Shared on 07 Jan 26

Fair value Decreased 1.94%

TTD: Future Share Strength Will Build On AI Product And Buyback Execution

Analysts have trimmed their price targets on Trade Desk by a few dollars, with fair value estimates moving from about $62.33 to $61.12 as they balance concerns about elevated multiples and competitive noise against solid Q3 execution, improving ad demand, AI driven product catalysts, and what they describe as relatively derisked forward estimates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Trade Desk, with most price target changes reflecting recalibration of expectations rather than a fundamental shift in the long term story.

Shared on 07 Dec 25

TTD: Future Share Strength Will Build On AI And Buyback Execution

Analysts have nudged their average price target for Trade Desk modestly lower to about $82, reflecting a blend of cautious resets around competitive and regulatory headwinds, continued confidence in improving ad demand, Kokai driven execution, and the potential for revenue reacceleration into 2026. Analyst Commentary Street research around Trade Desk has become more polarized, with most firms trimming price targets but maintaining constructive views on execution and the multi year growth algorithm, while a smaller group is signaling greater caution on near term growth and competitive pressures.

Shared on 23 Nov 25

Fair value Decreased 9.62%

TTD: Share Strength Will Build As AI And Buyback Momentum Continue

Analysts have lowered their price target for Trade Desk by approximately $6.64 to $62.33. They cite near-term headwinds and a slightly softer outlook on growth and margins.

Shared on 07 Nov 25

Fair value Decreased 0.81%

TTD: Revenue Momentum Will Accelerate Amid AI Advances And New Partnerships

The analyst price target for Trade Desk has been modestly lowered, reflecting a balance of upbeat Q3 results and ongoing industry headwinds. Recent research updates show a new target of $68.97, down from $69.53.

Shared on 24 Oct 25

Analysts have lowered their price targets for Trade Desk. Several have cited increased competition, macroeconomic uncertainty, and management changes as key factors driving a more cautious outlook and target reductions in the range of $45 to $60.

Shared on 10 Oct 25

Fair value Decreased 4.11%

Analysts have reduced their price target for Trade Desk from approximately $72.52 to $69.53. They cite recent downgrades, as well as mounting competitive and regulatory headwinds, as the primary factors behind the downward adjustment.

Shared on 26 Sep 25

Fair value Decreased 2.64%

Trade Desk’s consensus price target has been revised down from $74.48 to $72.52 amid heightened macroeconomic uncertainty, agency-related headwinds, execution risk on strategic initiatives, and increased valuation scrutiny as revenue growth moderates. Analyst Commentary Increased macroeconomic and agency-related uncertainty is dampening the near-term growth outlook and visibility, leading to concerns about Trade Desk’s ability to reaccelerate top-line growth beyond 20%.

Shared on 11 Sep 25

Fair value Decreased 1.21%

Trade Desk’s consensus price target was modestly lowered to $74.48 as analysts cited persistent growth uncertainty, mounting competitive pressures, and a weaker valuation premium offset only partially by improved online ad sentiment and potential outperformance if macro conditions improve. Analyst Commentary Bearish analysts express concern about Trade Desk’s muted growth outlook, citing increased macroeconomic uncertainty, lower visibility on a Kokai-driven turnaround, and heightened risk from agency and client in-housing trends.

Shared on 08 Aug 25

Fair value Decreased 17%

Trade Desk’s lower Analyst Price Target reflects a notably reduced future P/E multiple despite an improved net profit margin, leading to a revised fair value estimate of $85.64. What's in the News The Trade Desk expects at least $717 million in Q3 2025 revenue and has appointed Alex Kayyal as CFO, with a planned leadership transition from Laura Schenkein.

Shared on 07 May 25

Fair value Decreased 3.24%

Shared on 30 Apr 25

Fair value Decreased 2.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 5.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 8.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 3.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 32%

AnalystConsensusTarget has decreased revenue growth from 22.0% to 19.4% and decreased profit margin from 24.7% to 20.3%.

Digital Ad Landscape Will Face Heightened Competition And Shifting Partnerships Ahead

TTD: Future Share Strength Will Build On AI Product And Buyback Execution

TTD: Future Share Strength Will Build On AI And Buyback Execution

TTD: Share Strength Will Build As AI And Buyback Momentum Continue

TTD: Revenue Momentum Will Accelerate Amid AI Advances And New Partnerships

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