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Story perspectives

Trade Desk and PayPal: Undervalued Stocks Set for 2026 Recovery

1/3/2026

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Story summary
  • The Trade Desk dropped 70% in 2025, becoming the worst-performing stock in the S&P 500.
  • The Trade Desk's revenue rose 18% year-over-year in 2025, aided by a lack of political ad spending.
  • PayPal declined 30% in 2025 and is focusing on share repurchases to boost its earnings per share.
  • Analysts project a recovery for The Trade Desk and PayPal in 2026.
  • Both stocks are undervalued, creating attractive opportunities for 2026.