Trade Desk, a once-favored advertising technology company, has seen its analyst sentiment collapse due to growing concerns that Amazon’s expanding offerings will overshadow its own capabilities. At least four firms have downgraded the stock following its recent results and forecast, which highlighted doubts over its growth prospects in a market increasingly dominated by Amazon.
Source: https://www.bloomberg.com/news/articles/2025-08-08/trade-desk-sentiment-collapses-as-specter-of-amazon-looms