The Trade Desk Shares Plunge 67.7% in 2025 Amid Competitive Pressures
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19h ago
0mins
Source: Fool
- Stock Plunge: In 2025, The Trade Desk's shares fell by 67.7%, reducing its market cap to $18 billion, reflecting investor concerns over intensified competition in the digital advertising market.
- Revenue Growth Slowdown: Although the company reported a 20% revenue growth in the first nine months of 2025, this marked a significant deceleration from 27% in 2024, indicating challenges in a rapidly evolving advertising landscape.
- Increased Competition: Amazon's launch of its own demand-side platform and partnership with Netflix poses a direct threat to The Trade Desk's market share, leading to investor skepticism about its future prospects.
- AI Impact: With the rise of AI technology, The Trade Desk faces competition from giants like Google and Meta in the advertising spend battle, potentially resulting in customer attrition and impacting its market position.
Analyst Views on TTD
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 64.53 USD with a low forecast of 47.00 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.
23 Analyst Rating
15 Buy
6 Hold
2 Sell
Moderate Buy
Current: 38.650
Low
47.00
Averages
64.53
High
90.00
Current: 38.650
Low
47.00
Averages
64.53
High
90.00
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.
