The Trade Desk (TTD) Slid on Sluggish Revenue Guidance

1 hour ago 2

Soumya Eswaran

Tue, March 31, 2026 astatine 9:48 AM CDT 3 min read

Parnassus Investments, an concern absorption company, released the “Parnassus Mid Cap Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive is disposable to download here. The Q4 2025 marked the fund’s consecutive 4th of outperformance, returning 1.17% (net of fees) successful the quarter, surpassing 0.16% instrumentality for the Russell Midcap Index. The show was supported by investments successful the Information Technology sector, arsenic good arsenic holdings successful Utilities. During the quarter, the marketplace started to turn beyond artificial intelligence. YTD, the Fund returned 12.85% (net of fees) compared to 10.60% instrumentality for the index. Looking up to 2026, the Fund is optimistic, arsenic mid-cap stocks whitethorn thrust the marketplace upward if economical maturation continues to grow beyond AI. In the lawsuit of a marketplace decline, the Fund believes that its portfolio of starring companies with coagulated fiscal positions volition supply downside protection. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Parnassus Mid Cap Fund highlighted stocks similar The Trade Desk, Inc. (NASDAQ:TTD). The Trade Desk, Inc. (NASDAQ:TTD) is simply a starring exertion institution that specializes successful integer advertizing campaigns. On March 30, 2026, The Trade Desk, Inc. (NASDAQ:TTD) banal closed astatine $22.01 per share. One-month instrumentality of The Trade Desk, Inc. (NASDAQ:TTD) was -10.10%, and its shares mislaid 60.64% implicit the past 52 weeks. The Trade Desk, Inc. (NASDAQ:TTD) has a marketplace capitalization of astir $10.48 billion.

Parnassus Mid Cap Fund stated the pursuing regarding The Trade Desk, Inc. (NASDAQ:TTD) successful its 4th fourth 2025 capitalist letter:

"The Trade Desk, Inc. (NASDAQ:TTD) banal dropped aft absorption released sluggish gross guidance, sparking concerns that its maturation whitethorn beryllium secularly slowing arsenic Amazon’s assertive pricing tactics person accrued the competitory strength of the industry."

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 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 60 hedge money portfolios held The Trade Desk, Inc. (NASDAQ:TTD) astatine the extremity of the 4th quarter, up from 42 successful the erstwhile quarter. 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.

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