The Trade Desk, Inc.TTDNASDAQ
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Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
33 analysts·High coverage
55%
Rating Distribution
Strong Buy
00%
Buy
1855%
Hold
1236%
Sell
39%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see significant upside — consensus target 74% higher.

Bear Case
$22.00
-9%
Consensus
$41.94
+74%
Bull Case
$80.00
+232%
Price Range33 analysts
Low
Consensus
High
$22.00
$80.00
Current Target
Current Price
$24.11
Upside to Target
$17.83

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$1.12(21 analysts)
P/E26x
Current: 26.1x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+12.50%
EPS+18.04%
FY2028
Rev+9.08%
EPS+19.49%
FY2029
Rev+10.98%
EPS+41.54%

Earnings Surprises

Beat rate:75%(9/12 quarters)
Avg surprise:+19.4%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Mar 17, 2026Stifel Nicolaus
Stifel Downgrades The Trade Desk (TTD) to Hold, Lowers PT to $26
Target:$26.00
+3.7%from $25.07
Mar 5, 2026D.A. Davidson
DA Davidson Reiterates Buy Rating on The Trade Desk (TTD) on OpenAI headlines
Target:$32.00
+6.7%from $30.00
Mar 2, 2026Piper Sandler
The Trade Desk (TTD) PT Lowered to $28 at Piper Sandler as 'Challenges Continue'
Target:$28.00
+16.5%from $24.02
Feb 26, 2026Cantor Fitzgerald
The Trade Desk (TTD) PT Lowered to $22 at Cantor Fitzgerald on 'Choppy' Fundamental Backdrop
Target:$22.00
-7.3%from $23.73
Feb 26, 2026Scotiabank
The Trade Desk (TTD) PT Lowered to $32 at Scotiabank
Target:$32.00
+34.6%from $23.77
Feb 26, 2026MoffettNathanson
The Trade Desk (TTD) PT Lowered to $32 at MoffettNathanson
Target:$32.00
+27.2%from $25.16
Feb 24, 2026Wedbush
Trade Desk price target lowered to $23 from $40 at Wedbush
Target:$23.00
-6.3%from $24.55
Feb 3, 2026KeyBanc
Trade Desk price target lowered to $40 from $88 at KeyBanc
Target:$40.00
+34.5%from $29.75
Jan 27, 2026Rosenblatt Securities
The Trade Desk (TTD) PT Lowered to $53 at Rosenblatt
Target:$53.00
+64.9%from $32.14
Jan 26, 2026Truist Financial
The Trade Desk (TTD) PT Lowered to $60 at Truist Securities
Target:$60.00
+77.5%from $33.81
Jan 23, 2026Stifel Nicolaus
Trade Desk price target lowered to $74 from $90 at Stifel
Target:$74.00
+101.0%from $36.82
Jan 20, 2026UBS
Trade Desk price target lowered to $50 from $82 at UBS
Target:$50.00
+40.9%from $35.48
Jan 14, 2026BNP Paribas
Trade Desk initiated with a Neutral at BNP Paribas
Target:$40.00
+7.7%from $37.14
Jan 13, 2026UBS
Trade Desk price target lowered to $42 from $50 at Morgan Stanley
Target:$42.00
+14.8%from $36.58
Jan 12, 2026Wells Fargo
Trade Desk price target lowered to $42 from $47 at Wells Fargo
Target:$42.00
+12.6%from $37.29
Jan 12, 2026MoffettNathanson
Trade Desk upgraded to Neutral from Sell at MoffettNathanson
Target:$39.00
+4.6%from $37.29
Jan 8, 2026Cantor Fitzgerald
Trade Desk price target lowered to $43 from $52 at Cantor Fitzgerald
Target:$43.00
+11.3%from $38.65
Jan 5, 2026Wolfe Research
Trade Desk price target lowered to $45 from $60 at Wolfe Research
Target:$45.00
+12.2%from $40.11
Jan 5, 2026Guggenheim
Trade Desk price target lowered to $50 from $55 at Guggenheim
Target:$50.00
+32.7%from $37.68
Dec 11, 2025Jefferies
Trade Desk price target lowered to $40 from $50 at Jefferies
Target:$40.00
+7.7%from $37.15
Dec 8, 2025Wedbush
Trade Desk price target lowered to $40 from $50 at Wedbush
Target:$40.00
+1.3%from $39.49
Nov 9, 2025Truist Financial
Trade Desk price target lowered to $85 from $100 at Truist
Target:$85.00
+97.7%from $43.00
Nov 7, 2025RBC Capital
Trade Desk price target lowered to $80 from $90 at RBC Capital
Target:$80.00
+82.3%from $43.89
Nov 7, 2025UBS
The Trade Desk (TTD) PT Raised to $82 at UBS
Target:$82.00
+89.3%from $43.31
Oct 6, 2025Wells Fargo
Trade Desk price target lowered to $53 from $68 at Wells Fargo
Target:$53.00
+2.8%from $51.55