
Trade Desk (TTD) Stock Forecast & Price Target
Trade Desk (TTD) Analyst Ratings
Bulls say
The Trade Desk reported a revenue increase of approximately 18% year-over-year for the third quarter, with a more pronounced growth of 22% when excluding political advertising. The company also achieved EBITDA of $317 million, reflecting a year-over-year increase of 23.3%, which underscores its strong profitability and margin. Furthermore, projections indicate accelerating market share gains within open web advertising, supported by favorable conditions related to generative AI, which simplifies programmatic advertising and enhances competitive positioning against traditional media.
Bears say
The Trade Desk is facing significant challenges as reflected in recent financial commentary, with a reported 3% year-over-year decline in advertising revenue due to reduced programmatic advertising volumes and the impact of AI technologies on digital ad performance. Consensus estimates suggest an approximate 8-point deceleration in revenue for 2026, with potential declines in take rates leading to a corresponding $166 million reduction in EBITDA, representing a 12% downside to projected figures. Additionally, with competitive pressures increasing, revisions for 2027 revenue and EBITDA estimates have been lowered by around 3% and 9%, respectively, indicating a growing negative outlook for the company'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
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