Should I Buy TTD? TTD 2026 Analysis

Should You Buy Trade Desk Inc (TTD) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

30.470

1 Day change

-2.50%

52 Week Range

125.800

Analysis Updated At

2026/01/26

Trade Desk Inc (TTD) is not a strong buy at the moment for a beginner investor with a long-term strategy. While the company has shown revenue and net income growth in its latest quarter, the stock's technical indicators are bearish, and analysts have recently lowered price targets and expressed concerns about increased competition and limited near-term catalysts. Additionally, there is no strong signal from proprietary trading tools like AI Stock Picker or SwingMax. Given the investor's impatience and unwillingness to wait for optimal entry points, holding off on buying TTD until more favorable conditions arise is recommended.

Technical Analysis

The technical indicators for TTD are bearish. The MACD histogram is below 0 and negatively contracting, suggesting downward momentum. The RSI is neutral at 50.732, and moving averages show a bearish trend (SMA_200 > SMA_20 > SMA_5). Key support and resistance levels are Pivot: 36.024, R1: 37.464, S1: 34.584, R2: 38.354, S2: 33.694.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Hedge funds are significantly increasing their positions in TTD, with a 285630.83% increase in buying over the last quarter. The company is also highlighted as a top investment pick for 2026 due to growth potential and market opportunities.

Neutral/Negative Catalysts

Analysts have lowered price targets and expressed concerns about increased competition, limited near-term catalysts, and topline deceleration. The company's gross margin has dropped by 2.98% YoY, and there is no recent congress trading data to suggest political or influential backing.

Financial Performance

In Q3 2025, Trade Desk reported revenue of $739 million, up 17.74% YoY, and net income of $115.5 million, up 22.72% YoY. EPS increased by 21.05% YoY to 0.23. However, gross margin dropped to 78.07%, down 2.98% YoY, indicating some pressure on profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts have mixed views on TTD. While some maintain a Buy rating, price targets have been significantly lowered across the board, with concerns about competitive intensity, limited near-term catalysts, and topline deceleration. The risk/reward profile is seen as balanced at current levels.

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 USD and a high forecast of 90 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

Averages

59.68

High

Current: 31.250

Low

Averages

59.68

High

Truist

Youssef Squali

Buy

downgrade

$85 -> $60

AI Analysis

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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TTD Should I Buy

TTD Should I Buy

Should You Buy Trade Desk Inc (TTD) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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