
Trade Desk (TTD) Stock Forecast & Price Target
Trade Desk (TTD) Analyst Ratings
Bulls say
The Trade Desk has reiterated guidance for fourth quarter 2025, forecasting revenue of "at least $840M," representing a growth of 13% year-over-year, which reflects a solid growth trajectory despite a previous year that experienced a 22% increase. Projections for 2026 indicate a favorable growth rate beginning around the low double-digit pace and accelerating to an estimated 18.5% for the year, bolstered by political ad spending. Additionally, trends in zero-click searches and projections of significant share gains in open web advertising further reinforce the positive outlook on Trade Desk's financial performance and market position.
Bears say
The analysis indicates a negative outlook on Trade Desk's stock primarily due to a forecasted decline in advertising revenue, attributed to lower programmatic ad revenue stemming from decreased impression volumes and the growing influence of AI in digital advertising. With expectations of an approximately 8-point reduction in revenue for 2026 and a potential 12% downside in EBITDA projections, the company's financial fundamentals appear increasingly challenged. Additionally, competitive pressures, alongside possible declines in take rates affecting profitability, further contribute to a downward adjustment in revenue and EBITDA estimates for 2027, positioning Trade Desk under heightened financial strain.
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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