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The Trade Desk vs. Super Micro Computer: Which Stock is a Better Buy After August 2025?

Vrijdag Sep 26 2025 10:30

2 min.

Inhoudsopgave

0.1 Analyzing the Reasons Behind the Decline
0.2 The Trade Desk vs. Super Micro Computer: Which Presents a Better Opportunity?
0.3 Concerns About Competition from Amazon
0.4 Conclusion

August 2025 saw significant declines in the stock performance of two prominent companies within the S&P 500: The Trade Desk (TTD) and Super Micro Computer (SMCI). The Trade Desk's stock fell by 37%, while Super Micro Computer's stock decreased by 30% during the month.

Analyzing the Reasons Behind the Decline

As suspected, these declines are largely attributed to earnings announcements. In the case of The Trade Desk, earnings included disappointing third-quarter guidance, and investors seemed rattled by the unexpected departure of the company's CFO. Supermicro delivered strong growth, with a 47% year-over-year revenue jump, but at the same time, the company reported its weakest gross margin ever. This weak margin raised concerns about the company's competitiveness in the high-performance computing market.

The Trade Desk vs. Super Micro Computer: Which Presents a Better Opportunity?

Under these circumstances, analysts believe The Trade Desk presents a better opportunity for long-term investors. While the guidance was certainly disappointing, the other results looked solid, exceeding revenue estimates by a significant margin. And although the company's outlook called for a deceleration in revenue growth, it might not be the best comparison, as the third quarter of 2024 had a positive tailwind from political advertising for the November election. Furthermore, some analysts point out that The Trade Desk's business model, which focuses on the demand-side of the digital advertising market, gives it a strategic advantage in the long term, as it can serve a diverse range of advertisers and publishers.

Concerns About Competition from Amazon

Another lingering issue holding the stock down is the fear that connected TV (CTV) ad spend will increasingly go to Amazon instead of The Trade Desk. And while this is certainly worth keeping an eye on, the reality is that the overlap between the adtech businesses of the two companies isn't as big as it may seem. Amazon primarily focuses on advertising within its own ecosystem, while The Trade Desk serves a broader market of advertisers and publishers across various platforms. This differentiation could help The Trade Desk maintain its position in the growing digital advertising market.

Conclusion

Despite the challenges faced by The Trade Desk and Super Micro Computer, both companies still have significant long-term growth potential. However, many analysts believe that The Trade Desk offers a better investment opportunity due to its strong business model and growth potential in the digital advertising market. While Super Micro Computer faces challenges related to gross margin and intense competition in the high-performance computing market, making investment in it riskier.

Risk Warning and Disclaimer: This article represents only the author’s views and is for reference only. It does not constitute investment advice or financial guidance, nor does it represent the stance of the Markets.com platform. Trading Contracts for Difference (CFDs) involves high leverage and significant risks. Before making any trading decisions, we recommend consulting a professional financial advisor to assess your financial situation and risk tolerance. Any trading decisions based on this article are at your own risk.

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The Trade Desk vs. Super Micro Computer: Which Stock is a Better Buy After August 2025?

Analyzing the Reasons Behind the Decline

The Trade Desk vs. Super Micro Computer: Which Presents a Better Opportunity?

Concerns About Competition from Amazon

Conclusion

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