Loved:
$Atlassian(TEAM.US) โ $ServiceNow(NOW.US) โ $Shopify (SHOP.US) โ $Twilio(TWLO.US) โ $Snowflake(SNOW.US) โ $Microsoft(MSFT.US) โ $Palantir Tech(PLTR.US) โ $Sea(SE.US) โ $Digital Turbine(APPS.US) โ $Five9(FIVN.US) โ Yet to be loved: $Workday(WDAY.US)โณ $Salesforce(CRM.US) โณ$Adobe(ADBE.US) โณ$Intuit(INTU.US)โณ$Oracle(ORCL.US) ๐Dusted: $HubSpot(HUBS.US) โ$Duolingo(DUOL.US) โ$Trade Desk(TTD.US) โ$Chegg(CHGG.US) โ$Upwork(UPWK.US) โI must have missed a few names, add if you can think of.
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- F
Same earnings week. $Atlassian(TEAM.US) ripped over 30% on a cloud beat. $Trade Desk(TTD.US) got cut nearly 30% and analysts lined up to downgrade it.
This is still an execution market. Growth that converts gets capital. Growth that stalls gets crushed. AI narratives do not save a soft guide.Saas is not one stock, every stock is being treated differently based on their execution. - H
๐ TOP 10 WEEKLY ANALYST RATINGS:
$TAM $Unity Software(U.US) $Trade Desk(TTD.US) $Serve Robotics(SERV.US) $Circle(CRCL.US) $Astera Labs(ALAB.US) $Redwire(RDW.US) $Humana(HUM.US) $CLEH $AppLovin(APP.US) - H
๐ข Companies Reporting Earnings Next Week
$Vertex Pharma(VRTX.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Diamondback Energy(FANG.US) $Snap(SNAP.US) $Grab(GRAB.US) $Palantir Tech(PLTR.US) $Spotify(SPOT.US) $Caterpillar(CAT.US) $McDonald's(MCD.US) $Wix.com(WIX.US) $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Digitalocean(DOCN.US) $SpaceX(SPCX.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Opendoor Tech(OPEN.US) $Astera Labs(ALAB.US) $ViaSat(VSAT.US) $Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Eli Lilly(LLY.US) $EOS Energy Enterprises(EOSE.US) $GlobalFoundries(GFS.US) $Riot Platforms(RIOT.US) $Unity Software(U.US)ber Tech(UBER.US) $Shopify (SHOP.US) $Mercadolibre(MELI.US) $Western Digital(WDC.US) $Advance Auto Parts(AAP.US) $Sandisk(SNDK.US) $Block(XYZ.US) $Duolingo(DUOL.US) $Sandisk(SNDK.US) $IonQ(IONQ.US) $Kratos Defense & Security(KTOS.US) $Oklo(OKLO.US) $Unity Software(U.US) $Oscar Health(OSCR.US) $Datadog(DDOG.US) $D-Wave Quantum(QBTS.US) $Trade Desk(TTD.US) $Draftkings(DKNG.US) $MP Materials(MP.US) $Mara(MARA.US) $Red Cat(RCAT.US) - H
๐ข ๐๐๐๐ ๐๐: $Trade Desk(TTD.US) The Trade Desk Integrates 7-Eleven Japan Purchase Data for Advertisers
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค integrates ๐๐๐๐๐-๐๐๐๐๐๐ ๐๐๐ฉ๐๐ง purchase data into its DSP.โค Advertisers gain access to data from approximately ๐ญ๐ฐ๐๐ง๐ญ๐ฒ-๐๐ข๐ ๐ก๐ญ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง 7-Eleven App members.โค Capability is now available to ๐๐ฅ๐ฅ ๐๐๐ฏ๐๐ซ๐ญ๐ข๐ฌ๐๐ซ๐ฌ in Japan.โค Audience targeting is powered by up to ๐จ๐ง๐ ๐ฒ๐๐๐ซ of purchase history.โค Data can be activated across ๐๐๐, ๐๐๐, ๐๐ฎ๐๐ข๐จ, and ๐๐ข๐ฌ๐ฉ๐ฅ๐๐ฒ channels.โค SEJ operates around ๐ญ๐ฐ๐๐ง๐ญ๐ฒ-๐ญ๐ฐ๐จ ๐ญ๐ก๐จ๐ฎ๐ฌ๐๐ง๐ stores with approximately ๐ญ๐ฐ๐๐ง๐ญ๐ฒ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง daily visitors.โค API integration enables ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐จ๐ฎ๐ฌ data refresh and campaign optimization.โค AI transforms retail purchase data into scalable ๐๐ฎ๐๐ข๐๐ง๐๐ intelligence for omnichannel advertising.โค Integration advances Japan's ๐ซ๐๐ญ๐๐ข๐ฅ ๐ฆ๐๐๐ข๐ infrastructure with privacy-conscious data activation.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:๐๐๐ข ๐๐๐ฃ๐ข๐ฆ๐, General Manager, Japan, ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค:"Japan's retail media ecosystem is entering a new phase. We are excited to bring this initiative to market, expanding access to one of Japan's most extensive retail data offerings for omnichannel advertising. As the industry evolves, the ability to programmatically activate high-quality data will be critical to driving performance and accountability in digital advertising. By integrating high-quality purchase data from SEJ, one of Japan's largest convenience store chains, directly into our platform, advertisers can now engage audiences more precisely and efficiently across channels, helping to unlock the full potential of retail data for advertisers in Japan." - H
$Trade Desk(TTD.US) | Benchmark reiterates ๐๐ฎ๐ฒ on ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees the recent Publicis dispute that pressured Q2 guidance as a trough for growth, with spend expected to recover in the second half. - H
$Trade Desk(TTD.US) | ๐๐ซ๐ฎ๐ข๐ฌ๐ญ ๐๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ reiterates ๐๐ฎ๐ฒ on ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค, maintains ๐๐ ๐๐ญ $๐๐ on ๐๐ฎ๐๐ฅ๐ข๐๐ข๐ฌ news
Analyst sees the renewed agreement with Publicis as a net positive for TTD, expecting it to drive a resumption of ad spend on the platform. - H
$Trade Desk(TTD.US) | Rothschild Redburn ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค with a ๐๐๐ฅ๐ฅ rating, sets ๐๐ ๐๐ญ $๐๐
Analyst sees TTD's weaker competitive positioning being exposed by intensifying competition, expecting market share loss and take-rate compression. - W
Gnarly divergence right at the value area low ๐ถ๏ธ
$Trade Desk(TTD.US) - H
$Trade Desk(TTD.US) | ๐๐ก๐ ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค: DA Davidson maintains ๐๐ฎ๐ฒ, cuts ๐๐ ๐ญ๐จ $๐๐
Analyst sees slowing growth and macro uncertainty pressuring near-term outlook. - W
$Trade Desk(TTD.US) Ouch ๐ฉธ
EPS: $0.28 vs $0.32 estREV: $668.857M vs $679.202M est๐ฅ -15.57% - S
$Trade Desk(TTD.US) has ER today I took the trade off and made 2.8% on the common shares still owned. Trade 100% closed.
Source: Sunrise Trader
- S
$Trade Desk(TTD.US) watching a small gap at 24.82 to close to move up my stops.
Source: Sunrise Trader
- S
$Trade Desk(TTD.US) making the move over the 50ma and the base 24.82 next level on my radar
Source: Sunrise Trader
- H
$Trade Desk(TTD.US) | ๐๐ซ๐๐๐ ๐๐๐ฌ๐ค: BTIG reiterates ๐๐๐ฎ๐ญ๐ซ๐๐ฅ
Analyst sees Publicis fallout creating near-term headwinds, with agency pressure and weaker spend outlook weighing on estimates.Source: Hardik Shah
- S
$Trade Desk(TTD.US) stop hit I am all out of the trade made OK money.
Source: Sunrise Trader
- S
$Trade Desk(TTD.US) no green to red stop in machine
Source: Sunrise Trader
- S
$Trade Desk(TTD.US) moved a couple of the stops to no green to red. Others left as is. See what tomorrow brings
Source: Sunrise Trader
- S
$Trade Desk(TTD.US) 23.88 next level on my radar. A move and hold over.
Source: Sunrise Trader