
Trade Desk (TTD) Stock Forecast & Price Target
Trade Desk (TTD) Analyst Ratings
Bulls say
Trade Desk experienced a strong financial performance in the third quarter of 2025, with revenues increasing by approximately 18% year-over-year to reach $739 million, surpassing initial guidance. The company's EBITDA also saw a significant rise of 24% year-over-year, amounting to $317 million, which exceeded expectations by $40 million, primarily driven by sales outperformance. Furthermore, the increased adoption of the Kokai platform, with 85% of clients utilizing it for ad purchases, up from 75% in the previous quarter, reflects the growing efficiency and effectiveness of Trade Desk's solutions in the dynamic digital advertising market.
Bears say
Trade Desk has experienced a notable slowdown in revenue growth, reporting an 18% increase in 3Q25, which marks the lowest growth since 1Q22, with further guidance indicating a deceleration to 13% year-over-year for 4Q25. The company faces several key risks, including the depreciation of cookies, potential advertising weakness tied to US GDP, and increasing competition, particularly from Amazon's demand-side platform, which is exerting significant downward pressure on Trade Desk’s margins and take-rate. The financial outlook appears to be impacted further by rising working capital demands and broader valuation pressures within the technology sector.
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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