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Trade Desk

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Trade Desk Readies Q1 Earnings as Top Analysts Adjust Forecasts
earnings25 days ago

Trade Desk Readies Q1 Earnings as Top Analysts Adjust Forecasts

Trade Desk (TTD) is set to report Q1 after the close on May 7; analysts expect 32 cents per share on about $678.7 million in revenue, with shares dipping ~2.5% to around $24. The company also announced a DramaBox partnership on April 27. Benzinga highlights revisions from its most-accurate analysts: Wedbush to Neutral with a $23 target, UBS down to $31 with Buy, Wells Fargo to $24 with Equal-Weight, Evercore ISI to $32 with Outperform, and Rosenblatt to $25 with Neutral.

via Benzinga|
#analyst-ratings#earnings#price-targets
Publicis Audit Fallout: Trade Desk Slump Sparks Debate on the Downside
business2 months ago

Publicis Audit Fallout: Trade Desk Slump Sparks Debate on the Downside

Trade Desk shares fell 5%+ in pre-market trading, extending a roughly 30%+ decline this year after a third-party audit raised questions about platform fees and media-cost reporting. Publicis Groupe reportedly advised clients to avoid the platform, a move that could dampen demand if other agencies follow, though Trade Desk says the audit’s claims are not reflected in its data. Analysts are split—Stifel cut TTD to Hold with a lower target, RBC kept Outperform, and KeyBanc maintained a Buy with a $35 target. The stock remains under pressure, with a Moderate Buy consensus implying about 33% upside if the issue is resolved; the question remains whether the drop is an overreaction or a sign of broader competitive headwinds.

via TipRanks|
#analysts#business#digital-advertising
Trade Desk Shares Slip After Publicis Cuts Client Guidance Amid Audit
business2 months ago

Trade Desk Shares Slip After Publicis Cuts Client Guidance Amid Audit

Trade Desk shares fell about 7.4% after Publicis Groupe advised clients to stop using the platform following a third‑party audit by FirmDecisions that allegedly found improper fees, auto-enrollment in paid features, and questions over media/data cost markups; Trade Desk disputes the findings, but Publicis’ stance threatens a key revenue channel and agency relationships, with shares closing at $25.07.

via Benzinga|
#advertising-technology#audit#business
Trade Desk Rallies on OpenAI Ads Talks for ChatGPT
business2 months ago

Trade Desk Rallies on OpenAI Ads Talks for ChatGPT

Trade Desk stock jumped roughly 18–20% after reports that OpenAI has discussed selling ads on ChatGPT, with OpenAI planning to test ads in ChatGPT in the U.S. on its Free and Go tiers to broaden access to features. The move comes as Trade Desk, which has faced slower revenue growth and fierce competition, sees a rare market rally; however, analysts warn the gains could be temporary if ChatGPT ultimately develops its own ad-tech capabilities.

via Barron's|
#advertising-technology#business#chatgpt
Trade Desk Bets on Growth to Justify a 67% Selloff
investing3 months ago

Trade Desk Bets on Growth to Justify a 67% Selloff

The Trade Desk faces a pivotal test after a 67% year‑long decline, as Q3 revenue rose 18% year over year with strong client retention and Kokai, its AI ad engine, boosting efficiency. Management guides Q4 revenue around $840 million with roughly $375 million in adjusted EBITDA, implying ~17–18% growth, which the market must see sustained to justify the rally. Investors are weighing whether the drop is a rational repricing or an early sign of a slower growth trajectory as fears about AI disruption fade and leadership remains confident in the road ahead.

via 24/7 Wall St.|
#earnings#investing#kokai
Trade Desk Bets on Growth, Expands Buyback Plan
business3 months ago

Trade Desk Bets on Growth, Expands Buyback Plan

Trade Desk reported 2025 revenue of $2.9B (+18% YoY), GAAP net income of $443M, and adjusted EBITDA of $1.2B (41% margin) on $13.4B gross spend with customer retention above 95%. It expanded buyback capacity to $500M after about $1.4B of repurchases in 2025 and gave Q1 2026 guidance of at least $678M in revenue and ~$195M in adjusted EBITDA. The company highlighted ongoing identity, retail data, and connected-TV initiatives in ad tech; analysts rate TTD as a Hold with a $23 target.

via TipRanks|
#adtech#business#buybacks
Trade Desk Gains S&P 500 Inclusion Amid Robinhood's Ongoing Omission
business10 months ago

Trade Desk Gains S&P 500 Inclusion Amid Robinhood's Ongoing Omission

Trade Desk will join the S&P 500 index, replacing Ansys, while Robinhood was again excluded from the index rebalancing. Trade Desk's stock surged over 10%, whereas Robinhood's stock slightly declined despite reaching a record high earlier in the year. Other stocks like AppLovin, Carvana, Interactive Brokers, and Vertiv experienced mixed movements amid the rebalancing news.

via Investor's Business Daily|
#business#index-rebalancing#robinhood
"The Trade Desk Inc. Surges on Strong Revenue and Earnings Forecast"
finance2 years ago

"The Trade Desk Inc. Surges on Strong Revenue and Earnings Forecast"

Trade Desk's fourth-quarter earnings met estimates while revenue surpassed expectations, driven by growth in internet TV. The company's guidance for TTD stock exceeded expectations, leading to a surge in its stock price. Trade Desk reported a 23% increase in revenue to $605.8 million, with a strong outlook for the current quarter, expecting revenue of $478 million and EBITDA of $130 million. The company's performance was attributed to opportunities in connected TV, retail media, identity, and international markets, mitigating concerns related to Google cookie deprecation and Amazon video-on-demand.

via Investor's Business Daily|
#digital-advertising#finance#internet-tv