The Trade Desk Crushed as Arete Issues One of Wall Street’s Most Bearish Calls
Arete cut The Trade Desk to Sell, citing slowing growth, heavy competition from Amazon/Google, and weak ad demand.
Arete cut The Trade Desk to Sell, citing slowing growth, heavy competition from Amazon/Google, and weak ad demand.
Jefferies starts Quantinuum at Buy with $90 target (19% upside), JPMorgan adds Overweight at $97. Full-stack quantum leader sees strong Wall Street support.
Wall Street consensus is Strong Buy at $36.34, implying 40% upside as the company pivots aggressively into AI and HPC infrastructure.
BTIG is bullish on Robinhood, seeing strong growth, young users, rising trading activity, and a $125 price target.
Strong upside potential vs Bloom Energy.
Full neutral-atom quantum stack highlighted as a major advantage.