The Trade Desk remains resilient close to the $40 support level, despite cyclical headwinds and intensifying competition from Amazon and Google. TTD's Q3 results were better than expected, but concerns over slowing topline growth and structural industry challenges arguably lingered. Competitive pressures from Amazon's expanding ad platform are rising, yet TTD's CTV momentum, OpenPath efficiency, and Kokai adoption support its growth thesis.
TTD is amplifying growth beyond CTV, betting on AI-powered tools and surging demand to make audio ads its next big win.
Recently, Zacks.com users have been paying close attention to The Trade Desk (TTD). This makes it worthwhile to examine what the stock has in store.
TTD's AI-powered platform is redefining advertising on the open Internet, driving transparency, efficiency and long-term growth.
TTD's shares have plunged after the third quarter despite upbeat results, as rising costs, fierce ad-tech competition and macro headwinds cloud its outlook.
This used to be one of most popular stocks to talk about. Now the talk is all bearish.
Trade Desk Inc (NASDAQ:TTD) late Thursday reported third quarter 2025 revenue that rose 18% year over year to $739 million, surpassing the Wall Street forecast of $719 million. The company posted earnings per share for the period of $0.45, in line with the $0.44 consensus estimate, while Trade Desk's Q4 revenue guidance of $840 million also matched analyst expectations.
The Trade Desk, Inc. ( TTD ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Chris Toth - Vice President of Investor Relations Jeffrey Green - Founder, CEO & Chairman Alex Kayyal - CFO & Director Conference Call Participants Shyam Patil - Susquehanna Financial Group, LLLP, Research Division Justin Patterson - KeyBanc Capital Markets Inc., Research Division Vasily Karasyov - Cannonball Research, LLC Jason Helfstein - Oppenheimer & Co. Inc., Research Division Youssef Squali - Truist Securities, Inc., Research Division Presentation Operator Greetings. Welcome to the Trade Desk Third Quarter 2025 Earnings Conference Call.
The Trade Desk (TTD) is rated a "Strong Buy" after a steep sell-off triggered by the cautious guidance during Q2 earnings season because of the company's stellar fundamentals. Management's Q3 guidance was issued when there was far more uncertainty compared to today, as we have since seen interest rate cuts in September and October. After a 58% YTD dip, TTD is substantially undervalued based on historical multiples and DCF analysis, offering significant upside before earnings.
The Trade Desk's accelerating international growth and rising CTV adoption signal expanding global strength beyond its U.S. base.
The Trade Desk (TTD) closed at $51.66 in the latest trading session, marking a -3.64% move from the prior day.
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.