
Trade Desk (TTD) Stock Forecast & Price Target
Trade Desk (TTD) Analyst Ratings
Bulls say
The Trade Desk has demonstrated a robust financial performance, with revenue growth of 19% when excluding political contributions, indicating strong demand for its services. The company's EBITDA reached $400 million, representing a year-over-year growth of 14%, while its incremental margin stood at approximately 48%, showcasing effective cost management and operational efficiency. Additionally, the significant increase in the pipeline for large advertisers, which more than doubled in the past year, underscores the strong market positioning and growth potential of the Trade Desk within the programmatic advertising sector.
Bears say
The Trade Desk faces significant challenges, with expectations of a decline in EBITDA margins, projected to fall to approximately 28.7% in 1Q26, indicating potential headwinds for the company. The 1Q26 guidance reflects a concerning slowdown in revenue growth to just 10%, accompanied by a mere 6% growth forecast for EBITDA, which has instigated a reset in investor sentiment towards a focus on investment rather than growth acceleration. Additionally, weak performance indicators, including disappointing results from a key demand-side platform and ongoing macroeconomic headwinds, suggest persistent investor concerns regarding competition and overall demand within the digital advertising landscape.
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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