpen ad performance, boost productivity and cement its edge in a competitive digital ad market.

TTDNegative Net Change MGNINegative Net Change PUBMNegative Net Change

Vaishali Doshi

The Trade Desk's CTV Push: Can Ventura, OpenAds, and Kokai Deliver?

TTD expands into CTV infrastructure with Ventura, OpenAds, and Kokai, aiming to boost transparency and AI-driven buying amid macro and execution risks.

TTDNegative Net Change MGNINegative Net Change NEXNNegative Net Change

Vaishali Doshi

TTD Trades at a Discounted P/E: Should You Buy the Stock?

TTD trades at 12.64X forward earnings, well below peers, as strong retention and AI-driven growth plans face macro pressure and near-term margin constraints.

AKAMNegative Net Change ZNegative Net Change TTDNegative Net Change

Vaishali Doshi

The Trade Desk Growth Story Hinges on CTV Strength and AI Push

TTD leans on CTV momentum and AI tools to sustain growth as vertical softness and margin timing challenges shape its 2026 outlook.

NFLXPositive Net Change TTDNegative Net Change NEXNNegative Net Change