Benzinga Bulls and Bears: Costco, KB Home, McDonald’s
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
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The Trade Desk stock fell on Wednesday due to S&P 500 index deletion mechanical selling and ad-tech sector pressures from AppLovin.
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Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
As co-founder and CEO of AppLovin, Adam Foroughi owns an estimated 11% of the mobile and digital marketing company.
The article compares AppLovin and Reddit as digital advertising investment opportunities. AppLovin boasts higher profitability with 60.8% net margins and $5.5B in FY2025 revenue, but faces legal challenges and competitive pressures. Reddit shows strong growth with 69.4% YoY revenue increase, newly achieved profitability, and a unique AI data licensing business. The author recommends Reddit for its durable growth foundation, unique data assets, and consistent user engagement, despite AppLovin's superior margins.
AppLovin shares are trading marginally lower Thursday morning as investors continue to digest Wednesday's analyst research caution.
The Trade Desk (TTD) is strengthening its healthcare advertising position through a new integration with OptimizeRx (OPRX), giving advertisers access to authenticated healthcare professional inventory across 400+ EHR systems reaching ~800,000 verified HCPs. The inventory will be available via TTD's OpenPath platform in Q4 2026. This partnership complements TTD's recent expansions with Veeva Crossix and IQVIA Digital, potentially attracting more pharma and life sciences advertisers. However, TTD shares have declined 71.9% over the past year and carry a Zacks Rank #4 (Sell) rating.
Magnite announced it will serve as the primary video ad server and programmatic technology provider for HP TV+, HP's free ad-supported streaming service for PCs. The partnership enables advertisers to access programmatic demand across HP TV+ inventory and leverage audience intelligence through Magnite's ClearLine Curation, which offers nearly 100 pre-built audience segments or custom segments based on PC behavior data.