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Trade Desk Stock Plummets 12% Amid Netflix-Amazon Ad Rivalry

9/12/2025

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Summary

Story summary

The Trade Desk (TTD) stock dropped 12% following Netflix's partnership with Amazon's demand-side platform for ad inventory.
Morgan Stanley downgraded TTD from 'Overweight' to 'Equal Weight', lowering the price target from $80 to $50.
The Amazon-Netflix deal intensifies competition for TTD in connected TV advertising, set to launch in Q4 2025.
TTD's stock has fallen 60% year-to-date, making it the worst performer in the S&P 500.
Despite challenges, TTD retains a strong customer retention rate above 95%, with analysts maintaining a 'Strong Buy' rating and a 57% upside potential.

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Story summary

The Trade Desk (TTD) stock dropped 12% following Netflix's partnership with Amazon's demand-side platform for ad inventory.
Morgan Stanley downgraded TTD from 'Overweight' to 'Equal Weight', lowering the price target from $80 to $50.
The Amazon-Netflix deal intensifies competition for TTD in connected TV advertising, set to launch in Q4 2025.
TTD's stock has fallen 60% year-to-date, making it the worst performer in the S&P 500.
Despite challenges, TTD retains a strong customer retention rate above 95%, with analysts maintaining a 'Strong Buy' rating and a 57% upside potential.