
Trade Desk (TTD) Stock Forecast & Price Target
Trade Desk (TTD) Analyst Ratings
Bulls say
Trade Desk has demonstrated significant growth in advertising spend through key channels, including an 8x year-over-year increase in client spending on Prime Video and an increase in the share of OTT/CTV spend processed via the Amazon demand-side platform. The company's programmatic ad spend market share has grown to 8.8% from 7.3% in 2023, indicating robust performance and a positive trend in capturing additional market share. Additionally, Trade Desk's expansion into direct connections with publishers, connected TVs, and Retail Media Networks is expected to enhance revenue opportunities, supporting an optimistic outlook on the company's ability to continue gaining traction in the digital advertising landscape.
Bears say
The Trade Desk is projected to experience growth compression in 2025, with anticipated revenue growth falling approximately 250 basis points below market consensus, reflecting a broader deceleration in programmatic advertising spend. Additionally, the firm's premium growth has significantly decreased from 4.0x in 2022 to an expected 1.6x in 2024, indicating a concerning trend as the implied revenue multiple for 2025 suggests further declines. Concurrently, external factors such as potential cookies depreciation, economic uncertainty, and downward pressure on the company’s revenue from competitive dynamics contribute to a negative outlook for Trade Desk's financial performance.
This aggregate rating is based on analysts' research of Trade Desk and is not a guaranteed prediction by Public.com or investment advice.
Trade Desk (TTD) Analyst Forecast & Price Prediction
Start investing in Trade Desk (TTD)
Order type
Buy in
Order amount
Est. shares
0 shares