Why Trade Desk Could Be the Next Stock Facing a Short Squeeze -- Barrons.com

Dow Jones04-24

By George Glover

Trade Desk stock is at risk of being next in line for a short squeeze, S3 Partners said on Thursday, as investors fret about slowing advertising spending, stiff competition, and the war in the Middle East.

S3's director of research Leon Gross wrote in a blog post that the advertising technology company "faces its first squeeze risk in a year," because short interest jumped 50% in March.

Trade Desk shares are down 40% in 2026, tanking due to concerns about slowing web-advertising revenue growth. The rise of AI large-language models like ChatGPT has driven up what analysts call " zero-click search, " meaning there's significantly less traffic for online content.

Those concerns have fueled a flurry of bearish bets against Trade Desk, raising the potential for a short squeeze. That refers to when a heavily-shorted stock rises unexpectedly, forcing short-sellers to buy back shares to minimize their losses. Those purchases in turn drive the stock's price even higher.

Avis Budget Group has been the highest-profile short squeeze of 2026 so far. Shares surged 427% between the end of March and Tuesday's close, but they have tanked 68% since, with investors betting on an equity offering that could ease the pressure on the stock.

Write to George Glover at george.glover@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 24, 2026 08:14 ET (12:14 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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The rise of AI large-language models like ChatGPT has driven up what analysts call \" zero-click search, \" meaning there's significantly less traffic for online content. \n\n\n  Those concerns have fueled a flurry of bearish bets against Trade Desk, raising the potential for a short squeeze. That refers to when a heavily-shorted stock rises unexpectedly, forcing short-sellers to buy back shares to minimize their losses. Those purchases in turn drive the stock's price even higher. \n\n\n  Avis Budget Group has been the highest-profile short squeeze of 2026 so far. Shares surged 427% between the end of March and Tuesday's close, but they have tanked 68% since, with investors betting on an equity offering that could ease the pressure on the stock. \n\n\n  Write to George Glover at george.glover@dowjones.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. 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