{"id":2834,"date":"2026-05-08T16:42:43","date_gmt":"2026-05-08T16:42:43","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/05\/08\/trade-desk-stock-cramer-reveals-a-major-red-flag-beyond-q1-earnings\/"},"modified":"2026-05-08T16:42:43","modified_gmt":"2026-05-08T16:42:43","slug":"trade-desk-stock-cramer-reveals-a-major-red-flag-beyond-q1-earnings","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/05\/08\/trade-desk-stock-cramer-reveals-a-major-red-flag-beyond-q1-earnings\/","title":{"rendered":"Trade Desk stock: Cramer reveals a major red flag beyond Q1 earnings"},"content":{"rendered":"
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Famed investor Jim Cramer says \u201cthere are wins and misses\u201d in digital advertising and marketing automation space \u2013 and Trade Desk (TTD) is evidently the latter.<\/p>\n

His comments came after The Trade Desk reported first-quarter results showing a 12% increase in revenue to $689 million.<\/p>\n

However, the revenue growth was largely overshadowed by a weaker-than-expected earnings performance, with earnings per share coming in at $0.08.<\/p>\n

Including the post-earnings dip, Trade Desk stock<\/a> is down some 45% versus its year-to-date high.<\/p>\n

A major red flag on Trade Desk stock<\/h2>\n

More than the Q1 numbers, Cramer favours caution on TTD stock because CEO Jeff Green loaded up on $148 million worth of it recently \u201cwith a stop between $23.49 and $25.08\u201d.<\/p>\n

But the multinational is going for $22.22 at the time of writing (well below Green\u2019s entry point) \u2013 even though its board authorized a $350 million buyback plan as well on Friday.<\/p>\n

The fact that none of that has been able to put a floor beneath Trade Desk is a \u201cmajor red flag\u201d for disciplined investors, he said in a segment of CNBC<\/em> today.<\/p>\n

Note that TTD now sits firmly below its major moving averages (MAs) \u2013 with an RSI in the early 40s indicating significant room for further declines before the stock hits \u201coversold\u201d territory.<\/p>\n

TTD shares are up against the big fish<\/h2>\n

According to Jim Cramer<\/a>, the problem with Trade Desk shares is that they\u2019re up against the giants of the industry.<\/p>\n

On the retail front, this Ventura-headquartered firm is competing with behemoths like Walmart and Amazon \u2013 and in ad-tech, it\u2019s up against the likes of Google and Meta Platforms.<\/p>\n

By mentioning these \u201cpowerful opponents,\u201d the Mad Money<\/em> host basically suggested that TTD is finding it difficult to retain its competitive edge or \u201cmoat\u201d in the current environment.<\/p>\n

All in all, Trade Desk \u201cwas a one-time high flyer\u201d whose best growth days are likely behind it, he concluded.<\/p>\n

William Blair downgrades Trade Desk Inc<\/h2>\n

William Blair senior analyst Ralph Schackart echoed a similar sentiment, downgrading TTD shares in a research note this morning to \u201cmarket perform\u201d.<\/p>\n

According to him, recent surveys indicate the company is losing ground to \u201cwalled gardens\u201d like Google and Amazon.<\/p>\n

Moreover, the new Kokai AI platform has higher-than-expected costs, which are making it difficult to negotiate with ad agencies and clients.<\/p>\n

This is why growth is decelerating from historical 20%+ levels to single digits, he concluded.<\/p>\n

How to play TTD after Q1 earnings<\/h2>\n

Trade Desk Inc doesn\u2019t currently pay a dividend to incentivize ownership despite these challenges.<\/p>\n

Heading into the Q1 print, Wall Street analysts had a consensus \u201cmoderate buy\u201d rating on TTD \u2013 with a mean price target of about $30.<\/p>\n

However, it\u2019s reasonable to expect downward revisions now that management has offered guidance for $750 million in revenue, well below the $772 million consensus.<\/p>\n

The post Trade Desk stock: Cramer reveals a major red flag beyond Q1 earnings<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Famed investor Jim Cramer says \u201cthere are wins and misses\u201d in digital advertising and marketing automation space \u2013 and Trade Desk (TTD) is evidently the latter.His comments came after The Trade Desk reported first-quarter results showing a 12% increase in revenue to $689 million.However, the revenue growth was largely overshadowed by a weaker-than-expected earnings performance,…<\/p>\n","protected":false},"author":1,"featured_media":2835,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2834","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2834"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2834\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2835"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}