Wall Street Sees Major Upside in These 4 Beaten-Down Tech Stocks - Is the Selloff Overdone?

"The Trade Desk is down 37% year-to-date, trading at $23.95 as of February 26. The analyst consensus price target sits at $36.73, implying upside of over 53% from current levels. That's a notable gap. Wall Street sees plenty of room to run. What makes this striking is that the selloff has no obvious earnings catalyst. In Q4 2025, Trade Desk reported revenue of $847 million, up 14% year-over-year, beating the consensus estimate of $841 million."

"Strong fundamentals, aggressive analyst price targets, and stock prices that have moved sharply in the wrong direction. The four names: The Trade Desk (NASDAQ: TTD), Oracle (NYSE: ORCL), ServiceNow (NYSE: NOW), and AppLovin (NASDAQ: APP). Each has a different story, but a common thread runs through them all."

Four high-profile technology stocks—The Trade Desk, Oracle, ServiceNow, and AppLovin—have experienced substantial declines of 23-37% in 2026, while the Nasdaq 100 remains nearly flat. Despite these sharp selloffs, Wall Street analysts maintain bullish outlooks with price targets significantly above current levels, creating notable valuation gaps. The Trade Desk exemplifies this disconnect, declining 37% without an earnings miss, having beaten Q4 2025 revenue estimates and maintained strong customer retention above 95%. The selloffs appear driven by sector-wide multiple compression in ad tech and broader risk-off sentiment affecting high-growth stocks. Among analysts covering these names, a meaningful bullish skew persists, suggesting the market decline may represent either a genuine buying opportunity or a warning signal depending on the durability of underlying business fundamentals.

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