Should You Invest in The Trade Desk (TTD) Based on Bullish Wall Street Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
The Trade Desk: Why An Antitrust Breakup May Be Its Growth Driver
The Trade Desk's ongoing transition with Kokai has already delivered robust FQ1'25 performance and promising FQ2'25 guidance, with it signaling its improved ad monetization. These may be significantly aided by the potential opening up of walled gardens to open Internet, with it potentially driving TTD's renewed DSP growth prospects. Even so, readers may want to closely monitor TTD's future performance, especially given AppLovin, APP's entry into the CTV/ e-commerce advertising market.
Here is What to Know Beyond Why The Trade Desk (TTD) is a Trending Stock
Zacks.com users have recently been watching The Trade Desk (TTD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The Trade Desk: Strong Earnings Rally, But High Growth Expectations Remain
The Trade Desk's stock has surged 45% since March, driven by strong Q1 2025 earnings and 25% year-over-year revenue growth. My DCF model indicates TTD is priced for over 25% revenue growth, but maintaining this rate is challenging despite significant market opportunities. TTD's AI-enabled platform Kokai and UID2 solution position it well in the competitive digital ad market, but competition from giants like Google remains intense.
Should You Hold or Sell The Trade Desk Stock Post Q1 Earnings?
Despite strong first-quarter results, TTD faces significant headwinds from macroeconomic uncertainty, rising costs and fierce competition.
The Trade Desk: Growing Revenue, Adoption, TAM, What Is There Not To Like?
The Trade Desk fell more than 60% on a Q4 2024 revenue miss. The company quickly regained more than 60% from the lows amidst great Q1 2025 financial results. TTD's business model is highly scalable with strong growth drivers like AI, CTV, and increasing TAM, supported by a solid balance sheet.
TTD Q1: Upgrading My Price Target Amid Stellar Earnings
The Trade Desk's Q1 earnings beat expectations, driven by accelerated Kokai platform adoption and organizational updates, leading to the stock exceeding my previous PT and outperforming the S&P 500. Management is optimistic about gaining market share due to favorable court rulings against Google and Meta, enhancing a fairer and more competitive open internet. Despite macroeconomic headwinds, The Trade Desk's innovative products and JBPs position it to navigate challenges, with a reiterated "buy" rating and a price target of $86.
The Trade Desk: Time To Buy Before The Stock Rebounds Further
The Trade Desk demonstrated remarkable resilience amidst ad market uncertainties, with a 25% YoY revenue growth and a nearly 20% stock surge post-earnings. TTD's strategic focus on programmatic advertising and CTV aligns with the shift from Linear TV, offering transparency and data advantages outside walled gardens. TTD's growth prospects remain robust, potentially benefiting from Google's regulatory challenges.
Trade Desk Stock Is Surging on Earnings. There Are ‘Significant Opportunities.
The Trade Desk's first-quarter results indicate past issues for the ad-tech firm were “transitory,” analysts say.
The Trade Desk, Inc. (TTD) Q1 2025 Earnings Call Transcript
The Trade Desk, Inc. (NASDAQ:TTD ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Chris Toth - IR Jeff Green - Co-Founder & CEO Laura Schenkein - CFO Conference Call Participants Shyam Patil - Susquehanna Vasily Karasyov - Cannonball Research Justin Patterson - KeyBanc Matt Swanson - RBC Jessica Reif Ehrlich - Bank of America Operator Greetings. Welcome to The Trade Desk First Quarter 2025 Earnings Conference Call.
The Trade Desk (TTD) Q1 Earnings and Revenues Top Estimates
The Trade Desk (TTD) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.26 per share a year ago.
How Should You Play The Trade Desk Stock Going Into Q1 Earnings?
Amid intense competition from tech giants, TTD's first-quarter performance is likely to have been cushioned by higher digital spending.
