The Trade Desk Aktie News

Most Wall Street analysts think The Trade Desk and MercadoLibre are undervalued with both stocks well below their record highs. The Trade Desk stock has fallen sharply over concerns about competition, but its independent business model is an important advantage.

There are no sure things in investing. However, reliable patterns can help investors make informed decisions.

The Trade Desk's stock is down 71.6% from its high, the biggest drop since it became a public company in 2016. The optical 17% revenue growth is actually 22% if you adapt for the political spending last year. There were problems with the roll-out of The Trade Desk's AI-driven Kokai platform, but those seem to be addressed now.

Wedbush Securities has lowered its 12-month price target for The Trade Desk Inc (NASDAQ:TTD) to $40 from $50, citing growing structural disadvantages in an increasingly AI-driven advertising landscape. Analysts at Wedbush said The Trade Desk should continue to see topline growth, supported by the ongoing migration of linear advertisers to connected TV (CTV) and digital platforms, deeper integra...

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The AI infrastructure build-out isn't expected to slow down next year. Meta Platforms and The Trade Desk should bounce back over the next few years.

I am reiterating my “buy” rating on The Trade Desk with an updated price target of $64 after its 65% YTD decline in the stock price. With the growing threat from Amazon DSP amid diverging revenue growth between the two companies, The Trade Desk is loosening its grip on platform pricing to attract buyer spend. Revenue growth is expected to decelerate in Q4 and again in FY26 in the mid-teens, but...

The Trade Desk presents a generational buying opportunity, as temporary ad spending headwinds drive its valuation to multiyear lows. Despite Q3 revenue growth slowing to 18% YoY and softer Q4 guidance, TTD's long-term digital ad growth prospects remain robust. Adjusted EBITDA margin expanded to 43% in Q3, and aggressive share buybacks signal management's confidence in future cash flows.