Market News (Page 44) - TendieTensor

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Down 73% From All-Time High, Is The Trade Desk Stock a Buy?

The Motley Fool • Daniel Sparks

Down 73% From All-Time High, Is The Trade Desk Stock a Buy?

12/26/2025 06:31 PM • The Trade Desk stock has plummeted 73% from its all-time high, though the underlying business remains solid with 18% year-over-year revenue growth and strong profitability (43% EBITDA margin). However, growth is decelerating from prior quarters, and the stock still trades at a premium 44 P/E ratio compared to the S&P 500's 26. The analyst suggests waiting for either a $30 price target or evidence of growth reacceleration before buying.

BACpN - Buffett trimmed the position by 26.3 million shares, suggesting a measured approach to the financial sector
TTD - While the company demonstrates solid fundamentals with strong profitability (16% net margin, 43% EBITDA margin), 95%+ customer retention, and continued revenue growth (18% YoY), the stock faces headwinds from decelerating growth (from 25% in Q1 to 13% expected in Q4), a premium valuation (44 P/E vs S&P 500's 26), and management's admission of Q4 2024 underperformance. The analyst remains on the sidelines, suggesting the risk-reward is not yet favorable.

#programmatic advertising #CTV (Connected TV) #growth deceleration #valuation #profitability #customer retention

GlobeNewswire Inc. • Globe Newswire

MEDIROM Partners with World

12/26/2025 05:55 PM • MEDIROM Healthcare Technologies Inc. has entered into a Master Service Agreement with Tools for Humanity and World Foundation to deploy 'Proof of Human' verification technology across Japan. The collaboration leverages MEDIROM's network of approximately 300 physical locations to establish verification services, including Orbs camera installations and flagship locations. The initiative is expected to generate new revenue streams through operation fees while contributing to digital trust infrastructure in Japan.

BACpK - Buffett trimmed the position by 26.3 million shares, suggesting a measured approach to the financial sector
MRM - The company is expanding into a new revenue-generating business segment through a strategic partnership with established technology firms. The collaboration leverages existing infrastructure (300 locations) to deploy emerging technology, positioning MEDIROM as a key player in digital trust infrastructure. The initiative is expected to contribute to revenue growth and support the company's evolution as a health tech company.

#Proof of Human #World ID #blockchain technology #AI verification #digital infrastructure #healthcare technology #Japan expansion #Sam Altman #Tools for Humanity

Southpoint holdings in Fennec Pharmaceuticals Inc. (TSX: FENC)

GlobeNewswire Inc. • Na

Southpoint holdings in Fennec Pharmaceuticals Inc. (TSX: FENC)

12/26/2025 05:44 PM • Southpoint Capital Advisors sold 1 million common shares (2.93%) of Fennec Pharmaceuticals on December 24, 2025, at USD $7.50 per share. The firm retains control of 2.7 million shares (approximately 8% of outstanding shares on a fully diluted basis) and may adjust its position based on market conditions.

BACpL - Buffett trimmed the position by 26.3 million shares, suggesting a measured approach to the financial sector
FENC - The sale itself is a neutral event as it reflects a portfolio rebalancing by a major shareholder rather than a negative assessment of the company. Southpoint's retention of 8% ownership and the stated investment purpose indicate continued confidence in Fennec's prospects.

#share sale #stake reduction #investment disposition #pharmaceutical company #beneficial ownership