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What Analysts Are Saying About Trade Desk Stock

Benzinga·02/23/2026 22:00:49
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In the last three months, 16 analysts have published ratings on Trade Desk (NASDAQ:TTD), offering a diverse range of perspectives from bullish to bearish.

In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 6 2 7 1 0
Last 30D 1 0 0 0 0
1M Ago 2 1 2 0 0
2M Ago 3 1 3 1 0
3M Ago 0 0 2 0 0

In the assessment of 12-month price targets, analysts unveil insights for Trade Desk, presenting an average target of $46.06, a high estimate of $74.00, and a low estimate of $38.00. Experiencing a 26.27% decline, the current average is now lower than the previous average price target of $62.47.

price target chart

Decoding Analyst Ratings: A Detailed Look

The standing of Trade Desk among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Mark Zgutowicz Benchmark Lowers Buy $40.00 $65.00
Justin Patterson Keybanc Lowers Overweight $40.00 $88.00
Angelo Zino CFRA Announces Hold $40.00 -
Ygal Arounian Citigroup Lowers Neutral $38.00 $50.00
Youssef Squali Truist Securities Lowers Buy $60.00 $85.00
Barton Crockett Rosenblatt Lowers Buy $53.00 $64.00
Mark Kelley Stifel Lowers Buy $74.00 $90.00
Stephen Ju UBS Lowers Buy $50.00 $82.00
Jessica Reif Ehrlich B of A Securities Lowers Underperform $40.00 $49.00
Matthew Cost Morgan Stanley Lowers Equal-Weight $42.00 $50.00
Alec Brondolo Wells Fargo Lowers Equal-Weight $42.00 $47.00
Deepak Mathivanan Cantor Fitzgerald Lowers Neutral $43.00 $52.00
Shweta Khajuria Wolfe Research Lowers Outperform $45.00 $60.00
Michael Morris Guggenheim Lowers Buy $50.00 $55.00
James Heaney Jefferies Lowers Hold $40.00 $50.00
Alicia Reese Wedbush Lowers Neutral $40.00 $50.00

Key Insights:

  • Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Trade Desk. This information provides a snapshot of how analysts perceive the current state of the company.
  • Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Trade Desk compared to the broader market.
  • Price Targets: Gaining insights, analysts provide estimates for the future value of Trade Desk's stock. This comparison reveals trends in analysts' expectations over time.

Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Trade Desk's market position. Stay informed and make well-informed decisions with our Ratings Table.

Stay up to date on Trade Desk analyst ratings.

Unveiling the Story Behind Trade Desk

The Trade Desk provides a self-service platform that helps advertisers and ad agencies programmatically find and purchase digital ad inventory (display, video, audio, and social) on devices like computers, smartphones, and connected TVs. It uses data in an iterative manner to optimize the performance of ad impressions purchased. The firm's platform is referred to as a demand-side platform in the digital ad industry, and it generates revenue from fees based on a percentage of what its clients spend on advertising.

Financial Insights: Trade Desk

Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.

Revenue Growth: Over the 3M period, Trade Desk showcased positive performance, achieving a revenue growth rate of 17.74% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Communication Services sector.

Net Margin: Trade Desk's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 15.63%, the company showcases strong profitability and effective cost management.

Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 4.36%, the company showcases effective utilization of equity capital.

Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.94%, the company showcases effective utilization of assets.

Debt Management: Trade Desk's debt-to-equity ratio is below the industry average. With a ratio of 0.14, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.

The Core of Analyst Ratings: What Every Investor Should Know

Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.

Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.

Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.

This article was generated by Benzinga's automated content engine and reviewed by an editor.