Jefferies has issued a cautious outlook for The Trade Desk ahead of its Q1 earnings report, expecting revenue growth around 10% year-over-year, possibly with a slight beat. However, the firm is skeptical about the consensus growth estimates for the rest of 2026, especially the second half, which require accelerated advertising spend and stable or improved take rates. Additional risks include competitive pressures, management turnover, and valuation concerns. Jefferies maintains a 'Hold' rating with a $22 price target as the company prepares to report earnings on May 14.
The Trade Desk's stock has fallen about 72% since a cautious Buy rating in June 2025 due to growth slowing from mid-20% to around 12% by Q1 2026. Although the forward EV/EBITDA multiple dropped from about 28x to 6.5x, earnings growth expectations rem...
The Trade Desk (TTD) stock has dropped 62% since the last coverage, yet the analyst maintains a strong buy rating. Trading at about 11 times forward price-to-earnings, TTD appears undervalued given its double-digit revenue growth, strong data advanta...
The Trade Desk has integrated retail purchase data from SEVEN-ELEVEN JAPAN's 28 million app members into its advertising platform, allowing advertisers in Japan to activate high-quality purchase data programmatically across digital channels like OTT,...
The Trade Desk (TTD) has transitioned from a high-growth tech stock to a deep value opportunity, now trading at just 11 times earnings and 3 times sales. Despite a slowdown in revenue growth to 8% year-over-year, TTD maintains strong profitability an...
