Trade Desk Inc's stock fell by 3.37%, hitting a 52-week low, as broader market indices also declined, with the Nasdaq-100 down 0.60% and the S&P 500 down 0.36%.
This decline is attributed to sector rotation, as the Trade Desk has been downgraded from Buy to Hold by analysts due to intensified competition and disappointing revenue guidance, indicating a deceleration in growth. The company's stock has dropped 44% over the past six months, contrasting sharply with gains in the broader market and the Zacks Internet Services industry, which saw a 74.8% increase.
Despite these challenges, Trade Desk maintains a strong financial position with $1.4 billion in cash and no debt, allowing it to invest in growth initiatives. However, the ongoing competition and regulatory pressures may continue to impact its revenue growth, leading investors to be cautious.
Wall Street analysts forecast TTD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTD is 59.68 USD with a low forecast of 39.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
Wall Street analysts forecast TTD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTD is 59.68 USD with a low forecast of 39.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Buy
9 Hold
1 Sell
Moderate Buy
Current: 31.250
Low
39.00
Averages
59.68
High
90.00
Current: 31.250
Low
39.00
Averages
59.68
High
90.00
Truist
Youssef Squali
Buy
downgrade
$85 -> $60
2026-01-27
New
Reason
Truist
Youssef Squali
Price Target
$85 -> $60
AI Analysis
2026-01-27
New
downgrade
Buy
Reason
Truist analyst Youssef Squali lowered the firm's price target on Trade Desk to $60 from $85 and keeps a Buy rating on the shares. The firm is adjusting its model to reflect "greater uncertainty" following the company's announcement of a CFO transition, the analyst tells investors in a research note. Departing CFO Alex Kayyal, whom the company appointed to the CFO role in August 2025, has served as the company's Chief Accounting Officer and has been with TTD for nearly 11 years, bringing deep expertise in financial management across domestic and international markets with extensive experience in high-growth software and internet services companies, the firm added.
Rosenblatt
Barton Crockett
Buy
downgrade
$64 -> $53
2026-01-27
New
Reason
Rosenblatt
Barton Crockett
Price Target
$64 -> $53
2026-01-27
New
downgrade
Buy
Reason
Rosenblatt analyst Barton Crockett lowered the firm's price target on Trade Desk to $53 from $64 and keeps a Buy rating on the shares. The reduced the stock's valuation multiple citing the "surprising termination" of CFO Alexander Kayyal after only five months on the job. The "surprising personnel volatility in this key post for now eviscerates the argument for a valuation premium to growth," the analyst tells investors in a research note.
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Citi
Neutral
downgrade
$50 -> $38
2026-01-27
New
Reason
Citi
Price Target
$50 -> $38
2026-01-27
New
downgrade
Neutral
Reason
Citi lowered the firm's price target on Trade Desk to $38 from $50 and keeps a Neutral rating on the shares after the company announced a CFO change and affirmed its Q4 outlook. The CFO transition "suggests continued visibility challenges," the analyst tells investors in a research note.
Wells Fargo
Equal Weight
maintain
$42
2026-01-26
New
Reason
Wells Fargo
Price Target
$42
2026-01-26
New
maintain
Equal Weight
Reason
Wells Fargo keeps an Equal Weight rating on Trade Desk with a $42 price target after the company announced a CFO transition and reaffirmed its Q4 outlook. The stock in morning trading is down 6% to $34.42. Given that CFO Alex Kayyal joined Trade Desk six months ago, the announcement signals "continued fundamental and narrative volatility," the analyst tells investors in a research note. Wells believes management turnover is likely contributing to difficulty for the company to counter the Amazon (AMZN) demand-side platform competition narrative. It believes Trade Desk should seek out a candidate with public company CFO experience as neither of its prior CFOs had such experience.
About TTD
The Trade Desk, Inc. is a global advertising technology company. The Company offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize and measure more expressive data-driven digital advertising campaigns. Its platform allows clients to execute integrated campaigns across ad formats and channels, including connected television (CTV) and other video, display, audio, and native, on a multitude of devices, such as televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. Its platform’s integrations with inventory, publisher and data partners provide ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces (APIs) enable its clients to customize and expand platform functionality. Its platform provides auto-optimization features that allow buyers to automate their campaigns and support them with computer-generated modeling and decision-making.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
