Overview
- The Trade Desk said it fired its chief financial officer after only five months and reaffirmed fourth-quarter guidance.
- Jim Cramer urged investors to sell, calling the surprise finance exit a red flag for confidence in the business.
- Cramer noted the stock finished last year down about 68% as the S&P 500’s worst performer and is down roughly 20% so far in 2026, including a 17% slide this week.
- The company is slated to report full results in February, a key moment for insight on performance and outlook.
- A bullish thesis summarized by Insider Monkey depicts a programmatic ad leader with strong client retention but near-term pressure from softer digital ad spending and large-platform competition, projecting about 17% 2025 revenue growth and a 14.5% net margin.